u/Either_Excitement784

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-36.3%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -36.3% Long Return -36.3% Short Return -
Average Return
7d -2.7%
30d -15.3%
90d -24.2%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
PSN 1ST Parsons ... Parsons Corporation
Long
Jan 18
$72.47
-36.3%
PSN margin pivot to defense/tech undervalued; target $87 by 2026
Author argues Parsons (PSN) is a long because it is pivoting from lower-margin engineering/infrastructure to defense/technology projects with higher margins, supported by backlog, security clearances, and software switching costs. The stated catalyst is the Altamira margin uplift and Saudi giga-project software/integration work not yet priced in; author forecasts 2026 revenue of $6.92B and 10% EBITDA margin, yielding $745M EBITDA and $9.61B equity value, or $87.36/share by end-2026. Author owns PSN at $63.60, plans to add below $73, and exit at $85-90, while acknowledging Q3 2025 revenue growth was -10%.
Defense
REDDIT
Showing 1 of 1 calls · sorted by mentions

u/Either_Excitement784 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: PSN.

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