Conviction
3 → 2
Current stock research snapshot · 8/6/26 20 days old
FLSFlowserve Corporation
Investment conviction●●○○○2 of 5 · current snapshot
Research target$63.82Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/6/26
Market cap$8.74BSnapshot value · 8/6/26
Research history
See all FLS changes ↗What changed
Pumps, valves, and seals for liquid cooling loops and cooling towers in AI data centers — largest pure-play pump supplier. $4B rev, P/E 22.
Q2 2026 earnings ~late Jul; Trillium Valves acquisition closed Jul 1 adding ~$200M annualized rev; AI liquid cooling demand accelerating; nuclear bookings >$110M/quarter
needs primary source validation
needs primary source validation
Snapshot · 8/6/26🟢 Confirmed · ins+$0.2M(2buy👥) · 13F 19+/6-×0.5 · short↓0.27 · 🔗align
Snapshot · 8/6/26