Peek Under The Hood: TSME Has 31% Upside
ETF Analysis: The Thrivent Small-Mid Cap ESG ETF (TSME) has an implied analyst target price of $42.16 per unit, indicating a potential upside of 30.85% from its current trading price of $32.22.
Stock Performance Insights: Notable underlying holdings like Bio-Techne Corp, Burlington Stores Inc, and nVent Electric PLC show significant upside potential based on analysts' target prices, raising questions about the validity of these targets amidst market developments.
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Analyst Views on NVT
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- Quarterly Cash Dividend: nVent Electric plc announced a quarterly cash dividend of $0.21 per share to be paid on May 8, 2026, to shareholders of record as of April 24, 2026, demonstrating the company's commitment to returning value to its shareholders.
- Company Background: nVent is a leading global provider of electrical connection and protection solutions with over 100 years of history, featuring brands like nVent CADDY, ERICO, and HOFFMAN, focused on delivering high-performance products for sensitive equipment and buildings worldwide.
- Market Positioning: The company's innovative solutions in electrical connections and systems protection have established its significant presence in the global market, ensuring safer systems and a more secure world, reflecting its competitive advantage in the industry.
- Forward-Looking Statements: nVent cautions investors regarding its forward-looking statements, emphasizing that future performance may be influenced by various factors, including global economic conditions and competitive pressures, urging investors to carefully assess potential risks.

Strategic Partnership Announcement: Republic Power Group Limited has announced a strategic partnership with NVT to enhance blockchain-enabled asset tokenization and capital market solutions.
Focus on Blockchain Technology: The partnership aims to advance the use of blockchain technology in asset management and capital markets, indicating a growing trend in digital asset innovation.
- Earnings Meet Expectations: nVent Electric reported Q4 earnings of $0.90 per share, aligning perfectly with analyst consensus, indicating stability in the company's profitability.
- Sales Exceed Estimates: The company achieved quarterly sales of $1.067 billion, surpassing the analyst estimate of $1.005 billion, reflecting strong market demand and driving revenue growth.
- Positive Future Outlook: nVent Electric projects FY2026 adjusted EPS between $4.00 and $4.15, slightly below the market estimate of $4.06, while forecasting sales of $4.477 billion to $4.594 billion, above the $4.426 billion estimate, showcasing confidence in future growth.
- Analyst Price Target Increases: Keybanc, Barclays, and RBC Capital raised their price targets for nVent Electric from $125, $140, and $136 to $130, $141, and $138 respectively, reflecting optimistic market sentiment regarding the company's future performance.
- Strong Performance: nVent Electric reported Q4 2025 sales of $1.067 billion, a 42% increase year-over-year, with organic growth at 24%, exceeding expectations and highlighting the company's robust demand and market position in the data center sector.
- Cash Flow Growth: The company generated free cash flow of $189 million, up 26% year-over-year, which not only enhances financial flexibility but also supports future investments and shareholder returns, reflecting its solid operational capabilities.
- Optimistic Outlook: Management anticipates 2026 sales growth of 15% to 18% and adjusted EPS growth of 20% to 24%, demonstrating confidence in sustained growth, particularly through strategic investments in infrastructure and data centers.
- Healthy Orders and Backlog: By the end of 2025, the company's backlog reached $2.3 billion, tripling from the previous year, indicating strong future performance sustainability and robust market demand, especially driven by AI data center developments.
- Strong Earnings Report: nVent Electric reported a Q4 Non-GAAP EPS of $0.90, meeting expectations, while revenue reached $1.07 billion, a 42.3% year-over-year increase, exceeding market forecasts by $70 million, indicating robust market performance.
- Robust Organic Growth: The company reported a 24% organic sales growth in Q4, reflecting its competitive position and sustained product demand in the market, further solidifying its standing in the industry.
- Healthy Cash Flow: For the full year, cash flows from continuing operations amounted to $649 million, up 30%, while free cash flow reached $561 million, a 31% increase, demonstrating significant improvements in financial management and operational efficiency.
- Optimistic Guidance: nVent Electric projects sales growth of 15% to 18% for 2026, surpassing the market estimate of 14.10%, with expected EPS ranging from $3.27 to $3.42, showcasing the company's confidence in future performance.
- Earnings Release: nVent Electric plc reported its fourth quarter and full-year 2025 financial results on February 6, 2026, highlighting the company's leadership in electrical connection and protection solutions.
- Investor Conference Call: The company will hold a conference call with analysts and investors at 9:00 a.m. ET, providing detailed insights into its financial performance and enhancing communication with stakeholders.
- Regulatory Compliance: The earnings report will be submitted to the SEC on Form 8-K, ensuring adherence to regulatory requirements and enhancing transparency and investor confidence.
- Global Business Overview: As a leading global provider of electrical connection and protection solutions with over 100 years of history, nVent's brands, including nVent CADDY and ERICO, demonstrate strong market competitiveness.







