April 2026 Open Forum Highlights on an Inflecting Turnaround, TSSI, and TGEN [GeoWire Weekly No. 234] + New Data Center Stock

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This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting the most important developments across our 1,500+ microcap coverage universe built since 2009, including high-impact earnings reports, information arbitrage discoveries, contract announcements, and model portfolio updates. We also highlight insights from our investor and CEO interviews (Skull Sessions).

Urgent: This weekly update will feature key takeaways from our April Open Forum held last Wednesday, covering what happened in our stock universe throughout March and into the first few days of April.

See all emails sent during the week here.

Stocks discussed at GeoInvesting last week: 

Earnings: INXSF (TSXV:INX) FTGFF (TSX:FTG) 

Research Screen Updates: New stock added to our data center screen due to its first data center contract.

Open Forum Feature Stocks: More clarification on a special situation play, with 100% upside; An electronics manufacturing services turnaround with minor data center inferences. Sign in or join today to reveal symbols.

More Open Forum Highlights: AIXI (more on long-awaited legal update on $1.4 billion lawsuit against AAPL) + why we’re digging into FALC recurring revenue turnaround + PDEX AMPG TSSI TGEN MALJF (TSX:MAL)

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Feature Highlight From Our Microcap Coverage Universe

We had a research screen update with the addition of a new stock following its first data center win. The company provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets.

A P/E of 25x on its 2026 EPS guidance translates into a stock price of $41, compared to the current price of $45.63. At first glance, it doesn’t appear cheap, but analyst estimates may not fully reflect the opportunity. It’s worth tracking, as winning more data center contracts could make the stock look very cheap quickly and lead to an aggressive expansion in its valuation multiples. It’s moving to the top of our interview priority list.

Given a current average return of 527% across 26 stocks in our infrastructure screen, we’re always excited to add another one to the list. 

Furthermore, the current average return across 19 stocks in our data center screen is 187%.

The infrastructure plus data center combo has been an amazing theme for GeoInvesting. For example, LMB, WLDN, NVEE and IESC are examples of infrastructure stocks that eventually started offering data center services. Their returns since we added them to the infrastructure screen in 2016 are:

• Limbach Holdings, Inc. (NASDAQ:LMB) : 472%, peaked at 966%
• Willdan Group, Inc. (NASDAQ:WLDN) : 816%, peaked at 1504%
• Nv5 Global, Inc. (NASDAQ:NVEE) : 247%, peaked at 485%
• Ies Holdings, Inc. (NASDAQ:IESC) : 3025%, peaked at 3096%

The full Open Forum replay is now available on the GeoInvesting Pro Portal.

Inside this Week’s Report:

1. Earnings Reports Worth Monitoring
2. Open Forum Highlights
3. Coverage Universe Stats: Big Movers & Losers and New Highs & Lows

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Earnings Reports Worth Monitoring

In this section of the weekly wrap-up, we provide the following to help you get caught up with what you might have missed during the week and a little extra:

• A table summarizing all the earnings reports in the morning emails we sent to you throughout the week.
• Important  “quick takes” that we provided in the morning emails. 
• New commentary, when relevant, especially if we didn’t offer commentary on a particular stock in the earnings table that we think now is worth mentioning, or if we’ve added a stock to the table that we did not talk about during the week.

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GeoInvesting is a premier research platform for microcap investors, dedicated to uncovering high-potential stock ideas in undervalued companies across various sectors. With over 30 years of investing experience, GeoInvesting has covered more than 1,500 equities, providing often actionable proprietary research. The platform has been instrumental in identifying 200+ multibagger stocks, and offers investors exclusive access to over 600 management interview clips, allowing for deeper due diligence and understanding of the microcap stocks, many of which make it to market-beating premium Model Portfolios. Join the GeoInvesting community for the best stock research and microcap insights to help you stay ahead in the market. To learn more about our Premium Services, go here.. (https://geoinvesting.com/premium-research/)

The post April 2026 Open Forum Highlights on an Inflecting Turnaround, TSSI, and TGEN [GeoWire Weekly No. 234] + New Data Center Stock appeared first on GeoInvesting.

Source: https://geoinvesting.com/april-2026-open-forum-highlights-on-an-inflecting-turnaround-tssi-and-tgen-geowire-weekly-no-234/