Morgan Stanley Boosts Vertiv Price Target After Strong Q2 Performance

Vertiv Holdings (NYSE:VRT) is one of the best growth stocks to buy according to analysts. On August 10, Morgan Stanley maintained its Overweight rating on Vertiv Holdings (NYSE:VRT), while increasing the company’s price target from $125 to $165.

A close-up of a group of technicians working on complex data center systems.

Morgan Stanley remains positive on the firm after its Q2 earnings, calling the company’s financial performance during the first half of the year “phenomenal”. Morgan Stanley cited the backlog of $1.3 billion as demand remains strong. However, the bank is getting a little cautious about the stock’s valuation.

Vertiv Holdings (NYSE:VRT) reported strong Q2  2025 earnings on July 30, driven by burgeoning demand in the data center and AI infrastructure divisions. The company reported an EPS of $0.95 per share, a whopping 42% increase from the previous year, while beating Wall Street estimates of $0.83 per share. The company generated revenue of $2.64 billion, a solid 35% year-over-year growth and exceeding Wall Street estimates of around $2.35 billion.

However, the company’s operating margin dipped slightly to 18.5%, down 1.1 percentage points from the same quarter last year. This decline was mainly attributed to tariffs and increased transition costs. Still, adjusted operating profit rose 28% to $489 million. Vertiv also reported a healthy order book, with over $3 billion in new orders during the quarter.

READ NEXT: 10 Best Military Tech Stocks to Buy Now and 10 High Growth Stocks Outside Tech Analysts Are Bullish On.

Disclosure: None.