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Investing.com - Oppenheimer raised its price target on Vertiv Holdings Co. (NYSE:VRT) to $195.00 from $190.00 on Thursday, while maintaining an Outperform rating on the stock. The new target sits within the broader analyst range of $119-$216 for the data center infrastructure company, which currently commands a market capitalization of $65.59 billion.
The price target increase follows Vertiv’s third-quarter 2025 results, which featured record orders and an earnings per share figure that exceeded analyst expectations. The company has demonstrated robust growth with revenue increasing 26.31% over the last twelve months. The stock experienced uneven trading on Wednesday amid a broader market momentum decline, though it has delivered an impressive 53.31% return year-to-date.
Oppenheimer noted that Vertiv’s backlog may exit fiscal year 2025 approximately 35% higher year-over-year, potentially creating upside to Wall Street’s growth estimates for fiscal year 2026. According to InvestingPro, Vertiv maintains a "GREAT" financial health score, with liquid assets exceeding short-term obligations and moderate debt levels. For deeper insights into Vertiv’s growth prospects and 18 additional exclusive ProTips, consider accessing the comprehensive Pro Research Report.
The firm also highlighted that current order strength does not yet incorporate recent large artificial intelligence infrastructure announcements, recovery in the Europe, Middle East and Africa region, or material benefits from the Rubin transition.
Oppenheimer indicated that Vertiv’s return to 30-35% incremental margins at higher compound annual growth rates compared to targets set at the company’s 2024 Investor Day could accelerate the timeline for achieving long-term margin goals.
In other recent news, Vertiv Holdings Co. reported strong third-quarter earnings, surpassing analyst expectations. The company achieved a revenue of $2.67 billion, exceeding the forecasted $2.58 billion, and reported an earnings per share (EPS) of $1.24, which was higher than the anticipated $0.98. This performance was highlighted by a 28% year-over-year organic revenue growth, driven by significant gains in North America and the Asia-Pacific region, despite some weakness in the EMEA market. Following these results, Evercore ISI raised its price target for Vertiv from $200 to $210 while maintaining an Outperform rating. The positive earnings report led to a 4.27% increase in Vertiv’s stock during pre-market trading, indicating favorable investor reactions.
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