Wall Street Breakfast With Steven Cress (Generac, Amazon, Powell, Kroger)

Generac (GNRC) surged after securing a $2.4B long-term generator supply deal with Amazon (a Quant Strong Buy). GNRC had experienced significant valuation compression since June, but Amazon's order and improving forward metrics signal a potential inflection point.

Seeking Alpha • Sep 17, 2026

Is Powell Industries (POWL) a Buy as Wall Street Analysts Look Optimistic?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Zacks Investment Research • Sep 15, 2026

Powell Industries: The Next Phase Is Turning Power Orders Into Earnings

Powell Industries is positioned to capitalize on a $2.4B backlog, driven by complex, customized electrical equipment orders. POWL's investment case hinges on successful capacity expansion translating to higher revenues without eroding recently elevated profit margins. Fiscal 2027–2028 forecasts target $1.5–$1.8B revenue and $6.70–$8.30 EPS, supporting a Buy rating with a prospective $232/share value.

Seeking Alpha • Sep 12, 2026

Powell Industries, Inc. (POWL) is Attracting Investor Attention: Here is What You Should Know

Recently, Zacks.com users have been paying close attention to Powell Industries (POWL). This makes it worthwhile to examine what the stock has in store.

Zacks Investment Research • Sep 11, 2026

Here's Why Investors Should Retain Powell Industries Stock in Portfolio Now

POWL is riding strong utility and industrial demand, record orders and a $2.4B backlog while expanding capacity to support growth.

Zacks Investment Research • Sep 4, 2026

Powell Industries (POWL) Down 18.6% Since Last Earnings Report: Can It Rebound?

Powell Industries (POWL) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 2, 2026

Stock Transaction: Powell Industries Richard Williams Sells 2,250 Shares

The sale involved 2,250 shares at $203.05 per share. The sale was executed under a Rule 10b5-1 trading plan established on April 6, 2026.

The Motley Fool • Aug 27, 2026

Powell Industries Eyes Record Revenue as Data Center Backlog Powers Growth

Powell Industries NASDAQ: POWL said it is on track to surpass the more than $1 billion in revenue it generated last year, supported by demand for medium-voltage electrical equipment from data centers, utilities and industrial customers.

MarketBeat • Aug 26, 2026

Powell Industries, Inc. (POWL) Presents at 17th Annual Midwest IDEAS Conference Transcript

Powell Industries, Inc. (POWL) Presents at 17th Annual Midwest IDEAS Conference Transcript

Seeking Alpha • Aug 26, 2026

This $10 Billion ETF Owns the Companies Wiring America's $68 Billion Data Center Boom

The First Trust RBA American Industrial Renaissance ETF (NYSEARCA:AIRR) has quietly become one of the purest public-market proxies for the AI data center buildout.

24/7 Wall Street • Aug 14, 2026