1. Vertiv Holdings Co (NYSE:VRT)
On April 24, 2026, JPMorgan analyst Stephen Tusa raised the price target on Vertiv Holdings Co (NYSE:VRT) to $350 from $305 and maintained an Overweight rating. On the same day, Morgan Stanley also raised its price target on Vertiv to $350 from $285 and kept an Overweight rating, saying it exited Q1 “more constructive” on sustained order strength that suggests Q4 was not an outlier. The firm said management’s 2026 order commentary was more supportive than it was three months ago and sees room for further positive estimate revisions even after the latest guidance increase.
On April 23, 2026, Oppenheimer raised its price target on Vertiv Holdings Co (NYSE:VRT) to $330 from $320 and maintained an Outperform rating. The firm said the stock traded lower following the company’s Q1 earnings beat and higher FY26 guidance due to elevated expectations and what appeared to be conservative Q2 guidance. Oppenheimer added that deferred revenue trends and a growing pipeline suggest additional guidance increases could follow later this year.
A day earlier, Vertiv guided for Q2 EPS of $1.37 to $1.43 versus $1.43 consensus and Q2 revenue of $3.25B to $3.45B versus $3.41B consensus. Dave Cote said the company continues to strengthen its competitive position as customers increasingly turn to Vertiv for large-scale infrastructure needs. He also pointed to Vertiv’s addition to the S&P 500 in March as a reflection of its financial performance and leadership in digital infrastructure.
Vertiv also raised its FY26 outlook, projecting adjusted EPS of $6.30 to $6.40 versus $6.16 consensus, revenue of $13.5B to $14B versus $13.7B consensus, and adjusted free cash flow of $2.1B to $2.3B. The company said data center demand remains strong and that it is accelerating capacity expansion and strategic investments to capture additional market share.
Vertiv Holdings Co (NYSE:VRT) reported Q1 adjusted EPS of $1.17, topping the $1.01 consensus estimate, while revenue of $2.65B matched expectations. CEO Giordano Albertazzi said data center infrastructure requirements are evolving as customers increasingly prioritize optimized design, faster deployment, and greater operational efficiency. He added that Vertiv’s investments in technology, capacity expansion, and strategic acquisitions are helping drive market share gains as customers seek faster deployment, stronger reliability, and broader service capabilities for increasingly complex infrastructure projects.
Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies for data centers, communication networks, and commercial and industrial markets.
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