Stocks in the industrials sector have been volatile due to geopolitical tensions in the Middle East and concerns about an economic slowdown amid elevated oil prices. Nonetheless, Wall Street remains bullish on several industrial stocks, given their long-term growth potential and exposure to key growth areas.
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Using TipRanks’ Stock Screener, we shortlisted two industrial stocks that score Wall Street’s Strong Buy rating and a “Perfect 10” smart score. According to TipRanks’ Smart Score System, a Perfect 10 smart score indicates that the stock is likely to outperform the broader market over the long term.
FTAI Aviation (NASDAQ:FTAI) Stock
FTAI Aviation stock has rallied 179% over the past year, as engine delivery delays and aging fleets of aircraft have boosted demand for the company’s engine leasing and maintenance services. Investors have also been optimistic about the launch of FTAI Power, the company’s new platform focused on converting CFM56 engines into power turbines that will deliver reliable energy to AI (artificial intelligence) data centers.
Recently, Morgan Stanley analyst Kristine Liwag raised the price target for FTAI Aviation stock to $293 from $266 and reiterated a Buy rating. The 5-star analyst believes that FTAI Aviation remains a “compelling growth story,” despite recent volatility due to the U.S.-Iran war. Liwag highlighted the surge in shares following the announcement of the FTAI Power launch in December 2025, which reflects growing investor optimism about the long-term opportunity of this business. Liwag believes that FTAI’s nascent Power business is highly attractive, with a target to produce 100 CFM56 aeroderivative turbines annually.
The analyst expects the Power platform to deliver up to $1 billion of adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) at scale. She is also confident about continued strength in FTAI’s Aerospace Products segment, driven by multiple catalysts, including accelerating market share gains, cost efficiencies from expanded manufacturing, and expanding repair capabilities.
FTAI is scheduled to announce its Q1 2026 results on April 29. Wall Street expects the company to report EPS of $1.50 for Q1 2026, reflecting 72.4% year-over-year growth. Revenue is estimated to rise about 48% to $741.17 million. Ahead of Q1 2026 earnings, FTAI Aviation stock earns Wall Street’s Strong Buy consensus rating based on seven unanimous Buys. The average FTAI stock price target of $338.29 indicates 30.6% upside potential.
nVent Electric (NYSE:NVT) Stock
Electrical company nVent is benefiting from solid demand for liquid cooling solutions and infrastructure for AI data centers. The company is undergoing a portfolio transformation to focus on higher-growth end markets. Notably, nVent is focused on accelerated growth in the infrastructure vertical, driven by AI‑related data center build‑outs and robust demand from power utilities.
Recently, Evercore analyst Alexander Virgo initiated coverage of nVent Electric stock with a Buy rating and a price target of $160, citing its “best-in-class” organic growth, pricing power, and solid operational execution. The 4-star analyst expects these positives to fuel 25% annual earnings growth through 2028. Virgo is confident about nVent’s data center and utility outlook, backed by a strong backlog and end-market visibility.
nVent is scheduled to announce its Q1 2026 earnings on May 1. Wall Street expects the company to report a 40% jump in Q1 2026 EPS to $0.94, driven by 37% growth in revenue to $1.11 billion. The Strong Buy consensus rating on nVent Electric stock is based on eight Buys and one Hold recommendation. The average NVT stock price target of $149.86 indicates 11.3% upside potential. NVT stock has rallied 170% over the past year.
