On August 12, Vertiv Holdings LLC rose 4.69% in regular trading, trading at $294.54/share, with turnover of $128 million. The stock continues its recovery trajectory following the nearly 14% sell-off on July 29 triggered by a Q2 revenue miss.

On the news front, multiple investment banks have issued supportive research notes bolstering confidence in the stock's rebound. UBS reiterated its buy rating with a $370 price target, noting that management's reference to \"timing shifts\" related to supply chain congestion in Q2 implies growth should meaningfully recover in Q3. Oppenheimer highlighted strengthening demand, a broadening pipeline, and accelerating sales cycles across geographies and product categories.

While Q2 revenue of $3.274 billion missed the $3.377 billion consensus estimate, adjusted EPS of $1.52 beat expectations of $1.42. Critically, the company raised full-year guidance, lifting its revenue midpoint to $14 billion versus the FactSet estimate of $13.88 billion, and adjusted EPS guidance to a range of $6.65-$6.75 versus the $6.49 consensus. Management also noted accelerating July shipments tracking in line with H2 revenue outlook, reinforcing the recovery thesis.

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