Powell Industries Inc (POWL) Stock Up 3.1% but GF Value Says Overvalued -- GF Score: 75/100
Powell Industries Inc (POWL) shares rose 3.1% to $279.22, but GuruFocus' GF Value indicates the stock is significantly overvalued by 270.2% compared to its intrinsic value of $75.43. Despite a strong GF Score of 75/100, driven by excellent growth, its valuation score is very low, and insiders have sold $32.9 million in shares recently without any buying. Investors are advised to be cautious due to the high valuation and insider selling.
Powell Industries: Expensive, But The Backlog Supports A Strong Buy (NASDAQ:POWL)
The author rates Powell Industries (POWL) a Strong Buy, believing the company is a key beneficiary of the AI power bottleneck due to the critical need for reliable electrical distribution systems in data centers. Current growth drivers, including backlog conversion and utility grid demand, are projected to support $1.65 billion in 2027 revenue. The author sets a price target of $374, indicating a 38% upside based on estimated EPS and a forward P/E, acknowledging valuation compression as the main risk if the market re-evaluates POWL outside of its AI power infrastructure context.
Powell Industries, Inc. (NASDAQ:POWL) Given Average Recommendation of "Moderate Buy" by Brokerages
Powell Industries (NASDAQ:POWL) has received an average "Moderate Buy" recommendation from seven brokerages, with a consensus 1-year price target of $236.67. This comes despite the company missing Q1 earnings and revenue estimates, though revenue did increase by 6.5% year-over-year. Insider selling has occurred recently, with Vice President William Marshall Mauney Jr. and EVP Michael William Metcalf selling shares totaling 183,835 over the last three months.
Strength in Electric Utility Drives Powell: Will the Momentum Last?
Powell Industries (POWL) is experiencing significant growth due to strong project activity in the electric utility and commercial sectors, fueled by increased investments in power generation and electrical distribution. This has resulted in a substantial backlog of $1.8 billion and strong new orders, including major data center and electric utility projects. While shares have surged, the company's valuation is high, trading above the industry average, and it currently holds a Zacks Rank #3 (Hold).
Strength in Electric Utility Drives Powell: Will the Momentum Last?
Powell Industries (POWL) is experiencing significant growth driven by strong demand in the electric utility and commercial & industrial markets, leading to a substantial backlog and new orders, including major data center projects. Despite a strong stock performance and project pipeline, the company's valuation metrics, like its forward price-to-earnings ratio, are above industry average. Peers such as EnerSys (ENS) and Franklin Electric Co. (FELE) are also seeing strength in their respective energy segments, fueled by similar market dynamics.
Powell Industries, Inc. (POWL) is attracting investor attention: Here is what you should know
The article states that Powell Industries, Inc. (POWL) is drawing investor attention. It suggests that readers should be informed about the company. However, the provided content is extremely limited, preventing a detailed summary.
Powell Industries Drops 7.9% Amid Sector-Wide Selling
Powell Industries experienced a sharp 7.9% decline, closing at $269.45, as it was caught in a widespread selloff affecting electrical equipment and industrial stocks. This sector-wide downturn also impacted peers like Vicor Corporation, nVent Electric, Generac Holdings, and EnerSys, suggesting broader market concerns rather than company-specific issues for Powell. Investors are advised to monitor sector stabilization and commentary on order backlogs for clarity.
Powell Industries (NASDAQ:POWL) Stock Price Down 7.1% on Insider Selling
Powell Industries (NASDAQ:POWL) shares dropped 7.1% following disclosures of significant insider selling by Director Richard E. Williams, CEO Brett Alan Cope, and VP William Marshall Mauney, Jr. This decline also comes after the company reported slightly lower-than-expected earnings, missing consensus estimates for both EPS and revenue. Analyst ratings are mixed, with Zacks downgrading the stock to a "hold" while other firms raised targets, resulting in a current "Moderate Buy" consensus.
Powell Industries, Inc. $POWL Stock Position Cut by Stephens Investment Management Group LLC
Stephens Investment Management Group LLC reduced its stake in Powell Industries (NASDAQ:POWL) by 14.3% in the fourth quarter, now holding 76,819 shares valued at $24.5 million. This follows Powell Industries reporting Q4 earnings of $1.25 per share, missing analyst estimates, and revenue of $296.6 million, slightly below expectations despite a 6.5% year-over-year increase. The article also notes recent insider selling by the CEO and VP, and a consensus "Moderate Buy" rating from Wall Street with a price target of $236.67.
