Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTRicardo PillaiFri, July 3, 2026 at 7:03 PM GMT+2 3 min readIs TIC a good stock to buy? We came across a bullish thesis on TIC Solutions, Inc. on Kairos Research's Substack. In this article, we will summarize the bulls' thesis on TIC. TIC Solutions, Inc.'s share was trading at $8.11 as of July 2nd. TIC's trailing and forward P/E were 39.69 and 26.39 respectively according to Yahoo Finance.Is Broadcom Inc. (AVGO) Among the Best AI Stocks to Buy According to Billionaire Ken Griffin? Copyright: limonzest / 123RF Stock PhotoTIC Solutions, Inc. provides critical asset integrity services in North America. TIC is a newly consolidated infrastructure and engineering services platform at an inflection point following merger integration and the rollout of a clearer long-term operating framework. It operates across Consulting & Engineering, Geospatial, and Inspection & Maintenance, serving utilities, infrastructure, and energy and industrial end markets.Read More: 15 AI Stocks That Are Quietly Making Investors RichRead More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside PotentialAt its recent investor day, management introduced a 3/18/85 framework targeting $3 billion revenue, 18% adjusted EBITDA margins, and 85% free cash flow conversion by 2029, modeled after APi Group-style operating discipline.This framework implies an ~11% revenue CAGR driven by mid-single-digit organic growth and disciplined M&A, alongside margin expansion of 300+ bps supported by synergies, utilization gains, procurement improvements, and mix shift toward higher-margin segments. Free cash flow conversion is expected to rise as leverage trends toward 2.5x, improving financial flexibility and supporting rerating potential.Segment dynamics show Consulting & Engineering and Geospatial driving growth while Inspection & Maintenance acting as stable cash generation, alongside accelerating data center revenue approaching $100 million and a disciplined $100–150 million annual M&A program under LOI targets.Despite skepticism from integration execution and near-term margin plateau, the framework supports ~$500 million cumulative free cash flow through 2029 and a path toward deleveraging and value creation. This underpins a potential rerating toward $26+ per share, implying 100%–200% upside if execution aligns with targets.Previously, we covered a bullish thesis on Acuren Corporation (TIC) by Kairos Research in May 2025, which highlighted the Acuren-NV5 merger creating a ~$2B revenue platform with ~$350m EBITDA. TIC's stock price has depreciated by approximately 26.27% since our coverage. Kairos Research shares similar view but emphasizes 3/18/85 framework and 2029 $3B revenue path with 100–200% upside from margins and deleveraging under improved integration execution assumptions and capital discipline.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info