Acquisition Announcement: Vertiv has agreed to acquire the Great Lakes Data Racks & Cabinets companies for $200 million, reflecting an approximate 11.5x expected EBITDA for 2026.
Transaction Details: The acquisition is subject to regulatory approvals and customary closing conditions, with an anticipated completion in the third quarter of 2025.
VRT
$160.66+Infinity%1D
Analyst Views on VRT
Wall Street analysts forecast VRT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VRT is 200.50 USD with a low forecast of 180.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
Wall Street analysts forecast VRT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VRT is 200.50 USD with a low forecast of 180.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 161.740
Low
180.00
Averages
200.50
High
230.00
Current: 161.740
Low
180.00
Averages
200.50
High
230.00
Goldman Sachs
Buy
maintain
$182 -> $204
2025-12-09
Reason
Goldman Sachs
Price Target
$182 -> $204
2025-12-09
maintain
Buy
Reason
Goldman Sachs raised the firm's price target on Vertiv to $204 from $182 and keeps a Buy rating on the shares. Autos and industrial tech stocks performed strongly in 2025, aided by steady end-market demand and multiple expansion, with autos up a median 23% year-to-date and industrial tech up 63%, the analyst tells investors in a research note. The year was marked by volatility -- from tariff-driven swings in auto names to shifting expectations for hyperscale capex that influenced datacenter-exposed stocks -- despite broadly stable auto volumes, sharply rising hyperscale spending forecasts, and a modest industrial recovery, the firm says.
Wolfe Research
Outperform -> Peer Perform
downgrade
2025-12-09
Reason
Wolfe Research
Price Target
2025-12-09
downgrade
Outperform -> Peer Perform
Reason
Wolfe Research downgraded Vertiv to Peer Perform from Outperform without a price target. The firm still believes the company is well positioned to benefit from growth in the data center infrastructure market. However, it cites valuation for the downgrade with the shares up 14-times since its December 2022 upgrade. After this extended period of outperformance, Vertiv shares now look balanced in a bull versus bear skew, the analyst tells investors in a research note.
Citi
Buy
maintain
$198 -> $220
2025-12-08
Reason
Citi
Price Target
$198 -> $220
2025-12-08
maintain
Buy
Reason
Citi raised the firm's price target on Vertiv to $220 from $198 and keeps a Buy rating on the shares as part of a 2026 outlook for the engineering and construction group. The firm sees artificial intelligence driving continued growth for the sector in 2026. Quanta Services remains Citi's top overall pick.
Barclays
Equal Weight
maintain
$170 -> $181
2025-12-04
Reason
Barclays
Price Target
$170 -> $181
2025-12-04
maintain
Equal Weight
Reason
Barclays raised the firm's price target on Vertiv to $181 from $170 and keeps an Equal Weight rating on the shares as part of a 2026 outlook for the multi-industry group. A neutral sector view remains appropriate into next year, but expectations are low on end-markets beyond data centers, electric utilities and aerospace, the analyst tells investors in a research note.
About VRT
Vertiv Holdings Co. is a global provider of critical digital infrastructure. It provides mission-critical digital infrastructure technologies and lifecycle services primarily for data centers, communication networks, and commercial and industrial environments. Its offerings include alternate current (AC) and direct current (DC) power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, management systems for monitoring and controlling digital infrastructure, and services. Its business segments include Americas, Asia Pacific, and Europe, Middle East & Africa. The Americas segment includes products which include AC and DC power management, thermal management, low/medium voltage switchgear, busbar, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software for managing I.T. equipment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
