VRT Stock Forecast & Price Target

Vertiv Holdings is experiencing robust organic sales growth, with expectations for an increase of 26%-28%, reflecting strong performance in both product and service segments, particularly in the Americas, which saw a 43% growth. The company has also increased its 2025 adjusted cash EPS guidance by $0.30, illustrating a positive financial trajectory following a strong performance that exceeded previous estimates. Additionally, segment operating margins have expanded significantly, rising 220 basis points year-over-year to 22.3%, surpassing both internal and market expectations, indicating a favorable operational efficiency.

Vertiv Holdings has recently faced challenges, with its adjusted operating margin in 3Q25 being 220 basis points above consensus yet still reflecting a reduced outlook for 4Q25, following a previous cut in its full-year margin expectations. The firm is experiencing pressures from a decline in EMEA margins by 710 basis points due to lower operating leverage as it increases capacity investments, which may not align with actual demand. Moreover, risks such as lower-than-expected data center capital expenditures, slow adoption of liquid cooling technology, and heightened competition could significantly hamper Vertiv’s future performance and share prices.