William Blair analyst Brian Drab attributes the 9% pullback in shares of Thermon Group Holdings in the two days following its fiscal Q4 report to the 3%-5% organic revenue growth guidance for fiscal 2019, which was below expectations. This outlook looks "extremely conservative," particularly given the company will enjoy its easiest comparison as a public company in Q1, Drab tells investors in a research note. He expects Thermon to produce "solid" growth throughout fiscal 2019 and keeps an Outperform rating on the shares. The analyst sees the potential for 20%-40% upside in the stock over the next 12 months.