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 has broken out after earnings in an episodic-pivot setup, and its September 15 earnings call is worth reading. 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 has a $75 price target for this year. 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 addresses AI's biggest bottleneck, which is power rather than compute, by building the transformers, switchgear and power distribution every AI data center needs. Its bookings grew 308%, a trend worth watching. x.com 

Forgent Power Solutions is one of the few US makers able to supply data centers with fully custom high-voltage power distribution systems, which AI's growing power needs require. Q3 revenue rose 103% to $379M versus $292M expected, record orders of $867M rose 308%, backlog grew 157% to $1.98B with a 2.3x book-to-bill, and guidance was raised. Short lead times and deep customization are hard to copy. The stock broke out of a three-month base; pullbacks to $44 or the $40 EMA20 are good entries. … Show more

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 a rarely noticed AI infrastructure play with direct leverage to the data-center power bottleneck and grid upgrades. Its custom electrical equipment can command better pricing and stickiness when supply is scarce; revenue has grown 50-100% YoY, backlog nears ~$2B and capacity targets ~$5B of revenue. Limits include thin profitability, a short public history and an elevated valuation; Eaton, Quanta and Powell offer similar exposure with less company-specific risk. 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