Global AI Demand And Favorable Policies Will Expand Data Centers

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AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Published
20 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$154.96
10.0% undervalued intrinsic discount
07 Aug
US$139.39
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1Y
96.2%
7D
-4.3%

Author's Valuation

US$155.0

10.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 18%

Driven by an improvement in net profit margin despite slightly lower revenue growth forecasts, the consensus analyst price target for Vertiv Holdings Co has been raised significantly from $131.00 to $154.96. What's in the News Vertiv raised full-year 2025 earnings guidance, now expecting net sales of $9,925 million to $10,075 million with organic net sales growth of 23% to 25%, previously 18%.

Shared on07 May 25
Fair value Increased 21%

Shared on30 Apr 25
Fair value Decreased 7.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 9.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 6.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 7.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 6.78%

Shared on10 Mar 25
Fair value Increased 9.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.