Barclays upgrades Vertiv to "overweight", sets $200 price target, citing higher earnings estimates and revised valuation after share price volatility.

Barclays upgraded Vertiv to "overweight" from "equal weight" with a revised price target of $200, citing higher earnings estimates and a revised valuation following recent share price volatility. The brokerage raised its 2026 and 2027 earnings per share estimates, driven largely by revenue assumptions, and highlighted Vertiv's revenue exposure to data centers, organic sales growth, and business mix. Barclays estimates adjusted EPS of $5.68 for 2026, compared with a consensus estimate of $5.24.