Vertiv (NYSE:VRT) Stock Rating Upgraded by Wells Fargo & Company

Vertiv (NYSE:VRT) was upgraded by research analysts at Wells Fargo & Company to a “strong-buy” rating in a report issued on Thursday, Zacks reports.

Other equities analysts also recently issued reports about the company. Royal Bank Of Canada lowered their price objective on Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a research report on Thursday, July 30th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $368.00 target price on shares of Vertiv in a report on Friday, July 31st. Oppenheimer reissued an “outperform” rating and set a $325.00 target price on shares of Vertiv in a research report on Thursday, July 30th. UBS Group restated a “buy” rating and set a $370.00 price target on shares of Vertiv in a report on Thursday, July 30th. Finally, Glj Research upgraded shares of Vertiv from a “hold” rating to a “buy” rating and set a $381.00 price target on the stock in a research report on Friday, August 7th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $357.08.

Vertiv Stock Performance

NYSE VRT opened at $253.22 on Thursday. The company has a market capitalization of $97.49 billion, a price-to-earnings ratio of 57.29, a PEG ratio of 1.00 and a beta of 2.07. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. Vertiv has a twelve month low of $137.08 and a twelve month high of $379.93. The stock has a fifty day simple moving average of $265.87 and a 200 day simple moving average of $291.28.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping the consensus estimate of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. During the same period in the previous year, the business earned $0.95 EPS. The business’s quarterly revenue was up 24.1% compared to the same quarter last year. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Sell-side analysts expect that Vertiv will post 6.72 EPS for the current year.

Insider Buying and Selling

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the completion of the sale, the director directly owned 16,500 shares in the company, valued at approximately $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Vertiv

A number of institutional investors and hedge funds have recently modified their holdings of the business. Norges Bank bought a new stake in shares of Vertiv in the 4th quarter valued at $808,701,000. Jupiter Topco LLC acquired a new stake in Vertiv in the second quarter worth $441,083,000. Alkeon Capital Management LLC grew its holdings in Vertiv by 178.2% in the fourth quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company’s stock worth $324,524,000 after purchasing an additional 1,283,110 shares during the period. State Street Corp increased its stake in Vertiv by 4.5% in the second quarter. State Street Corp now owns 16,531,530 shares of the company’s stock valued at $5,535,087,000 after purchasing an additional 704,970 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its stake in Vertiv by 33.7% in the first quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock valued at $604,059,000 after purchasing an additional 608,176 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv was named a qualified cooling supplier for Nvidia’s DSX Ready program, strengthening its connection to Nvidia’s AI-data-center infrastructure ecosystem. The designation could support demand for Vertiv’s thermal-management products as high-density computing deployments expand. Why Vertiv Holdings Co Is Back In The Spotlight
• Positive Sentiment: Vertiv agreed to acquire King Environmental Services, a Europe-based provider of fluid management, commissioning, and load-testing services for liquid-cooled data centers. The deal should broaden Vertiv’s thermal-services capabilities across Europe, the Middle East, and Africa, where AI infrastructure demand is growing. Vertiv Announces Agreement to Acquire King Environmental Services
• Positive Sentiment: Vertiv continues to receive favorable Wall Street attention. Barron’s highlighted the company as a leading AI-related industrial stock, while the average brokerage recommendation remains bullish. These views may support sentiment, although analyst ratings are not always reliable standalone buy signals. Vertiv and 6 More AI Industrial Stocks to Buy Now
• Neutral Sentiment: Vertiv’s planned $1.45 billion acquisition of Utility Innovation Group, plus as much as $1.15 billion in performance-based earnouts, could accelerate its AI-infrastructure growth. However, the size of the cash commitment and dependence on EBITDA targets introduce integration and execution risk. Will Vertiv’s UIG Deal Accelerate Its AI Infrastructure Growth?
• Negative Sentiment: Hagens Berman is investigating whether Vertiv or its executives failed to disclose supply-chain and project-execution risks related to the company’s disappointing second-quarter results. The investigation does not establish wrongdoing, but it adds legal and reputational uncertainty after the earnings-related selloff. Vertiv Shares Drop Into Securities Probe After Q2 Miss
• Negative Sentiment: Valuation remains a major concern: Vertiv trades at roughly 56–57 times earnings, above peers, even though it does not lead the group in revenue growth or operating margin. Investors therefore need strong second-half growth to justify the premium. Why Does Vertiv Cost the Most in a Group It Does Not Out-Grow?

Vertiv Company Profile

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company’s products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.