For informational purposes only — not investment advice

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FPS

LONGINSIDER SELL

FORGENT POWER SOLUTIONS INC

Research: Finviz ↗·Perplexity ↗

🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.

Funds
3
Score
2.34
vs SPY
+15.8%
Stock return (since Q-end)
+35.5%
SPY return (since Q-end)
+19.7%
Current price
$39.66
Days to cover (short int.)
1.1d↑+6.6%
as of 2026-07-31

News Summary

Positive

Forgent delivered exceptional Q3 results with 103% revenue growth, record $867M bookings, and a $1.98B backlog, prompting raised full-year FY2026 guidance projecting ~82% revenue growth and ~128% adjusted net income growth. The company successfully raised $1.3B in capital via secondary offerings and refinanced debt at lower rates, positioning itself with ~$800M net cash to fund aggressive capacity expansion across ten manufacturing campuses.

Red flags

  • Margin pressure from startup costs at new facilities and aggressive headcount growth, though management expects improvement as revenue absorption increases
  • Weiss Ratings downgrade to 'sell' on July 28, 2026 (sole negative outlier among predominantly bullish analyst consensus)
  • Dependent on sustaining high booking conversion rates and maintaining market share momentum to justify 2.3x book-to-bill ratio and $1.98B backlog execution

Funds Buying (3)

FundManagerShares Held∆ SharesPosition Value% of FundQoQStatus
Point72Steve Cohen1.6M+1.6M$46M<0.1%NEW
Viking GlobalAndreas Halvorsen650K+650K$19M<0.1%NEW
Soros Fund ManagementSoros Family Office102K+102K$3M<0.1%NEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.

Signal History

QuarterDirectionFundsScorevs SPY
Q2 2026LONG33.52-42.4%
Q1 2026LONG32.34+15.8%

Same issuer appearing in consecutive quarters — persistent institutional conviction. Returns are frozen at each archived quarter's last refresh.

Insider Activity

NameTitleTypeSharesPriceValueFiledSrc
Neos Partners, LPSELL43.6M2026-07-06
Neos Partners, LPSELL43.6M2026-07-06
Neos Partners, LPSELL43.6M2026-07-06
Neos Partners, LPSELL48.6M2026-06-01
Neos Partners, LPSELL48.6M2026-06-01
Neos Partners, LPSELL48.6M2026-06-01
Neos Partners, LPSELL34.5M2026-03-30
Neos Partners, LPSELL34.5M2026-03-30
Neos Partners, LPSELL34.5M2026-03-30

Fund 13D/13G Filings (1)

Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).

FundForm∆ Shares% of ClassSince FilingFiledSrc
Coatue ManagementSC 13GNEW7.5%
-14.1% vs SPY
-15.9% abs
2026-08-14