ENS

Company Presentation Announcement: EnerSys will have its President and CFO present at the Oppenheimer 20th Annual Industrial Growth Conference on May 8th, with a live webcast available for attendees.

About EnerSys: EnerSys specializes in stored energy solutions across various sectors, including industrial applications, aerospace, and electric vehicles, while also emphasizing sustainability in its operations and product offerings.

Impact of Tariffs on Mexico: President Trump's tariffs and trade threats have positioned Mexico advantageously against other manufacturing countries like China and Vietnam, which face higher tariffs.

Trade Agreement Benefits: Despite some tariffs, Mexico benefits from the U.S.-Mexico-Canada Agreement, allowing most of its trade with the U.S. to remain tariff-free.

Closure and Transition: EnerSys will close its flooded lead-acid battery manufacturing facility in Monterrey, Mexico, moving production to Richmond, Kentucky, incurring a pre-tax charge of approximately $20M, primarily in 2025.

Investment and Future Benefits: The company plans to invest $4.5M to expand production capacity in Poland, expecting an annual pre-tax benefit of $19M starting in fiscal year 2027.

Validea's Growth/Value Investor Model: The model, based on James P. O'Shaughnessy's strategies, has upgraded ENERSYS (ENS) from a 75% to a 100% rating due to strong fundamentals and valuation, indicating significant interest in the stock.

Company Overview: EnerSys specializes in energy systems solutions, including batteries and power equipment for various applications, such as data centers, industrial facilities, and automotive industries.

Company Overview and Market Position: Hubbell Incorporated, a large-cap company valued at $17.9 billion, specializes in electrical and utility solutions, focusing on innovation and benefiting from strong government spending on infrastructure and clean energy. However, the company's stock has underperformed recently, declining significantly over various time frames compared to the broader market.

Earnings Report and Analyst Outlook: Despite a mixed Q4 earnings report showing an 11.1% increase in adjusted earnings but a revenue decline, analysts maintain a "Moderate Buy" consensus rating for HUBB, with a price target suggesting a potential 38% upside from current levels.

Launch of CLSA ETF: Brompton Split Corp. Class A Share ETF (CLSA) began trading on the Toronto Stock Exchange, aiming to provide attractive monthly distributions and capital appreciation through investments in class A shares of Canadian split share corporations.

Investment Strategy and Risk: CLSA will manage a portfolio primarily consisting of class A shares from various split share corporations, with a high-risk rating assigned by the manager.

ETF Analysis: The Invesco FTSE RAFI US 1000 ETF (PRF) has an implied analyst target price of $47.23 per unit, indicating a potential upside of 19.88% from its current trading price of $39.40.

Stock Performance Insights: Notable underlying holdings such as O-I Glass Inc, Independent Bank Corp, and Enersys show significant upside potential based on analyst targets, prompting questions about the validity of these forecasts and the need for further investor research.

Analyst Rating and Price Target: Roth MKM analyst Chip Moore has maintained a Buy rating on EnerSys (ENS) with a price target of $120.00, while the stock closed at $93.98. The overall analyst consensus for EnerSys is a Moderate Buy with an average price target of $117.50.

Financial Performance and Insider Activity: EnerSys reported strong financial growth with quarterly revenue of $906.15 million and a net profit of $114.81 million, up from last year. However, insider sentiment has turned negative, with increased selling activity among insiders, including CEO David M. Shaffer selling over 11,000 shares.

Top Stock Recommendations: Three stocks with strong value characteristics and a Zacks Rank #1 are EnerSys (ENS), Independent Bank Corporation (IBCP), and Marex Group plc (MRX), all showing positive earnings estimates growth over the past 60 days.

Investment Insights: The article highlights that these companies have lower price-to-earnings ratios compared to their respective industries, making them attractive options for investors seeking value.

Technological Advancement: EnerSys has integrated advanced technology into its DataSafe Thin Plate Pure Lead (TPPL) batteries to enhance emergency power management for data centers, enabling real-time battery monitoring and optimizing performance in critical power environments.

