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NVTYahoo Finance ↗nVent ElectricDC Cooling

~$112PE: 23xMCap: $18.1B-7% from ATH

Market data via Yahoo Finance as of Feb 12, 2026· Analysis as of Feb 12, 2026

COMPOSITE

+38%

BULL UPSIDE

ENTRY QUALITY

72%

CONFIDENCE

ℹ️ How are these calculated?

COMPOSITE = Σ(event relevance × event probability) × entry quality / 100. Combines how much this stock benefits from macro events with how good the entry point is right now. For NVT: (82 × 85% + 0 × 60% + 0 × 35% + 10 × 55% + -10 × 0% + 20 × 0% + 0 × 0%) × 55/100 = 41. Higher is better. Range: typically 0–100.

BULL UPSIDE = (bull price target − current price) / current price. For NVT: ($155 − $112) / $112 = +38%. This is the maximum upside if the most optimistic analyst thesis plays out.

ENTRY QUALITY (0–100) = how attractive the current price is as a buy point. Based on: % below all-time high (-7%), upside to bull PT (+38%), forward PE (23x vs sector), and analyst conviction. Score: 55. Fair entry — modest discount or near-term headwinds.

CONFIDENCE = our overall conviction in the thesis (0–100%). Factors: strength of catalysts, analyst coverage quality, thesis durability, risk/reward skew.High conviction — strong catalysts and clear thesis.

$42~$112$121$155

52W LowATHBull PT

🎯 Investment Thesis

Q4 earnings just beat — DC growth story fully on track per RBC. All 4 major analysts raised PTs: Barclays $141, RBC $138, Citigroup $133, Keybanc $130. Now only 7% below ATH ($121) after strong run. At 23x PE vs Vertiv 36x, still a discount. DC backlog tripled. Liquid cooling essential as GPU power density exceeds air cooling.

⚠️ Key Risk

Now only 7% below ATH ($121) — the deep discount entry is largely gone. Softer margins from capacity ramp costs per RBC — DC expansion squeezing profitability near-term. Less pure-play than Vertiv. Recent acquisitions still integrating.