GLJ Research started a Sell rating for Vertiv stock

Published on 10/12/2026 at 12:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

GLJ set a USD 188.00 target on October 6, 2026. Vertiv stock costs EUR 216.03 on October 12, 2026, 1.74 percent below the EUR 219.85 Xetra close.

Key points in brief

GLJ Research began Vertiv coverage with a Sell rating and a USD 188.00 target on October 6, 2026.
Vertiv reported USD 3.274 billion in second-quarter 2026 revenue, up 24.00 percent year over year.
Vertiv stock was at EUR 216.03 at Lang & Schwarz on October 12, 2026, 1.74 percent below the EUR 219.85 Xetra close of October 9, 2026.
The next earnings date is October 28, 2026, according to a dated earnings calendar.

Vertiv, US92537N1081, Illustration mit AI erstellt.

Vertiv Holdings Co stock (ISIN US92537N1081) was trading at EUR 216.03 at Lang & Schwarz on October 12, 2026 at 12:29 p.m. CEST, 1.74 percent below the EUR 219.85 Xetra close of October 9, 2026. The latest analyst action came from GLJ Research, which started coverage with a Sell rating and a USD 188.00 price target on October 6, 2026, according to MarketBeat.

Three events set the backdrop

On July 29, 2026, Vertiv reported second-quarter revenue of USD 3.274 billion, up 24.00 percent from the same quarter of 2025, while adjusted diluted earnings per share reached USD 1.52. The figures and the company's outlook were discussed in the second-quarter earnings call carried by Yahoo Finance.

On October 5, 2026, CNBC reported that BMO Capital Markets had initiated coverage with an Outperform rating and a USD 329.00 price target. On October 6, 2026, GLJ Research followed with a USD 188.00 target, creating a USD 141.00 gap between the two newly reported views.

What does the bearish target change?

The GLJ target is 12.98 percent below Vertiv's USD 215.95 primary-market equivalent implied by the October 9 U.S. close of USD 242.78, while the BMO target is 35.52 percent above that same reference. Those targets frame the central debate: strong reported growth and higher guidance versus valuation and execution risk as large infrastructure projects become more complex.

Vertiv's second-quarter adjusted operating margin was 22.60 percent, up 410 basis points year over year, according to Yahoo Finance. Management raised full-year 2026 guidance to USD 14.0 billion of net sales and USD 6.70 of adjusted diluted earnings per share at the midpoint, but the call also described supply-chain congestion and timing shifts in large projects.

Next results date approaches

Vertiv is scheduled to report its next results on October 28, 2026, according to Finzer. The upcoming report will test whether the 40.00 percent year-over-year revenue growth embedded in third-quarter guidance can offset the execution concerns highlighted in the earnings call.

Stock price reflects a divided view

Vertiv's market capitalization was USD 93.5 billion as of October 9, 2026. Its 52-week range was USD 147.82 to USD 379.94 on that date, leaving the current U.S. quotation below the yearly high while the Lang & Schwarz euro quote remained above its Xetra reference.

At Lang & Schwarz, Vertiv stock was trading at EUR 216.03 on October 12, 2026 at 12:29 p.m. CEST, minus 1.74 percent versus the Xetra close of EUR 219.85 on October 9, 2026. The further course of trading is shown by the continuously updated real-time quote of Vertiv stock.