Rising Energy Demand: The International Energy Agency (IEA) predicts that energy demand for data centers will double by 2026, driven by sectors like artificial intelligence and cryptocurrencies, potentially reaching 1000 terawatt-hours, equivalent to Japan's total annual electricity consumption.

New Technology Integration: EnerSys has announced the integration of advanced embedded technology in its DataSafe® pure lead thin plate batteries to enhance backup power management for data centers, allowing real-time battery monitoring and improved performance.

Growing Energy Demand: The International Energy Agency predicts that global energy demand from data centers could double by 2026, reaching 1,000 terawatt-hours (TWh), driven by sectors like artificial intelligence and cryptocurrencies.

EnerSys Technology Integration: EnerSys has announced the integration of advanced embedded technology into its DataSafe® Thin Plate Pure Lead (TPPL) batteries to enhance backup power management for data centers, allowing real-time monitoring and improving performance and reliability.

Rising Demand for Power: The International Energy Agency predicts that the demand for electricity from data centers will double by 2026 due to factors like artificial intelligence and cryptocurrencies, prompting a need for improved emergency power solutions to ensure operational continuity.

EnerSys Battery Technology: EnerSys has integrated advanced embedded technology into its DataSafe® Thin Plate Pure Lead (TPPL) batteries, enhancing real-time monitoring and management of backup power for data centers, which is crucial as global energy demand from these facilities continues to rise.

Impact on Data Centers: The new technology allows for proactive maintenance and improved operational control, reducing downtime and costs while ensuring compliance with energy resilience requirements, as demonstrated by a recent deployment in a European data center.

EnerSys Battery Technology: EnerSys has integrated advanced technology into its DataSafe TPPL batteries, enhancing backup power management for data centers with real-time battery monitoring to improve performance and reliability.

Rising Energy Demand: The International Energy Agency projects that global energy demand from data centers could double by 2026, reaching 1000 terawatt-hours, driven by sectors like artificial intelligence and cryptocurrencies.

EnerSys Advances Battery Technology: EnerSys has integrated advanced embedded technology into its DataSafe® Thin Plate Pure Lead (TPPL) batteries, enhancing real-time monitoring and performance optimization for data centres, crucial for managing increasing power demands driven by sectors like AI and cryptocurrencies.

Impact on Data Centre Operations: A European data centre successfully deployed 260 of these enhanced batteries, resulting in improved backup power management, reduced maintenance costs, and better operational control, setting a new benchmark for efficiency and reliability in high-demand environments.

Top Stock Picks: Three stocks with strong value characteristics and a Zacks Rank #1 are highlighted for investors: EnerSys (ENS), OneWater Marine Inc. (ONEW), and Discover Financial Services (DFS), all showing positive earnings estimates growth over the past 60 days.

Investment Insights: Zacks Investment Research emphasizes the potential of a top stock pick in the financial sector, which is expected to significantly increase in value, alongside a report offering recommendations on the best stocks for the next month.

Stock Performance Overview: ENS's stock has a 52-week low of $88.5035 and a high of $112.53, with the last trade recorded at $99.78.

Disclaimer on Opinions: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.

EnerSys Presentation Announcement: EnerSys President Mark Matthews will present at the 37th Annual Roth Conference on March 18, with a live audio webcast available for public access.

Company Overview and Sustainability Commitment: EnerSys specializes in stored energy solutions across various industries and emphasizes sustainability in its operations and product impacts, aiming to minimize environmental footprints while supporting communities.

Upcoming Meetings: Roth MKM will host meetings in Boston on March 6 and New York on March 7.

EnerSys Financial Performance: EnerSys reported strong financial growth, raising its fiscal 2025 adjusted EPS outlook to $9.97-$10.07, with Q3 adjusted EPS of $3.12 exceeding consensus estimates.

Stock Market Performance: The S&P 500 reached a record high, with the Dow Jones and Nasdaq also showing gains, driven by investor optimism despite trade uncertainties and cautious Federal Reserve policies.

Focus on Value Stocks: Analysts recommend considering value stocks, particularly those with low Price to Cash Flow (P/CF) ratios, as they provide a margin of safety during market fluctuations; four highlighted companies include EnerSys, Sonoco Products, World Kinect, and General Motors.