March 5, 2026
Initiate Powell Industries (POWL) at HOLD – Execution utilities-focused, data center upside limited
By Austin Wang
We initiate coverage of POWL at HOLD with a $450PT as channel checks and management commentary call into question the data center narrative priced into the stock. We model +MSD% upside to sellside numbers, but…
tsla$385.95+0.7623%
acb$3.42+3.012%
tlry$6.94+4.2042%
trn$31.67+1.2144%
cco$2.38-0.8333%
clf$8.54+2.7677%
eaf$6.24+3.1405%
rio$87.54+0.8874%
x$NA+NA%
csiq$14.31+7.9186%
dq$21.96+3.2926%
fslr$193.51+0.3422%
jks$26.49+3.8009%
sedg$51.28+7.5729%
fmgA$19.85-0.9975%
nio$5.78+0.8726%
lcid$10.68+3.0888%
rivn$15.62-2.9814%
nue$165.17+1.4932%
stld$173.47+2.2216%
