Bank of America Issues Positive Forecast for Vertiv (NYSE:VRT) Stock Price

Vertiv (NYSE:VRT) had its price objective increased by equities researchers at Bank of America from $370.00 to $440.00 in a research report issued on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. Bank of America‘s price objective would indicate a potential upside of 18.54% from the stock’s current price.

Several other research analysts also recently issued reports on the company. Oppenheimer reaffirmed an “outperform” rating and set a $330.00 price target on shares of Vertiv in a research note on Thursday, April 23rd. Citigroup lifted their price target on Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Barclays lifted their price target on Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a research note on Friday. Evercore reaffirmed an “outperform” rating and set a $425.00 price target on shares of Vertiv in a research note on Tuesday. Finally, Morgan Stanley lifted their price target on Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Twenty-two analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $314.45.

Vertiv Price Performance

Shares of NYSE VRT traded down $5.05 during trading on Friday, hitting $371.18. 2,784,470 shares of the company were exchanged, compared to its average volume of 7,002,545. The company has a market cap of $142.58 billion, a price-to-earnings ratio of 93.15, a PEG ratio of 1.59 and a beta of 2.09. Vertiv has a 1 year low of $101.00 and a 1 year high of $379.93. The firm’s fifty day moving average price is $291.25 and its 200 day moving average price is $224.32. 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 earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping the consensus estimate of $1.00 by $0.17. The company had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business’s revenue was up 30.1% on a year-over-year basis. During the same period in the previous 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. On average, sell-side analysts expect that Vertiv will post 6.42 earnings per share for the current fiscal year.

Insider Activity at Vertiv

In other news, Director Roger Fradin sold 101,667 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the completion of the transaction, the director owned 40,000 shares of the company’s stock, valued at $10,136,800. This represents a 71.76% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Chairman David M. Cote sold 40,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, the chairman directly owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 489,761 shares of company stock worth $123,356,815. Corporate insiders own 1.10% of the company’s stock.

Institutional Trading of Vertiv

Several large investors have recently bought and sold shares of VRT. Vermillion & White Wealth Management Group LLC boosted its stake in shares of Vertiv by 58.3% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after buying an additional 56 shares during the last quarter. Sankala Group LLC bought a new position in Vertiv during the fourth quarter worth $27,000. Meeder Asset Management Inc. lifted its stake in Vertiv by 211.3% during the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock worth $27,000 after purchasing an additional 112 shares during the last quarter. Rossby Financial LCC bought a new position in Vertiv during the fourth quarter worth $27,000. Finally, Park Place Capital Corp lifted its stake in Vertiv by 624.0% during the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after purchasing an additional 156 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Royal Bank of Canada raised its price target on Vertiv to $435 from $356 and kept an outperform rating, signaling confidence that the stock still has room to run. Benzinga
• Positive Sentiment: Vertiv’s recent acquisition of Strategic Thermal Labs and its role in major AI cooling and data-center projects are strengthening its position in the “grid-to-chip” infrastructure chain, supporting the premium valuation debate. Vertiv News Ties AI Cooling Deals To Premium Valuation Debate
• Positive Sentiment: Coverage highlighting Vertiv as an “incredible growth stock” and a key AI infrastructure beneficiary continues to draw attention to its strong revenue and earnings momentum. Vertiv (VRT) is an Incredible Growth Stock: 3 Reasons Why
• Neutral Sentiment: Vertiv warned shareholders to reject Tutanota’s unsolicited mini-tender offer, saying the $410-per-share bid comes with conditions that could leave investors worse off than selling in the market. Vertiv Holdings Recommends Shareholders Reject the Mini-Tender Offer by Tutanota LLC
• Neutral Sentiment: Commentary from Jim Cramer suggested investors could buy Vertiv in stages and wait for pullbacks, reflecting respect for the story but also caution after the stock’s sharp rally. Jim Cramer on Vertiv: “You Buy Half and Then You Wait for a Decline”
• Negative Sentiment: A recent article questioned whether the stock’s huge AI-driven run has already priced in much of the good news, highlighting valuation risk after an outsized move. Is It Too Late To Consider Vertiv Holdings Co (VRT) After Its Huge AI Driven Rally?

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.