Oppenheimer analyst Noah Kaye maintains $Vertiv Holdings (VRT.US)$ with a buy rating, and adjusts the target price from $121 to $131.
According to TipRanks data, the analyst has a success rate of 65.2% and a total average return of 14.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Vertiv Holdings (VRT.US)$'s main analysts recently are as follows:
Following attendance at the company's investor day, analysts have expressed optimism towards Vertiv Holdings' long-range plans, which include strategies for boosted organic growth, a clear path to enhanced margins, and dynamic capital management that should propel sustained outperformance of share price. The company's aim for 12%-14% annual organic growth through 2029, compared to the expected market expansion of 9%-12%, seems attainable with its comprehensive service model, entrenched customer relations, and robust worldwide services.
Following an investor day, Vertiv Holdings' financial goals have been updated to extend through 2029, anticipating adjusted earnings and growth that surpass expectations for 2025. The long-term plans for the company suggest a robust trajectory for organic growth and operating margins. Analysts believe that Vertiv's unique algorithm will keep it distinct from competitors in the industry.
Vertiv Holdings has raised its long-term growth, margin, and cash generation targets. The company has also provided FY25 EPS guidance modestly above the current market consensus while maintaining a revenue outlook in line with expectations. Infrastructure bottlenecks are seemingly benefiting the company's competitive positioning, allowing for an expected outgrowth of 200-300 basis points versus its end-markets.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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奥本海默控股分析师Noah Kaye维持$Vertiv Holdings (VRT.US)$买入评级，并将目标价从121美元上调至131美元。
根据TipRanks数据显示，该分析师近一年总胜率为65.2%，总平均回报率为14.8%。
此外，综合报道，$Vertiv Holdings (VRT.US)$近期主要分析师观点如下：
分析师在公司的投资者日后表达了对vertiv holdings的长期计划的乐观态度，其中包括提升有机增长策略、明确提升利润率的途径，以及动态资本管理，应该推动股价持续表现优异。公司计划通过到2029年实现每年12%-14%的有机增长，而预期市场扩张为9%-12%，凭借其全面服务模式、牢固客户关系和强大的全球服务，这一目标似乎是可以实现的。
在投资者日之后，vertiv holdings的财务目标已更新至2029年，并预计调整后的盈利和增长将超过2025年的预期。公司的长期计划显示了有机增长和操作利润的强劲增长轨迹。分析人士相信，vertiv 的独特算法将使其在行业中与竞争对手有所区别。
vertiv holdings已提高了其长期增长、利润率和现金产生目标。公司还提供了FY25每股收益指导，略高于目前市场共识，同时保持营业收入展望符合预期。制造行业的瓶颈似乎有利于公司的竞争定位，预计将比其终端市场增长200-300个基点。
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