TD Cowen Lifts Price Target on Vertiv Following Strong Q1 ResultVertiv Holdings Co. Class ABATS:VRTKalaGhaziOn May 20, 2026, TD Cowen analyst Lance Vitanza raised the firm's price target on Vertiv Holdings Co (NYSE: VRT) to 387 from 347. Vitanza also maintained a Buy rating on the shares, signaling continued confidence in the company's prospects. In its research note, TD Cowen highlighted that Vertiv left its 2026 guidance unchanged, which may have been seen by some as a cautious move. However, the firm placed greater emphasis on the company's updated long-term outlook. Vertiv now projects a five-year organic revenue compound annual growth rate (CAGR) of between 20% and 22%, along with adjusted operating margins exceeding 27% by the year 2030. TD Cowen commented that it views both the long-term revenue target and the margin target as conservative, suggesting that actual results could potentially surpass these figures if market conditions remain favorable. RBC Capital Also Boosts Its Price Target Separately, RBC Capital analyst Deane Dray also raised the firm's price target on Vertiv. Dray increased the target to 435 from 356 and maintained an Outperform rating on the shares. In its note to clients, RBC explained that Vertiv's investor event, held on May 19 and May 20, is expected to highlight the company's strong positioning within the rapidly expanding market for data center power and cooling technologies. RBC added that it expects Vertiv to grow revenue organically by at least 20% to 25% annually through 2030. The firm also anticipates that Vertiv will generate incremental margins of between 25% and 30%, a level of operational leverage that RBC believes will support what it calls sector-leading earnings per share (EPS) growth potential. Taken together, these projections paint a picture of a company poised to benefit from sustained, multi-year demand drivers. Company Overview Vertiv Holdings Co (NYSE: VRT) designs, manufactures, and services critical infrastructure technologies and solutions for a variety of demanding environments. Its core markets include data centers, communication networks, and industrial facilities around the world. As the demand for reliable, efficient, and scalable digital infrastructure continues to grow—driven by cloud computing, AI, and edge computing—Vertiv's offerings have become increasingly essential to the global economy.