FPS Forgent Power Solutions, Inc. Loading... : Bullish and Bearish Analyst Opinions
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20:31
Jul 12
Jul 12
The author shares a humorous bracket contest mention and lists their "Callfolio" holdings as a personal portfolio snapshot without making any forward-looking trade calls or endorsements.
LOW
21:37
Jul 10
Jul 10
Mentions FPS ownership overhang and complexity, but does not state a directional view or position.
LOW
21:12
Jul 08
Jul 08
Author highlights Forgent as a high-growth, overlooked AI infrastructure play with strong backlog and organic revenue growth, positioning it as a long idea.
LOW
16:31
Jul 08
Jul 08
The author highlights FPS's explosive revenue growth, surging backlog, and tripling production capacity as evidence of an exponential AI-driven ramp, making a clear bullish case.
02:40
Jul 08
Jul 08
The author expresses surprise that FPS is not being discussed more and states the company looks very good, indicating a bullish personal view.
21:16
Jul 06
Jul 06
The author acknowledges the company is good but finds the stock tricky to own due to the Neos overhang and dual-class structure, expressing caution without a clear position.
14:51
Jul 06
Jul 06
S-1 filing discloses 20% backlog growth ($2.0B → $2.4B) in two months, with ~$400M in new orders; speaker frames this as an overlooked fundamental development with no directional position stated.
MED
19:55
Jun 30
Jun 30
Author highlights FPS as a good company worth attention post-IPO but notes the stock is tricky, making it a watch rather than a directional call.
LOW
11:14
Jun 30
Jun 30
The author describes FPS as a good business but a harder equity, implying caution without taking a directional position.
LOW
21:06
Jun 29
Jun 29
Speaker mentions FPS as a good company but expresses uncertainty about the stock, with no directional commitment or catalyst.
LOW
19:52
Jun 21
Jun 21
Author explicitly names FCEL, FLNC, and BWEN as chosen horses and lists other power/800V narrative names he is big on, responding to a direct request for favorite picks.
00:52
Jun 15
Jun 15
Forgent Power Solutions is a Minnesota-based grid equipment company; author holds it as part of the power/grid bottleneck theme that he believes has less forward growth priced in.
MED
13:36
Jun 11
Jun 11
Speaker highlights Data Center Power theme as attractive and lists names, but no explicit personal position or catalyst.
LOW
13:35
Jun 11
Jun 11
Speaker includes FPS in a broad bullish mention of the Data Center Power theme at current prices, no explicit personal position or catalyst.
LOW
17:30
Jun 05
Jun 05
The author endorses holding FPS long-term despite drawdowns, agreeing with the parent's view that it is a winner worth owning.
17:18
Jun 05
Jun 05
Author discloses an active long position in FPS, currently up 40% from cost basis, with no specific catalyst stated beyond continued holding conviction.
MED
02:10
Jun 03
Jun 03
Long power/grid infrastructure names NVT, FPS, ORA, HPS.A on the thesis that the power/grid buildout cycle is in earlier innings relative to AI hardware, with less forward growth already priced in.
MED
17:54
Jun 02
Jun 02
Buy power/grid infrastructure names as the theme is in earlier innings relative to AI hardware, with less forward growth already priced in; author discloses active long position.
MED
22:16
Jun 01
Jun 01
Author endorses a friend's early call on FPS and quotes a $75 price target, treating the hidden gem as a high-conviction long idea.
LOW
18:18
Jun 01
Jun 01
Author discloses current long positions in ORA, FPS, and CECO as power/grid infrastructure plays benefiting from the AI data center buildout and growing BESS deployment demand.
MED
17:17
May 29
May 29
Buy FPS as the PE overhang narrative resolves — Neos sold a tranche, institutions absorbed it, and the stock held, validating the thesis that Forgent is well-positioned for AI/power infrastructure demand with reduced seller uncertainty.
MED
16:40
May 29
May 29
Long FPS via Jan 2028 $75 calls as a dip buy in Forgent Power Solutions; stock surged 8.3% on upsized offering, Jefferies raised PT to $56 with Buy rating citing data center electrification share gains, elongating backlog, and FCF turning positive in FY2027.
HIGH
23:35
May 26
May 26
Forgent ($FPS) faces PE overhang risk — Neos controls majority equity (~$8B of $15B market cap) and is expected to continue selling — partially offset by strong power infrastructure demand tailwinds. Speaker explicitly declines to commit to a direction.
MED
21:13
May 26
May 26
Forgent Power Solutions filed a 35M share offering by selling stockholders; author notes dilution but expresses vague long-term optimism with no specific reasoning.
LOW
23:45
May 19
May 19
Author provides a personal portfolio update detailing recent sales and reduced positions for cash management, with no explicit forward-looking bullish or bearish trade calls on any ticker.
HIGH
20:57
May 14
May 14
Long FPS on strong Q3 beat and raised FY guidance, driven by robust demand from data center and grid end markets, with backlog up 157% YoY.
HIGH
14:43
May 14
May 14
Buy FPS on accelerating revenue (+103% YoY), massive backlog (+157%), and guidance beat (>20% above consensus); market underreaction should correct as institutional accumulation follows historical pattern (like $HIMX/$AEHR).
HIGH
02:34
May 14
May 14
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
HIGH
00:06
May 07
May 07
The author discusses a barbell portfolio strategy blending AI-focused holdings like NVDA and ASX with speculative picks like BESI.AS and FPS, but offers no explicit forward-looking directional call on any ticker.
HIGH
23:40
May 05
May 05
Buy infrastructure stocks leveraged to hyperscaler data center buildout; Google's decade-long construction horizon signals non-cyclical, sustained demand for electrical and cooling equipment.
HIGH
About FPS Analyst Coverage
Buzzberg tracks FPS (Forgent Power Solutions, Inc.) across 7 sources. 17 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (47%). 36 total trade ideas tracked. Latest voices: Minnvestor, aktiehedonist, ckcapitalxx.