BofA update shows where active managers are putting money
Investing.com - Oppenheimer raised its price target on Vertiv Holdings Co. (NYSE:VRT) to $151.00 from $140.00 on Thursday, while maintaining an Outperform rating on the stock. The company’s stock, currently trading at $144.17, has delivered an impressive 83% return over the past year, though InvestingPro analysis indicates the stock is trading above its Fair Value.
The price target increase follows Vertiv’s second-quarter 2025 performance, which exceeded consensus expectations for both top and bottom lines. With revenue growth of 20.45% and a healthy gross profit margin of 36.32%, the company’s financial metrics support the positive outlook. The company also provided guidance for the second half of the year that came in above Street estimates.
Vertiv reported record quarterly orders on Wednesday, which Oppenheimer views as evidence of market share gains. The firm connected these results to Vertiv’s efforts to improve customer speed-to-market through capacity expansion, modular solutions, and alignment with AI infrastructure requirements.
Oppenheimer noted that margin improvement initiatives, including supply chain rebalancing, footprint adjustments, and capacity liberation, will likely support a return to target incremental margins in fiscal year 2026.
The research firm also highlighted Vertiv’s plan to discontinue quarterly orders reporting beginning in the first quarter of fiscal 2026, suggesting this change could broaden stock debate and potentially reduce earnings-related volatility. The company maintains a strong financial position with a current ratio of 1.72, indicating healthy liquidity management.
In other recent news, Vertiv Holdings Co reported a robust financial performance for the second quarter of 2025. The company’s earnings per share (EPS) reached $0.95, surpassing analysts’ expectations of $0.83 by 14.46%. Additionally, Vertiv’s revenue exceeded projections, totaling $2.64 billion compared to the anticipated $2.35 billion. These results highlight the company’s ability to outperform market forecasts. The financial community took note of these developments, as reflected in the positive sentiment surrounding the company’s performance. Analysts from various firms have likely been adjusting their models in response to these figures. Vertiv’s recent achievements demonstrate its strong operational capabilities and market presence. These developments are crucial for investors monitoring the company’s trajectory.
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