On Oct 24, major Wall Street analysts update their ratings for $Vertiv Holdings (VRT.US)$, with price targets ranging from $115 to $140.
J.P. Morgan analyst Stephen Tusa maintains with a buy rating, and maintains the target price at $124.
BofA Securities analyst Andrew Obin maintains with a buy rating, and adjusts the target price from $130 to $140.
Citi analyst Andrew Kaplowitz maintains with a buy rating, and adjusts the target price from $110 to $134.
Evercore analyst Amit Daryanani maintains with a buy rating, and adjusts the target price from $125 to $135.
TD Cowen analyst Michael Elias maintains with a buy rating, and maintains the target price at $115.
Furthermore, according to the comprehensive report, the opinions of $Vertiv Holdings (VRT.US)$'s main analysts recently are as follows:
Vertiv Holdings is effectively converting robust market demand into improved earnings and cash flow. The anticipation is that earnings will grow at a rate above that of its peers, justifying a premium valuation in comparison to the average of its peer group based on projections for the year 2025.
Following the Q3 report, there is a belief that Vertiv Holdings experienced a sell-off due to investor worries about the peak of order growth and heightened competition. Nevertheless, it's thought that Vertiv's consistent operational execution and significant competitive advantage contribute to a clearer earnings outlook for 2025 and onwards.
Following Vertiv Holdings' notable September-end quarter results, it's anticipated that revenue growth will pick up pace in calendar 2025, building on the 14% increase projected for 2024. The company also expects operating margins to keep expanding, which analysts believe should solidify mid-to-high teens revenue growth in 2025 and an EPS exceeding $3.50.
The decline in Vertiv Holdings' shares occurred despite the company surpassing third-quarter top and bottom line consensus and projecting fourth-quarter EBIT/EPS figures and organic growth expectations for FY25 that are above market consensus. The cessation of order guidance, which was processed during Wednesday's trading, may lead to a decrease in future share price volatility, according to the analyst.
The company showcased robust financial performance in the third quarter of 2024, but the growth in orders during the same period was not as strong, and future order growth guidance was not issued. Nevertheless, the optimism is sustained by the management's mention of a record-high pipeline and evidence suggesting that equipment demand has seen an upturn in the past three months.
Here are the latest investment ratings and price targets for $Vertiv Holdings (VRT.US)$ from 6 analysts:
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美東時間10月24日，多家華爾街大行更新了$Vertiv Holdings (VRT.US)$的評級，目標價介於115美元至140美元。
摩根大通分析師Stephen Tusa維持買入評級，維持目標價124美元。
美銀證券分析師Andrew Obin維持買入評級，並將目標價從130美元上調至140美元。
花旗分析師Andrew Kaplowitz維持買入評級，並將目標價從110美元上調至134美元。
Evercore分析師Amit Daryanani維持買入評級，並將目標價從125美元上調至135美元。
TD Cowen分析師Michael Elias維持買入評級，維持目標價115美元。
此外，綜合報道，$Vertiv Holdings (VRT.US)$近期主要分析師觀點如下：
vertiv holdings正在有效地將強勁的市場需求轉化爲改善的收入和現金流。預期收入將以高於同行的速度增長，正如2025年的預測所表明的那樣，這將使其具有較高的估值，超過同行業平均水平。
在第三季度報告後，有一種觀念認爲，vertiv holdings經歷了拋售，是因爲投資者擔心訂單增長達到頂峯，以及競爭加劇。儘管如此，人們認爲vertiv的一貫運營執行和顯著的競爭優勢有助於明晰2025年及以後的收入前景。
在vertiv holdings引人矚目的九月季度結果之後，預計營業收入增長將在2025年日曆年加速增長，繼續建立在2024年預計的14%增長的基礎上。公司還預計運營利潤率將繼續擴大，分析師們認爲這將鞏固2025年中至高十幾歲的營收增長和每股收益超過3.50美元。
儘管公司超過了第三季度的市場共識，預測了第四季度的EBIT/EPS數據和FY25的有機增長預期將高於市場共識，但vertiv holdings股票出現下跌。根據分析師的說法，週三交易中處理的訂單指引的終止可能會導致未來股價波動減少。
公司展示了2024年第三季度強勁的財務表現，但同期訂單增長不是很強勁，而且未發佈未來的訂單增長指引。然而，管理層提到創紀錄的訂單流水線以及數據表明設備需求在過去三個月有所上升，這種樂觀情緒得到了支撐。
以下爲今日6位分析師對$Vertiv Holdings (VRT.US)$的最新投資評級及目標價：
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