Vertiv Holdings Co
Vertiv Holdings designs, manufactures, and services critical digital infrastructure for data centers, communication networks, and industrial environments. Its power management and thermal management businesses, particularly liquid cooling and power infrastructure for AI data centers, are the key areas analysts focus on.
Vertiv Holdings(维谛技术)设计、制造并提供关键数字基础设施及相关服务,主要应用于数据中心、通信网络和工业环境。其电源管理和热管理业务,尤其是 AI 数据中心所需的液冷技术及电力基础设施,是分析师重点关注的领域。
The forecast figures are tipranks’s, read on 2026-11-04 and linked below.
SmartChecker Vertiv Holdings Co Forecast
The forecast in short
tipranks records 17 analyst ratings on Vertiv Holdings Co and summarises them as “Strong Buy”. Their average 12-month price target is USD 324.47 (37.50% Upside). Its tipranks score is 7 out of 10 — Neutral. These are tipranks’s figures as SmartChecker read them on 2026-11-04, not SmartChecker’s own view, and nothing here is advice to buy or sell.
Market cap
USD 89.53 B
≈ RM 364.29 B
Share price
USD 235.97
≈ RM 959.83
#264World ranking
tipranks score
Neutral
Analyst ratings
Strong Buy
- Buy15 88%
- Hold1 6%
- Sell1 6%
tipranks’s own summary of the 17 ratings above.
12 months price forecast
USD 324.47 37.50% Upside
As tipranks publishes it. SmartChecker has not recalculated any of it.
Analyst profiles. Who made each call, and when.
| Analyst | From | Position | Target price | Dated |
|---|---|---|---|---|
| Gordon Johnson | GLJ Research | Sell | USD 187 | 2026-11-02 |
| Varun Govindaraj | Bernstein | Buy | USD 376 | 2026-11-01 |
| Jeffrey Hammond | KeyBanc | Buy | USD 325 | 2026-10-29 |
| Stephen Tusa | Wells Fargo | Buy | USD 345 | 2026-10-29 |
| Andrew Kaplowitz | Citi | Buy | USD 362 | 2026-10-29 |
| Brett Linzey | Mizuho Securities | Buy | USD 300 | 2026-10-29 |
| Daniel DiCicco | BMO Capital | Buy | USD 331 | 2026-10-29 |
| Justin Clare | Roth MKM | Buy | USD 345 | 2026-10-29 |
| Lance Vitanza | TD Cowen | Buy | USD 357 | 2026-10-29 |
| Noah Kaye | Oppenheimer | Buy | USD 325 | 2026-10-29 |
| Andrew Obin | Bank of America Securities | Buy | N/A | 2026-10-29 |
| Jeff Reive | RBC Capital | Buy | USD 351 | 2026-10-28 |
| Mark Delaney | Goldman Sachs | Buy | USD 313 | 2026-10-28 |
| Christopher Snyder | Morgan Stanley | Buy | USD 330 | 2026-10-16 |
| Unknown Analyst | Vertical Research | Buy | N/A | 2026-09-29 |
| Stephen Volkmann | Jefferies | Hold | USD 245 | 2026-09-03 |
| Amit Daryanani | Evercore ISI | Buy | USD 375 | 2026-09-03 |
| Luke Junk | Robert W. Baird | Buy | USD 320 | 2026-07-30 |
| Unknown Analyst | UBS | Buy | USD 370 | 2026-07-30 |
| Brian Drab | William Blair | Buy | N/A | 2026-07-30 |
| Julian Mitchell | J.P. Morgan | Buy | USD 412 | 2026-05-20 |
| Nigel Coe | Wolfe Research | Hold | N/A | 2026-05-14 |
| Ananda Baruah | Loop Capital Markets | Buy | USD 500 | 2026-05-14 |
| Andrew Buscaglia | Exane BNP Paribas | Buy | USD 345 | 2026-04-14 |
| Wesley Brooks | HSBC | Buy | USD 325 | 2026-03-24 |
| Nicole Deblase | Deutsche Bank | Buy | USD 281 | 2026-02-12 |
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Investment Strengths
Accelerating Growth and Margins加速增长与利润率提升
Vertiv is delivering unusually strong scale, with management raising sales and profit guidance while forecasting further growth and margin expansion. This combination indicates improving operating leverage and supports durable earnings growth as demand for critical digital infrastructure expands.Vertiv 正在实现强劲且超预期的规模增长。管理层上调了销售额和利润指引,同时预计未来将持续增长并进一步扩大利润率。这种增长与利润率同步改善的趋势,反映出公司经营杠杆效应不断增强。随着关键数字基础设施需求持续扩大,这也为公司实现长期、稳健的盈利增长提供了有力支撑。
Strong Cash Generation强劲的现金创造能力
Robust operating and free cash flow shows that reported earnings are converting into funding for capacity, innovation, debt management, and shareholder returns. Strong cash generation improves strategic flexibility and provides support for continued investment through the next several quarters.稳健的经营现金流和自由现金流表明,公司能够将账面利润有效转化为实际现金,为产能扩张、技术创新、债务管理及股东回报提供资金支持。强劲的现金创造能力提升了公司的战略灵活性,也为未来几个季度持续投资和业务扩张提供了保障。
Expanded Power Infrastructure Position扩大电力基础设施业务布局
The acquisition expands Vertiv upstream toward grid interconnects, onsite generation, and energy storage orchestration. A broader power portfolio can make Vertiv a more accountable end-to-end partner for power-constrained AI data centers and deepen its competitive position.此次收购进一步推动 Vertiv 向电力基础设施上游拓展,涵盖电网互联、现场发电及能源储能协调管理等领域。更全面的电力产品与服务组合,将使 Vertiv 能够为面临电力供应限制的 AI 数据中心提供更完整的一站式解决方案,从而强化其端到端服务能力,并进一步巩固市场竞争地位。
People also ask
What is the 12-month price target for Vertiv Holdings Co (VRT)?
tipranks publishes an average 12-month price target of USD 324.47 (37.50% Upside), as SmartChecker read it on 2026-11-04. The highest target is USD 376 and the lowest is USD 187. A price target is an analyst’s estimate of where a share might trade, not a promise, and SmartChecker gives no investment advice.
See tipranks’s own page ↗How many analysts cover Vertiv Holdings Co (VRT)?
tipranks records 17 analyst ratings: 15 buy, 1 hold and 1 sell, which it summarises as “Strong Buy”, as SmartChecker read it on 2026-11-04.
See tipranks’s own page ↗What is the tipranks score for Vertiv Holdings Co (VRT)?
tipranks scores it 7 out of 10 and calls that “Neutral”, as SmartChecker read it on 2026-11-04. The score is tipranks’s, not SmartChecker’s, and SmartChecker does not rate listed shares.
See tipranks’s own page ↗Is this SmartChecker’s own forecast for Vertiv Holdings Co?
No. Every figure on this page is published by tipranks, copied on 2026-11-04 with a link to the original, and not recalculated. SmartChecker assesses financial companies in Malaysia against the public registers; it makes no forecast of its own and holds no licence to advise on securities.
See tipranks’s own page ↗Member reviews. Members’ own ratings and words, not SmartChecker’s rating.
These ratings and words are written by SmartChecker members and published immediately without administrator approval. SmartChecker does not rate listed companies: a rating here belongs to whoever wrote it, it counts towards no score of ours, and nothing in it is advice.
Disclaimer
SmartChecker provides informational and financial market news only and does not provide investment, financial or legal advice.
