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Investing.com - Mizuho (NYSE:MFG) raised its price target on Vertiv Holdings Co (NYSE:VRT) to $165.00 from $150.00 on Thursday, while maintaining an Outperform rating on the stock. The stock, currently trading at $148.98, has delivered an impressive 83.44% return over the past year. InvestingPro data shows 7 analysts have recently revised their earnings estimates upward for the upcoming period.
The revision follows Vertiv’s strong second-quarter performance, which prompted the company to increase its organic growth guidance to approximately 24% from about 18% previously. This upgrade was driven by significant outperformance in the Americas region, where organic growth reached 43% in the second quarter, despite some lagging performance in the EMEA region. The company’s robust performance is reflected in its last twelve months revenue growth of 20.45%. For deeper insights into Vertiv’s growth metrics and valuation, check out the comprehensive Pro Research Report available on InvestingPro.
Orders accelerated slightly year-over-year to 15% growth from 13% previously, and increased approximately 11% sequentially, indicating evident market share gains for the company. Mizuho noted some weakness in the EMEA region, which is now expected to remain flat in 2025 and decline in the second half, but pointed to sequential growth in the order pipeline and an improving regulatory environment that suggests better performance in 2026.
The research firm acknowledged margin pressures stemming from tariffs, capacity investments, and operational execution challenges in EMEA, but expects margins to improve going forward. Vertiv remains on track to meet its 25% target for 2029.
Mizuho raised its earnings per share estimates for Vertiv to $3.80 from $3.50 for 2025, and to $4.45 from $4.25 for 2026, citing stronger growth projections.
In other recent news, Vertiv Holdings Co reported impressive financial results for the second quarter of 2025, surpassing analysts’ expectations. The company achieved earnings per share of $0.95, exceeding the forecasted $0.83 by 14.46%. Revenue also outperformed projections, reaching $2.64 billion compared to the expected $2.35 billion. In light of these strong results, Oppenheimer raised its price target for Vertiv to $151 from $140, while maintaining an Outperform rating. The firm’s decision reflects confidence in Vertiv’s growth, particularly in the AI sector. Additionally, Vertiv provided guidance for the second half of the year that exceeded Street estimates, further boosting investor confidence. These developments highlight Vertiv’s robust performance and positive outlook in the market.
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