Vertiv Holdings Co. (NYSE:VRT) Receives Average Recommendation of "Moderate Buy" from Analysts

• Vertiv holds a 'Moderate Buy' consensus rating from 29 analysts, average price target $357.08 • Q2 EPS beat estimates at $1.52; revenue rose 24.1% YoY to $3.27 billion • Stock trades at ~57x earnings amid AI data-center demand, UIG acquisition, and a securities probe Vertiv Holdings Co. (NYSE: VRT) carries a consensus 'Moderate Buy' rating from 29 analysts, with 22 buys, 4 holds, and 3 strong buys. The average 1-year price target is $357.08. Recent analyst actions were mixed: KeyCorp cut its target to $325 (overweight), Glj Research upgraded to buy with a $381 target, Bernstein reiterated outperform at $368, Wells Fargo initiated overweight at $340, and Citigroup lowered its target to $358 while keeping a buy rating. Recent news has been largely positive: Vertiv was named a qualified cooling supplier for Nvidia's DSX Ready program, agreed to acquire King Environmental Services to expand liquid-cooling services in EMEA, and was highlighted by Barron's as a leading AI industrial stock. It also announced a larger $1.45 billion acquisition of Utility Innovation Group with up to $1.15 billion in earnouts, which could accelerate AI-infrastructure growth but adds integration risk. On the negative side, Hagens Berman is investigating potential non-disclosure of supply-chain risks following Vertiv's Q2 miss, and some analysts flag its ~56-57x P/E as expensive relative to peers given its growth and margin profile. Shares opened at $253.22, with a 1-year range of $137.08 to $379.93, a market cap of $97.49 billion, and a beta of 2.07. Vertiv's 50-day and 200-day moving averages are $265.87 and $291.47, respectively. In its July 29th earnings report, Vertiv posted $1.52 EPS, beating the $1.43 consensus, with revenue of $3.27 billion (below the $3.38 billion estimate) but up 24.1% year-over-year. Net margin was 15.09% and return on equity was 50.47%. The company guided Q3 2026 EPS of $1.770-$1.830 and FY2026 EPS of $6.650-$6.750; analysts expect $6.72 EPS for the year. Vertiv paid a quarterly dividend of $0.0625 per share on September 24th to holders of record as of September 14th, an annualized $0.25 dividend yielding 0.1%, with a 5.66% payout ratio. In insider activity, Director Edward Monser sold 15,287 shares on September 1st at an average price of $253.82, totaling about $3.88 million — a 48.09% reduction in his stake, leaving him with 16,500 shares worth roughly $4.19 million.