Jim Cramer on nVent Electric: "It's Like a Mini Vertiv"
nVent Electric plc (NYSE:)
Yep, you got it. That’s absolutely right. That’s exactly how I would describe that. It’s like a mini Vertiv. Good call.
nVent Electric plc (NYSE:NVT) provides electrical connection and protection systems used to secure infrastructure, data centers, and power management applications. Artisan Partners stated the following regarding NVent Electric plc (NYSE:NVT) in its third quarter 2025 investor letter:
Our top contributors included NVent Electric plc (NYSE:NVT), Polaris and ICON. nVent Electric is a provider of electrical connections and protection solutions. Shares were up strongly after the company reported strong organic sales growth driven by momentum in its data center and power utilities businesses. nVent has a leading position in liquid cooling solutions, a small piece of its overall revenue mix, which have experienced strong demand as hyperscalers invest huge sums to build out artificial intelligence (AI) infrastructure. Liquid cooling is used in data centers to manage the heat generated by high performance computing, including AI. As AI usage grows, these solutions are increasingly important for energy efficiency, sustainability and cost management. Prior to the April selloff, nVent’s stock fell in sympathy with other AI beneficiaries after the emergence of the Chinese DeepSeek AI model temporarily spooked markets. We added to our position at that time as there was little evidence of a change in the company’s fundamental underpinnings. Rapid growth in the business over the past few years has been supported by multiple secular tailwinds—electrification, clean energy, energy efficiency, digitalization and onshoring, to name a few—in addition to AI. The company has also executed well, allocating capital wisely by deploying free cash flow into product development, accretive M&A and return of capital via dividends and share repurchases.
While we acknowledge the potential of NVT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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