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FPFPS

Forgent Power Solutions, Inc.

$FPS·$8.2B·Electrical Equipment & Parts·Industrials
$31.68-2.1%1Y+9.2%
Price updated 8h ago·X counts updated 5d ago
FPFPS
$FPSForgent Power Solutions, Inc.
$31.68-2.13%372 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $FPS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

372X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FPS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 63% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-10-02

Forgent Power Solutions is bullish on an energy-infra breakout — Wells Fargo initiated with Equal Weight, and the loudest bull frames $FPS as "the highest-upside energy infrastructure stock in the market" at $38 with a $60+ target (sub entry was $29). Huge volume reclaimed KMAs on the weekly, pulling in traders who normally don't play breakouts. The thread is small and promo-flavored.

Read what X is saying about $FPS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FPS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Forgent Power Solutions is a $10B energy-infra name on a sharp reclaim — Wells Fargo just initiated and the bulls are pointing to $60.

Forgent Power Solutions is a listed energy-infrastructure name — large-cap by current cap, but with limited public data history. Revenue is accelerating hard and the stock is on a sharp reclaim with sell-side coverage just getting started.

  • The top line is growing fast: Q1 revenue +146% YoY at a 7.2% operating margin — a big ramp for an energy-infra operator, and the margin is positive, which is a cleaner profile than most of the datacenter-power peers.
  • The valuation is where the mystery is: PE 3,896x on 12x sales — operating earnings are tiny relative to market cap, so this is being priced like a growth-infra story not a current-cash-flow story.
  • Wells Fargo's Equal Weight initiation is the sell-side anchor: the stock went from a $29 entry (per the thread) to $38 now, with bulls stacking a $60+ target on top of a weekly moving-average reclaim.

Without a scheduled earnings date in the bundle, this one trades on sell-side activity and the chart — a confirmed break above the recent weekly ceiling extends the move; a loss of the key MAs and the recent run cools fast. Watch for the next earnings date to be announced.

Agrees with X sentimentThe thread has the right drivers — Wells Fargo initiation, weekly MA reclaim, chart momentum — and the $60 target is grounded in the chart setup, though the P/E stretch is a stretch the thread does not weight.

What to watch: The next scheduled earnings release and any contract-win announcement. A weekly MA breakdown or dilutive raise is the clear invalidator.

Read the AI verdict on $FPS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures switchgear and electrical distribution equipment for data centers, utilities, and industrial facilities.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $FPS.

Electrical Equipment & Parts · Industrials

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

What this means for $FPS

Partial — Designs and manufactures switchgear and electrical distribution equipment for data centers, utilities, and industrial facilities.

Industry benchmark

30-name peer basket
+20.7%YTD
-10.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
3896.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
12.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 15, 2026$0.25$0.24+4.3%
Q1 2026May 14, 2026$0.18$0.16+13.6%
Q4 2025Mar 16, 2026$0.15$0.12+25.0%
Q4 2025Jan 9, 2026$0.13——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY25$378.7M+145.9%31.1%16.3%$0.06$937K
Q2 FY25$296.4M—29.8%6.8%$0.00$-23.1M
Q1 FY25$283.3M—29.9%11.0%$0.04$-24.0M
Q4 FY24$237.6M—33.5%-11.5%$-0.10$-48.2M

Forward consensus

6-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.5B$0.68$0.60 – $0.748
FY27$2.5B$2.5B – $2.6B$1.35$1.31 – $1.429
FY28$3.4B$3.2B – $3.5B$2.01$1.89 – $2.169
FY29$4.5B$3.7B – $5.3B$3.01$2.90 – $3.136
FY30$5.4B$5.0B – $5.9B$4.34$3.86 – $4.803
FY31$6.3B$5.8B – $6.9B$5.17$4.60 – $5.724

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 72.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today10.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Partners, Lp NeosDirector130.9M sh—
+ 6 other (5 awards · 1 return) in window

See when $FPS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B4Prospectus supplement (offering)Jul 2424B4
AI summary

Forgent Power Solutions, Inc. (FPS) filed a 424B4 prospectus for a secondary offering of 43,650,000 Class A common shares: 14,555,925 new shares from the company (proceeds to buy Opco LLC Interests, reducing existing LLC owner stakes in Opco) and 29,094,075 shares from selling shareholders Forgent Parent I LP and Forgent Parent IV LP. The last reported sale price was $49.90 on July 1, 2026; no offer price disclosed in the excerpt. FPS operates as an Up-C structure with a Tax Receivable Agreement requiring ~85% of tax savings to be paid to TRA Participants for 15+ years. A significant secondary offering from an Up-C energy company — the selling shareholders are monetizing their positions while new company shares fund an Opco restructuring.

S-1Initial registrationJun 29S-1
AI summary

Forgent Power Solutions (industrial power) filed an S-1 registration statement for an initial public offering. The available excerpt consists entirely of dense XBRL filing metadata with no readable narrative about the company, the offering size, use of proceeds, or financial results. Body unavailable — S-1 excerpt is entirely XBRL metadata with no usable narrative content.

8-KMaterial agreementJun 268-K — Item 1.01: Material agreement
AI summary

Forgent Power Solutions (through its subsidiary Forgent Power LLC) entered Amendment No. 1 to its Credit Agreement, refinancing its initial term loans. Refinancing event for a recently IPO'd industrial power company; no specific financial terms or amounts are visible in the available excerpt.

424B4Prospectus supplement (offering)Jun 1424B4
AI summary

FPS (FPS) filed a 424B4 final prospectus for a firm-commitment underwritten public offering of common stock. The offering covers 42,280,000 Shares at $47.56 per share for gross proceeds of approximately $47. Unlike ATM programs, a firm-commitment offering involves underwriters who purchase all offered shares at a set price, providing immediate capital certainty. Net proceeds will be used for general corporate purposes, which may include expansion, acquisitions, or debt repayment.

S-1Initial registrationMay 26S-1
AI summary

FPS (FPS) filed an S-1 registration statement with the SEC. An S-1 is the standard full registration statement, typically used by companies going public or registering securities not eligible for the streamlined S-3 form. The registration must be reviewed and declared effective by the SEC before any securities can be sold to the public.

+ 16 other (3 13Gs · 2 earnings 8-Ks · 2 EFFECTs · 2 S-1MEFs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Forgent Stock Up 30% Since Strong Q4: Buy for More Upside?zacks.com·4d agoForgent Power Solutions (FPS) Price Forecast: Two Bullish Breakouts Signal Bigger Advancefxempire.com·10d agoWall Street Analysts See a 52.91% Upside in Forgent Power (FPS): Can the Stock Really Move This High?zacks.com·15d agoBuy 3 AI-Powered Momentum Stocks for October After a Mixed Septemberzacks.com·16d agoJim Cramer Is Not Going To Go With This Consumer Cyclical Stockbenzinga.com·18d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on XThe Power Grid

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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