Jefferies analyst Saree Boroditsky maintains $Vertiv Holdings (VRT.US)$ with a buy rating, and adjusts the target price from $125 to $145.
According to TipRanks data, the analyst has a success rate of 58.2% and a total average return of 6.8% 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 a recent investor day, there's optimism around Vertiv Holdings' forward-looking strategy, which encompasses expedited organic growth, a consistent runway for margin improvement, and a versatile capital management strategy. These factors are poised to foster sustained share price appreciation. The company's established goal of achieving 12%-14% annual organic growth by 2029, in contrast to the expected market growth of 9%-12%, appears feasible due to Vertiv's comprehensive solutions model, solid customer relationships and partnerships, along with a robust global service presence.
Following a recent investor day, it was noted that Vertiv Holdings has pushed its financial goals forward by one year, extending through to 2029. Initial estimates for 2025 exceeded consensus expectations for adjusted earnings and growth. Analysts highlight that Vertiv's long-term strategy suggests higher than anticipated organic growth and operating margins. The company's unique algorithm is expected to keep it distinct from its competitors.
Vertiv Holdings has updated its long-term growth, margin, and cash generation targets and provided a future earnings forecast slightly above market expectations, along with an on-target revenue forecast. The company's ability to navigate infrastructure bottlenecks is seen as a competitive advantage, contributing to its expectation of 200-300 basis points faster growth compared to its end-markets.
Note:
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