nVent Electric PLC
Electrical Equipment
nVent Electric PLC (NVT) Stock News
The latest NVT headlines and market coverage — 2 recent stories, updated throughout the day.
- Zacks Investment Research·
Will 800V DC Data Centers Create Growth Opportunity for NVT?
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.
- Zacks Investment Research·Neutral
LITE vs. NVTS: Which AI Data Center Stock Is the Better Buy?
Lumentum Holdings (LITE) and Navitas Semiconductor (NVTS) are two key players benefiting from AI data center demand. Lumentum is experiencing surging demand for optical components with 109% YoY revenue growth and strong earnings momentum, while Navitas faces ongoing losses and execution risks despite ramping AI power programs. Lumentum is rated as the stronger investment opportunity with a Zacks Rank #2 (Buy) versus Navitas's Rank #3 (Hold).