I am rating Powell Industries (POWL) a Strong Buy because the company sits inside AI power bottleneck. Data centers need more than chips and cooling. They need reliable electrical distribution systems. The main growth drivers are backlog conversion, data center electrical infrastructure, utility grid demand and automation services. I estimate these drivers support $1.65Bn of 2027 revenue. My price target is $374, representing a 38% upside potential from current price $271. I arrive at my PT by using my estimated $7.58 EPS and 49.35x FWD non-GAAP P/E.









