Forgent Power Solutions (FPS) has surged 29.5% since Q4 2026 results, with a record $3B backlog covering over 90% of fiscal 2027 revenue guidance. The AI-linked power equipment maker is outgrowing its markets with 161% data-center revenue growth and expects 95% EPS growth in fiscal 2027. Trading at a 24.43x forward P/E, below peers like Eaton and nVent, the stock appears reasonably valued with significant upside potential.

nVent Electric (NVT) has surged 60.9% YTD driven by strong AI data-center demand, with 2026 data-center sales expected to exceed $2 billion. However, the stock's premium valuation (27.55X forward P/E), rising tariff costs ($100M expected in 2026), and intensifying competition from Hubbell, Super Micro Computer, and Amphenol warrant caution. Zacks rates NVT as a Sell.

The article argues that SpaceX's $2 trillion valuation is too high relative to its revenue, even accounting for projected $100 billion annual recurring revenue by 2026, resulting in a price-to-sales ratio above 20. Instead, the author recommends three better-valued growth stocks: SanDisk (strong NAND memory demand from AI), MaxLinear (optical data center products), and nVent (liquid cooling solutions for data centers).

nVent Electric expects data center sales to exceed $2 billion in 2026, more than doubling from the prior year, driven by the industry's shift toward 800V DC systems and higher-power requirements. The company is expanding its liquid-cooling capacity and developing modular cooling solutions, advanced PDUs, and flexible bus solutions. However, it faces competition from Vertiv and Super Micro Computer, which also have strong positions in AI data center infrastructure.

nVent Electric reported 53% sales growth in Q2 2026, driven by surging AI data center demand. The company raised its 2026 guidance to 37-39% sales growth and expects data center sales to exceed $2 billion. Strong demand for liquid cooling solutions prompted the company to announce a second facility (Blaine 2) opening in 2027. The company faces competition from Vertiv and Super Micro Computer in the AI infrastructure space.

The North America underfloor heating market is projected to grow from USD 2 billion in 2025 to USD 3.3 billion by 2035 at a 5.2% CAGR, driven by energy-efficient heating demand, government incentives, and smart building integration. Hydronic systems dominate with 66.4% market share, while residential applications account for 57.6% of the market. The U.S. leads the region with 77.8% market share.

nVent Electric (NVT) is experiencing strong demand from AI-driven data center investments and power utilities, with expectations for data center sales to exceed $2 billion in 2026. The company is expanding capacity and seeing infrastructure grow to nearly 60% of sales. Despite trading at a premium valuation (P/E of 24.65X), analyst estimates for 2026 and 2027 EPS have been revised upward by 10.1% and 9.9% respectively, with the stock outperforming peers year-to-date.

nVent Electric plc will report second quarter 2026 financial results on July 31, 2026, with a conference call at 9:00 a.m. ET. The company has appointed Nitin Jain as Chief Strategy Officer and Joe Stark as Chief Revenue Officer to drive growth in electrification and accelerate the next phase of company expansion.

AI data center demand is straining power infrastructure, creating opportunities for industrial stocks. GE Vernova and nVent Electric are benefiting from surging orders for power solutions and cooling equipment, with both companies recently raising 2026 earnings guidance despite elevated valuations.

The article examines how closed-end funds (CEFs) can sustainably offer 8%+ dividend yields by investing in profitable stocks and returning those profits to shareholders. Using Liberty All-Star Growth Fund (ASG) as an example, the author outlines three key evaluation criteria: portfolio quality (focusing on large-cap tech and data-center beneficiaries), trading at a discount to net asset value, and consistent dividend history. ASG currently yields 8.2% and trades at a 12.2% discount to NAV, making it potentially attractive for investors bullish on U.S. large-cap and AI stocks.

nVent Electric plc announced its participation in William Blair's 46th Annual Growth Stock Conference on June 3, 2026, with CEO Beth Wozniak presenting. The company also announced a share repurchase authorization and a regular quarterly cash dividend of $0.21 per ordinary share payable on August 7, 2026.

Nvidia's quarterly earnings are expected to show strong growth with sales projected to surge 79.7% to $79.17 billion and earnings to soar 119.8% to $1.78 per share, driven by ramping Vera Rubin GPU production. The analyst community expects Nvidia to surprise and guide higher, supporting an extended AI rally. The article also highlights nVent Electric as a beneficiary of the data center boom through its cooling systems sales.