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Bull of the Day: Flowserve (FLS)

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⚡ Quantum Brief
The industrial fluid management firm reported Q4 2025 earnings of $1.11 per share, beating estimates by $0.17—its fourth consecutive quarterly beat—while bookings rose 2.9% to $1.2 billion. CEO Scott Rowe highlighted power generation expansion, particularly in AI infrastructure, as a key 2026 growth driver, citing strategic acquisitions and a 10.4% surge in aftermarket sales. Analysts raised 2026 earnings estimates to $4.11 (12.4% growth) and 2027 forecasts to $4.67 (14.2% growth), reflecting confidence in sustained demand for data center cooling and power solutions. Shares neared a 5-year high before retreating 8% amid market volatility, yet remain up double-digits YTD, trading at a forward P/E of 21—below peers in the AI infrastructure sector. The board approved a 5% dividend hike to $0.22 per share, reinforcing shareholder returns amid bullish long-term guidance tied to AI-driven power and cooling infrastructure growth.
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AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA Stocks Bull of the Day: Flowserve (FLS) March 04, 2026 — 06:12 am EST Written by Tracey Ryniec for Zacks-> Flowserve Corp. FLS is bullish about the power generation opportunities coming in 2026.

This Zacks Rank #1 (Strong Buy) is expected to grow earnings by the double digits in 2026.Flowserve is a leading provider of fluid motion and control products and services.The company produces engineered and industrial pumps, seals and valves as well as a range of related flow management services. It operates in more than 50 countries.Flowserve Beats in the Fourth Quarter of 2025On Feb 5, 2026, Flowserve reported its fourth quarter 2025 and full year results. It beat on the fourth quarter consensus by $0.17, reporting $1.11 versus the Zacks Consensus of $0.94.It was the fourth earnings beat in a row.Flowserve had fourth quarter bookings of $1.2 billion, up 2.9%, including 10.4% aftermarket growth to $682 million.“With healthy end markets, a focus on expanding power generation opportunities, and the continued progress of the Flowserve Business System, we are confident in our 2026 guidance and updated long-term financial targets,” said CEO Scott Rowe.Flowserve has been making strategic acquisitions to expand in the power generation category which is in the hot AI infrastructure area.

Flowserve Guides Higher for 2026Flowserve was bullish about 2026, as it guided higher than the Zacks Consensus.As a result, 5 estimates have been revised higher for 2026 since the earnings report, with one even being revised higher in the last week. That has pushed the Zacks Consensus up to $4.11 from $3.93.That’s earnings growth of 12.4% as the company only made $3.64 last year.2027 is also looking bullish. One estimate has been revised in the last week, with 3 higher in the last month.

The Zacks Consensus has jumped to $4.67 from $4.26.That’s another 14.2% earnings growth.Here’s what it looks like on the 5-year price, consensus and surprise chart.Image Source: Zacks Investment ResearchShares of Flowserve Trade Near 5-Year HighThe AI infrastructure stocks, which include companies that are involved in the construction, cooling and power generation of data centers, have been hot.Flowserve was trading at a new 5-year high but has pulled back in the last week of market volatility, falling 8%. It’s still up double digits year-to-date.Image Source: Zacks Investment ResearchFlowserve is attractively priced. It’s trading with a forward price-to-earnings (P/E) ratio of 21. Given that other AI infrastructure stocks are trading in their 30s, it is a value. The company is shareholder friendly. On Feb 13, 2026, Flowserve announced its Board had voted to raise the quarterly dividend by 5% to $0.22. It is yielding about 1%.For those looking for an AI infrastructure stock that is attractively valued and has double digit earnings growth, Flowserve should be on your short list. Free Report: Profiting from the 2nd Wave of AI Explosion The next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives. Investors who bought shares like Nvidia at the right time have had a shot at huge gains. But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies. Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.Access AI Boom 2.0 now, absolutely free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free reportFlowserve Corporation (FLS) : Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Tags StocksInvestingHow to Invest Zacks Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com. More articles by this source-> Stocks mentioned FLS More Related Articles This data feed is not available at this time. Data is currently not available • Sign up for the TradeTalks newsletter to receive your weekly dose of trading news, trends and education. Delivered Wednesdays.

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