Zacks Industry Outlook Highlights Vertiv, Roper Technologies and CoStar Group

25.09.25 16:12 Uhr

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For Immediate ReleaseChicago, IL – September 25, 2025 – Today, Zacks Equity Research discusses Vertiv VRT, Roper Technologies ROP and CoStar Group CSGP.Industry: IT ServicesLink: https://www.zacks.com/commentary/2756279/3-it-services-stocks-to-buy-right-now-from-a-prospering-industryThe Zacks Computers – IT Services industry participants like Vertiv, Roper Technologies and CoStar Group have been benefiting from ongoing digitization efforts globally. Robust spending on cloud, Internet of Things (IoT), cyber security, data and analytics, artificial intelligence (AI) and automation is driving industry-wide growth. Solid demand for advanced IT-service infrastructure solutions for hybrid working and digital healthcare has been benefiting the prospects of industry participants.Improving IT spending trends bode well for these players. However, industry players are suffering from challenging macroeconomic conditions that are elongating the sales cycle. The adoption of consultation and transaction processing solutions has been affected by an uncertain macro environment. Higher tariffs are expected to hurt prospects.Industry DescriptionThe Zacks Computers – IT Services industry comprises companies that provide consultancy, communications software and services, IT management and operations, cloud-based web development platform, customer relationship management, professional information solutions, real estate information and analysis, and outsourcing services.Industry participants cater to a wide array of end markets, including manufacturing, telecommunications, banking, insurance, healthcare, government agencies and public sector institutions. They focus on the cybersecurity business, the cloud computing market, generative AI, IoT and automation to bolster prospects. Offerings from industry participants help improve engagement with customers, launch products and support new business models, with enterprises going for digital transformation.What's Shaping the Future of the Computers -IT Services IndustryDigitization Wave is a Tailwind: Most industry participants are modernizing their traditional legacy-oriented business processes to keep pace with evolving IT services. The aim is to integrate the coordination of emerging technologies, including cloud, IoT, AI and analytics. Increasing Internet penetration in emerging markets, particularly across the Asia Pacific, is another tailwind.Hybrid Work Environment to Boost Prospects: The industry's growth is expected to accelerate in the days ahead due to an increasing number of hybrid workers. In this era of digital transformation, enterprises are actively seeking a common ground between on-premise and cloud infrastructures, which will enable them to provide flexible and easily adaptable hybrid solutions.Improving IT Spending to Aid Prospects: Improving IT spending trends bode well for industry participants. Gartner projects IT spending to increase 7.9% over 2024 to $5.43 trillion in 2025. Spending on IT services is expected to see a 4.4% improvement for 2025.Zacks Industry Rank Indicates Bullish ProspectsThe Zacks Computers - IT Services is housed within the broader Zacks Computer and Technology Sector. It currently carries a Zacks Industry Rank #101, which places it in the top 41% of more than 250 Zacks industries.The group's Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bullish near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.Given the industry's bullish prospects, there are several stocks worth buying. But before we present the stocks that you may want to consider for your portfolio, let's take a look at the industry's recent stock-market performance and valuation picture.Industry Lags Sector and S&P 500The Zacks Computers - IT Services Industry has underperformed the S&P 500 and the broader Zacks Computer and Technology sector in the past year.The industry has dropped 10.2% over this period compared with the S&P 500's and the broader sector's return of 19% and 31.1%, respectively.Industry's Current Valuation   On the basis of the forward 12-month price/earnings, which is a commonly used multiple for valuing IT Services companies, the industry is currently trading at 26.55X, higher than the S&P 500's 23.59X but lower than the sector's 29.74X.Over the past five years, the industry has traded as high as 34.45X and as low as 26.55X, with the median being 29.86X.3 IT Services Stocks to Buy Right NowVertiv: This Zacks Rank #1 (Strong Buy) company's shares have jumped 25.5% year to date. You can see the complete list of today's Zacks #1 Rank stocks here.Vertiv is benefiting from an extensive product portfolio, which spans thermal systems, liquid cooling, UPS, switchgear, busbar and modular solutions. In the trailing 12 months, organic orders grew approximately 11%. Collaborations with CoreWeave and Oklo strengthened VRT's technology leadership, positioning Vertiv well for long-term growth in the evolving data center market.The Zacks Consensus Estimate for VRT's 2025 earnings is pegged at $3.82 cents per share, unchanged over the past 30 days.Roper Technologies: This Zacks Rank #2 (Buy) company is benefiting from strength across its segments. Momentum across the Deltek, Vertafore, PowerPlan and Aderant businesses is aiding the Application Software segment. Solid performance of the ConstructConnect and SHP alternate site healthcare businesses is boosting the Network Software segment.For 2025, Roper now expects adjusted earnings from continuing operations between $19.90 per share and $20.05 per share compared with previous guidance of $19.80-$20.05 range. Total revenues are expected to increase 13% compared with the 12% rise anticipated earlier. Organic revenues are anticipated to increase 6-7% year over year.The Zacks Consensus Estimate for Roper's 2025 earnings has remained unchanged at $20.28 per share over the past 30 days. Roper shares have declined 3% year to date.CoStar Group: This Zacks Rank #2 company is benefiting from a resilient subscription business and a strong portfolio of marketplaces like Apartments.com, LoopNet, and Homes.com, which is attracting significant traffic. Global traffic reached 141 million in second-quarter 2025.The consensus mark for CSGP's 2025 earnings has increased by a penny to 86 cents per share over the past 30 days. CoStar Group shares have increased 19.2% year to date.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Join us on Facebook: https://www.facebook.com/ZacksInvestmentResearch/Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.Free Report: Profiting from the 2nd Wave of AI ExplosionThe next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.Investors who bought shares like Nvidia at the right time have had a shot at huge gains.But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.Access AI Boom 2.0 now, absolutely free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Roper Technologies, Inc. (ROP): Free Stock Analysis Report CoStar Group, Inc. (CSGP): Free Stock Analysis Report Vertiv Holdings Co. (VRT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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