Updated
Updated · CNBC · Jun 16
Melius Starts nVent Electric at Buy With $214 Target as AI Data Center Spending Nears $700 Billion
Updated
Updated · CNBC · Jun 16

Melius Starts nVent Electric at Buy With $214 Target as AI Data Center Spending Nears $700 Billion

1 articles · Updated · CNBC · Jun 16

Summary

  • $214 is Melius Research's new price target for nVent Electric, implying 27% upside from Monday's close after the firm initiated coverage with a buy rating.
  • Melius said nVent remains a relatively cheap AI-linked industrial despite its rally, arguing Wall Street forecasts are still too low as hyperscalers pour money into data center buildouts.
  • nVent's appeal centers on data center infrastructure—especially liquid cooling—where Melius highlighted its Nvidia partnership and said the company is more established than peers in a fast-growing niche.
  • Shares have already climbed about 70% in 2026, and Melius's bullish call broadly matches Wall Street consensus: 14 of 15 analysts tracked by LSEG rate the stock buy or strong buy.

Insights

As AI data center spending soars, is nVent's 70% stock surge a sign of a sustainable boom or a market bubble?
Can nVent's cooling technology solve the looming energy and supply chain crisis fueled by AI's insatiable hardware demands?