Vertiv (NYSE:VRT) Given New $290.00 Price Target at Mizuho

Vertiv (NYSE:VRT) had its price target hoisted by Mizuho from $198.00 to $290.00 in a research note issued to investors on Thursday, Marketbeat.com reports. Mizuho currently has an outperform rating on the stock.

Several other equities analysts also recently commented on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $200.00 price objective on shares of Vertiv in a research note on Thursday, January 15th. Wolfe Research cut Vertiv from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, December 9th. Citigroup boosted their price objective on shares of Vertiv from $198.00 to $220.00 and gave the stock a “buy” rating in a research note on Monday, December 8th. Roth Mkm reaffirmed a “buy” rating and set a $275.00 price objective on shares of Vertiv in a research report on Thursday. Finally, KGI Securities raised shares of Vertiv from a “hold” rating to an “outperform” rating in a research report on Thursday, October 23rd. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $224.21.

Vertiv Stock Performance

NYSE VRT opened at $236.14 on Thursday. The company has a 50-day simple moving average of $177.95 and a two-hundred day simple moving average of $163.48. Vertiv has a 12-month low of $53.60 and a 12-month high of $255.54. The firm has a market cap of $90.29 billion, a price-to-earnings ratio of 69.25, a PEG ratio of 1.32 and a beta of 2.08. The company has a quick ratio of 1.43, a current ratio of 1.83 and a debt-to-equity ratio of 0.83.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping the consensus estimate of $1.29 by $0.07. Vertiv had a return on equity of 52.91% and a net margin of 13.03%.The firm had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the previous year, the business earned $0.99 earnings per share. The company’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. On average, equities analysts forecast that Vertiv will post 3.59 EPS for the current year.

Insiders Place Their Bets

In related news, EVP Stephen Liang sold 5,501 shares of Vertiv stock in a transaction on Monday, November 24th. The stock was sold at an average price of $170.48, for a total transaction of $937,810.48. Following the transaction, the executive vice president directly owned 4,050 shares in the company, valued at approximately $690,444. The trade was a 57.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 2.63% of the company’s stock.

Institutional Trading of Vertiv

Several institutional investors and hedge funds have recently modified their holdings of VRT. Abundance Wealth Counselors grew its position in Vertiv by 313.7% during the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock valued at $1,533,000 after buying an additional 7,708 shares during the period. Union Bancaire Privee UBP SA raised its holdings in Vertiv by 35.5% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock worth $41,126,000 after purchasing an additional 71,361 shares during the period. KLP Kapitalforvaltning AS boosted its position in Vertiv by 5.5% during the third quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock worth $21,588,000 after purchasing an additional 7,400 shares in the last quarter. Plato Investment Management Ltd grew its stake in Vertiv by 272.7% in the 3rd quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock valued at $1,321,000 after acquiring an additional 6,457 shares during the period. Finally, Nordea Investment Management AB increased its holdings in Vertiv by 100.1% in the 2nd quarter. Nordea Investment Management AB now owns 3,246,769 shares of the company’s stock worth $415,132,000 after acquiring an additional 1,624,456 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q4 beat and very strong FY‑2026 guidance — Vertiv reported EPS above consensus and raised FY‑2026 EPS and revenue guidance well ahead of estimates, which underpinned the recent rally. Vertiv Earnings Prove the AI Infrastructure Boom Is Intact
• Positive Sentiment: Massive orders/backlog driven by AI/data‑center demand — Orders and backlog jumped (backlog ~ $15B, +109% YoY; huge book‑to‑bill), signaling multi‑quarter revenue visibility and fueling bullish analyst commentary. Vertiv Reports Strong Fourth Quarter
• Positive Sentiment: Analyst uplift — At least one major shop (Mizuho) raised its price target sharply to $290 and reiterated an outperform view, supporting upside expectations despite the recent run. Mizuho Price Target Raise
• Neutral Sentiment: Full disclosure/analysis available — Earnings call transcripts and detailed slide deck are out for investors who want to dig into segment trends, margins and backlog conversion timing. Earnings Call Transcript
• Negative Sentiment: Revenue slightly missed and the stock is extended — Top line was essentially flat vs. expectations ($2.88B vs. $2.89B) and the share price moved quickly to 52‑week highs, creating an overbought setup that often leads to short‑term profit‑taking. Q4 Earnings Beat…Shares Fall
• Negative Sentiment: High valuation and volatility risk — VRT now trades at a rich multiple after the rally (high PE, elevated technical indicators), increasing the odds of short‑term mean reversion for risk‑sensitive investors. No link

About Vertiv

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.