Added to YB: 2026-09-15
Pitch date: 2026-09-11
FPS [bullish]
Forgent Power Solutions, Inc.
-3.47%
current return
Author Info
P14 Capital is a former buy-side research analyst who uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Sign up for the newsletter.
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
$7.8B
Pitch Price
$29.67
Price Target
42.19 (+33%)
Dividend
N/A
EV/EBITDA
45.12
P/E
480.92
EV/Sales
7.12
Sector
Electrical Equipment
Category
growth
$FPS - Forgent Power Solutions, Inc.
FPS: Forgent Power Solutions offers 44.5% upside to a $42.19 base-case target at 25x FY27E EBITDA, versus a $26 bear case with 11% downside. Backlog has risen 157% to $1.98B, supporting a projected 58% revenue CAGR through FY28, while completion of the $205M capacity expansion drives estimated FCF from -$9.8M in FY26 to $326M in FY27. Key risks are tighter financing conditions, an AI-infrastructure selloff and legacy-holder float expansion.
Read full article (12 min)