TickerTalks
Browse all tickers →
TickerTalks›$VGNT
VGVGNT

Versigent PLC

$VGNT·$3.6B·Electrical Equipment & Parts·Industrials
$50.22+3.7%1Y+66.3%
Mentions · last 7 days
2026-08-29: 0 posts2026-08-30: 0 posts2026-08-31: 9 posts2026-09-01: 8 posts2026-09-02: 7 posts2026-09-03: 9 posts2026-09-04: 6 posts39
Price updated 10h ago·X counts updated 9h ago
VGVGNT
$VGNTVersigent PLC
$50.22+3.72%39 posts
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersAcceleratingAI verdict · as of 2026-09-04

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

Newly-listed electrical-power-systems maker (Versigent) up 60% in a year with big Q1 beat and 'Moderate Buy' consensus.

Versigent PLC is a newly-listed (2026) Swiss engineered-power-systems company (low- and high-voltage industrial electrical) — a name that has re-rated fast as institutional coverage builds.

  • Stock at $48.42, up ~60% over twelve months, sitting above the 50-day moving average with a 1x volume multiplier — a clean uptrend without meaningful pullback data given the limited public history.
  • EPS beats have been strong — Q2 at $1.92 vs $1.47 expected (+30.6%), Q4 2025 at $3.73 vs $1.17 (+219%) — the operating leverage is real, though a full quarterly comparison base is still forming.
  • Revenue is running $2.1-2.3B per quarter — a real-scale industrial business.
  • Fundamentals are attractive: PE 8.1 (cheap), gross margin 12% (typical of electrical-equipment manufacturing), operating margin 6.7%, ROIC 16.3%, ROE 34%, FCF yield 16% (very high), EV/EBITDA 8.3.
  • Debt/equity of -48.5 reflects negative equity from either buybacks or spin-related capital-structure choices — worth investigating in the 10-Q.
  • Seeking Alpha's 'Versigent Has Already Run, But I Still See More Upside' captures the sell-side stance.
  • Analyst forward estimates step meaningfully — 2026 EPS $6.95, 2027 $7.73, 2028 $8.79 — supportive multi-year growth.

Beta 1.52 is elevated; the swing factor is data-center-power and industrial-electrification demand cycles.

What to watch: Next earnings (calendar unclear), data-center power project awards, industrial-electrification demand commentary, and any additional institutional-coverage additions.

no x sentimentrecent ipo

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
Free, forever. No credit card.

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

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 $VGNT

Partial — upstream oil & gas exposure ties to commodity price cycle; Based in Schaffhausen, Switzerland, Versigent PLC, establish.

Industry benchmark

26-name peer basket
+21.7%YTD
+45.3%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
Q2 2026Aug 4, 2026$1.92$1.47+30.6%
Q1 2026May 5, 2026$1.10$1.09+0.9%
Q4 2025Mar 6, 2026$3.73$1.17+218.8%

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 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.3B$9.2B – $9.3B$6.95$6.57 – $7.426
FY27$9.7B$9.6B – $9.7B$7.73$7.29 – $8.176
FY28$9.9B$9.8B – $10.1B$8.79$8.69 – $8.932
FY29$10.2B$10.1B – $10.4B$9.30$9.19 – $9.455
FY30$10.5B$10.4B – $10.7B$10.11$10.00 – $10.283

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.+14.7%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 today0.7% 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.β1.525-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.

+ 17 other (15 awards · 1 inkind · 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
Free, forever. No credit card.

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
+ 20 other (6 3s · 4 13Gs · 3 8-Ks · 2 10-Qs) in window

Recent news

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

Versigent (NYSE:VGNT) Given Average Rating of “Moderate Buy” by Brokeragesdefenseworld.net·15d agoVersigent Has Already Run, But I Still See More Upsideseekingalpha.com·15d agoVersigent Q2 Earnings Call Highlightsmarketbeat.com·27d agoVersigent PLC (VGNT) Q2 2026 Earnings Call Transcriptseekingalpha.com·32d agoVersigent Reports Second Quarter 2026 Resultsbusinesswire.com·32d ago

In themes

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

The Power Grid

More in Electrical Equipment & Parts

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BE$EOSE$TE$VRT$FCEL$SMR$PLUG$ETN
Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport