Vertiv Holdings raised 2026 outlook; analyst upgrades to Strong Buy with $398 target.

Vertiv Holdings reported strong Q2 2026 results and raised its full-year guidance for revenue, profit, and cash flow. An analyst reiterated a Strong Buy rating and increased the price target to $398, citing five key growth drivers that could boost 2027 adjusted EBITDA to about $5.03 billion. Valuation uses a mix of forward P/E and EV/EBITDA multiples. Risks include supply chain issues, project timing, tariffs, and high execution expectations.