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Vertiv Holdings price target raised to $43 from $38 at Goldman Sachs

Goldman Sachs analyst Mark Delaney raised the firm’s price target on Vertiv Holdings to $43 from $38 and keeps a Buy rating on the shares. The analyst increased 2024 and 2025 estimates to better reflect the company’s datacenter opportunity, including for power/thermal management demand to support artificial intelligence. The firm believes revenue to hyperscale and co-location datacenter companies accounts for roughly 20% of Vertiv’s total revenue.

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