Vertiv Holdings Co

Report azionario NYSE:VRT

Capitalizzazione di mercato: US$126.1b

Vertiv Holdings Co Crescita futura

Criteri Future verificati 5/6

Vertiv Holdings Co prevede che gli utili e i ricavi cresceranno rispettivamente di 22.7% e 17.9% all'anno. Si prevede che l'EPS crescerà di 22.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 39.5% in 3 anni.

Informazioni chiave

22.7%

Tasso di crescita degli utili

22.25%

Tasso di crescita dell'EPS

Electrical crescita degli utili17.2%
Tasso di crescita dei ricavi17.9%
Rendimento futuro del capitale proprio39.50%
Copertura analitica

Good

Ultimo aggiornamento27 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

VRT: AI Infrastructure Capacity Expansion Will Drive Future Upside Potential

Analysts have lifted Vertiv Holdings Co.'s price target by $24 to $394, reflecting updated assumptions that combine a slightly higher discount rate with adjustments to revenue growth, profit margin, and future P/E expectations. What's in the News Vertiv issued earnings guidance for the second quarter, with expected net sales of $3.25b to $3.45b, GAAP operating profit of $639.6m, GAAP net income of $477.2m, and diluted EPS of $1.22.

Vertiv: Mounting Worries Of Peak Growth And Peak Valuation

Apr 23

VRT: AI Manufacturing Expansion And Index Inclusion Will Support Future Upside

Analysts have increased their Vertiv Holdings Co. price target from $325.00 to $370.00, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that they view as better aligned with the company’s current outlook. What's in the News Plans for a roughly US$50 million investment to expand manufacturing in Ironton, Ohio and headquarters facilities in Westerville, Ohio, with the projects expected to add hundreds of jobs through 2029 and lift liquid cooling and chilled water system capacity at Ironton by about 45% (Key Developments).

VRT: AI Data Center Manufacturing Expansion Will Drive Further Upside

Analysts have raised their price target on Vertiv Holdings Co. to $325 from $320. They cited updates to their models that reflect revised assumptions for revenue growth, profit margins, discount rate, and future P/E.

VRT: AI Data Center Infrastructure Partnerships Will Drive Further Upside

Analysts maintained Vertiv Holdings Co.'s price target at $320.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior expectations. What's in the News Vertiv outlined its role in NVIDIA's Vera Rubin DSX AI factory reference design and Omniverse DSX Blueprint, providing simulation ready digital power and cooling assets, validated interfaces, and standardized 12.5MW Vertiv OneCore infrastructure blocks intended to support AI deployments from smaller clusters to gigawatt scale projects.

Vertiv Holdings Co (VRT): The Liquid Cooling Standard-Bearer – Entering the S&P 500 on March 23.

Vertiv Holdings Co (VRT) has officially achieved the institutional "gold standard," with S&P Dow Jones Indices announcing after the March 6, 2026, close that the company will join the S&P 500 prior to the opening of trading on Monday, March 23. This promotion follows a historic transformation from an industrial spin-off to a secular AI powerhouse, as the stock trades at $241.72 with a market capitalization of $92.5 billion.

VRT: Data Center Power Solutions And AI Services Will Drive Further Upside

Analysts have lifted their price target on Vertiv Holdings Co. to $320.00 from $245.20, citing updated assumptions around revenue growth, profit margins, and future P/E that contribute to a higher fair value estimate. What's in the News Vertiv and Generate Capital announced a collaboration to provide Bring Your Own Power & Cooling solutions for data centers in US markets with constrained grid access, combining Vertiv infrastructure with Generate financing and operations to support faster, capital light deployments.

The Infrastructure AI Cannot Be Built Without

Synopsis Approximately 80% of Gen Z university students are "concerned" or "very concerned" about climate change, with many extending this anxiety to the environmental toll of AI. Headlines warn of data centres drinking millions of litres of water daily, but water is the symptom, not the disease.

VRT: AI Data Center Services And 2026 Outlook Will Frame Balanced Upside

Analysts have lifted their price target for Vertiv Holdings Co to $263.20 from $198.45, citing updated assumptions for revenue growth, profit margins, a slightly adjusted discount rate, and a modestly lower future P/E multiple. What's in the News Vertiv issued earnings guidance for the first quarter of 2026, with expected net sales between US$2.5b and US$2.7b, diluted GAAP EPS of US$0.80, GAAP operating profit of US$424.8m, and GAAP net income of US$312.7m (corporate guidance).

New Forecasts: Here's What Analysts Think The Future Holds For Vertiv Holdings Co (NYSE:VRT)

Feb 13
New Forecasts: Here's What Analysts Think The Future Holds For Vertiv Holdings Co (NYSE:VRT)

VRT: AI Data Center Momentum Will Likely Outrun Future Earnings Power

Analysts have raised their price target for Vertiv Holdings Co from US$92.18 to US$155.12, pointing to updated assumptions around higher projected revenue growth, slightly stronger profit margins, and a higher future P/E multiple as key drivers of the new fair value range. What's in the News Vertiv launched Vertiv Next Predict, an AI-powered managed service aimed at shifting data center maintenance toward predictive analytics, using AI-based anomaly detection, risk assessment, and prescriptive actions across power, cooling, and IT systems (Product-Related Announcements).

VRT: Expanded Partnerships And Dividend Increase Will Drive Further Upside Potential

Narrative Update Overview Analysts now see Vertiv Holdings Co. with a refreshed price framework, reflected in a higher implied fair value from about US$230.00 to roughly US$245.20. This adjustment is tied to updated assumptions for revenue growth, profit margins, discount rate and future P/E levels.

