Permian Investment Partners' Stake Increase: The Dallas-based firm increased its position in TIC Solutions, Inc. by nearly 4.9 million shares in Q3, raising the total to approximately 14.6 million shares valued at $193.9 million, which now represents 21.9% of its fund assets.
Financial Performance and Market Position: TIC Solutions reported third-quarter revenue of $473.9 million, boosted by a merger, with adjusted EBITDA rising 51% year-over-year, despite a net loss of $13.9 million, indicating improving margins and solid liquidity.
Investment Strategy and Market Outlook: Permian's investment reflects confidence in TIC's business model, which is driven by recurring compliance demand, suggesting potential for stable revenue growth despite market volatility.
Stock Performance Context: TIC's stock price has declined nearly 20% since its NYSE debut, which may indicate market skepticism, but analysts believe that expanding scale and resilient end markets could benefit long-term investors.
Wall Street analysts forecast TIC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TIC is 14.50 USD with a low forecast of 11.50 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
Wall Street analysts forecast TIC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TIC is 14.50 USD with a low forecast of 11.50 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 11.640
Low
11.50
Averages
14.50
High
17.00
Current: 11.640
Low
11.50
Averages
14.50
High
17.00
JPMorgan
Overweight
initiated
$16
Al Analysis
2026-01-09
Reason
JPMorgan
Price Target
$16
Al Analysis
2026-01-09
initiated
Overweight
Reason
JPMorgan initiated coverage of TIC Solutions with an Overweight rating and $16 price target, representing approximately 50% potential upside from current levels. The firm says the company provides essential, non-discretionary asset integrity services, as well as consulting engineering and geospatial solutions. JPMorgan sees accelerating cross-selling and the achievement of $25M in cost synergies following the Acuren and NV5 integration as key drivers for the shares.
Texas Capital
NULL -> Buy
initiated
$17
2025-11-20
Reason
Texas Capital
Price Target
$17
2025-11-20
initiated
NULL -> Buy
Reason
Texas Capital initiated coverage of Acuren with a Buy rating and $17 price target.
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Texas Capital
Alexander Rygiel
Buy
initiated
$17
2025-11-20
Reason
Texas Capital
Alexander Rygiel
Price Target
$17
2025-11-20
initiated
Buy
Reason
Texas Capital analyst Alexander Rygiel initiated coverage of Acuren with a Buy rating and $17 price target. The combined company of Acuren and NVT has significant cross-selling opportunities and cost synergies that should drive solid mid-single digit percentage year-over-year revenue growth and margin expansion opportunities longer-term, the analyst tells investors in a research note. The firm added that the company maintains a solid balance sheet and while management is focused on integrating the two businesses in the near-term, it believes tuck-in acquisitions will continue.
UBS
Joshua Chan
Neutral
downgrade
$15
2025-11-14
Reason
UBS
Joshua Chan
Price Target
$15
2025-11-14
downgrade
Neutral
Reason
UBS analyst Joshua Chan lowered the firm's price target on Acuren to $11.50 from $15 and keeps a Neutral rating on the shares.
About TIC
TIC Solutions, Inc. is a provider of tech-enabled testing, inspection, certification, and compliance (TICC) engineering and geospatial services. Its segments include Inspection and Mitigation, Geospatial and Consulting Engineering. Its Inspection and Mitigation services include inspection and nondestructive testing (NDT) and Rope Access Technician (RAT) solutions. NDT involves the inspection and evaluation of industrial equipment. RAT solutions include industrial trades, such as insulation, coatings and blasting, welding, pipe fitting, hoisting and rigging, and electrical work. Its Consulting Engineering services include engineering design, conformity assessment, infrastructure engineering, building and technology design, environmental consulting, and materials engineering and testing. Its Geospatial services provide data collection, data analytics, and software solutions that support asset management and infrastructure planning. It provides mission-critical services to buildings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
