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:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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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奧本海默控股分析師Noah Kaye維持$Vertiv Holdings (VRT.US)$買入評級，並將目標價從121美元上調至131美元。
根據TipRanks數據顯示，該分析師近一年總勝率為65.2%，總平均回報率為14.8%。
此外，綜合報道，$Vertiv Holdings (VRT.US)$近期主要分析師觀點如下：
在公司投資者日活動後，分析師們對vertiv holdings的開多計劃表示樂觀，這些計劃包括促進有機增長的策略、提升利潤率的明確路徑以及動態資本管理，這些都將推動股價的持續超越表現。該公司計劃到2029年實現12%-14%的年度有機增長，而預計市場增長爲9%-12%，這似乎是可實現的，因爲其全面的服務模型、牢固的客戶關係以及強大的全球服務。
在投資者日活動之後，vertiv holdings的財務目標已更新，預計將延續至2029年，預計調整後的收益和增長將超過對2025年的預期。該公司的長期計劃暗示着有機增長和運營利潤率的強勁軌跡。分析師們認爲，vertiv的獨特算法將使其在行業板塊中保持區別於競爭對手的優勢。
vertiv holdings提高了其長期增長、利潤率和現金生成的目標。該公司還提供了FY25每股收益指引，略高於當前的市場共識，同時保持營業收入預期與預期一致。製造行業的瓶頸似乎正在使公司的競爭地位受益，使其預計比其最終市場的增幅高出200-300個點子。
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