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NVNVT

nVent Electric plc

Strong FundamentalsStrong FundamentalsRevenue growing 53% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (41 mentions/wk)
$NVT·$27B·Electrical Equipment & Parts·Industrials
$150.26+1.2%YTD+57.8%1Y+60.4%
Mentions · last 7 days
2026-08-21: 5 posts2026-08-22: 2 posts41+5%
Price updated 12m ago·X counts updated 9d ago
NVNVT
$NVTnVent Electric plc
$150.26+1.20%41 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NVT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-26

The move is getting stronger, with heavier trading behind it.

nVent is up 69% t12m and just bought Maverick Power for $1.75B — but CEO Wozniak sold $7.6M into strength.

nVent Electric plc is the electrical connection and protection company that has quietly become a data-center-infrastructure play (cooling, power connection, mission-critical control). The Maverick Power acquisition doubles down on data-center exposure, though the CEO's insider selling caps the near-term tape.

  • The Maverick Power acquisition is a strategic doubling-down: nVent Electric is buying Maverick Power for $1.75B to expand data center offerings — that's a specific acquisition that pushes NVT deeper into the AI-data-center capex cycle, and it aligns with the Best Momentum Stocks list positioning.
  • The fundamentals justify the multiple: PE 54x trailing on 37% gross margin, 16% operating margin — the last two prints delivered EPS beats of 25% (Q2) and 16% (Q1); FY27 sell-side EPS at $6+ implies compression to ~25x forward, reasonable for a growing electrical-infra name with data-center exposure.
  • The insider tape is the counterweight: CEO Beth Wozniak sold $7.6M at $164 on Aug 6 (46,261 shares), plus officer van der Kolk sold $963K at $164 on Aug 11 — that's real insider distribution size at post-run highs, and the tape has already cooled 6% below the 50-day; today's -1.2% is normal within the cooling.

The path if this works is the Oct 30 Q3 print delivering another clean beat plus concrete Maverick-integration commentary, taking the tape past $175. What breaks it is another Wozniak-scale open-market sale or a soft data-center-cooling order signal — the operating story is intact but the CEO's $7.6M is the item the sample doesn't fully credit.

Agrees with X sentimentThe X bulls have the setup right — NVT setting up for a potential breakout with a nice pivot inside a cup base, super tight action over the 50-day, positioned as cooling/power-connection supplier to data centers (liquid cooling and mission-critical power/control/data), NVT on Buy watchlists with TSM/KEYS/Nikkei futures/AEHR/ASX, ready to run as SMH turns back up — and mechanics support the accelerating tape; CEO Wozniak's $7.6M sale is the underweighted item.

What to watch: Oct 30 Q3 print (sell-side EPS $1.39) — a clean beat plus concrete Maverick-integration commentary extends the tape past $175; another Wozniak-scale open-market sale or a soft data-center-cooling order signal breaks the accelerating tape back to $130.

On the calendar: 2026-10-30 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-17

nVent Electric chatter is bullish - NVT is described as setting up for a potential breakout with a nice pivot inside a cup base and super tight action over the 50-day, positioned as a cooling/power-connection supplier to data centers (particularly liquid cooling and mission-critical power/control/data infrastructure). NVT is on Buy watchlists with TSM, KEYS, Nikkei futures, AEHR, and ASX. Traders describe NVT as ready to run as soon as SMH turns back up.

Read the AI verdict + X sentiment for $NVT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes electrical enclosures, cable management, and thermal management systems for industrial and data center applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $NVT.

Electrical Equipment & Parts · Industrials

Grid modernization — driven by electrification, EV charging infrastructure, and AI data center power demand — is the central capex cycle pulling electrical equipment volumes. Backlog visibility is strong; execution risk is the near-term constraint, not demand.

What this means for $NVT

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is nVent Electric plc specializes in the global design, production, distribution, i.

Industry benchmark

36-name peer basket
+22.1%YTD
+57.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
53.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
15.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
37.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$1.45$1.16+25.0%
Q1 2026May 1, 2026$1.09$0.94+15.8%
Q4 2025Feb 6, 2026$0.90$0.90+0.3%
Q3 2025Oct 31, 2025$0.91$0.89+2.8%
Next earningsFri, Oct 30·consensus EPS $1.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.2B+53.5%35.9%16.2%$0.88$49.1M
Q4 FY25$1.1B+41.8%36.5%15.4%$0.74$165.7M
Q3 FY25$1.1B+34.8%37.4%15.8%$0.74$200.9M
Q2 FY25$963.1M+30.2%38.6%16.3%$0.68$-33.8M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.0B$5.0B – $5.1B$4.60$4.54 – $4.7012
FY27$5.9B$5.7B – $6.4B$5.82$5.50 – $6.4513
FY28$6.8B$6.4B – $7.5B$7.07$6.88 – $7.3810
FY29$7.6B$7.2B – $8.1B$8.23$7.58 – $8.915
FY30$9.4B$8.8B – $9.9B$10.11$9.30 – $10.945

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 161.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 10Van Der Kolk Robert J.President5.9K sh$963KSellAug 5Beth WozniakCEO46.3K sh$7.6MSellAug 5Randolph A. WackerSVP & Chief Accounting Officer22.5K sh$3.7MSellMay 13Sara E ZawoyskiPresident27.0K sh$4.7MSellMay 11Bennett Martha ClaireEVP & Chief Marketing Officer3.8K sh$642KSellMay 11Aravind PadmanabhanCTO15.9K sh$2.8MSellMay 6Lynnette R HeathEVP & Chief HR Officer24.4K sh$4.1MSellMay 5Aravind PadmanabhanCTO7.0K sh$1.2MSellMay 4Randolph A. WackerSVP & Chief Accounting Officer4.1K sh$678K
+ 41 other (20 inkinds · 10 awards · 7 exempts · 4 gifts) in window

See when $NVT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 188-K — Item 5.02: Officer or director change
AI summary

nVent Electric (NVT) filed an 8-K under Item 5.02, disclosing a change in executive officers or directors effective August 14, 2026. No specific names or roles were available in the excerpt. nVent Electric is an Ireland-incorporated electrical enclosures and thermal management company.

8-KOfficer or director changeJun 178-K — Item 5.02: Officer or director change
AI summary

nVent Electric plc (NYSE: NVT, incorporated in Ireland) reported a director or officer change (Item 5.02) effective June 11, 2026. The identity of the individual, the specific role, and whether this is a departure, appointment, or both are in the body exhibits not included in the excerpt. This is a brief administrative governance filing; a C-suite departure would warrant closer attention than a lower-level transition at this mid-cap electrical enclosures and thermal management company.

3New insider — initial holdingsJun 103
AI summary

Joseph M. Stark, EVP and Chief Revenue Officer of nVent Electric plc, filed a Form 3 on June 1, 2026, reporting initial beneficial ownership. He directly owns 2,647.948 ordinary shares and 3,106.425 RSUs, holds 27 shares indirectly through UTMA custodial accounts, and 70.086 shares indirectly via the company Deferral Plan. No 10% holder status. Routine initial insider ownership disclosure upon becoming a reporting officer — administrative, no market impact.

3New insider — initial holdingsJun 103
AI summary

Nitin Jain, EVP and Chief Strategy Officer of nVent Electric plc, filed a Form 3 on June 1, 2026, reporting initial beneficial ownership. He directly owns 19,409.535 ordinary shares, 5,729.424 RSUs, and employee stock options exercisable through March 2032; no indirect holdings noted beyond the options tranche. No 10% holder status. Routine initial insider ownership disclosure upon appointment as a reporting officer — administrative, no market impact.

8-KShareholder voteMay 188-K — Item 5.07: Shareholder vote
AI summary

nVent Electric plc held its 2026 Annual General Meeting on May 15, 2026, with 139.8 million of 161.7 million ordinary shares (86.47%) represented. Nine director nominees were elected for one-year terms, with votes in favor ranging from 121.6 million (Michael Ducker, who faced 6.7 million against — the most opposition) to 127.4 million (Sherry Aaholm); broker non-votes totaled 11.4 million. All nominees were elected. This is routine annual meeting governance for this global electrical enclosures and thermal management company.

3New insider — initial holdingsMar 173
+ 12 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Can Maverick Power Acquisition Boost NVT's Data Center Growth?zacks.com·4d agoBest Momentum Stocks to Buy for August 24thzacks.com·7d agonVent Electric to buy Maverick Power for $1.75 billion to expand data center offeringsreuters.com·7d agoNew Strong Buy Stocks for August 24thzacks.com·7d agonVent to Acquire Maverick Powerglobenewswire.com·7d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureThe Power GridAI Power Delivery

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Voices on X · top 1 · last 7 days

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