RBC Capital has reiterated an Outperform rating and $435 price target for Vertiv Holdings Co. (NYSE:VRT) after the company's investor day.
Vertiv set new five-year targets, including 20-22% organic revenue CAGR through 2030, above consensus estimates. The company also targets EPS above $17 by 2030.
The analyst cited North America's 12-year datacenter construction backlog as a growth catalyst. Vertiv's investments in prefabricated power platforms, 800VDC technology, and services were highlighted.












