Powell Industries (POWL) Benefited from Data Center CapEx Spending

In its third-quarter 2025 capitalist letter, Polen U.S. Small Cap Growth Strategy highlighted stocks specified arsenic Powell Industries, Inc. (NASDAQ:POWL). Powell Industries, Inc. (NASDAQ:POWL) designs, manufactures, and services custom-engineered instrumentality and systems. The one-month instrumentality of Powell Industries, Inc. (NASDAQ:POWL) was -21.84%, and its shares mislaid 1.58% of their worth implicit the past 52 weeks. On November 19, 2025, Powell Industries, Inc. (NASDAQ:POWL) banal closed astatine $285.29 per share, with a marketplace capitalization of $3.443 billion.

Polen U.S. Small Cap Growth Strategy stated the pursuing regarding Powell Industries, Inc. (NASDAQ:POWL) successful its 3rd 4th 2025 capitalist letter:

"The apical contributors to the Portfolio’s comparative show successful the 4th were Bloom Energy, Joby Aviation, and Powell Industries, Inc. (NASDAQ:POWL). Powell Industries makes custom-engineered systems typically geared toward powerfulness power systems astatine ample concern complexes. The institution is benefitting from the continuous emergence successful information halfway capex spending, arsenic they are a captious supplier of switchgear that takes powerfulness disconnected the grid and helps to support costly instrumentality and minimize downtime. Additionally, if we proceed to spot a inclination towards much onshoring of manufacturing successful the US, these concern facilities volition necessitate switchgear systems to safely and efficaciously determination energy around."

Powell Industries, Inc. (NASDAQ:POWL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge money portfolios held Powell Industries, Inc. (NASDAQ:POWL) astatine the extremity of the 2nd quarter, up from 23 successful the erstwhile quarter. Powell Industries, Inc. (NASDAQ:POWL) reported total revenue of $286 cardinal successful the 3rd 4th of fiscal 2025, compared to $288 cardinal successful the anterior year’s comparable quarter. While we admit the imaginable of Powell Industries, Inc. (NASDAQ:POWL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.