Q: Bought at $135.Is it timely to take profit? Buy,Hold or Sell? Txs for u usual great services & views.Just renew some 10 yr membership
5i Research Answer:
Thank you for your comments.
We continue to like HPS.A and forward earnings growth is expected to be in the 15%+ range, and with analyst estimates trending higher. HPS.A is a type of stock that is benefiting from the current market environment, where its operations center on physical electrical hardware, and it benefits from high barriers to disruption, particularly from AI. We would be comfortable holding here.