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:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
Evercore分析師Amit Daryanani維持$Vertiv Holdings (VRT.US)$買入評級，維持目標價150美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.1%，總平均回報率為12.9%。
此外，綜合報道，$Vertiv Holdings (VRT.US)$近期主要分析師觀點如下：
在出席該公司的投資者日之後，分析師認爲，Vertiv Holdings新概述的未來幾年戰略計劃將重點放在促進有機增長、擴大利潤率和保持靈活的資本配置方法上，完全有能力推動股價持續跑贏大盤。該公司的目標是到2029年實現12％-14％的年有機增長率，而預期的市場增長率爲9％-12％，這似乎是可以實現的，這要歸功於其全面的 「一站式」 商店模式、牢固的客戶關係、合作伙伴關係和強大的全球服務能力。
投資者日結束後，據觀察，維捷控股的財務目標已延長至2029年，2025年的初步框架超過了對調整後收益和增長的普遍預期。值得注意的是，該公司的長期戰略框架預計有機增長和營業利潤率將高於先前的預期。該公司獨特的算法繼續使其與競爭對手區分開來。
Vertiv Holdings提高了其長期增長、利潤率和現金產生目標，並指導其25財年每股收益略高於預期，收入前景與預期一致。基礎設施瓶頸被視爲有利於公司的競爭地位，有可能使相對於終端市場的增長超過200-300個點子。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
