nVent Electric plc Ordinary Shares NVT

Zacks Investment Research 10 nov

TTM Technologies (TTMI) shares have declined 53.8% over six months, significantly underperforming its industry peers despite strong Q3 results showing 60% revenue growth, record 20.1% adjusted EBITDA margins, and a record $2B defense backlog. The company benefits from AI infrastructure demand, with data center and networking sales surging 115% year-over-year. With a forward P/E of 10.06X (59% discount to industry average) and upward earnings revisions, analysts view the stock as undervalued for long-term investors.

Zacks Investment Research 6 nov

Eaton Corporation reported record Q3 2026 sales of $8.9 billion (28% YoY growth) with a 46% surge in Electrical backlog, driven by AI data centers and grid modernization demand. However, the company faces headwinds from supply-chain disruptions, execution delays, and capacity investment pressures on margins. Trading at a premium valuation with a Zacks Rank #3 (Hold), Eaton's ability to convert its strong backlog into sustained profitability remains uncertain.

Zacks Investment Research 4 nov

nVent Electric (NVT) shares fell 6.1% after Q3 2026 results due to slowing Q4 organic growth (26-29% vs 44% in Q3) and rising tariffs/inflation costs (~$105M expected for 2026). However, strong AI data center demand drove infrastructure sales growth of over 70%, with the company raising 2026 organic sales guidance to 38-39% and adjusted EPS to $5.36-$5.39. The stock trades below industry valuation multiples and is rated a Zacks Rank #2 (Buy).

Zacks Investment Research 2 nov

nVent Electric (NVT) reported Q3 2026 adjusted EPS of $1.52, up 67% YoY and beating estimates by 22.6%, with revenues growing 44% to $1.51B. Systems Protection sales surged 53% driven by data center infrastructure growth approaching 90%. The company raised full-year 2026 guidance to 48-49% sales growth and adjusted EPS to $5.36-$5.39, bolstered by the Maverick Power acquisition which closed in October.

Zacks Investment Research 2 nov

nVent Electric (NVT) raised its 2026 organic sales growth guidance to 38-39% and adjusted EPS guidance to $5.36-$5.39, driven by sustained data center demand and infrastructure growth. The company's backlog reached $2.6 billion with infrastructure organic sales surging over 70%. The October acquisition of Maverick Power expands nVent's data center opportunity to $2 million per megawatt and introduces new 800-volt DC power capabilities for AI computing.