Vertiv Holdings: Higher Guidance Supports My Strong Buy Rating

I'm reiterating Vertiv Holdings (VRT) as a Strong Buy with a revised price target of $398, reflecting robust Q2 2026 results and upgraded guidance. Management raised its full-year outlook for revenue, adjusted operating profit, adjusted EPS, operating margin and free cash flow. I now estimate that the same five growth drivers from my previous article can lift 2027 adjusted EBITDA to about $5.03 billion. I value VRT using a blend of a 50x FWD non-GAAP P/E multiple and a 25x FWD EV/EBITDA multiple. The main risks are supply chain congestion, project timing, tariffs, and the high execution bar embedded in VRT’s premium valuation.

I am reiterating my Strong Buy rating on Vertiv Holdings Co (VRT). Vertiv just released their Q2 2026 earnings results and as a result, I am revising my price target to This article was written by The Curious Analyst 5.05K Followers Follow My background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is centered on a structured process that combines top-down screening with bottom-up company specific analysis .I write on to share ideas with a wider audience and also learn more about companies and other analysts. My goal is to make unique ideas & research accessible to retail and professional investors alike, while maintaining analytical depth and a clear investment thesis.Associated with another author Kennedy Njagi Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in VRT over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.