IESC HoldingsIESCTOP PICKAug 06, 2026Stock price when the opinion was issued
As of Aug 07, 2026. Market Open.
Flies under the radar with no analyst coverage. Growth is driven by the data centre boom. Their 4 businesses are growing this year: infrastructure by 51%, commercial and industrial 41%, communications 29% and residential 10%. Tailwinds: lower interest rates and a strong housing market, especially in the southwest. However, interest rates could rise long term. But shares have jumped this year 233%. Take profits or buy dips.
The provider of electrical management systems used in communications and data centres sees a 91% increase in commercial order backlog orders since 2025. It trades at 35x earnings and supports a robust 45% ROE. Recently reported earnings showed a 40% growth in revenues and 60% expansion of earnings. Cash reserves are growing while debt is retired and shares bought back. We recommend setting a stop-loss at $625, looking to achieve $925 -- upside potential of 18%. Yield 0%
(Analysts’ price target is $850.00)