Vertiv EPS Outlook Rises to $5.85 with 39.3% Growth; Shares Up 32.6%
On February 14, five analysts raised Vertiv’s fiscal 2026 consensus EPS estimate by $0.64 to $5.85, projecting 39.3% earnings growth and 32.6% revenue growth. Over the past month, shares jumped 32.6% while next-year EPS estimates climbed 14.9% to $7.65 and Q1 sales are forecast at $2.63 billion (+29.2%).
1. Zacks Rank Upgrade
Vertiv Holdings Co. secured a Zacks Rank #1 (Strong Buy) designation on February 14, reflecting consensus earnings estimate revisions and growing institutional interest in its digital infrastructure business.
2. Earnings Estimate Revisions
In the last 60 days, five analysts raised their fiscal 2026 EPS projections by a combined $0.64 to $5.85, lifting the current-year consensus by 14.1% and next-year estimates by 14.9%.
3. Revenue and Sales Projections
Revenue expectations have also been revised higher, with Q1 sales forecast at $2.63 billion (up 29.2% year-over-year), while full-year revenue is projected at $13.57 billion (+32.6%) and $16.18 billion (+19.3%) for fiscal 2026 and 2027 respectively.
4. Recent Stock Performance
Shares of Vertiv have surged 32.6% over the past month, outpacing the S&P 500’s 1.7% pullback, as investors position for expected institutional buying and robust profit growth.