Vertiv (NYSE:VRT) Stock Picked Up by Analysts at Wells Fargo & Company

Analysts at Wells Fargo & Company initiated coverage on shares of Vertiv (NYSE:VRT) in a research report issued on Thursday, Marketbeat.com reports. The brokerage set an “overweight” rating on the stock.

A number of other research firms also recently issued reports on VRT. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 31st. Weiss Ratings downgraded shares of Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, August 14th. UBS Group reiterated a “buy” rating and set a $370.00 price objective on shares of Vertiv in a research note on Thursday, July 30th. Piper Sandler set a $375.00 target price on shares of Vertiv in a report on Wednesday, July 29th. Finally, Royal Bank Of Canada decreased their target price on Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a research note on Thursday, July 30th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $357.08.

Vertiv Stock Performance

VRT stock opened at $253.22 on Thursday. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. The firm has a market cap of $97.49 billion, a P/E ratio of 57.29, a P/E/G ratio of 1.04 and a beta of 2.07. Vertiv has a 12-month low of $137.08 and a 12-month high of $379.93. The stock’s 50 day simple moving average is $265.87 and its 200 day simple moving average is $291.47.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.09. The firm had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm’s revenue for the quarter was up 24.1% on a year-over-year basis. During the same period last year, the business posted $0.95 earnings per share. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. As a group, equities research analysts predict that Vertiv will post 6.72 EPS for the current year.

Insider Transactions at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following the completion of the transaction, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This represents a 48.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by insiders.

Institutional Investors Weigh In On Vertiv

Hedge funds have recently made changes to their positions in the business. SFE Investment Counsel lifted its stake in shares of Vertiv by 1.1% in the 1st quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock valued at $765,000 after purchasing an additional 32 shares during the last quarter. Versant Capital Management Inc increased its position in Vertiv by 3.0% during the second quarter. Versant Capital Management Inc now owns 1,156 shares of the company’s stock worth $387,000 after buying an additional 34 shares during the last quarter. Webster Bank N. A. raised its holdings in Vertiv by 6.9% during the first quarter. Webster Bank N. A. now owns 542 shares of the company’s stock valued at $136,000 after buying an additional 35 shares in the last quarter. Sachetta LLC raised its holdings in Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company’s stock valued at $31,000 after buying an additional 36 shares in the last quarter. Finally, Pincus Capital Management LP lifted its position in shares of Vertiv by 0.8% in the first quarter. Pincus Capital Management LP now owns 4,713 shares of the company’s stock worth $1,181,000 after buying an additional 38 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv was named a qualified cooling supplier for Nvidia’s DSX Ready program, strengthening its connection to Nvidia’s AI-data-center infrastructure ecosystem. The designation could support demand for Vertiv’s thermal-management products as high-density computing deployments expand. Why Vertiv Holdings Co Is Back In The Spotlight
• Positive Sentiment: Vertiv agreed to acquire King Environmental Services, a Europe-based provider of fluid management, commissioning, and load-testing services for liquid-cooled data centers. The deal should broaden Vertiv’s thermal-services capabilities across Europe, the Middle East, and Africa, where AI infrastructure demand is growing. Vertiv Announces Agreement to Acquire King Environmental Services
• Positive Sentiment: Vertiv continues to receive favorable Wall Street attention. Barron’s highlighted the company as a leading AI-related industrial stock, while the average brokerage recommendation remains bullish. These views may support sentiment, although analyst ratings are not always reliable standalone buy signals. Vertiv and 6 More AI Industrial Stocks to Buy Now
• Neutral Sentiment: Vertiv’s planned $1.45 billion acquisition of Utility Innovation Group, plus as much as $1.15 billion in performance-based earnouts, could accelerate its AI-infrastructure growth. However, the size of the cash commitment and dependence on EBITDA targets introduce integration and execution risk. Will Vertiv’s UIG Deal Accelerate Its AI Infrastructure Growth?
• Negative Sentiment: Hagens Berman is investigating whether Vertiv or its executives failed to disclose supply-chain and project-execution risks related to the company’s disappointing second-quarter results. The investigation does not establish wrongdoing, but it adds legal and reputational uncertainty after the earnings-related selloff. Vertiv Shares Drop Into Securities Probe After Q2 Miss
• Negative Sentiment: Valuation remains a major concern: Vertiv trades at roughly 56–57 times earnings, above peers, even though it does not lead the group in revenue growth or operating margin. Investors therefore need strong second-half growth to justify the premium. Why Does Vertiv Cost the Most in a Group It Does Not Out-Grow?

Vertiv Company Profile

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company’s products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.