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VGVGNT

Versigent PLC

$VGNT·$2.9B·Electrical Equipment & Parts·Industrials
$40.02+0.0%1Y+32.5%
Mentions · last 7 days
2026-07-14: 8 posts2026-07-15: 12 posts2026-07-16: 9 posts2026-07-17: 6 posts2026-07-18: 0 posts2026-07-19: 0 posts2026-07-20: 5 posts400%
Price updated 6h ago·X counts updated 6h ago
VGVGNT
$VGNTVersigent PLC
$40.02+0.02%40 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $VGNT, 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 numbersEvent coming upAI verdict · as of 2026-07-20

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Auto-mobility engineering services at 8x earnings on real energy-adjacent moat into Aug 4 print.

Versigent PLC provides engineering, testing, and consulting services to auto OEMs and adjacent mobility markets — a UK-listed industrials name with a niche in vehicle certification and energy-adjacent engineering. A $2.9B mid-cap trading at 8x TTM earnings.

The setup:

  • Fundamentals are cheap for the growth profile: Q1 revenue $2.21B at 12% gross margin and 6.7% operating margin with EPS $1.10 — the 8x TTM PE and 0.5x PS multiple reflect industrials-margin skepticism, but consensus Q2 EPS $1.48 is a real beat-friendly bar.
  • The bull thesis has explicit third-party validation: reported July 3 'Versigent: Engineering Moat And Energy Play Make It A Buy Opportunity' — analyst framing that the engineering-services franchise plus emerging energy-adjacent revenue creates a defensible moat is exactly the thesis that Q2 has to validate with real numbers.
  • Institutional-conference traction is stacking up: reported June 3 UBS Auto and Auto Tech Conference presentation plus May 19 Global Autos, Mobility & Robotics Conference — this is the exact institutional-outreach cadence that supports incremental buy-side coverage into a re-rating.

Event-ahead into Aug 4 Q2 earnings — a Q2 EPS beat above $1.48 plus commentary on energy-adjacent segment traction and updated FY guide extends the moat thesis and starts the multiple rerating; a soft print or a hint that auto-OEM engineering demand is decelerating extends the range-bound trade. Auto-cycle sensitivity remains the honest risk.

What to watch: Aug 4 Q2 earnings: EPS vs $1.48, revenue growth trajectory, updated FY guide, and any commentary on energy-adjacent segment traction. Auto-cycle sensitivity remains the honest risk.

On the calendar: 2026-08-04 — Q2 earnings

sentiment missing

Read the AI verdict + X sentiment for $VGNT

  • 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.

Designs power distribution architectures and high-voltage electrical systems for automotive OEMs and EV charging infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

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

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $VGNT

Direct beneficiary — Designs power distribution architectures and high-voltage electrical systems for automotive OEMs and EV charging infrastructure; core revenue tied directly to the primary demand driver in electrical equipment & parts.

Industry benchmark

34-name peer basket
+10.9%YTD
+65.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
8.1How 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
16.3%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
6.7%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
16.0%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
0.5Same 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
34.0%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
12.0%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
-48.5Total 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
Q1 2026May 5, 2026$1.10$1.09+0.9%
Q4 2025Mar 6, 2026$3.73——
Next earningsTue, Aug 4·consensus EPS $1.48

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.2B—11.0%6.6%$1.10$-30.0M
Q4 FY25$2.3B—11.7%7.1%$3.05$191.0M
Q4 FY24$2.1B—13.3%6.5%$1.70$377.0M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.3B$9.2B – $9.3B$6.95$6.54 – $7.395
FY27$9.6B$9.6B – $9.7B$7.74$7.31 – $8.205
FY28$9.9B$9.8B – $10.0B$8.74$8.65 – $8.881
FY29$10.2B$10.2B – $10.4B$9.30$9.20 – $9.442
FY30$10.5B$10.5B – $10.7B$10.11$10.01 – $10.262

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.0.6×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.—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.-7.8%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 70.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β1.385-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

No open-market buys or sells in the last 180 days.

+ 1 other (1 other) in window

See when $VGNT 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

3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
3New insider — initial holdingsApr 63
+ 17 other (6 3s · 3 8-Ks · 2 10-12B/As · 1 13G) in window

Recent news

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

Versigent Announces Second Quarter 2026 Earnings Callbusinesswire.com·6d agoVersigent: Engineering Moat And Energy Play Make It A Buy Opportunityseekingalpha.com·18d agoVersigent PLC (VGNT) Presents at UBS Auto and Auto Tech Conference 2026 Transcriptseekingalpha.com·48d agoVersigent PLC (VGNT) Presents at Global Autos, Mobility & Robotics Conference 2026 Transcriptseekingalpha.com·63d agoVersigent Announces Participation in June Investor Conferencesbusinesswire.com·63d ago

In themes

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

The Power Grid

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Voices on X · last 7 days

No standout posts about $VGNT on X in the last 7 days.

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