Flowserve (FLS) is higher today after bullish sell-side commentary resurfaced in the market, led by Stifel raising its price target to $102 from $97 and maintaining a Buy rating (published April 14, 2026). The call has helped re-ignite momentum in the name, with shares trading around $84.38, up roughly 6.89% on the session. (investing.com)

Stifel’s updated view ties to an infrastructure-driven demand setup and the expectation that Flowserve can benefit when industrial and energy customers step back into project activity. The firm also flagged near-term crosscurrents, including softer Middle East order trends starting in early 2026 and potential supply-chain sensitivity for castings/forgings tied to Asia, but still lifted its target while staying constructive on the setup. (investing.com)

Flowserve entered 2026 off a strong 2025 finish and initiated 2026 guidance that includes total sales growth of 5% to 7% and adjusted EPS of $4.00 to $4.20, with assumptions that the Trillium Flow Technologies’ Valves Division acquisition closes mid-year 2026 and is roughly neutral to 2026 adjusted EPS. Management also highlighted healthy end markets and momentum in execution, while pointing to power-generation opportunities as a key driver. (ir.flowserve.com)

Investors will be tracking updates on order pacing and backlog conversion through 2026, any incremental detail on acquisition timing and integration, and whether supply-chain or regional demand risks translate into revised estimates. With the stock already trading near the mid-$80s, the next leg higher likely depends on evidence that bookings and margins stay on track with the company’s 2026 framework and that major end markets stabilize. (ir.flowserve.com)