KeyBanc initiated coverage of Vertiv Holdings Co. Class A (NYSE:VRT) with an overweight rating and $360 target as the company strengthens its AI/HPC positioning by acquiring Strategic Thermal Labs to add cold‑plate design, server liquid‑cooling and high‑density thermal validation.

Previous Week Recap

  • KeyBanc Initiates Coverage Vertiv Holdings Co. Class A With Overweight, $360 Target: KeyBanc started coverage of Vertiv Holdings Co. Class A (VRT) with an overweight rating and set a $360 price target per share — new analyst coverage and target valuation.
  • Vertiv Acquires Strategic Thermal Labs: Vertiv (VRT) acquired Strategic Thermal Labs on July 20, 2026, adding cold-plate design, server liquid-cooling and high-density thermal validation for AI/HPC; price undisclosed.

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