Evercore analyst Amit Daryanani maintains $Vertiv Holdings (VRT.US)$ with a buy rating, and maintains the target price at $150.
According to TipRanks data, the analyst has a success rate of 60.1% and a total average return of 12.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Vertiv Holdings (VRT.US)$'s main analysts recently are as follows:
Following attendance at the company's investor day, analysts believe Vertiv Holdings' newly outlined strategic plans for coming years, which concentrate on boosting organic growth, expanding margins, and maintaining a flexible approach to capital allocation, are well-positioned to drive consistent share price outperformance. The firm's aim for a 12%-14% annual organic growth rate through 2029 relative to anticipated market growth of 9%-12%, appears attainable due to its comprehensive 'one-stop' shop model, strong established customer relationships, partnerships, and robust global service capabilities.
Following the investor day, it was observed that Vertiv Holdings' financial objectives have been extended through 2029, with the preliminary framework for 2025 surpassing consensus expectations for adjusted earnings and growth. It is noted that the long-term strategic framework for the company anticipates higher organic growth and operating margins than previously expected. The company's unique algorithm continues to set it apart from its competitors.
Vertiv Holdings has elevated its long-term growth, margin, and cash generation targets, and guided its FY25 EPS slightly above expectations with a revenue outlook that aligns with projections. Infrastructure bottlenecks are seen as benefiting the firm's competitive position, potentially enabling 200-300bps of growth outperformance relative to end-markets.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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