VRT: Data Center Energy Partnership And Dividend Hike Will Support Upside Potential

Analysts have slightly lifted their price target on Vertiv Holdings Co., with updated fair value estimates moving from about US$196.83 to roughly US$198.45 per share, reflecting small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Vertiv and Caterpillar, along with Solar Turbines, agreed to work together on energy optimization solutions for data centers, combining Vertiv power and cooling with Caterpillar power generation and CCHP offerings to provide predesigned, modular architectures for on-site power and cooling (Key Developments).

VRT: Expanded Partnerships And Dividend Increase Will Support Continued Upside Potential

Analysts have raised their price target on Vertiv Holdings Co. from 165.00 to 230.00 per share, citing expectations for stronger revenue growth, modestly higher profit margins, and a slightly lower future price to earnings multiple despite a higher assumed discount rate. What's in the News Vertiv raised full year 2025 earnings guidance, now targeting net sales of $10.16 billion to $10.24 billion and organic net sales growth of 26% to 28%, with expected GAAP diluted EPS of $3.41 (company guidance).

VRT: Dividend Increase And New CFO Will Support Balanced Outlook

Analysts have modestly raised their price target for Vertiv Holdings Co, increasing their fair value estimate by about 1 percent to approximately $196.83 per share, citing slightly stronger expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Vertiv and Caterpillar, including subsidiary Solar Turbines, entered a strategic collaboration to deliver pre designed, modular on site power and cooling architectures for data centers, aimed at reducing deployment time and improving energy efficiency for AI centric facilities (company announcement).

VRT: Dividend Hike And CFO Appointment Will Drive Future Momentum

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.

VRT: Measured Outlook Balances New CFO Appointment With AI Deployment Plans

Analysts have raised their price target for Vertiv Holdings Co. from $173.11 to $192.66. They cite improved revenue growth expectations and slight adjustments to profit margins and discount rates as key factors in their updated outlook.

Analysts Raise Vertiv Price Target Amid Executive Changes and Upbeat Growth Outlook

Analysts have raised their price target for Vertiv Holdings Co. from $159.11 to $173.11 per share. This change reflects updated forecasts for stronger revenue growth and higher future valuation multiples.

Global AI Demand And Favorable Policies Will Expand Data Centers

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.

After Leaping 31% Vertiv Holdings Co (NYSE:VRT) Shares Are Not Flying Under The Radar

Oct 07
After Leaping 31% Vertiv Holdings Co (NYSE:VRT) Shares Are Not Flying Under The Radar

We Think Vertiv Holdings Co (NYSE:VRT) Can Manage Its Debt With Ease

Jul 08
We Think Vertiv Holdings Co (NYSE:VRT) Can Manage Its Debt With Ease

Is Now The Time To Put Vertiv Holdings Co (NYSE:VRT) On Your Watchlist?

Jun 11
Is Now The Time To Put Vertiv Holdings Co (NYSE:VRT) On Your Watchlist?

After Leaping 45% Vertiv Holdings Co (NYSE:VRT) Shares Are Not Flying Under The Radar

May 20
After Leaping 45% Vertiv Holdings Co (NYSE:VRT) Shares Are Not Flying Under The Radar

Vertiv: The Worst Is Behind Us, Double-Digit Upside Potential Ahead

Apr 27

Vertiv: Bubble Imploded - Here's Why It's Now A Strong Buy

Apr 21

Previsioni di crescita degli utili e dei ricavi

NYSE:VRT - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202820,7703,9593,7904,39916
12/31/202717,5003,1522,6843,48325
12/31/202613,8832,2702,1682,72324
3/31/202610,8431,5582,2762,577N/A
12/31/202510,2301,3331,8872,114N/A
9/30/20259,6961,0341,3651,560N/A
6/30/20259,0948121,2391,427N/A
3/31/20258,4096661,2991,485N/A
12/31/20248,0124961,1351,319N/A
9/30/20247,5315811,0791,250N/A
6/30/20247,2004999641,124N/A
3/31/20246,981404855996N/A
12/31/20236,863460766901N/A
9/30/20236,652254600725N/A
6/30/20236,391181359481N/A
3/31/20236,056118-10121N/A
12/31/20225,69277-264-153N/A
9/30/20225,44772-398-297N/A
6/30/20225,195107-341-247N/A
3/31/20225,05696-6718N/A
12/31/20214,998120126211N/A
9/30/20214,893138290369N/A
6/30/20214,826-22382451N/A
3/31/20214,572-87402464N/A
12/31/20204,371-327156209N/A
9/30/20204,237-40277130N/A
6/30/20204,145-312-3917N/A
3/31/20204,274-275-168-103N/A
12/31/20194,431-141N/A58N/A
9/30/20194,431-146N/A-28N/A
12/31/20184,286-321N/A-222N/A
12/31/20173,879-387N/A-50N/A
12/31/20163,472-696N/A90N/A
9/30/20163,944111N/A370N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di VRT ( 22.7% all'anno) è superiore al tasso di risparmio ( 3.4% ).

Guadagni vs Mercato: Si prevede che gli utili di VRT ( 22.7% all'anno) cresceranno più rapidamente del mercato US ( 16% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di VRT cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di VRT ( 17.9% all'anno) crescerà più rapidamente del mercato US ( 11.2% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di VRT ( 17.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di VRT sarà elevato tra 3 anni ( 39.5 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/04 14:21
Prezzo dell'azione a fine giornata2026/05/04 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Vertiv Holdings Co è coperta da 32 analisti. 25 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Julian MitchellBarclays
Andrew BuscagliaBNP Paribas
Andrew ObinBofA Global Research