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 is still one of the best growth stories in the market, and its post-earnings rally is the market catching up to an accelerating order book. Revenue grew 94%, and $1.5B of bookings in one quarter lifted book-to-bill to 3.3x. The $3.0B backlog covers all of fiscal 2027, whose guide of 76% revenue and 95% EPS growth is a floor after three straight beats of the top end. At $39 it trades at 29x forward earnings, a PEG of 0.3, while industrials growing 10% trade at 25x. 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 sits in the AI power bottleneck, making the transformers, switchgear and power distribution equipment that AI data centers need. Revenue is expected to triple from $1.4B to $4.3B and EPS to grow ninefold over the next three years. It is a young IPO with strong institutional support. 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 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 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' demand is surging, with backlog reaching $3.0 billion, up 256% year over year. Revenue rose 94% to $462 million, and bookings of $1,503 million gave a 3.3x book-to-bill ratio. x.com