Vertiv Holdings (VRT) is scheduled to announce its results for the second quarter of 2025 on July 30. VRT stock has rallied 25.5% year-to-date, as the data center infrastructure company is expected to benefit significantly from the ongoing artificial intelligence (AI) boom. Vertiv offers a portfolio of power, cooling, and IT infrastructure solutions and services. Analysts expect Vertiv to report earnings per share (EPS) of $0.83, reflecting nearly 24% growth compared to the prior-year quarter.
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Revenue is expected to rise 20.5% year-over-year to $2.35 billion.
Vertiv impressed investors with its market-beating first-quarter performance. Analysts are optimistic about VRT stock due to the strong demand for AI infrastructure, strategic collaboration with chip giant Nvidia (NVDA), and recently announced deals.
Analysts’ Views Ahead of Vertiv’s Q2 Earnings
Heading into Q2 results, William Blair analyst Brian Drab initiated coverage of Vertiv Holdings stock with a Buy rating. The 5-star analyst believes that Vertiv is well-positioned for the deployment of high-density, integrated AI. Drab noted that the company generates 80% of its sales from the rapidly growing data center industry, where it holds “strong collaboration moats” with top chipmakers and hyperscalers. Drab expects VRT stock to outperform the broader market, driven by backlog strength and margin expansion.
Likewise, Bank of America Securities analyst Andrew Obin increased the price target for Vertiv stock to $150 from $140 and reiterated a Buy rating. The 5-star analyst noted the spike in VRT stock after the company delivered a 13% year-over-year growth in Q1 2025 orders.
Obin expects 21% year-over-year organic revenue growth and a 19.1% adjusted operating margin, resulting in an adjusted EPS estimate of $0.84 for Q2 2025. His revised price target is based on an EV/EBITDA (2026) multiple of 23x, up from the previous level of 21x. Obin highlighted that his multiple for VRT stock reflects a premium to the peer average of 18x, given the company’s superior earnings growth.
AI Analyst Is Bullish on VRT Stock Ahead of Q2 Print
TipRanks’ AI stock analyst has assigned an Outperform rating to Vertiv stock with a price target of $143, indicating 0.32% upside potential. According to TipRanks’ AI analysis, the bullish stance on VRT stock is based on strong financial performance and positive insights from the Q1 earnings call, reflecting significant growth and strategic positioning in AI infrastructure. However, the AI analysis also indicated that high valuation and technical indicators of overbought conditions weigh on the score.
Here’s What Options Traders Anticipate Ahead of Vertiv’s Q2 Earnings
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry, the Options tool does this for you.
Indeed, it currently says that options traders are expecting about an 8.78% move in either direction in Vertiv stock in reaction to Q2 results.
Is VRT a Good Stock to Buy Now?
Currently, Wall Street has a Strong Buy consensus rating on Vertiv stock based on 13 Buys and one Hold recommendation. The average VRT stock price target of $141.23 indicates that shares are fully valued at current levels.
