---
title: "Vertiv: Transitory Revenue Volatility Masks Strong EPS Growth, Margin Expansion and Backlog-Driven Second-Half Upside Supporting Buy Rating"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294425965.md"
description: "William Blair analyst Brian Drab maintained a Buy rating on Vertiv (VRT), citing that weak revenue reflects transitory supply-chain issues rather than demand drops. He highlights strong EPS growth, margin expansion, and a backlog driving second-half upside. KeyBanc also issued a Buy rating with a $325 price target."
datetime: "2026-07-30T22:25:24.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294425965.md)
  - [en](https://longbridge.com/en/news/294425965.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294425965.md)
generator: "portal-rs"
---

# Vertiv: Transitory Revenue Volatility Masks Strong EPS Growth, Margin Expansion and Backlog-Driven Second-Half Upside Supporting Buy Rating

William Blair analyst Brian Drab has maintained their bullish stance on VRT stock, giving a Buy rating today.

### Claim 55% Off TipRanks

-   Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions
-   Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks

Brian Drab has given his Buy rating due to a combination of factors, emphasizing that Vertiv’s weaker reported revenue primarily reflects timing and supply-chain congestion rather than a drop in demand. He points to strong year-over-year EPS growth, meaningful margin expansion above expectations, and management’s confidence that delayed projects will convert from backlog and be recognized in the second half.

Brian also highlights the structurally attractive nature of Vertiv’s complex infrastructure solutions portfolio, where integrated offerings drive larger, stickier deployments despite adding execution complexity. With management guiding to robust third-quarter revenue growth, supported by improving execution, added capacity, and a solid backlog, he sees the near-term volatility as transitory and believes the underlying growth and profitability profile warrants a Buy recommendation.

Drab covers the Industrials sector, focusing on stocks such as Xometry, Generac Holdings, and nVent Electric. According to TipRanks, Drab has an average return of 28.3% and a 65.35% success rate on recommended stocks. 

In another report released today, KeyBanc also maintained a Buy rating on the stock with a $325.00 price target.

### Related Stocks

- [VRT.US](https://longbridge.com/en/quote/VRT.US.md)
- [VRTL.US](https://longbridge.com/en/quote/VRTL.US.md)
- [XMTR.US](https://longbridge.com/en/quote/XMTR.US.md)
- [GNRC.US](https://longbridge.com/en/quote/GNRC.US.md)
- [NVT.US](https://longbridge.com/en/quote/NVT.US.md)

## Related News & Research

- [Vertiv Holdings Co Stock (VRT) Moved Up by 3.21% on Sep 4: A Full Analysis](https://longbridge.com/en/news/298068638.md)
- [Vertiv Declares Quarterly Dividend | VRT Stock News](https://longbridge.com/en/news/297768185.md)
- [Vertiv announces dividend of R$ 0.02 per unit, payable Sept. 30](https://longbridge.com/en/news/297931951.md)
- [Vertiv director Edward L. Monser sells 15,287 shares worth $3.87 million](https://longbridge.com/en/news/297825285.md)
- [Vertiv Is Putting $1.45 Billion Down for AI Power. Nearly Half the Price Is Contingent.](https://longbridge.com/en/news/297987883.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**