IESC IES Holdings, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

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16:58
31 июл
TheValueist Основатель, Atlas Peak Research
Watch IESC; a $15bn enterprise-value name with no earnings calls, no sell-side coverage.
Watch IESC; a $15bn enterprise-value name with no earnings calls, no sell-side coverage, and an influential shareholder warrants caution despite the reported earnings beat.
IESC
Сред.
12:32
31 июл
TheValueist Основатель, Atlas Peak Research
IESC as a watch on a strong Q3 revenue/EPS beat and 40% revenue growth.
IESC as a watch on a strong Q3 revenue/EPS beat and 40% revenue growth; no explicit author position, so positive earnings read-through rather than a long.
IESC
Сред.
09:30
31 июл
r/stocks community Обсуждение в сообществе Reddit
IES Holdings posted Q3 revenue +40%, operating income +60%, EPS roughly doubled to $7.57, and announced a 2-for-1 stock split. Massive revenue growth, backlog up 91% since FY-end 2025, and no debt make IESC a strong growth-with-quality setup. The community highlighted this as an underappreciated fundamental winner, and the stock split adds retail-friendly momentum. Residential segment declined on weaker housing; stock split can create short-term volatility and headline-driven trading.
IESC 1-й
Низ.
23:40
05 мая
Minnvestor Инвестор в рост технологического сектора/сектора полупроводников
Buy infrastructure stocks leveraged to hyperscaler data center buildout.
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.
IESC 1-й
Выс.
16:04
05 мая
TheValueist Основатель, Atlas Peak Research
Long scaled MEP contractors benefiting from demand acceleration and labor scarcity.
Long scaled MEP contractors benefiting from demand acceleration and labor scarcity, supporting sustained backlog conversion, margin resilience, and structural advantage in data center buildout.
IESC
Выс.
15:52
05 мая
TheValueist Основатель, Atlas Peak Research
Long IESC; labor acquisition as a growth lever, supported by strong end-market demand and M&A.
Long IESC; labor acquisition as a growth lever, supported by strong end-market demand and M&A optionality.
IESC
Выс.
15:52
05 мая
TheValueist Основатель, Atlas Peak Research
Long scaled MEP contractors as data center buildout demand accelerates and execution capacity.
Long scaled MEP contractors as data center buildout demand accelerates and execution capacity constraints support sustained backlog, margins, and selectivity.
IESC
Выс.
14:57
05 мая
Minnvestor Инвестор в рост технологического сектора/сектора полупроводников
Reports city council debate on Google data center tax break.
Reports city council debate on Google data center tax break, highlighting long-term hyperscaler capex commitment — factual reference for related construction and infrastructure stocks.
IESC
Выс.
18:03
25 апр
u/Leather-Drive1421 Reddit r/ValueInvesting
IES Holdings (IESC) is another "under the radar" pick with strong ROIC and growth. Similar qualitative screen (high ROIC, low debt, growth) suggests recurring alpha potential. Follow the GARPy screener’s pattern; position for continued earnings momentum. Small‑cap illiquidity; project concentration risk.
IESC 1-й
Низ.

Об аналитическом покрытии IESC

Buzzberg отслеживает IESC (IES Holdings, Inc.) в 4 источниках. Бычьих сигналов: 3, медвежьих: 0, от 4 аналитиков. Сентимент преимущественно бычий (33%). Всего отслеживается 9 торговых идей. За последние 7 дней: бычьих: 1, наблюдение: 2. Последние спикеры: TheValueist, r/stocks community, Minnvestor.