4,419 Shares in Powell Industries, Inc. $POWL Purchased by Convergence Investment Partners LLC
Convergence Investment Partners LLC has purchased 4,419 shares of Powell Industries, Inc. (NASDAQ:POWL) valued at approximately $1.41 million during the fourth quarter. This acquisition is part of a broader trend of institutional investment in Powell, with several other hedge funds also increasing or initiating positions, resulting in 89.77% institutional ownership. Despite this, Powell Industries has faced challenges, including missing Q4 earnings and revenue estimates, insider selling of company stock, and a recent cut to its quarterly dividend.
Powell Industries, Inc. (POWL) is a trending stock: Facts to know before betting on it
The article identifies Powell Industries, Inc. (POWL) as a currently trending stock, suggesting an analysis of key facts before making investment decisions. It implies that investors should look beyond its popularity and conduct thorough due diligence.
[Form 4] POWELL INDUSTRIES INC Insider Trading Activity
Powell Industries President & CEO Brett Alan Cope officially reported an open-market sale of 4,440 shares of common stock on May 14, 2026, at $301.00 per share, totaling $1.34 million. This transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on November 26, 2025. Following the sale, Cope directly holds 490,113 shares, a figure adjusted for the company's 3-for-1 forward stock split effective April 2, 2026.
Powell Industries (POWL) director logs 5,250-share 10b5-1 stock sale
Richard E. Williams, a director at Powell Industries (POWL), sold 5,250 shares of common stock on May 14, 2026, across three transactions at average prices around $298.88–$301.05 per share. These sales were conducted under a pre-arranged Rule 10b5-1 trading plan adopted on February 11, 2026, indicating they were not opportunistic. Williams retains a significant stake in the company, with holdings adjusted for a 3-for-1 forward stock split effective April 2, 2026.
Powell Industries Q2 Earnings & Revenues Miss Estimates
Powell Industries (POWL) reported second-quarter fiscal 2026 adjusted earnings of $1.25 per share and total revenues of $297 million, both missing Zacks Consensus Estimates. Despite the miss, total revenues increased 6% year-over-year, driven by strong performance in the electric utility and oil & gas sectors. The company's backlog grew significantly to $1.8 billion, and it maintains a Zacks Rank #2 (Buy) with a positive outlook for fiscal 2026.
Powell Industries, Inc. (POWL) is a trending stock: Facts to know before betting on it
This article identifies Powell Industries, Inc. (POWL) as a currently trending stock. It suggests that investors research key facts about the company before making investment decisions. The content implies that understanding the reasons behind its trending status is crucial for informed betting.
Powell Industries, Inc. (POWL) is attracting investor attention: Here is what you should know
The article states that Powell Industries, Inc. (POWL) is gaining investor attention but does not provide details why. It mentions that the full content is missing from the provided input, thus preventing a comprehensive summary of its financial performance or stock analysis.
POWL (Nasdaq) affiliate files Form 144 to sell 5,250 shares on 05/14/2026
An affiliate of Powell Industries (POWL) has filed a Form 144 to sell 5,250 shares of common stock on May 14, 2026, with an aggregate market value of $1,570,734.42 on Nasdaq. This filing serves as a notice of proposed sale, with actual transactions to be disclosed in subsequent broker reporting or Forms 4/5. The filing details past stock awards from February 2023 and February 2026.
POWL: Brett Cope (NASDAQ: POWL) reports sales totaling 5,920 shares
Brett A. Cope, an insider at Powell Industries (NASDAQ: POWL), has reported dispositions of 5,920 shares through two separate sales. A Form 144 filing indicates a sale of 1,480 shares on March 12, 2026, for $747,104.00, and another sale of 4,440 shares on April 9, 2026, for $1,038,855.40. Additionally, 4,440 shares were associated with Restricted Stock Vesting on December 2, 2024.
Powell Industries: +164% Since December, Now A Fully-Priced HOLD (NASDAQ:POWL)
Powell Industries (POWL) has seen a significant 164% increase in its stock price since December 2025, primarily due to robust fundamentals including a strong backlog extending into FY2028 and a shift towards higher-margin utility and data center segments. While the company boasts a debt-free balance sheet and strong gross margins, its current valuation means it is now considered a fully-priced HOLD. Investors should still exercise caution due to concentration and competitive risks at present multiples.
Powell Industries Insider Sold Shares Worth $809,218, According to a Recent SEC Filing
An insider at Powell Industries recently sold shares valued at $809,218, as disclosed in a new SEC filing. This transaction indicates a notable insider sale that investors may want to monitor. The filing provides details on the specific sale by the company insider.
