50% off Premium Yearly
Forgent Power SolutionsFPSPARTIAL SELLJun 12, 2026Stock price when the opinion was issued
Is a great play on the data centre build.Revenues were +84% year over year in Q1 2026 and +56% in 2025. The street expects 41% revenue growth this year, and 37% compounded through 2029. GAAP net income: 112% YOY in Q1 2026 while EBITDA was +50.6% YOY, and +70.5% YOY in 2025. The only caveat is that one entity own 79% of this company and one day they will sell down its stakes, not for 5 months at least.
Recommended it last March, and has rallied 75% since then. A home run. Take some profits before early-August when the lock-up period ends.