Powell Industries (NASDAQ:POWL) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Key Points

• JPMorgan Chase raised its price target on Powell to $360 and maintained an "overweight" rating, implying roughly a 12.4% upside from current levels.
• Despite a Q2 earnings and revenue miss, Powell disclosed a >$400M data‑center "mega" order and reported a backlog of about $1.8B, underpinning its positioning as an AI/data‑center beneficiary and supporting multi‑year revenue visibility.
• Shares jumped about 8.7% to $320.30 on heavy volume; at the same time insiders have sold roughly 248,688 shares in the past three months while institutional ownership is ~89.8% and the stock trades at an elevated valuation (P/E ~62.7).

Powell Industries (NASDAQ:POWL - Get Free Report) had its price target raised by stock analysts at JPMorgan Chase & Co. from $310.00 to $360.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has an "overweight" rating on the industrial products company's stock. JPMorgan Chase & Co.'s price objective points to a potential upside of 12.39% from the company's current price.

A number of other research firms have also weighed in on POWL. Wall Street Zen lowered shares of Powell Industries from a "buy" rating to a "hold" rating in a report on Saturday, March 7th. Glj Research began coverage on shares of Powell Industries in a research report on Thursday, March 5th. They set a "hold" rating and a $150.00 price objective for the company. Zacks Research upgraded shares of Powell Industries from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, April 7th. Cantor Fitzgerald increased their price objective on shares of Powell Industries from $142.33 to $160.33 and gave the company a "neutral" rating in a research report on Thursday, February 5th. Finally, Texas Capital upgraded shares of Powell Industries to a "strong-buy" rating in a research report on Friday, March 27th. Two investment analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Powell Industries presently has a consensus rating of "Buy" and an average price target of $196.75.

Powell Industries Stock Up 8.7%

POWL stock traded up $25.61 during midday trading on Wednesday, hitting $320.30. The company's stock had a trading volume of 1,090,095 shares, compared to its average volume of 781,830. Powell Industries has a 12 month low of $54.75 and a 12 month high of $325.94. The firm has a market capitalization of $11.67 billion, a price-to-earnings ratio of 62.68, a price-to-earnings-growth ratio of 3.46 and a beta of 1.14. The company has a 50 day moving average of $201.83 and a two-hundred day moving average of $155.11.

Powell Industries (NASDAQ:POWL - Get Free Report) last posted its quarterly earnings results on Monday, May 4th. The industrial products company reported $1.25 earnings per share for the quarter, missing the consensus estimate of $1.34 by ($0.09). Powell Industries had a return on equity of 29.44% and a net margin of 16.51%.The business had revenue of $296.62 million during the quarter, compared to the consensus estimate of $298.12 million. During the same quarter in the previous year, the company earned $3.81 earnings per share. The company's revenue for the quarter was up 6.5% compared to the same quarter last year. On average, analysts anticipate that Powell Industries will post 5.57 earnings per share for the current fiscal year.

Insider Transactions at Powell Industries

In related news, EVP Michael William Metcalf sold 9,000 shares of Powell Industries stock in a transaction dated Tuesday, March 31st. The stock was sold at an average price of $176.00, for a total value of $1,584,000.00. Following the completion of the sale, the executive vice president directly owned 83,400 shares in the company, valued at $14,678,400. The trade was a 9.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Thomas W. Powell sold 149,334 shares of Powell Industries stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $167.41, for a total value of $25,000,004.94. Following the completion of the sale, the insider owned 1,796,082 shares of the company's stock, valued at $300,682,087.62. The trade was a 7.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 248,688 shares of company stock valued at $44,535,053. Insiders own 2.20% of the company's stock.

Hedge Funds Weigh In On Powell Industries

Several institutional investors and hedge funds have recently added to or reduced their stakes in POWL. Northwestern Mutual Wealth Management Co. grew its stake in Powell Industries by 1,230,312.7% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 775,160 shares of the industrial products company's stock valued at $247,106,000 after purchasing an additional 775,097 shares during the last quarter. Kovitz Investment Group Partners LLC grew its stake in Powell Industries by 42.2% in the third quarter. Kovitz Investment Group Partners LLC now owns 2,314,474 shares of the industrial products company's stock valued at $705,475,000 after purchasing an additional 686,588 shares during the last quarter. First Trust Advisors LP grew its stake in Powell Industries by 65.8% in the third quarter. First Trust Advisors LP now owns 615,067 shares of the industrial products company's stock valued at $187,479,000 after purchasing an additional 244,051 shares during the last quarter. Summit Partners Public Asset Management LLC purchased a new position in Powell Industries in the third quarter valued at about $43,515,000. Finally, Rock Creek Group LP grew its stake in Powell Industries by 1,900.0% in the fourth quarter. Rock Creek Group LP now owns 150,000 shares of the industrial products company's stock valued at $47,817,000 after purchasing an additional 142,500 shares during the last quarter. Hedge funds and other institutional investors own 89.77% of the company's stock.

Trending Headlines about Powell Industries

Here are the key news stories impacting Powell Industries this week:

• Positive Sentiment: Powell disclosed a >$400M data‑center "mega" order and told investors it can add $70M–$100M of capacity to meet demand — a concrete, high‑visibility contract that explains the rally. Powell outlines $70M-$100M capacity option as it lands $400M+ data center mega order
• Positive Sentiment: Management reported record orders and a backlog (~$1.8B reported by multiple outlets), signaling multi‑year revenue visibility and strong OEM/hyperscaler demand. Powell Industries Signals Multi‑Year Growth After Record Orders
• Positive Sentiment: Broader market commentary frames Powell as an AI/data‑center beneficiary — power and switchgear are becoming a key bottleneck for hyperscaler GPU deployments, enhancing the company’s secular growth story. Why Powell Industries Rallied Today
• Neutral Sentiment: The board declared a quarterly cash dividend of $0.09 per share (payable June 17; ex‑div May 20), a signal of financial stability though the yield is small. Powell Industries Declares Quarterly Cash Dividend
• Neutral Sentiment: The company’s 2025 10‑K showed no new material risk changes — management says the risk profile is steady, which reduces near‑term regulatory/legal uncertainty. Powell Industries Signals Steady Risk Profile With No New Material Changes From 2025 10-K
• Negative Sentiment: Q2 results missed consensus: EPS $1.25 vs. $1.34 expected and revenue ~$296.6M vs. ~$298.1M; margins slipped. Those misses reduce near‑term earnings upside and explain some analyst caution. Powell Industries Q2 Earnings & Revenues Miss Estimates

Powell Industries Company Profile

Powell Industries, Inc is an industrial electrical engineering company specializing in the design, manufacture and integration of customized power control and distribution solutions. The firm's offerings range from medium‐voltage switchgear and power control centers to bus duct, motor control centers and specialty transformers. Powell also provides automation systems, protective relaying, metering, supervisory control and data acquisition (SCADA) platforms, and turnkey engineering services to help clients manage critical power infrastructure.

Serving the oil and gas, petrochemical, refining, utility, mining and industrial sectors, Powell's products are engineered to meet demanding performance, safety and reliability requirements.

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