Research Feed
MTRX: $101M Enterprise Value EPC Entering Data Center Power Market at 3-6x Discount to Peers
Matrix Service Company reported Q2 FY2026 earnings Feb 4, triggering a 22% sell-off to $11.06 (RSI 24.9). Market punished book-to-bill of 0.8x and backlog removal from two specific projects. The reaction looks like an overreaction to temporary noise, but execution risk is real and the data center po
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
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