Power Solutions: AI Tailwinds Against Governance Headwinds

Data center demand lifts Power Solutions International, but the engine lineup skews small, limiting upside. Weichai control plus $309 million purchase commitments raise tariff and conflict risks. PSIX's valuation looks only modestly discounted; hold rating balances tailwinds versus governance concerns.

Seeking Alpha • 12 hours ago

Power Solutions Stock Up 140% as $6.36 Million Exit Follows 62% Sales Surge

Gagnon Securities sold 64,770 shares of Power Solutions International in the fourth quarter. The quarter-end position value decreased by $6.36 million due to the sale of the entire position.

The Motley Fool • Feb 16, 2026

Top AI Stocks With Short Squeeze Potential

Hedge funds, beware: These Strong Buy stocks aren't just “the next GameStop” hype; they pair high short interest with strong fundamentals, setting the stage for a potential powerful short squeeze. Fear of AI disrupting the disruptors sparked a tech selloff, while short interest continues to rise despite solid earnings results and operating performance. Five years after the GameStop mania, meme frenzies are on the decline as retail investors become more informed and target companies with stronger fundamentals.

Seeking Alpha • Feb 12, 2026

Power Solutions Is A Data Center Play In Deep Value Territory

Power Solutions International is deeply undervalued despite robust earnings growth and a strategic pivot toward high-margin data center power systems. PSIX trades at 14x 2025 earnings, a steep discount to peers CMI and GNRC, yet delivers superior revenue growth and an 18% net income margin. Recent results show 62% YoY sales growth and a pristine balance sheet, with $49M cash and significant liquidity.

Seeking Alpha • Jan 30, 2026

Power Solutions International: Valuation Has Reset, The Thesis Is Improving

Power Solutions International is upgraded to a cautious Buy after a significant valuation reset and two consecutive quarters of robust revenue and earnings growth. PSIX's pivot to data center power systems is gaining traction, with management guiding for 45% sales growth in 2025, though gross margin pressure persists. Valuation multiples have contracted from ~4.35x to ~2.4x EV/forward revenue, improving risk-reward and bringing fair value estimates closer to current levels.

Seeking Alpha • Dec 23, 2025

Power Solutions: This Painful Dip Looks Like A Gift

After a parabolic run and brutal 54% drawdown, Power Solutions now trades like a cyclical industrial despite increasingly structural exposure to AI data centers and resilient power demand. Q3 sales surged 62% YoY and EPS rose 60% YoY, despite a 500 bps gross margin decline driven by mix and ramp-up costs. PSIX is strategically shifting toward higher-margin, data center-focused products, positioning for cyclical resilience and margin recovery.

Seeking Alpha • Dec 4, 2025

Power Solutions: Sell-Off Looks Overdone. Investors Shouldn't Ignore This Dip.

Power Solutions International (PSIX) delivered record Q3 2025 revenue of $203.9 million, driven by surging demand in its power system segment. Despite strong topline growth, PSIX faced margin pressure in the last quarter. However, this weakness appears temporary and is expected to recover as volume expands in high-growth end markets. Structural tailwinds from AI infrastructure and data center expansion position PSIX for sustained double-digit growth, with capacity investments supporting future volume increases.

Seeking Alpha • Nov 18, 2025

Undercovered Dozen: Power Solutions, USA Rare Earth, Archer Aviation And More

The Undercovered Dozen highlights 12 lesser-followed stocks and ETFs, offering fresh investment ideas and sparking community discussion on Seeking Alpha. This week's edition covers articles published between Nov. 7 and Nov. 13, offering fresh investment ideas. Ratings range from strong buy (ACHR, VICI, PSEC) to hold (JEPQ, MSTY) and sell (EOSE, VGT, XLK), with detailed justifications based on valuation, yield, and growth prospects.

Seeking Alpha • Nov 14, 2025

INVESTOR ALERT: Investigation of Power Solutions International, Inc. (PSIX) Announced by Holzer & Holzer, LLC

ATLANTA, Nov. 11, 2025 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether Power Solutions International, Inc. (“Power Solutions” or “the Company”) (NASDAQ: PSIX) complied with federal securities laws. On November 6, 2025, Power Solutions announced its third quarter 2025 results, revealing a decrease of $4.7 million and $2.6 million within the industrial and transportation end markets. The Company stated that “the decline in industrial sales is largely attributable to softer demand in the materials handling market.” Following this news, the price of the Company's stock dropped.

GlobeNewsWire • Nov 11, 2025

Power Solutions International: Strong Growth, Weak Margins (Rating Downgrade)

Power Solutions International (PSIX) delivered record Q3 2025 revenue and profits, but shares plunged due to margin pressure and cautious outlook. PSIX's gross margin declined, cash flow weakened, and receivables rose, raising concerns about sustainability of recent growth and profitability. Management highlighted strong energy segment demand but warned of flat industrial and transportation markets, signaling potential for slower growth ahead.

Seeking Alpha • Nov 11, 2025