Vertiv Holdings, the Industrials sector company, was revisited by a Wall Street analyst yesterday. Analyst Michael Elias from TD Cowen reiterated a Buy rating on the stock and has a $162.00 price target.
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Michael Elias has given his Buy rating due to a combination of factors including Vertiv Holdings’ strong performance in the second quarter of 2025 and its optimistic future outlook. The company reported significant growth in orders, with a notable increase both quarter-over-quarter and year-over-year, indicating robust demand across various regions such as the Americas, APAC, and EMEA, despite some anticipated lag in EMEA for the latter half of the year.
Additionally, Elias views the management’s commentary on the sequential growth in the order pipeline positively, especially as it aligns with channel checks pointing to an acceleration in hyperscale data center demand, partly driven by Oracle and OpenAI. This sets up a compelling scenario for the second half of 2025, reinforcing confidence in the company’s future performance. Although management plans to reduce the frequency of order growth disclosures, the overall guidance for 2025 has been raised, further supporting the Buy rating.
According to TipRanks, Elias is a 4-star analyst with an average return of 13.3% and a 56.10% success rate. Elias covers the Real Estate sector, focusing on stocks such as American Tower, Equinix, and AFC Gamma.
In another report released on July 29, Roth MKM also maintained a Buy rating on the stock with a $157.00 price target.