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
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