Oppenheimer analyst Noah Kaye maintains $Vertiv Holdings (VRT.US)$ with a buy rating, and adjusts the target price from $121 to $131.
According to TipRanks data, the analyst has a success rate of 65.2% and a total average return of 14.8% 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 have expressed optimism towards Vertiv Holdings' long-range plans, which include strategies for boosted organic growth, a clear path to enhanced margins, and dynamic capital management that should propel sustained outperformance of share price. The company's aim for 12%-14% annual organic growth through 2029, compared to the expected market expansion of 9%-12%, seems attainable with its comprehensive service model, entrenched customer relations, and robust worldwide services.
Following an investor day, Vertiv Holdings' financial goals have been updated to extend through 2029, anticipating adjusted earnings and growth that surpass expectations for 2025. The long-term plans for the company suggest a robust trajectory for organic growth and operating margins. Analysts believe that Vertiv's unique algorithm will keep it distinct from competitors in the industry.
Vertiv Holdings has raised its long-term growth, margin, and cash generation targets. The company has also provided FY25 EPS guidance modestly above the current market consensus while maintaining a revenue outlook in line with expectations. Infrastructure bottlenecks are seemingly benefiting the company's competitive positioning, allowing for an expected outgrowth of 200-300 basis points versus its 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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