Morgan Stanley raised the firm’s price target on Vertiv (VRT) to $350 from $285 and keeps an Overweight rating on the shares. The firm exits Q1 “more constructive” on sustained Q1 order strength, “proving Q4 was no outlier,” the analyst tells investors. The firm found 2026 order outlook commentary more supportive than three months ago and sees “a model still positioned for positive revisions even after the latest guide raise,” the analyst added.
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