BofA Securities analyst Andrew Obin maintains $Vertiv Holdings (VRT.US)$ with a buy rating.
According to TipRanks data, the analyst has a success rate of 63.7% and a total average return of 12.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Vertiv Holdings (VRT.US)$'s main analysts recently are as follows:
The liquid cooling market is undergoing rapid evolution in response to the escalating demands for higher server densities in data centers. Vertiv Holdings is perceived as being 'uniquely positioned' to meet the twin challenges of power and thermal management that are intrinsic to AI data center operations. It is expected that there will not only be an increase in the total gigawatts required for running data centers but also in the content per megawatt for Vertiv. This is anticipated to lead to an acceleration in sales and margins in the coming years.
Vertiv Holdings stands to gain from the surge in data center construction, leveraging its leading role in liquid cooling technology. It is anticipated that the company will achieve a compound annual growth rate of earnings at 24% up to 2027, with prospects for upward earnings adjustments driven by a robust backlog projected into 2025, opportunities for capital deployment, and an increase in data center capacity expansions.
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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美銀證券分析師Andrew Obin維持$Vertiv Holdings (VRT.US)$買入評級。
根據TipRanks數據顯示,該分析師近一年總勝率為63.7%,總平均回報率為12.6%。
此外,綜合報道,$Vertiv Holdings (VRT.US)$近期主要分析師觀點如下:
液體冷卻市場正在迅速發展,以應對數據中心對更高服務器密度的不斷增長的需求。Vertiv Holdings被視爲在應對人工智能數據中心運營固有的電力和散熱管理這兩個挑戰方面 「處於獨特的地位」。預計不僅運行數據中心所需的總千兆瓦特將增加,而且Vertiv的每兆瓦含量也會增加。預計這將導致未來幾年銷售額和利潤率的加速。
Vertiv Holdings將利用其在液體冷卻技術中的領先地位,從數據中心建設的激增中獲益。預計到2027年,該公司將實現24%的複合年收益增長率,收益向上調整,這要歸因於預計到2025年的大量積壓、資本部署的機會以及數據中心容量擴張的增加。
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