What exactly changed in the Feb 13, 2026 Morgan Stanley note for VRT?

Morgan Stanley maintained an **Overweight** rating and raised its price target to **$285** from **$200** on Feb 13, 2026. The note cited stronger backlog and AI data center demand that supported the VRT analyst rating update.

Does the maintained Overweight count as an upgrade or downgrade?

No. Morgan Stanley maintained its Overweight rating. The action kept the same rating but raised the price target, reflecting increased conviction without changing the VRT analyst rating level.

How should investors use this VRT analyst rating information?

Investors should combine the VRT analyst rating with fundamentals. Use the maintained Overweight and higher target to assess upside. Also check order trends, margins, and company guidance before adjusting positions.

Where can I read the primary sources behind this VRT analyst rating change?

Primary reporting on the Morgan Stanley note appears on TheFly. Company earnings and the transcript are on Seeking Alpha. Both sources informed this VRT analyst rating summary.

Analyst Ratings

Morgan Stanley Maintains Overweight on VRT, Raises PT to $285 Feb 13 2026

ByDanny Kontos February 16, 2026February 16, 2026

Morgan Stanley on Feb 13, 2026 maintained an Overweight rating on Vertiv Holdings Co (VRT) and raised its price target to $285 from $200. This VRT analyst rating comes after Vertiv reported strong orders and raised guidance in its Q4 2025 call. Investors should note the maintained rating signals continued confidence, while the raised price target reflects higher AI data center demand expectations. We use Meyka AI’s real-time tools to track how this VRT analyst rating links to price moves and consensus.