Analysts have raised their price target for Vertiv Holdings Co. from $157.42 to $159.11. This reflects increased confidence in the company’s outlook, based on higher expected revenue growth and a modestly elevated discount rate.
What's in the News
- Vertiv launched Vertiv OneCore, a scalable prefabricated solution for high-density data center deployments. The system features integrated power, thermal, and IT infrastructure in a factory-assembled unit. (Key Developments)
- The company has completed the repurchase of 9,076,444 shares for $599.84 million under the buyback program announced in November 2023. (Key Developments)
- Vertiv issued third-quarter 2025 earnings guidance, projecting net sales of $2,510 million to $2,590 million and organic net sales growth of 20% to 24%. (Key Developments)
- The company raised full-year 2025 guidance to net sales of $9,925 million to $10,075 million, with organic net sales growth now expected between 23% and 25%, up from 18%. (Key Developments)
Valuation Changes
- Fair Value: Increased slightly from $157.42 to $159.11, reflecting a modest reassessment upward.
- Discount Rate: Increased from 8.78% to 8.99%, indicating a slightly more cautious outlook on risk.
- Revenue Growth: Increased from 15.18% to 15.58%, suggesting higher expectations for future sales expansion.
- Net Profit Margin: Decreased from 16.47% to 16.31%, signaling a small reduction in projected profitability.
- Future P/E: Increased from 35.60x to 36.16x, pointing to a marginally higher valuation based on future earnings.
Disclaimer
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