Report published May 21, 2026

Goldman Sachs: Key Takeaways From Vertiv (VRT) 2026 Investor Event

Goldman Sachs · May 21, 2026

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.

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Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

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.

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

Report data

Vertiv plans to expand margins to ~27%+ in 2030

Metric	Estimate	Context
Organic Revenue Growth CAGR	20-22%	Updated from previous guidance of 12-14% during 2024 investor day.
EBIT Margin Target	27+%	Updated from previous target of 25%+ in 2029.
Capital Deployment Capacity	28 bn USD	Capacity for M&A, repurchases, and dividends, up from ~$12.5bn prior.
Datacenter Market Growth CAGR	18-20%	Market growth expectation updated from 10-13% prior.
Price Target	352.00 USD	Raised from $338.00 following the investor event.