Vertiv Holdings Analysts Increase Forecasts Following Strong Q2 Earnings

RBC Capital’s Deane Dray has raised his price target on Vertiv Holdings from $143 to $162, while keeping an Outperform rating on the stock.

The move comes after strong Q2 results and growing demand for AI-related infrastructure. Dray pointed to Vertiv’s leadership in data center power and cooling systems as a key driver behind the upward revision.

Vertiv also raised its full-year 2025 guidance:

• Adjusted EPS now expected at $3.75–$3.85 (up from $3.45–$3.65)

• Sales outlook lifted to $9.925B–$10.075B (from $9.325B–$9.575B)