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Stock impact report

Barclays Turns Bullish on Vertiv (VRT), Raises Price Target to $200 [Yahoo! Finance]

GE Vernova Inc. (GEV) 
Company Research Source: Yahoo! Finance
Firm analysts believe that VRT is poised to benefit from the AI theme, noting how improved EPS outlook and AI alignment is improving its risk/reward. According to the firm, the rating change is a reflection of revised earnings expectations for years 2026 and 2027. For 2026, its earnings share estimates are 8% above consensus, and for 2027, 12% above consensus. These are driven largely by revenue assumptions. The firm notes how VRT's revenue exposure comes from data centers, noting how 80% of company sales are derived from the end market. Its organic sales growth has tracked closely with U.S. data center physical infrastructure trends, noted the firm, exceeding multi-industry average in recent years. “We upgrade our rating on VRT to OW from EW. We raise our EPS estimates, and our Price Target moves to $200 from $181. While we have not been among the Datacenter capex theme's biggest cheerleaders (they are legion), we think the recent volatility in the stock has created an attracti Show less Read more
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