Update shared on 26 Nov 2025
Fair value Increased 1.02%Analysts have raised their price target for Vertiv Holdings Co. slightly, increasing it from $192.66 to $194.63. They cite incremental improvements in projected revenue growth and adjusted discount rates, despite a marginally lower anticipated profit margin.
What's in the News
- Vertiv and Caterpillar Inc. have formed a strategic alliance to deliver advanced energy optimization solutions for data centers, with a focus on integrated power, cooling, and on-site generation platforms. (Strategic Alliances)
- The Board of Directors approved a 67% increase in Vertiv's annual cash dividend, raising it from $0.15 to $0.25 per share, reflecting strong financial results and cash flow. (Dividend Increases)
- Vertiv released gigawatt-scale reference architectures for NVIDIA Omniverse DSX Blueprint, which will accelerate deployment for AI factories and offer flexible solutions ranging from stick-built to prefabricated models. (Product-Related Announcements)
- The company continues to evaluate acquisition opportunities and highlights a strong balance sheet as well as an active M&A pipeline across regions and technologies. (Seeking Acquisitions/Investments)
- Craig Chamberlin has been named the incoming Chief Financial Officer, succeeding David Fallon, who will transition to a consulting role through 2026. (Executive Changes)
Valuation Changes
- The Fair Value Estimate has increased slightly, rising from $192.66 to $194.63.
- The Discount Rate edged up marginally, from 9.10% to 9.15%.
- The Revenue Growth Projection has risen modestly, from 17.40% to 17.63%.
- The Net Profit Margin is expected to decline slightly, falling from 16.22% to 16.13%.
- The Future P/E Ratio has decreased, moving from 39.71x to 38.48x.
Disclaimer
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