Bloom Energy could look cheap if it hits its revenue targets amid exploding demand for on-site power. Revenue is projected at $4.5B in 2026 and $16B by 2029, implying 3.5x 2029 sales at a $56B market cap. It ranks alongside Forgent Power Solutions, perhaps better, as a buy at current levels. x.com  x.com 

EnerSys looks mispriced at about 15x forward earnings versus 23-31x for electrical equipment peers like nVent, Eaton and Hubbell riding the same AI power demand. It has beaten earnings 10 straight times, generated about $717M of free cash flow in 12 months, a near 10% yield, and lifted gross margin over 500 bps to 33.5%. Data center orders rose over 80% and defense revenue 24%. A third of adjusted earnings comes from a US tax credit that phases down after 2030; forklift batteries remain soft. … Show more

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 

Comfort Systems already trades at about 22x what looks like its peak earnings. With orders around $3.5B, even if quarterly revenue eventually runs at $5B with 20% EBITDA margins, EPS would be about $85. x.com 

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 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 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 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' 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