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 investor day, it is believed that Vertiv Holdings' refined strategy for the coming years, which includes targets for expedited organic growth, promising avenues for margin improvement, and a strategic capital distribution plan, will likely contribute to sustained outperformance in share value over time. The company's goals of reaching 12%-14% annual organic growth through 2029, compared to expected market growth rates of 9%-12%, appear well-founded based on its comprehensive service model, strong established customer relations, and robust worldwide service offerings.
Vertiv Holdings' financial targets have been extended through 2029, featuring a 2025 outlook that surpasses consensus expectations for adjusted earnings and growth. The long-term strategy indicates exceptionally high organic growth and operating margins. The company's distinctive algorithm is expected to maintain a competitive edge over its peers.
Vertiv Holdings has uplifted its long-term growth projections, as well as margin and cash generation targets, while forecasting FY25 EPS slightly above consensus with revenue expectations aligning with market forecasts. Analysis suggests that infrastructure bottlenecks are enhancing the company's competitive edge, potentially leading to a 200-300 basis points higher growth than 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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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:
在出席投资者日之后,据信,Vertiv Holdings未来几年的完善战略,包括加快有机增长的目标、有希望的利润率提高途径以及战略资本分配计划,将可能有助于股价在一段时间内持续跑赢大盘。该公司的目标是到2029年实现12%-14%的年有机增长,而预期的市场增长率为9%-12%,这似乎是有根据的,这要归因于其全面的服务模式、稳固的客户关系和强大的全球服务产品。
Vertiv Holdings的财务目标已延长至2029年,其2025年展望超过了对调整后收益和增长的普遍预期。长期战略表明有机增长和营业利润率异常高。预计该公司独特的算法将保持与同行相比的竞争优势。
Vertiv Holdings上调了其长期增长预期以及利润率和现金产生目标,同时预测25财年的每股收益将略高于市场预期,收入预期与市场预测一致。分析表明,基础设施瓶颈正在增强公司的竞争优势,有可能导致比其终端市场高出200-300个基点的增长。
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