Evercore analyst Amit Daryanani maintains $Vertiv Holdings (VRT.US)$ with a buy rating, and maintains the target price at $150.
According to TipRanks data, the analyst has a success rate of 60.1% and a total average return of 12.9% 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 believe Vertiv Holdings' newly outlined strategic plans for coming years, which concentrate on boosting organic growth, expanding margins, and maintaining a flexible approach to capital allocation, are well-positioned to drive consistent share price outperformance. The firm's aim for a 12%-14% annual organic growth rate through 2029 relative to anticipated market growth of 9%-12%, appears attainable due to its comprehensive 'one-stop' shop model, strong established customer relationships, partnerships, and robust global service capabilities.
Following the investor day, it was observed that Vertiv Holdings' financial objectives have been extended through 2029, with the preliminary framework for 2025 surpassing consensus expectations for adjusted earnings and growth. It is noted that the long-term strategic framework for the company anticipates higher organic growth and operating margins than previously expected. The company's unique algorithm continues to set it apart from its competitors.
Vertiv Holdings has elevated its long-term growth, margin, and cash generation targets, and guided its FY25 EPS slightly above expectations with a revenue outlook that aligns with projections. Infrastructure bottlenecks are seen as benefiting the firm's competitive position, potentially enabling 200-300bps of growth outperformance relative to 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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Evercore分析师Amit Daryanani维持$Vertiv Holdings (VRT.US)$买入评级，维持目标价150美元。
根据TipRanks数据显示，该分析师近一年总胜率为60.1%，总平均回报率为12.9%。
此外，综合报道，$Vertiv Holdings (VRT.US)$近期主要分析师观点如下：
在出席该公司的投资者日之后，分析师认为，Vertiv Holdings新概述的未来几年战略计划将重点放在促进有机增长、扩大利润率和保持灵活的资本配置方法上，完全有能力推动股价持续跑赢大盘。该公司的目标是到2029年实现12％-14％的年有机增长率，而预期的市场增长率为9％-12％，这似乎是可以实现的，这要归功于其全面的 “一站式” 商店模式、牢固的客户关系、合作伙伴关系和强大的全球服务能力。
投资者日结束后，据观察，维捷控股的财务目标已延长至2029年，2025年的初步框架超过了对调整后收益和增长的普遍预期。值得注意的是，该公司的长期战略框架预计有机增长和营业利润率将高于先前的预期。该公司独特的算法继续使其与竞争对手区分开来。
Vertiv Holdings提高了其长期增长、利润率和现金产生目标，并指导其25财年每股收益略高于预期，收入前景与预期一致。基础设施瓶颈被视为有利于公司的竞争地位，有可能使相对于终端市场的增长超过200-300个基点。
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