Key Takeaways From 2026 Investor Event

Vertiv Holdings significantly raised its long-term financial targets during its 2026 investor event, forecasting a 20-22% organic revenue CAGR and 27%+ EBIT margins by 2030. Goldman Sachs maintains a Buy rating, raising its price target to $352 following the updated guidance.

Key Takeaways

• 1.Vertiv significantly raised its 5-year organic revenue growth CAGR target to 20-22% (up from 12-14%), driven by its ability to provide integrated data center solutions and AI-driven demand.
• 2.Operational efficiency and the Vertiv Operating System (VOS) are expected to drive EBIT margins to 27%+ by 2030, an increase from the prior 25%+ target.
• 3.The company projects a massive $28 billion in capital deployment capacity through 2030, supported by strong free cash flow and low leverage.

Table of Contents

• Tech showcase: full solutions and future architectures including 800V in focus
• Valuation and key risks
• Disclosure Appendix

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