Bernstein·2026-10-29CompanyOutperform$368 → $376▲Vertiv Holdings Co (VRT.US) VRT 3Q26 Earnings Review: Expectations? Consider them reset (Updating TP to $376)
Goldman Sachs·2026-10-28CompanyBuy$301 → $313▲Vertiv Holdings (VRT.US) Strong quarter with 2026 guidance raised, and momentum into 2027; 3Q26 wrap
HSBC·2026-10-28CompanyBuy$365Equity Snap: Vertiv (VRT.US) Strong 3Q beat and raise, order growth -100%
Bernstein·2026-10-28CompanyOutperform$368Vertiv Holdings Co (VRT.US) VRT 3Q26: Beat-and-raise quarter? That's an understatement!
Bernstein·2026-10-06SectorOutperform$368U.S. Multi Industry & Electrical Equipment: Data Center Cooling Equipment: What is the service tail of a CDU (Coolant Distribution Unit)?
Bernstein·2026-11-01ThematicOutperform$376U.S. Electrical Equipment: AI Data Centers: Valuing the Vote-Your Playbook For Navigating the 2026 Midterms
Goldman Sachs·2026-10-21ThematicMULTI-INDUSTRY: Primer on 800VDC and implications for Electricals companies
Bernstein·2026-10-15SectorOutperform$368U.S. Multi Industry & Electrical Equipment Data Center Equipment: Sizing the US Cooling TAM
Bernstein·2026-10-14SectorUS Industrials Activity Tracker (Sep): DC & DC-adjacent sectors still contribute lion's share of mfg. growth, but down from August
Bernstein·2026-10-08SectorOutperform$368U.S. Multi Industry & Electrical Equipment Data Center Cooling: Accelsius on the transition from singlephase to two-phase liquid cooling