Barclays analyst Julian Mitchell upgraded Vertiv (VRT) to Overweight from Equal Weight with a price target of $200, up from $181. The recent selloff in the shares creates an attractive entry point, the analyst tells investors in a research note. The firm sees “substantial upside potential” to Vertiv’s consensus earnings estimates in 2026 and 2027. The company’s initial 2026 guidance “should comfortably bracket the consensus” at the high end, and it tends to set a conservative outlook, allowing scope for “beat and raise” in the quarters ahead, says Barclays.
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