WallStSmart
VRT

Vertiv Holdings Co

NYSE: VRT · INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS

$306.18
+0.38% today

Updated 2026-04-29

Market cap
$117.61B
P/E ratio
76.93
P/S ratio
10.85x
EPS (TTM)
$3.98
Dividend yield
0.05%
52W range
$92 – $330
Volume
8.0M

Vertiv Holdings Co (VRT) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$306.18
Consensus
$226.88
-25.90%
2030 Target
$888.39
+190.15%
DCF
33 analysts:
8 Buy2 Hold0 Sell

Management guidance

No specific CEO revenue targets or guidance ranges were disclosed in the available research data. Management has announced facility expansions (Ohio headquarters, manufacturing capacity increases) to support rising AI data center demand, but has not provided explicit revenue guidance for 2026-2030.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,489.35
$28.1B Rev × 20x P/S
Base case (2030)
$888.39
$28.1B Rev × 12x P/S
Bear case (2030)
$600.97
$28.1B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$6.9B$8.0B$10.2B$13.7B$16.9B$20.4B$24.2B$28.1B
Revenue growth16.7%27.7%33.9%23.4%20.4%18.9%16.2%
EPS$1.78$2.85$3.85$6.05$8.01$9.81$11.45$13.15
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$444.19$522.58$653.23$757.74$888.39

Catalysts & risks

Growth catalysts
+ S&P 500 inclusion (March 23, 2026) — major index fund inflows expected
+ AI data center expansion cycle — hyperscalers (Meta, Microsoft, NVIDIA) scaling capex for AI infrastructure
+ Manufacturing capacity expansion (Ohio facilities, ThermoKey acquisition) to meet thermal management demand for AI training clusters
+ High backlog visibility and $27B+ in announced hyperscaler capex commitments through 2028
Key risks
- Extremely high valuation (P/E 76.3x, P/S 9.77x) leaves limited room for execution errors or growth deceleration
- AI capex cycle could moderate post-2027 if generative AI deployment slows or becomes commoditized
- Supply chain constraints on thermal management components could cap margin expansion despite strong demand
- Geopolitical risks (China exposure, Iran conflict impacts on energy costs) could disrupt manufacturing or customer capex timing

Methodology

Vertiv Holdings Co's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 33 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.