Vertiv’s (VRT) Strong Q2 and AI Tailwinds Prompt Analyst Price Target Hike

Vertiv Holdings Co (NYSE:VRT) is one of the AI Stocks Making Waves on Wall Street. On July 31, Oppenheimer analyst Noah Kaye raised the price target on the stock to $151.00 (from $140.00) while maintaining an Outperform rating. According to the analyst, Vertiv’s record quarterly orders are an evidence to its market share gains.

This ties with the company’s efforts to help customers launch faster by expanding capacity, offering modular and prefab solutions, and aligning products with AI infrastructure needs.

“Shares were up Wednesday after VRT beat 2Q25 top-/bottom-line consensus and guided 2H above the Street while posting record quarterly orders. Results/outlook imply clear share gains in our view and connect to VRT’s efforts to enable customer speed-to-market through capacity expansion, modular/prefab solutions, and portfolio alignment with AI infrastructure requirements.”

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“Margin improvement levers (inc. supply chain/footprint rebalancing, capacity liberation) likely support return to target incrementals in FY26. Discontinuation of quarterly orders reporting (to begin in F1Q26, in our view signaling no near-term considerations at play) likely broadens stock debate and could mitigate earnings-related volatility. We raise FY25-26 estimates and increase our PT to $151 (from $140).”

Vertiv Holdings Co (NYSE:VRT) is a global provider of digital infrastructure technology and services for data centers, communication networks, and commercial and industrial facilities.

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