RBC Capital Cuts Vertiv (VRT) Price Target to $323

RBC Capital has reiterated its Outperform rating for Vertiv Holdings, lowering the price target to $323, a 55.45% upside from the current price.

By EarningsIQ Research Desk · Published Oct 15, 2026, 9:18 PM EDT · Updated Oct 16, 2026, 2:03 PM EDT

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RBC Capital cut its price target on Vertiv Holdings Co ($VRT) to $323 from $337 on October 14, 2026, and rates the stock "Outperform".

Since the rating, $VRT is down 7.4% to date (from the $222.83 close on Oct 14, 2026).

VRT Vertiv Holdings Co

$206.42 +17.62% year to date

Daily close · Oct 16, 2026

Key Points

RBC Capital maintains an Outperform rating on Vertiv Holdings Co (VRT) and has set a new price target of $323, down from $337.
RBC Capital's $323 price target implies 55.45% upside from Vertiv Holdings Co's ($VRT) current $207.78 share price.
The stock was priced at $207.78 on the publishing day, reflecting a decline from the previous close of $222.83.
Vertiv Holdings has a market cap of about $82.7 billion and is operating in the electrical equipment sector.

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RBC Capital reiterated its Outperform rating on Vertiv Holdings Co (NYSE: VRT) on October 14, 2026. The firm set a new price target of $323, down from the previous target of $337. This reaffirmation comes as the stock traded at $207.78 on the publication day, which is lower than its previous close of $222.83.

Analyst rating track record

RBC Capital vs. the S&P 500

YTD return -1.39% hypothetical

All-time return -1.39% S&P 500 +0.23%

vs. S&P 500 -1.62% behind the index

Hypothetical returns from RBC Capital's disclosed trades, not real profit or advice. How we model this.

Other Institutional Activity in Vertiv Holdings Co

Several other institutional investors have changed their positions in Vertiv. Blackrock Inc. trimmed its holdings by 1,287 shares, ending with 35,921,459 shares worth about $7.47 billion. Vanguard Capital Management LLC added 228,705 shares for a total of 25,087,955 shares valued at $5.21 billion. State Street Corporation increased its stake by 704,311 shares, bringing its total to 16,531,530 shares worth approximately $3.44 billion. In contrast, JPMorgan Chase & Co. made a significant addition, acquiring 3,995,488 shares to reach a total of 10,061,204 shares valued at $2.09 billion.

Vertiv Holdings Co Stock Down 6.8%

The stock price of Vertiv Holdings was at $207.78 on the day of publication, which places it significantly below its 200-day moving average of $267.85. The shares are also trading above their 52-week low of $147.82 but well below the 52-week high of $379.93, indicating a recent decline.

12-month forecast

$VRT price target

Vertiv Holdings Co daily closes and this analyst's $323 target. Not advice.

Recent Earnings

Vertiv Holdings reported impressive revenue of about $11.48 billion, showing a revenue growth of 24.1% year-over-year. The company achieved earnings per share (EPS) of $4.00, which reflects a robust net margin of about 15%. The next earnings report is scheduled for October 28, 2026.

Dividend

Vertiv Holdings pays a dividend with a yield of 0.12%, translating to a payout ratio of 5.09%. The relatively modest dividend reflects the company's focus on reinvesting in growth opportunities.

Insider Buying and Selling at Vertiv Holdings Co

Director Edward L. Monser sold 15,287 shares on September 1, 2026, for a total value of approximately $3.88 million. This transaction was not part of a planned strategy.

Analysts Set New Price Targets

On October 14, 2026, RBC Capital maintained its Outperform rating on the stock with a price target of $323. Mizuho also reiterated its Outperform rating on October 15, setting a target at $280, down from $300. Evercore ISI Group maintained an Outperform rating with a new target of $325, reduced from $375. The consensus among 28 analysts is a strong buy recommendation with a mean price target of $333.71.

About Vertiv Holdings Co

Vertiv Holdings Co designs and services critical technologies for digital infrastructure. It operates across multiple sectors including data centers and communication networks globally, making its performance closely watched by investors. The recent price adjustments from analysts reflect ongoing evaluation of its growth potential amid changing market conditions.

Bottom Line

Investors will be keeping an eye on the upcoming earnings report on October 28, 2026, as well as any further analyst updates following the recent price target adjustments. Remember, the 13F filings reflect past holdings and may not represent current positions.