Is TKR a good stock to buy?
We came across a bullish thesis on The Timken Company on r/ValueInvesting by Optimal_Image5192
In this article, we will summarize the bulls’ thesis on TKR. The Timken Company’s share was trading at $142.36 as of June 18th. TKR’s trailing and forward P/E were 32.35 and 23.53 respectively according to Yahoo Finance.
The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. TKR is increasingly positioned as an underappreciated play on the emerging humanoid robotics and physical AI cycle, where precision motion components represent a critical bottleneck in scaling production. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential The investment thesis centers on the rapid expansion of the total addressable market for actuators in humanoid robots, which account for 40–60% of total bill of materials, making them the largest cost component in the system. Within this structure, harmonic and cycloidal gear systems are essential for enabling joint movement across shoulders, elbows, wrists, and hips, yet global supply remains highly constrained due to long lead times, specialized manufacturing requirements, and a concentrated supplier base dominated by Japanese and private players.