NVT
nVent Electric PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 166.56
Buy <=wait / entry
USD 134.00
Trim >=take some off
USD 178.00
Thesis breaknVent reports a sequential decline in data centre orders, cuts 2026 guidance bel...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 33% | 100 / 100 | 33.0 |
| Base case | 51% | 62 / 100 | 31.6 |
| Bear case | 16% | 10 / 100 | 1.6 |
| Weighted conviction | 66 / 100 - BUY | ||
Top risks
- Q2 2026 EPS beat of $1.45 versus consensus $1.16
- Quarterly revenue of $1.47 billion, up 52.8% year-over-year
- Raised full-year 2026 sales growth guidance to 37%-39% reported