Several top Wall Street analysts raised their price targets for Vertiv Holdings (VRT) stock, expressing confidence in the AI data center infrastructure company’s growth potential following upbeat Q1 results. VRT stock declined 2.3% on Wednesday despite the Q1 earnings beat, as the company’s guidance failed to meet investors’ high expectations. However, shares jumped 5.4% on Thursday, as analysts reaffirmed their bullish stance amid solid AI-led demand.
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VRT, a provider of power and cooling solutions for data centers, has seen its stock rally by an impressive 100% year-to-date.
Top Analysts Are Bullish on Vertiv’s Growth Prospects
Following the Q1 print, Morgan Stanley analyst Christopher Snyder increased his price target for Vertiv stock to $350 from $285, while reiterating a Buy rating. The 5-star analyst said that his revised price target is based on about 36.5x his blended 2027-28 EPS (earnings per share) estimate of $9.52. The 36.5x multiple represents a mid-20% premium to peers, given Vertiv’s significant exposure and dominant position in the accelerating data center capital spending cycle, which supports its superior organic growth, orders, and backlog.
Snyder added that he is “more constructive” after the Q1 results, as continued order strength proved that Q4 “was no outlier.” The analyst believes the model remains positioned for positive revisions even after the company’s guidance upgrade.
Likewise, Oppenheimer analyst Noah Kaye reaffirmed a Buy rating and increased his price target to $330 from $320. The 5-star analyst noted that despite Vertiv’s Q1 2026 earnings beat and full-year guidance upgrade, shares fell mainly due to high expectations heading into the print and a likely conservative Q2 guidance. Kaye sees the possibility of further guidance upgrades through the year, as deferred revenue trends reflect strong orders and pipeline growth.
Additionally, TD Cowen analyst Michael Elias increased his price target for Vertiv Holdings stock to $347 from $269 and reiterated a Buy rating. The analyst noted that management commentary on the Americas pipeline expansion is in line with recent checks that indicated robust first-quarter U.S. data center leasing, which he expects will drive “record” orders as early as Q2 2026.
Is VRT a Good Stock to Buy?
Overall, Wall Street has a Strong Buy consensus rating on Vertiv Holdings based on 17 Buys versus only one Hold rating. The average VRT stock price target of $332.65 indicates a modest upside potential of about 3%, following the stellar year-to-date rally.
