KeyCorp Upgrades Vertiv (NYSE:VRT) to “Strong-Buy”

Vertiv (NYSE:VRT) was upgraded by equities research analysts at KeyCorp to a “strong-buy” rating in a research report issued on Wednesday,Zacks.com reports.

A number of other research analysts have also weighed in on VRT. Citigroup raised their target price on Vertiv from $353.00 to $414.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Sanford C. Bernstein initiated coverage on Vertiv in a report on Tuesday, June 9th. They set an “outperform” rating and a $416.00 price target for the company. JPMorgan Chase & Co. increased their price target on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. Mizuho set a $380.00 price objective on Vertiv in a research note on Thursday, May 21st. Finally, Fox Advisors raised shares of Vertiv from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 21st. Four research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Vertiv presently has an average rating of “Moderate Buy” and a consensus target price of $343.48.

Vertiv Price Performance

Shares of NYSE VRT opened at $303.91 on Wednesday. The stock has a market cap of $116.74 billion, a price-to-earnings ratio of 76.36, a PEG ratio of 1.30 and a beta of 2.03. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. Vertiv has a fifty-two week low of $118.70 and a fifty-two week high of $379.93. The firm’s 50-day simple moving average is $314.86 and its 200 day simple moving average is $273.92.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. The firm had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company’s revenue for the quarter was up 30.1% on a year-over-year basis. During the same period in the previous year, the company posted $0.64 EPS. As a group, research analysts anticipate that Vertiv will post 6.38 earnings per share for the current fiscal year.

Institutional Trading of Vertiv

A number of large investors have recently added to or reduced their stakes in the stock. State Street Corp boosted its stake in Vertiv by 2.8% in the fourth quarter. State Street Corp now owns 8,694,900 shares of the company’s stock valued at $1,408,661,000 after acquiring an additional 235,577 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Vertiv by 2.1% during the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock worth $1,141,723,000 after purchasing an additional 143,821 shares during the last quarter. Invesco Ltd. increased its stake in shares of Vertiv by 2.1% during the 4th quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock worth $967,881,000 after purchasing an additional 121,618 shares during the last quarter. Norges Bank purchased a new stake in shares of Vertiv during the 4th quarter worth approximately $808,701,000. Finally, Northern Trust Corp raised its holdings in shares of Vertiv by 3.6% in the 4th quarter. Northern Trust Corp now owns 2,811,745 shares of the company’s stock worth $455,531,000 after purchasing an additional 97,141 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv announced it is expanding manufacturing and testing capacity at its Tognana Campus near Padua, a sign it is investing to meet stronger demand for its critical digital infrastructure products.
• Positive Sentiment: The company said it is helping deploy NVIDIA DGX GB300 AI computing capability at the Naval Postgraduate School, highlighting continued traction for Vertiv’s power, liquid cooling, rack, and installation services in high-density AI systems. Article Title
• Positive Sentiment: Several analyst and growth-focused articles reinforced the view that Vertiv has above-average financial growth and could continue benefiting from AI data center demand and rising 2026 guidance.
• Neutral Sentiment: Recent commentary also noted that VRT’s rally has cooled after a big run earlier this year, suggesting some investors may be pausing to reassess valuation after strong gains.
• Neutral Sentiment: Articles ahead of next week’s earnings suggested Wall Street expects another solid report, which could keep sentiment constructive but does not by itself confirm a new catalyst.
• Negative Sentiment: One recent market recap said VRT dipped more than the broader market in the prior session, reflecting short-term volatility even as the longer-term growth story remains intact.

Vertiv Company Profile

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.