Industrials

Electrical Components & Equipment

15 companies under coverage.

Coverage

Electrical Components & Equipment

Hayward Holdings Inc (HAYW)

BUY. 12-month probability-weighted target $15 (+36% vs spot). P/E Multiple explains 60% of Monte Carlo outcome variance.

HAYWEquity ResearchMonte Carlo

11 October 2026Rating: BUY · Fair value vs price +47.2%

Equity Research

Acuity Brands Inc (AYI)

BUY. 12-month probability-weighted target $385 (+29% vs spot). P/E Multiple explains 56% of Monte Carlo outcome variance.

AYIEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +32.7%

Equity Research

Enersys (ENS)

BUY. 12-month probability-weighted target $237 (+32% vs spot). P/E Multiple explains 51% of Monte Carlo outcome variance.

ENSEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +32.1%

Equity Research

Nextracker Inc. Class A Common Stock (NXT)

HOLD. 12-month probability-weighted target $97 (+13% vs spot). P/E Multiple explains 70% of Monte Carlo outcome variance.

NXTEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price +21.3%

Equity Research

Regal Beloit Corporation (RRX)

BUY. 12-month probability-weighted target $199 (+21% vs spot). Gross Margin explains 47% of Monte Carlo outcome variance.

RRXEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +9.2%

Equity Research

Powell Industries Inc (POWL)

HOLD. 12-month probability-weighted target $198 (+3% vs spot). P/E Multiple explains 71% of Monte Carlo outcome variance.

POWLEquity ResearchMonte Carlo

11 October 2026Rating: HOLD · Fair value vs price +5.5%

Equity Research

Woodward Inc (WWD)

BUY. 12-month probability-weighted target $381 (+14% vs spot). P/E Multiple explains 60% of Monte Carlo outcome variance.

WWDEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +2.7%

Equity Research

Rockwell Automation Inc (ROK)

HOLD. 12-month probability-weighted target $464 (+7% vs spot). P/E Multiple explains 66% of Monte Carlo outcome variance.

ROKEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price +2.1%

Equity Research

Vertiv Holdings Co (VRT)

HOLD. 12-month probability-weighted target $281 (+16% vs spot). P/E Multiple explains 75% of Monte Carlo outcome variance.

VRTEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price +2.0%

Equity Research

Sensata Technologies Holding NV (ST)

HOLD. 12-month probability-weighted target $45 (+5% vs spot). P/E Multiple explains 55% of Monte Carlo outcome variance.

STEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -2.9%

Equity Research

Ametek Inc (AME)

HOLD. 12-month probability-weighted target $237 (-5% vs spot). P/E Multiple explains 75% of Monte Carlo outcome variance.

AMEEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -6.2%

Equity Research

Eaton Corporation PLC (ETN)

HOLD. 12-month probability-weighted target $393 (-8% vs spot). P/E Multiple explains 66% of Monte Carlo outcome variance.

ETNEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -12.7%

Equity Research

nVent Electric PLC (NVT)

HOLD. 12-month probability-weighted target $152 (-9% vs spot). P/E Multiple explains 66% of Monte Carlo outcome variance.

NVTEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -16.0%

Equity Research

Emerson Electric Company (EMR)

SELL. 12-month probability-weighted target $133 (-18% vs spot). P/E Multiple explains 71% of Monte Carlo outcome variance.

EMREquity ResearchMonte Carlo

10 October 2026Rating: SELL · Fair value vs price -17.8%

Equity Research

Vicor Corporation (VICR)

SELL. 12-month probability-weighted target $192 (-28% vs spot). P/E Multiple explains 84% of Monte Carlo outcome variance.

VICREquity ResearchMonte Carlo

10 October 2026Rating: SELL · Fair value vs price -42.3%