Powell Industries (POWL) VP trims stake with 2,500-share open-market sale
William Marshall Mauney Jr., VP of R&D at Powell Industries (POWL), sold 2,500 shares of common stock on May 11, 2026, for approximately $809,218. The sales occurred at average prices in the low $320s per share. Following these transactions, Mauney directly holds 10,853 shares, a figure adjusted for a 3-for-1 forward stock split effective April 2, 2026, and including shares with time-based vesting provisions.
Powell Industries (POWL) slides as hotter inflation data pressures high-momentum industrial names
Powell Industries (POWL) experienced a 5.3% drop today, attributed to a broader risk-off market sentiment following an inflation report that impacted high-momentum industrial stocks. This decline also appears to be profit-taking after the company's strong post-earnings performance, which included reporting EPS of $1.25, revenue of $296.6 million, and a significant $1.8 billion backlog, plus a new $400 million data center order. Insider sales and institutional trading shifts are also detailed, alongside recent analyst ratings and price targets for POWL.
Powell Industries stock (US7388401032): Insider files to sell shares amid recent trading activity
An insider at Powell Industries (POWL) has filed a Form 144 to sell 2,500 shares valued at $787,500, with the transaction scheduled for May 11, 2026. This comes as the stock trades around $217 USD, with the company remaining a key player in custom-engineered electrical equipment for various industrial sectors. Investors are advised to monitor future catalysts for insights into its performance.
Powell Industries (POWL) Price Target Increased to $360 by JPMorgan
JPMorgan has increased its price target for Powell Industries (POWL) shares to $360 from $310, maintaining an Overweight rating. This update follows Powell's strong second-quarter earnings report, which saw a 6% rise in revenues and significant new orders from the electric utility and data center sectors. The firm is optimistic about Powell's growth prospects due to its exposure to AI, automation, and electrification megatrends.
Powell Industries (POWL) Price Target Increased to $360 by JPMorgan
JPMorgan has raised its price target on Powell Industries (POWL) to $360 from $310, while maintaining an Overweight rating, following the company's strong second-quarter earnings report. The increase reflects optimism for Powell's growth driven by AI, automation, and electrification megatrends, especially after securing significant data center and electric utility orders. Powell reported a 6% rise in revenues to $296.6 million for the quarter, largely due to its commercial & other industrial segment.
Powell Industries (NASDAQ:POWL) Hits New 12-Month High After Analyst Upgrade
Powell Industries (NASDAQ:POWL) recently hit a new 12-month high following several analyst upgrades and increased price targets. While Cantor Fitzgerald maintained a neutral rating but doubled its price target, JPMorgan and Texas Capital issued "overweight" and "strong-buy" ratings, respectively. Despite narrowly missing recent earnings and revenue estimates, the company's stock has seen significant institutional investment and insider selling activity, with a current "Buy" consensus rating and an average target price of $236.67.
[144] POWELL INDUSTRIES INC SEC Filing
This article announces a Form 144 SEC filing by Powell Industries Inc. (POWL) concerning a proposed sale of 2500 shares of common stock valued at $787,500. The filing provides details on the securities to be sold, their acquisition via stock award, and certifies the seller's lack of undisclosed material adverse information. It also includes an overview of recent news, SEC filings, and stock data for POWL.
Powell Industries (NASDAQ:POWL) Stock Price Expected to Rise, Cantor Fitzgerald Analyst Says
Cantor Fitzgerald raised its price target for Powell Industries (NASDAQ:POWL) to $320 from $160, maintaining a "neutral" rating, which implies the stock is currently trading near its fair value. Despite missing recent quarterly EPS and revenue estimates, the stock has shown strong performance, trading near its 52-week high of $322.76, significantly above its moving averages. Insider selling has occurred, but institutional ownership remains high at 89.77%.
Number of shareholders of Powell Industries, Inc. – MIL:1POWL
The article concerns the number of shareholders for Powell Industries, Inc. (MIL:1POWL). It appears to be a stub or an incomplete data entry page from TradingView, lacking specific shareholder data but providing navigation and general financial market context for the company.
Vanguard Group Inc. Has $225.26 Million Position in Powell Industries, Inc. $POWL
Vanguard Group Inc. increased its stake in Powell Industries (NASDAQ:POWL) by 0.9% in the fourth quarter, bringing its total holding to 706,642 shares valued at approximately $225.3 million. Despite institutional ownership nearing 90%, the company's Q1 earnings missed estimates, and it announced a quarterly dividend cut. Analysts, however, remain largely positive, with JPMorgan raising its price target to $360.
