FPS Forgent Power Solutions, Inc. Loading... : Bullish and Bearish Analyst Opinions
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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
14:57
May 05
May 05
Reports city council debate on Google data center tax break, highlighting long-term hyperscaler capex commitment — factual reference for related construction and infrastructure stocks.
HIGH
03:53
May 03
May 03
Long $FPS (Forgent Power Solutions) — mandatory position in portfolio; just broke out above the highs this week.
HIGH
20:08
Apr 15
Apr 15
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
MED
17:12
Apr 13
Apr 13
Currently holding FPS long as part of portfolio; YTD gains back to just under 27%.
HIGH
00:16
Apr 09
Apr 09
Speaker bought FPS the other day; credit to @AtlasShrug1 for the find.
HIGH
16:10
Mar 02
Mar 02
Long $FPS at $35.4 — explicit Portfolio Update: speaker says 'I'm now 100% long' and lists FPS with entry price.
HIGH
About FPS Analyst Coverage
Buzzberg tracks FPS (Forgent Power Solutions, Inc.) across 5 sources. 15 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (75%). 20 total trade ideas tracked.