Added to YB: 2026-07-14
Pitch date: 2026-07-10
FPS [neutral]
Forgent Power Solutions, Inc.
-29.04%
current return
Author Info
No bio for this author
Company Info
Forgent Power Solutions, Inc. designs and manufactures electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities.
Market Cap
$9.4B
Pitch Price
$44.56
Price Target
62.22 (+97%)
Dividend
N/A
EV/EBITDA
54.03
P/E
585.05
EV/Sales
8.53
Sector
Electrical Equipment
Category
growth
Forgent Power Solutions - Mini Thesis
FPS (overview): AI data center electrical equipment maker (transformers, switchgear, PDUs, modular power skids/eHouses) offering end-to-end solutions. Backlog +32% QoQ, triple-digit rev growth. Profitable but modest margins; $90M cash vs $600M debt = leverage risk. Bull case: ~$2.9B rev by FY28, 25% net margin, 30x P/E = $22B, ~36% upside. Deep dive to come.
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