State of New Jersey Common Pension Fund D Invests $2.14 Million in Powell Industries, Inc. $POWL
The State of New Jersey Common Pension Fund D has initiated a new position in Powell Industries (NASDAQ:POWL), acquiring shares valued at approximately $2.14 million during the fourth quarter. This investment comes amidst a strong performance for Powell Industries' stock, which recently traded near its 12-month high despite the company missing analyst estimates for its latest earnings report. JPMorgan Chase & Co. has raised its price target for POWL to $360, maintaining an "overweight" rating, while other institutional investors have also adjusted their holdings in the company.
Powell Industries, Inc. (POWL) Is a Trending Stock: Facts to Know Before Betting on It
Powell Industries (POWL) is a trending stock on Zacks.com, showing a 32.6% return over the past month. The article evaluates the company based on earnings estimate revisions, revenue growth forecasts, past results, and valuation to provide insights for investors. With strong earnings estimate revisions, POWL currently holds a Zacks Rank #2 (Buy), suggesting potential near-term outperformance.
FY2026 EPS Estimates for Powell Industries Reduced by Sidoti
Sidoti has lowered its FY2026 EPS estimate for Powell Industries to $5.67 from $5.72, while simultaneously increasing medium-term forecasts for FY2027 and FY2028, projecting EPS of $6.93 and $7.95, respectively. This adjustment follows Powell's Q1 earnings miss, where EPS of $1.25 fell short of the $1.34 expectation and revenue also missed estimates, leading to a 4.5% stock drop. Despite the near-term reduction in estimates and recent insider selling, including a $25 million sale by Thomas W. Powell, other analysts have raised price targets and the company has received positive sentiment regarding strategic deals and dividend performance.
Earnings Miss: Powell Industries, Inc. Missed EPS By 6.9% And Analysts Are Revising Their Forecasts
This article discusses Powell Industries, Inc.'s recent earnings miss, where the company's EPS was 6.9% below analyst estimates. As a result, analysts are revising their forecasts for the company. The content suggests a potential review of the company's valuation and market sentiment following this financial performance.
Powell Industries (NasdaqGS:POWL) Stock Forecast & Analyst Predictions
Powell Industries is forecast to grow earnings by 14.3% and revenue by 12.6% annually, with a projected EPS growth of 14.1% and a return on equity of 27.2% in three years. Despite recent Q2 earnings missing analyst expectations, the company reported a surging backlog of $1.8 billion, including a record $400 million data center contract, indicating strong multi-year growth visibility. Insider transactions show more selling than buying, and while investor sentiment improved with recent stock rises, the forward P/E ratio remains significantly higher than the industry average.
Powell Industries (POWL) grows bookings, builds $1.8B backlog and boosts cash
Powell Industries reported steady Q2 2026 results with strong demand, increasing revenue to $296.6 million and building a substantial $1.8 billion backlog, with $1.1 billion expected within the next year. The company boosted its cash and cash equivalents to $537.7 million and declared a quarterly dividend of $0.09 per share, reflecting robust liquidity despite flat quarterly net income. Growth was primarily driven by strong booking activity in commercial/industrial, electric utility, and oil and gas markets, while petrochemical revenue declined.
Powell Industries Announces Second Quarter Fiscal 2026 Results
Powell Industries announced strong second-quarter fiscal 2026 results, driven by a 6% increase in revenues to $297 million and a substantial 97% rise in new orders to $490 million. The company's backlog expanded by 33% to $1.8 billion, and it secured a record-breaking $400 million data center order subsequent to the quarter's end, signaling continued growth, particularly in data center and electric utility markets. Net income saw a slight 1% decline due to higher SG&A and R&D expenses, but overall financial performance remains robust with positive outlooks for fiscal 2026.
Powell Industries Signals Steady Risk Profile With No New Material Changes From 2025 10-K
Powell Industries, Inc. (POWL) has reported no new material changes to its risk profile based on its Form 10-K for the fiscal year ended September 30, 2025. This indicates a stable risk landscape for the company, suggesting that previously disclosed risks remain relevant for investors. The average stock price target for POWL is $233.99, which implies a potential -20.60% downside.
Powell Industries, Inc. (NASDAQ:POWL) Announces $0.09 Quarterly Dividend
Powell Industries (NASDAQ:POWL) has announced a quarterly dividend of $0.09 per share, payable on June 17th to shareholders of record by May 20th. The company's dividend is well-covered by earnings, with a low payout ratio. Despite missing quarterly EPS estimates, revenue increased by 6.5% year-over-year, and analysts generally rate the stock as a "Buy" with a consensus price target below its recent trading price.
