Research Feed
POWL Q1 FY26: Fundamentals Flawless, Valuation Reckless
Powell Industries filed Q1 FY26 10-Q on Feb 4. Stock gapped +16% to $527, now trading 127% above year-ago levels and 27% above Street consensus ($416). The filing confirms every bullish thesis point—and reveals why that's already priced in. Margin expansion is structural, not transient - Gross margi
Data Center Liquid Cooling Play Trading at 66x — Earnings Tomorrow
nVent Electric (NVT, $117, $18.8B market cap) is up 87% YTD ahead of Q4 earnings tomorrow (Feb 6). Stock trading at 95% of 52-week range on 2.1x normal volume. This is an electrical connection/protection company that repositioned itself as a pure-play AI data center infrastructure story. They sold T
Powell Industries: Data Center Business Model Shift Trading 27% Above Street Targets
Powell Industries (POWL) gapped +16% on Q1 FY26 earnings (Feb 4, 2026), closing at $527.30—27% above the analyst mean price target of $416.33. The immediate filing alpha is gone, but the transcript reveals a structural business model shift the street hasn't fully priced: Powell is transitioning from