Vertiv Holdings risk/reward attractive after selloff, says JPMorgan

JPMorgan says Vertiv Holdings’ Q2 “was a strong fundamental result,” with orders ahead of consensus. The analyst believes competition concerns are overplayed as the company has “best in class” orders growth and accelerating revenue. The firm sees an attractive risk/reward following the selloff and keeps an Overweight rating on the name with a $100 price target.