Powell Industries Falls Short of Q2 2026 Profit Forecast at $1.25 EPS
Powell Industries (NASDAQ: POWL) reported Q2 2026 diluted earnings of $1.25 per share, missing the consensus estimate of $1.39 by 6.7%. Despite a 6.0% increase in revenue to $296.6 million, net income was $45.9 million and EPS declined by 1.6% year-over-year, indicating margin compression. The company showed strong order intake with a $1.8 billion backlog, but investors are concerned about its ability to translate top-line growth into profitability amidst operational challenges and margin pressures.
Powell Industries Declares Quarterly Cash Dividend
Powell Industries, Inc. (NASDAQ: POWL) announced that its Board of Directors has declared a quarterly cash dividend of $0.09 per share. The dividend will be payable on June 17, 2026, to shareholders of record as of May 20, 2026. The company specializes in custom-engineered solutions for electrical energy management and distribution, serving various industrial markets.
Powell Industries Q2 Earnings & Revenues Miss Estimates
Powell Industries (POWL) reported its fiscal second-quarter 2026 results, with adjusted earnings of $1.25 per share and total revenues of $297 million, both missing Zacks Consensus Estimates. Despite the miss, total revenues increased 6% year-over-year, driven by strength in the electric utility and oil & gas markets. The company's backlog grew significantly to $1.8 billion, and it maintains a Zacks Rank #2 (Buy) due to its robust backlog, solid liquidity, and strong balance sheet.
POWELL INDUSTRIES INC 2Q 2026: Revenue $296.62M, EPS $1.25— 10-Q Summary
Powell Industries Inc. reported its second-quarter 2026 results, showing revenue of $296.62 million and diluted EPS of $1.25. The company's net income was $45.89 million, benefiting from growth in commercial, electric utility, and oil & gas markets. Strategic expansion into electric utility and data center markets is diversifying its customer base and reducing cyclicality, with a significant increase in backlog to $1.8 billion.
Full Transcript: Powell Industries Q2 2026 Earnings Call
Powell Industries reported a 6% revenue growth in Q2 2026 with a gross margin of 29.6%, securing $490 million in new orders and increasing its backlog to $1.8 billion. Key projects include two mega-projects over $75 million and a $400 million data center project, the largest in company history. The company is expanding manufacturing capacity, exploring government work, and evaluating M&A opportunities, while management emphasizes strong operational efficiency and market diversification.
Powell Industries Jumps 9.7% Amid Sector-Wide Rally
Powell Industries (POWL) surged 9.7% on Tuesday, closing at $296.02, driven by a broad rally across the electrical equipment sector. This significant gain, which outpaced its peers, pushed the company's market capitalization to $10.8 billion. The sector-wide movement suggests a shift in investor sentiment towards electrical equipment manufacturers, with Powell appearing particularly well-positioned to benefit from these market tailwinds.
Powell Industries Declares Quarterly Dividend, Signaling Stability
Powell Industries announced a quarterly cash dividend of $0.09 per share, payable on June 17, 2026, to shareholders of record on May 20, 2026. This declaration indicates the company's financial stability and its continued commitment to returning capital to shareholders within the electrical equipment and energy infrastructure sector. TipRanks' AI Analyst, Spark, rates POWL as "Outperform" due to strong financial performance and growth, despite a moderate valuation and low dividend yield.
Powell Industries, Inc. Q2 2026 Earnings Call Summary
Powell Industries (POWL) reported strong Q2 2026 financial results driven by operational efficiency and high activity in LNG, electric utility distribution, and data center markets. The company secured its largest-ever project, a $400 million-plus greenfield data center award, contributing to a substantial $1.8 billion backlog and providing visibility through fiscal 2028. Management plans capital investments for capacity expansion, including a $70-$100 million greenfield facility, and is strategically diversifying into government and defense work while maintaining a debt-free balance sheet with significant cash reserves.
Powell Industries Inc - declares qtrly cash dividend of $0.09 per share
Powell Industries Inc. has declared a quarterly cash dividend of $0.09 per share. This announcement was made on May 5, 2026, and follows recent news including their fiscal Q2 earnings, which saw revenue rise despite a fall in earnings. The company also recently approved a 3-for-1 stock split.
[8-K] POWELL INDUSTRIES INC Reports Material Event
Powell Industries, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.09 per share on its common stock. The dividend will be paid on June 17, 2026, to shareholders of record as of May 20, 2026. This announcement was made via an 8-K filing, signaling a material event important to shareholders.
$0.09 a share: Powell Industries sets June 17 dividend payout
Powell Industries (NASDAQ: POWL) has declared a quarterly cash dividend of $0.09 per share. The dividend is scheduled to be paid on June 17, 2026, to shareholders of record as of May 20, 2026. The company specializes in custom-engineered electrical distribution and protection equipment for various markets, including oil & gas, utilities, and industrial sectors.
