BNP Paribas Exane Begins Coverage on Vertiv (NYSE:VRT)

BNP Paribas Exane assumed coverage on shares of Vertiv (NYSE:VRT) in a research note issued on Tuesday, MarketBeat.com reports. The firm set an “outperform” rating and a $345.00 price target on the stock. BNP Paribas Exane’s price objective points to a potential upside of 14.64% from the stock’s current price.

Other analysts have also issued reports about the stock. The Goldman Sachs Group raised their price target on shares of Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a report on Tuesday. Evercore reiterated an “outperform” rating and set a $280.00 price objective on shares of Vertiv in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $281.00 target price on shares of Vertiv in a research report on Thursday, February 12th. HSBC began coverage on shares of Vertiv in a research note on Wednesday, March 25th. They issued a “buy” rating and a $325.00 target price for the company. Finally, TD Cowen reaffirmed a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. Twenty-one research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $246.76.

Vertiv Trading Down 3.1%

VRT opened at $300.95 on Tuesday. The firm has a market cap of $115.14 billion, a price-to-earnings ratio of 88.26, a PEG ratio of 1.56 and a beta of 2.04. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73. Vertiv has a 12 month low of $65.93 and a 12 month high of $312.46. The stock has a fifty day moving average price of $254.78 and a 200-day moving average price of $202.34.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. During the same period in the prior year, the business posted $0.99 EPS. The firm’s quarterly revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, equities research analysts anticipate that Vertiv will post 3.59 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total value of $9,849,960.89. Following the completion of the transaction, the director owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, the chairman owned 22,258 shares of the company’s stock, valued at $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 489,761 shares of company stock worth $123,356,815 over the last ninety days. Company insiders own 2.63% of the company’s stock.

Hedge Funds Weigh In On Vertiv

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in Vertiv by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after acquiring an additional 826,281 shares during the period. State Street Corp increased its holdings in shares of 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 purchasing an additional 235,577 shares during the period. Geode Capital Management LLC increased its holdings in shares of Vertiv by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock valued at $1,141,723,000 after purchasing an additional 143,821 shares during the period. Invesco Ltd. raised its stake in shares of Vertiv by 2.1% in the fourth 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. Finally, Norges Bank purchased a new position in shares of Vertiv in the fourth quarter worth about $808,701,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Multiple analysts raise targets or start coverage (Barclays raised its PT to $300 and kept Overweight; Goldman Sachs raised its PT to $311; BNP Paribas initiated with an Outperform and $345 PT), supporting upside case from analyst community. Barclays Raises its Price Target on Vertiv Holdings (VRT)
• Positive Sentiment: Vertiv closed the BMarko Structures acquisition to bring structural fabrication in‑house, accelerating deployment of customizable, faster AI data‑center builds — a strategic move to capture AI infrastructure spending. Vertiv Brings BMarko In House To Speed AI Data Center Projects
• Positive Sentiment: Partnerships and product positioning: Vertiv is named among companies partnering with Nvidia in 2026 and highlighted for liquid cooling and a large backlog — reinforcing its exposure to the AI data‑center buildout theme. Vertiv Holdings (VRT) Is Among The Companies That Partnered With Nvidia in 2026
• Positive Sentiment: CPower collaboration integrates Vertiv’s Grid BESS into a virtual power plant, potentially improving data‑center resilience and unlocking value from behind‑the‑meter storage — incremental revenue/opportunity for energy services. CPower and Vertiv Collaborate
• Neutral Sentiment: Upcoming earnings: Wall Street expects continued earnings growth and the company reports results next week — this creates a near‑term event risk/reward (beat could propel shares; miss could pressure them). Vertiv Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Investor commentary pieces (Seeking Alpha) emphasize a large backlog (~$15B) and liquid‑cooling leadership — supportive long‑term thesis but less likely to move intraday without fresh financials. Vertiv: The $15 Billion Backlog…
• Negative Sentiment: Zacks downgraded Vertiv from “strong‑buy” to “hold,” which likely contributed to selling pressure despite positive news and upgrades elsewhere. Zacks Downgrades Vertiv

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.