24/7 Wall Street
30 Oct 2026, 12:45 UTC · 52m ago
Vertiv Looks Like Its Comeback is Finally Materializing
Impact · against what's priced in
The strong Q3 results and order book growth largely confirm the high-growth targets the market already assumes, providing little new upward catalyst. However, the reports of burned-out compressors and overheating UPS systems introduce a new risk to the margins that the current valuation relies upon.
- VRT+0.00
Already priced in
- The price assumes
The near-term $14 billion full-year 2026 sales target and 50%+ EPS growth guidance.
The Q3 revenue of $4.31B and adjusted EPS of $2.21, combined with raised full-year guidance to $7.10-$7.20, simply validate the growth targets the market is already paying for.
What VRT's price assumes · Sep 11
