ENS Enersys

This article highlights five stocks with strong sales growth that are well-positioned for steady returns in 2026: Agnico Eagle Mines Ltd. (AEM), EnerSys (ENS), CACI, Rockwell Automation, Inc. (ROK), and Xylem Inc. (XYL). It emphasizes that consistent sales growth is a more reliable indicator of a company's underlying momentum and future earnings potential compared to earnings-focused metrics. The article provides brief descriptions and sales growth expectations for each company, recommending these stocks for investors looking for stability in a volatile market.

EnerSys (ENS), a Zacks Rank #2 (Buy) stock in the Industrial Products sector, has significantly outperformed its peers this year with a 63.4% return compared to the sector's 7.3% average gain. The company's strong performance is supported by a 5.3% increase in its full-year earnings consensus estimate within the past quarter. Another outperforming stock in the sector is Flowserve (FLS), which has returned 23.5% year-to-date.

EnerSys (NYSE:ENS) has seen its stock price decline despite reporting a 15% revenue increase and 29% EPS growth year-over-year. While the company's financial performance was strong, some investors are seemingly not impressed, potentially due to the PE ratio remaining below the industry average and the market's focus on future growth prospects rather than past results. The article suggests that while the company's earnings look good on paper, investors are looking for more than just current performance.

BTIG upgraded EnerSys (ENS) from Neutral to Buy, citing expected demand growth for its Energy Systems unit due to data center expansion and energy storage projects. This upgrade emphasizes the Energy Systems segment as a key growth driver, shifting EnerSys' investment narrative towards higher-value markets while managing existing execution risks and capital allocation priorities, including share repurchases. Investors are weighing this growth against other factors and varying fair value estimates.

BTIG recently upgraded EnerSys (ENS) to Buy, based on anticipated growth in its Energy Systems unit, which supplies data centers and large-scale energy storage. This upgrade points to Energy Systems as a key growth driver, shifting the company's focus towards high-value opportunities in data center expansion and energy transition. The article discusses how this outlook influences EnerSys' investment narrative, alongside ongoing share repurchases and existing execution risks, while also highlighting varied fair value estimates from the Simply Wall St Community.

BTIG recently upgraded EnerSys (ENS) to Buy, based on anticipated growth in its Energy Systems unit, which caters to data centers and large-scale energy storage. This highlights Energy Systems as a key growth driver, shifting EnerSys' business mix due to data center expansion and the energy transition. The upgrade reinforces the importance of Energy Systems as a catalyst, alongside share repurchases, while acknowledging execution risks such as trade policy and a paused lithium cell project.