Vertiv (NYSE:VRT) Raised to “Strong-Buy” at Zacks Research

Vertiv (NYSE:VRT) was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a note issued to investors on Thursday,Zacks.com reports.

Other analysts have also recently issued reports about the company. Bank of America upped their price objective on Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Weiss Ratings cut Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, April 24th. TD Cowen upped their price objective on Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a report on Wednesday. Loop Capital began coverage on Vertiv in a report on Thursday, May 14th. They set a “buy” rating and a $500.00 price objective on the stock. Finally, Royal Bank Of Canada upped their price objective on Vertiv from $356.00 to $435.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Vertiv has an average rating of “Moderate Buy” and an average price target of $322.32.

Vertiv Stock Up 1.4%

Shares of VRT opened at $327.78 on Thursday. The stock has a market capitalization of $125.90 billion, a price-to-earnings ratio of 82.36, a price-to-earnings-growth ratio of 1.39 and a beta of 2.09. Vertiv has a 1 year low of $101.00 and a 1 year high of $379.93. The business’s 50 day simple moving average is $300.35 and its 200-day simple moving average is $229.96. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.00 by $0.17. The business had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company’s revenue for the quarter was up 30.1% on a year-over-year basis. During the same period in the prior year, the firm earned $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, equities analysts expect that Vertiv will post 6.42 earnings per share for the current fiscal year.

Insider Buying and Selling at Vertiv

In other news, Director Roger Fradin sold 101,667 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the transaction, the director owned 40,000 shares of the company’s stock, valued at approximately $10,136,800. This represents a 71.76% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value of $9,849,960.89. Following the transaction, the director directly owned 25,000 shares in the company, valued at $6,371,750. The trade was a 60.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 489,761 shares of company stock worth $123,356,815. Insiders own 1.10% of the company’s stock.

Hedge Funds Weigh In On Vertiv

Hedge funds and other institutional investors have recently made changes to their positions in the company. CreativeOne Wealth LLC raised its stake in shares of Vertiv by 187.8% in the third quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock worth $1,606,000 after purchasing an additional 6,947 shares during the last quarter. Plato Investment Management Ltd raised its stake in shares of Vertiv by 272.7% in the third quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock worth $1,321,000 after purchasing an additional 6,457 shares during the last quarter. WD Rutherford LLC raised its stake in shares of Vertiv by 80.7% in the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock worth $2,443,000 after purchasing an additional 6,734 shares during the last quarter. KBC Group NV raised its stake in shares of Vertiv by 191.1% in the fourth quarter. KBC Group NV now owns 206,102 shares of the company’s stock worth $33,391,000 after purchasing an additional 135,313 shares during the last quarter. Finally, Impax Asset Management Group plc raised its stake in shares of Vertiv by 94.4% in the third quarter. Impax Asset Management Group plc now owns 918,200 shares of the company’s stock worth $138,520,000 after purchasing an additional 445,785 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is being highlighted as a key AI infrastructure winner because its cooling equipment helps solve the heat problem in dense GPU data centers, supporting long-term demand. Is This AI Data Center Stock a Buy While the Market Panics About Oversupply?
• Positive Sentiment: Vertiv was included in a momentum-stock screen, suggesting it continues to show strong trend strength and earnings-growth characteristics that traders favor. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside
• Neutral Sentiment: Articles focused on whether VRT can keep moving higher after earnings, but they did not point to a fresh catalyst; they mainly framed the stock as a momentum name being reassessed by investors. Vertiv (VRT) Up 0.5% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Some commentary raised valuation concerns, noting Vertiv’s strong run has pushed the stock to an elevated earnings multiple, which could limit upside if growth expectations cool. Jim Cramer on Vertiv: “At 53 Times Earnings, I Gotta Say No Thanks”

Vertiv Company Profile

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.