Vertiv stock draws Wall Street targets

Vertiv raised its 2026 outlook on April 22 after another quarter of fast growth tied to AI data-center buildouts. (vertiv.com) The company said first-quarter net sales rose 30% from a year earlier to $2.65 billion, with 23% organic growth and 44% organic growth in the Americas. (vertiv.com) Adjusted operating profit increased 64% to $551 million, and adjusted operating margin expanded 430 basis points to 20.8%. (vertiv.com) Vertiv now expects 2026 net sales of $13.5 billion to $14.0 billion and adjusted diluted earnings per share of $6.30 to $6.40. In February, it had guided to $12.88 billion to $13.13 billion in sales and adjusted EPS of $5.55 to $5.80. (vertiv.com 1) (vertiv.com 2) Analysts had already been lifting targets before the report. MarketScreener’s April log shows Evercore ISI raising its target to $350 on April 20, RBC to $344 on April 15, Citigroup to $340 on April 13, and Roth to $335 on April 16. (marketscreener.com) (investing.com) That run of revisions followed earlier increases in February and early April, when Barclays moved to $300, Oppenheimer to $320, Goldman Sachs to $311 and Deutsche Bank to $281. (marketscreener.com) The business behind those targets is not chips; it is the electrical and cooling gear that keeps dense computing clusters running. Vertiv sells the power systems, thermal management equipment and related services used in data centers and communications networks. (vertiv.com) Vertiv’s 2025 annual report said revenue reached a record $10.2 billion, up 28%, with adjusted operating margin at 20.4%, after what the company called accelerating demand for high-performance compute infrastructure. (sec.gov) The stock had climbed about 88% since the start of 2026 and was quoted near $306 on April 22, according to MarketScreener’s consensus page. (marketscreener.com) The next test is whether Vertiv can keep converting AI infrastructure demand into growth at the pace implied by those new targets and its higher 2026 guidance. (vertiv.com)