Vertiv (NYSE:VRT) Stock Rating Upgraded by Wells Fargo & Company

Vertiv (NYSE:VRT) was upgraded by stock analysts at Wells Fargo & Company to a “strong-buy” rating in a research report issued to clients and investors on Thursday, Zacks reports.

Several other research analysts have also commented on the stock. UBS Group reaffirmed a “buy” rating and set a $370.00 price objective on shares of Vertiv in a research note on Thursday, July 30th. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 31st. Royal Bank Of Canada lowered their target price on shares of Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Glj Research raised shares of Vertiv from a “hold” rating to a “buy” rating and set a $381.00 price target for the company in a research note on Friday, August 7th. Finally, Evercore set a $375.00 price target on shares of Vertiv in a report on Wednesday, July 29th. Three equities research 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’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $357.08.

Vertiv Trading Up 3.2%

Shares of VRT stock opened at $253.22 on Thursday. Vertiv has a 1 year low of $137.08 and a 1 year high of $379.93. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The stock’s 50 day simple moving average is $265.87 and its two-hundred day simple moving average is $291.28. The company has a market cap of $97.49 billion, a PE ratio of 57.29, a price-to-earnings-growth ratio of 1.00 and a beta of 2.07.

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

Insider Activity at Vertiv

In other news, Director Edward Monser sold 15,287 shares of the firm’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the transaction, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of VRT. State Street Corp increased its holdings in Vertiv by 4.5% during the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company’s stock worth $5,535,087,000 after purchasing an additional 704,970 shares during the period. Wellington Management Group LLP lifted its holdings in shares of Vertiv by 14.1% in the 2nd quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock worth $1,270,428,000 after buying an additional 468,380 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Vertiv by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock worth $1,141,723,000 after buying an additional 143,821 shares during the period. Norges Bank bought a new position in shares of Vertiv during the 4th quarter worth $808,701,000. Finally, Legal & General Group Plc grew its position in shares of Vertiv by 1.1% during the 2nd quarter. Legal & General Group Plc now owns 2,138,967 shares of the company’s stock worth $716,169,000 after buying an additional 23,444 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Key Vertiv News

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.