FPS Forgent Power Solutions, Inc. Loading... : Bullish and Bearish Analyst Opinions
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15:29
Sep 03
Sep 03
Author argues AI outages prove need for more compute.
Author argues AI outages prove need for more compute, listing AI infrastructure names as beneficiaries but without stating a personal position or forward call.
LOW
15:28
Sep 03
Sep 03
Author argues that widespread LLM outages prove AI compute demand is rising.
Author argues that widespread LLM outages prove AI compute demand is rising, listing AI infrastructure names as beneficiaries but without stating a personal position.
LOW
17:07
Sep 02
Sep 02
Author reports strong portfolio gains and explicitly frames accumulating positions in RDDT.
Author reports strong portfolio gains and explicitly frames accumulating positions in RDDT, DELL, NVDA, FPS, and XFAB as a patient long-term strategy while holding cash at all-time highs.
16:31
Sep 01
Sep 01
Buy Forgent on tariff-shielded growth
Buy Forgent for its +103% quarterly growth, 10% EBIT profitability, and mostly US production base that avoids the tariff margin pressure hitting Hammond; positioned as the best five-year transformers choice.
HIGH
16:26
Aug 30
Aug 30
Author maps Musk's AI power bottleneck into a broad beneficiary watchlist but explicitly names.
Author maps Musk's AI power bottleneck into a broad beneficiary watchlist but explicitly names FPS as his personal favorite, making it the only clear long while the rest are research candidates.
LOW
06:28
Aug 30
Aug 30
The author replies with only a ticker symbol to a parent asking about power grid infrastructure.
The author replies with only a ticker symbol to a parent asking about power grid infrastructure stocks, making it a low-conviction watchlist mention rather than an explicit position.
LOW
20:16
Aug 27
Aug 27
The author simply tells another user to check FPS without stating a position or directional.
The author simply tells another user to check FPS without stating a position or directional view, so it is a watch.
LOW
13:05
Aug 27
Aug 27
Author holds NVDA as over 40% of an all-in portfolio and lists AI beneficiaries as watchlist.
Author holds NVDA as over 40% of an all-in portfolio and lists AI beneficiaries as watchlist names, not owned positions, while framing NVDA earnings as confirming the AI trade's strength.
LOW
13:04
Aug 27
Aug 27
AI beneficiaries positioned for five-year growth
Author identifies AI beneficiaries from NVDA earnings strength, implying continued demand for AI infrastructure over multi-year horizon.
MED
12:42
Aug 22
Aug 22
Author admits insufficient due diligence on FPS, deferring judgment while comparing it to BE.
Author admits insufficient due diligence on FPS, deferring judgment while comparing it to BE in a reply context.
LOW
16:08
Aug 01
Aug 01
The tweet shares a diagram of AI data center energy flow and lists 20 involved companies.
The tweet shares a diagram of AI data center energy flow and lists 20 involved companies, serving as a factual research map rather than a directional trade call.
LOW
23:31
Jul 31
Jul 31
Trimmed Forgent Power Solutions; part of general portfolio rebalancing.
Trimmed Forgent Power Solutions; part of general portfolio rebalancing, no specific negative catalyst cited beyond repositioning.
MED
16:02
Jul 28
Jul 28
Notes upcoming lockup expiration and expected selling pressure on Forgent.
LOW
20:31
Jul 12
Jul 12
The author shares a humorous bracket contest mention and lists their "Callfolio" holdings.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
About FPS Analyst Coverage
Buzzberg tracks FPS (Forgent Power Solutions, Inc.) across 9 sources. 19 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (38%). 50 total trade ideas tracked. Past 7 days: 2 bullish, 4 watch. Latest voices: italianinvesto, babyfolio, Minnvestor.