Forgent Power Solutions is a fairly safe way to play AI without adding semiconductor exposure. It is growing nearly 100% year over year with half the lead times of competitors while expanding margins, and it is already EPS and free-cash-flow positive with both growing fast. Its recent offering was not dilutive, just an ownership-structure cleanup. It also received an upgrade. x.com  x.com  x.com 

Forgent Power Solutions is the highest-upside energy infrastructure stock, a picks-and-shovels play on expanding and upgrading the electrical grid that could be worth $60+ versus about $38 today. @TrackNetWorth counters that grid connection delays will cap the upside before it reaches that target. x.com  x.com 

Forgent Power Solutions, which makes electrical distribution equipment for data centers, looks expensive against its earnings. It trades at 34x earnings while the industry usually gets 19x. At 19x next year's $1.17 a share, give or take 12%, fair value is $19.54 to $24.87, leaving the $39.66 price 59% above the high end. This is a valuation-levels view only, without fundamental work. x.com 

Forgent Power Solutions looks very cheap at 24x forward EPS on its FY2027 guidance midpoint, which calls for 85-106% EPS growth against 71% expected. Fiscal Q4 revenue rose 92%, EBITDA 91% and backlog 256%, and that backlog supports strong growth into FY2028 and FY2029; 60-65% EPS compounding would put the stock at 10x FY2029 EPS. It is at least 50-60% undervalued. The one reason not to own it is that private-equity holder NEOS still has 30% of the shares and needs to sell them down. x.com  x.com  … Show more

Forgent Power Solutions' fiscal Q4 2026 result was very good and should finally get the stock moving again. Per the reported highlights, revenue rose 94% to $462M versus $430M expected, adjusted EBITDA rose 163% to $113M, backlog grew 256% to $3.0B and book-to-bill reached 3.3x. FY27 guidance calls for $2.4B-$2.6B of revenue versus $2.08B expected and $575M-$625M of adjusted EBITDA. x.com 

Forgent Power Solutions is drawing serious institutional demand: it priced a 48 million share offering and the stock rose to all-time highs. That supports its role in the data-center, electricity and grid buildout. x.com 

Forgent Power Solutions has a $75 price target for this year. x.com 

Forgent Power Solutions' pullback is an overreaction to a mistranslated Barclays report. Barclays rates it Overweight, raised its target from $44 to $55, lists it among five preferred electrical stocks for the data center power shift, and expects it to strongly outperform peers over two to three years; "underweight" meant low-voltage product mix. Revenue grew 103%, backlog is a record, and KeyBanc and Oppenheimer raised targets to $60. Risks: a low-voltage slowdown and no clear 800VDC roadmap. … Show more

Quanta Services' wide moat, huge backlog and free cash flow make it an appealing portfolio holding. Its Q3 earnings materials report record backlog of $63.7 billion and free cash flow of $1.20 billion, with 37.1% organic revenue growth and higher full-year revenue and adjusted EPS guidance. x.com 

Forgent Power Solutions has broken out after earnings in an episodic-pivot setup, and its September 15 earnings call is worth reading. x.com  x.com