This Private Equity Stock Climbs Toward Buy Point As Earnings Accelerate In 'Transformational' Year

As the private equity landscape continues to evolve in 2025, one stock has been making waves and catching the attention of investors: P10 (PX). This Dallas-based firm, operating in the private equity, venture capital, private credit, and impact investing areas, has been climbing toward a buy point as earnings accelerate in what can only be described as a 'transformational' year.

P10's TrueBridge business has been a significant driver of this growth. As a venture capital platform investing in early-stage technology companies, TrueBridge has invested in over 150 companies, focusing on sectors like artificial intelligence, machine learning, and cybersecurity. This strategic focus on innovative and high-growth potential industries has contributed to P10's impressive earnings acceleration.

In addition to its focus on technology, P10 has also been investing in infrastructure projects, particularly in the energy and digital infrastructure spaces. With PE firms investing more than US$100 billion in data center projects alone in 2024, P10's investments in data centers, software and hardware vendors, and power sources for these data centers are expected to generate significant returns. This focus on infrastructure investing, combined with the growth potential of the technology sector, has contributed to P10's strong earnings performance.

P10's implementation of AI-driven tools to enhance productivity and growth in its portfolio companies has also been a key factor in its earnings acceleration. These tools help employees prioritize workstreams and streamline internal processes, leading to increased efficiency and revenue growth. The increasing adoption of AI in various industries supports the sustainability of this growth driver.

Furthermore, P10's strategic offshoring, onshoring, and outsourcing of non-core functions have helped the firm optimize costs and focus on high-value activities. This initiative has contributed to P10's portfolio companies achieving revenue growth and enhancing performance. The ongoing trend of companies outsourcing non-core functions to focus on their core competencies supports the sustainability of this growth driver.

P10's expansion of service offerings to include comprehensive integration services, such as tax, compliance, and operational support, has also allowed the firm to differentiate itself and enhance value delivery to investors. This initiative has contributed to P10's strong earnings performance and supports the firm's long-term growth prospects.

In conclusion, P10 (PX) has been climbing toward a buy point as earnings accelerate in a 'transformational' year. The firm's focus on technology, infrastructure investing, AI implementation, strategic offshoring, onshoring, and outsourcing, and expansion of service offerings have all contributed to its impressive earnings performance. As the private equity industry continues to grow and evolve, P10's strong earnings acceleration and growth prospects position the firm as an attractive investment opportunity for investors seeking exposure to the private equity space.