On Oct 24, major Wall Street analysts update their ratings for $Vertiv Holdings (VRT.US)$, with price targets ranging from $115 to $140.
J.P. Morgan analyst Stephen Tusa maintains with a buy rating, and maintains the target price at $124.
BofA Securities analyst Andrew Obin maintains with a buy rating, and adjusts the target price from $130 to $140.
Citi analyst Andrew Kaplowitz maintains with a buy rating, and adjusts the target price from $110 to $134.
Evercore analyst Amit Daryanani maintains with a buy rating, and adjusts the target price from $125 to $135.
TD Cowen analyst Michael Elias maintains with a buy rating, and maintains the target price at $115.
Furthermore, according to the comprehensive report, the opinions of $Vertiv Holdings (VRT.US)$'s main analysts recently are as follows:
Vertiv Holdings is effectively converting robust market demand into improved earnings and cash flow. The anticipation is that earnings will grow at a rate above that of its peers, justifying a premium valuation in comparison to the average of its peer group based on projections for the year 2025.
Following the Q3 report, there is a belief that Vertiv Holdings experienced a sell-off due to investor worries about the peak of order growth and heightened competition. Nevertheless, it's thought that Vertiv's consistent operational execution and significant competitive advantage contribute to a clearer earnings outlook for 2025 and onwards.
Following Vertiv Holdings' notable September-end quarter results, it's anticipated that revenue growth will pick up pace in calendar 2025, building on the 14% increase projected for 2024. The company also expects operating margins to keep expanding, which analysts believe should solidify mid-to-high teens revenue growth in 2025 and an EPS exceeding $3.50.
The decline in Vertiv Holdings' shares occurred despite the company surpassing third-quarter top and bottom line consensus and projecting fourth-quarter EBIT/EPS figures and organic growth expectations for FY25 that are above market consensus. The cessation of order guidance, which was processed during Wednesday's trading, may lead to a decrease in future share price volatility, according to the analyst.
The company showcased robust financial performance in the third quarter of 2024, but the growth in orders during the same period was not as strong, and future order growth guidance was not issued. Nevertheless, the optimism is sustained by the management's mention of a record-high pipeline and evidence suggesting that equipment demand has seen an upturn in the past three months.
Here are the latest investment ratings and price targets for $Vertiv Holdings (VRT.US)$ from 6 analysts:
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美東時間10月24日，多家華爾街大行更新了$Vertiv Holdings (VRT.US)$的評級，目標價介於115美元至140美元。
摩根大通分析師Stephen Tusa維持買入評級，維持目標價124美元。
美銀證券分析師Andrew Obin維持買入評級，並將目標價從130美元上調至140美元。
花旗分析師Andrew Kaplowitz維持買入評級，並將目標價從110美元上調至134美元。
Evercore分析師Amit Daryanani維持買入評級，並將目標價從125美元上調至135美元。
TD Cowen分析師Michael Elias維持買入評級，維持目標價115美元。
此外，綜合報道，$Vertiv Holdings (VRT.US)$近期主要分析師觀點如下：
vertiv holdings有效地將強勁的市場需求轉化爲改善的收入和現金流。預期收入將以高於同行的速度增長，據此2025年的預測證明其具有較高的估值。
根據第三季度報告，有人認爲由於投資者對訂單增長高峰和競爭加劇的擔憂，可能導致vertiv holdings出現拋售。然而，一致認爲vertiv的穩健運營執行和顯著的競爭優勢有助於2025年及以後更清晰地盈利前景。
根據vertiv holdings在九月底季度突出的業績，預計營收增長將加快步伐，將在2025年日曆年的基礎上進一步增長，2024年預計增長14%。公司還預計營運利潤率將持續擴大，分析師們認爲這應該鞏固到2025年中後期的營收增長以及每股收益超過3.50美元。
儘管公司超過了第三季度的業績預期，並且2025財年第四季度的EBIT/EPS數據以及有機增長預期均超過市場共識，vertiv holdings的股價出現下滑。根據分析師的觀點，在週三的交易期間發佈的訂單指引的停止可能會導致未來股價波動減少。
公司在2024年第三季度展示了強勁的財務表現，但同期訂單增長並不強勁，未來訂單增長預期也未發佈。然而，管理層提到有史以來最高的管道和證據顯示過去三個月設備需求有所增加，這種樂觀情緒得以維持。
以下爲今日6位分析師對$Vertiv Holdings (VRT.US)$的最新投資評級及目標價：
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