Vertiv Backlog Tops $15 B, Q4 Orders Soar 252% as Analysts Raise Targets
Vertiv holds a $15.0 billion order backlog and posted a 252% surge in Q4 orders, as Roth Capital raised its target to $335, Citigroup to $340 and Goldman Sachs to $311. Management forecasts 2026 revenue of $13.25–13.75 billion with EPS of $5.97–6.07.
1. Analyst Price Target Increases
Vertiv received upward price target revisions from major banks, including Roth Capital raising its target from $275 to $335, Citigroup setting $340, Goldman Sachs at $311 and Barclays assigning an overweight rating with a $300 target.
2. Strong Order Backlog and Growth
The company reported a $15.0 billion order backlog and delivered a 252% jump in orders during the fourth quarter, reflecting robust demand for its data center infrastructure solutions.
3. Financial Guidance and Valuation
Management projects 2026 revenue between $13.25 and $13.75 billion with EPS of $5.97–6.07, while the stock trades at a 46x forward P/E alongside 43% expected EPS growth for a PEG of 1.07.