Vertiv (NYSE:VRT) Upgraded by Robert W. Baird to Strong-Buy Rating

Vertiv (NYSE:VRT) was upgraded by research analysts at Robert W. Baird to a “strong-buy” rating in a report released on Wednesday,Zacks.com reports.

VRT has been the topic of a number of other research reports. Citigroup increased their target price on shares of Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Morgan Stanley boosted their price target on Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Weiss Ratings downgraded Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, April 24th. HSBC assumed coverage on Vertiv in a research note on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective on the stock. Finally, Wall Street Zen cut Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday, June 20th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, Vertiv has an average rating of “Moderate Buy” and a consensus price target of $342.73.

Vertiv Trading Down 3.5%

Shares of Vertiv stock opened at $293.94 on Wednesday. The firm has a 50-day moving average of $321.44 and a 200-day moving average of $269.26. The stock has a market cap of $112.90 billion, a PE ratio of 73.85, a PEG ratio of 1.31 and a beta of 2.03. Vertiv has a 52-week low of $118.70 and a 52-week high of $379.93. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same period last year, the firm earned $0.64 earnings per share. Vertiv’s revenue for the quarter was up 30.1% compared to the same quarter last year. 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, sell-side analysts forecast that Vertiv will post 6.38 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. Norges Bank acquired a new position in Vertiv during the fourth quarter valued at approximately $808,701,000. Marshall Wace LLP boosted its holdings in shares of Vertiv by 265.6% in the 4th quarter. Marshall Wace LLP now owns 2,670,007 shares of the company’s stock valued at $432,568,000 after purchasing an additional 1,939,749 shares in the last quarter. Alkeon Capital Management LLC increased its stake in shares of Vertiv by 178.2% in the 4th quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company’s stock valued at $324,524,000 after purchasing an additional 1,283,110 shares during the last quarter. Ameriprise Financial Inc. increased its stake in shares of Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after purchasing an additional 930,158 shares during the last quarter. Finally, Qube Research & Technologies Ltd acquired a new position in shares of Vertiv during the 3rd quarter worth $125,331,000. 89.92% of the stock is owned by institutional investors.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Baird initiated coverage on Vertiv with an Outperform rating and a $370 price target, citing strength in data center demand and the company’s role in powering AI infrastructure. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
• Positive Sentiment: Another report highlighted Vertiv as a beneficiary of the AI data center power buildout, reinforcing the growth narrative around cooling, power management, and backup infrastructure. Vertiv rated outperform in new coverage at Baird on data center demand
• Positive Sentiment: Royal Bank of Canada kept an Outperform rating on Vertiv, even after trimming its price target from $435 to $418, which still implies meaningful upside from current levels.
• Neutral Sentiment: Vertiv announced it will report second-quarter 2026 earnings on July 29 and hold a conference call the same day, which sets up the next major catalyst but does not change fundamentals by itself. Vertiv Announces Date of Second Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Analyst consensus remains generally constructive, with coverage pointing to a Moderate Buy view, suggesting Wall Street still sees upside but not a clear near-term acceleration.
• Negative Sentiment: The stock has faced some pressure after recent gains, and RBC’s reduced price target may have added to caution even though the firm stayed bullish on the name.

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.