Wolfe Research analyst Nigel Coe maintains $Vertiv Holdings (VRT.US)$ with a buy rating, and adjusts the target price from $97 to $149.
According to TipRanks data, the analyst has a success rate of 55.9% and a total average return of 9.0% 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 an investor day event, analysts noted that Vertiv Holdings' updated strategic outlook, which includes expectations of quickening organic growth, substantial avenues for margin improvement, and adaptable capital management, could likely propel prolonged outperformance in its share value. With a long-term aim of achieving 12%-14% yearly organic growth through 2029, compared to expected market growth rates of 9%-12%, the company's comprehensive model, entrenched customer partnerships, and robust worldwide service capabilities are viewed as key facilitators.
Vertiv Holdings' financial goals have been extended through 2029, with early projections for 2025 surpassing consensus estimates for adjusted earnings and growth. The company's long-term strategy includes higher anticipated organic growth and operating margins, with its unique algorithm set to distinguish it from competitors.
Vertiv Holdings has raised its long-term growth, margin, and cash generation targets, and has provided a forecast for FY25 EPS that is slightly above average analyst expectations, alongside an in-line revenue outlook. The company appears to be leveraging infrastructure bottlenecks, which could enhance its competitive position, enabling an expected 200-300 basis points of growth outperformance relative to its end-markets.
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沃尔夫研究分析师Nigel Coe维持$Vertiv Holdings (VRT.US)$买入评级,并将目标价从97美元上调至149美元。
根据TipRanks数据显示,该分析师近一年总胜率为55.9%,总平均回报率为9.0%。
此外,综合报道,$Vertiv Holdings (VRT.US)$近期主要分析师观点如下:
在投资者日活动之后,分析师指出,维谛控股的最新战略展望,包括对加快有机增长的预期、利润率的实质性提高途径以及适应性强的资本管理,可能会推动其股价长期跑赢大盘。公司的长期目标是到2029年实现12%-14%的年度有机增长,而预期的市场增长率为9%-12%,该公司的综合模式、根深蒂固的客户伙伴关系和强大的全球服务能力被视为关键推动者。
Vertiv Holdings的财务目标已延长至2029年,对2025年的早期预测超过了调整后收益和增长的共识预期。该公司的长期战略包括更高的预期有机增长和营业利润率,其独特的算法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,并对25财年每股收益的预测略高于分析师的平均预期,同时还提供了收入前景。该公司似乎正在利用基础设施瓶颈,这可能会增强其竞争地位,相对于终端市场,预计增长将超过200-300个基点。
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