Update shared on04 Aug 2025
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%.
- Q3 2025 earnings guidance provided: net sales expected between $2,510 million and $2,590 million, with organic net sales growth of 20% to 24%.
- Announced advanced 142kW cooling and power reference architecture for NVIDIA GB300 NVL72, enabling accelerated AI infrastructure deployment, enhanced energy efficiency, and collaboration via NVIDIA Omniverse.
- Confirmed strategic alignment with NVIDIA’s AI roadmap and announced 800 VDC power architecture portfolio for next-gen AI-centric data centers, launching in 2026.
- CFO David Fallon to retire following successor appointment in H2 2025, continuing as consultant through 2026; Vertiv continues to seek acquisitions and invest in R&D and capacity expansion, particularly for AI infrastructure.
Valuation Changes
Summary of Valuation Changes for Vertiv Holdings Co
- The Consensus Analyst Price Target has significantly risen from $131.00 to $154.96.
- The Net Profit Margin for Vertiv Holdings Co has risen from 15.11% to 16.58%.
- The Consensus Revenue Growth forecasts for Vertiv Holdings Co has fallen slightly from 14.1% per annum to 13.7% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.