Professional
Added to YB: 2025-05-29
Pitch date: 2025-05-27
VRT [bullish]
Vertiv Holdings Co
+48.37%
current return
Author Info
No bio for this author
Company Info
Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
$68.2B
Pitch Price
$108.69
Price Target
250.00 (+55%)
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
Evercore Hikes Vertiv Price Target to $150, Bull Case at $250
VRT: PT raised $150 ($250 bull) at Evercore. Compelling AI data center play w/ hyperscale growth. Bull case: high-teens rev growth, 30-35% margins, 25% EPS CAGR to $10 by 2029. 5 drivers: 1) $52B TAM growing 9-12% 2) Critical services provider 3) Liquid cooling growth 4) Power mgmt opportunity 5) EBIT expanding to >23% by 2028.
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