Jefferies analyst Saree Boroditsky maintains $Vertiv Holdings (VRT.US)$ with a buy rating, and adjusts the target price from $125 to $145.
According to TipRanks data, the analyst has a success rate of 58.2% and a total average return of 6.8% 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 a recent investor day, there's optimism around Vertiv Holdings' forward-looking strategy, which encompasses expedited organic growth, a consistent runway for margin improvement, and a versatile capital management strategy. These factors are poised to foster sustained share price appreciation. The company's established goal of achieving 12%-14% annual organic growth by 2029, in contrast to the expected market growth of 9%-12%, appears feasible due to Vertiv's comprehensive solutions model, solid customer relationships and partnerships, along with a robust global service presence.
Following a recent investor day, it was noted that Vertiv Holdings has pushed its financial goals forward by one year, extending through to 2029. Initial estimates for 2025 exceeded consensus expectations for adjusted earnings and growth. Analysts highlight that Vertiv's long-term strategy suggests higher than anticipated organic growth and operating margins. The company's unique algorithm is expected to keep it distinct from its competitors.
Vertiv Holdings has updated its long-term growth, margin, and cash generation targets and provided a future earnings forecast slightly above market expectations, along with an on-target revenue forecast. The company's ability to navigate infrastructure bottlenecks is seen as a competitive advantage, contributing to its expectation of 200-300 basis points faster growth compared to its end-markets.
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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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富瑞集團分析師Saree Boroditsky維持$Vertiv Holdings (VRT.US)$買入評級,並將目標價從125美元上調至145美元。
根據TipRanks數據顯示,該分析師近一年總勝率為58.2%,總平均回報率為6.8%。
此外,綜合報道,$Vertiv Holdings (VRT.US)$近期主要分析師觀點如下:
在最近的投資者日活動後,市場對vertiv holdings前瞻性策略充滿信心,該策略包括加速的自有增長、持續的利潤率改善空間和多元化的資本管理策略。這些因素將促進持續的股價上漲。公司設定的目標是到2029年實現12%-14%的年自有增長,與預計的市場增長9%-12%相比,這一目標似乎是可行的,因爲vertiv擁有全面的解決方案模型、穩固的客戶關係和合作夥伴關係,以及強大的全球服務網絡。
在最近的投資者日活動後,注意到vertiv holdings將其財務目標提前了一年,將目標延長至2029年。2025年的初步估計超出了市場對調整後收益和增長的共識預期。分析師指出,vertiv的長期策略表明,其自有增長和運營利潤率高於預期。公司的獨特算法預計將使其區別於競爭對手。
vertiv holdings更新了其長期增長、利潤率和現金生成目標,並提供了略高於市場預期的未來收益預測,同時給出了符合預期的營業收入預測。公司應對製造行業瓶頸的能力被視爲一種競爭優勢,使其預計增長速度比其終端市場快200-300個點子。
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