VRT Stock Forecast & Price Target

Vertiv Holdings is demonstrating robust financial performance, with organic sales anticipated to grow between 26% and 28%, supported by strong product and service revenue increases of approximately 34% and 10% year-over-year, respectively. The company has raised its guidance for 2025 adjusted cash EPS by $0.30, reflecting a significant 8% midpoint-to-midpoint improvement, and has reported a notable expansion of segment operating margins by 220 basis points year-over-year to 22.3%. Additionally, strong growth in the Americas—recording a 43% increase—complements the positive trends in global sales, underlining Vertiv's favorable market positioning and growth potential.

The analysis indicates a negative outlook for Vertiv Holdings due to multiple factors impacting its financial performance. Firstly, despite a temporary improvement in adjusted operating margins in 3Q25, the company has recently reduced its full-year outlook and faces declining demand in key regions, particularly in EMEA where margins contracted significantly. Additionally, there are concerns regarding lower-than-expected capital expenditures in data centers, sluggish adoption of innovative cooling technologies, and increased competitive pressures, all of which could hinder future revenue growth and customer trust.