Powell Industries (POWL) Rallied on an Improved, Robust Outlook
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets sustained their upward rally from April’s lows, driven by AI acceleration, reduced inflationary impacts from tariffs, and prospects for further interest rate cuts from the U.S. Federal Reserve. Small-cap stocks mirrored the rally by extending the momentum in the quarter. The Russell 2000® Growth Index was up 12.19% in the quarter, modestly underperforming the Russell 2000 Value Index’s 12.60% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks such as Powell Industries, Inc. (NASDAQ:POWL). Powell Industries, Inc. (NASDAQ:POWL) designs, manufactures, and services custom-engineered equipment and systems. The one-month return of Powell Industries, Inc. (NASDAQ:POWL) was 26.07%, and its shares gained 47.02% of their value over the last 52 weeks. On October 28, 2025, Powell Industries, Inc. (NASDAQ:POWL) stock closed at $384.26 per share, with a market capitalization of $4.637 billion.
Carillon Eagle Small Cap Growth Fund stated the following regarding Powell Industries, Inc. (NASDAQ:POWL) in its third quarter 2025 investor letter:
"Powell Industries, Inc. (NASDAQ:POWL) designs, manufactures and packages equipment and systems for the distribution, control and management of electrical energy and process control systems. The stock performed well last quarter due to the increasingly robust outlook for the company’s solutions within the utility end market. We believe the company is well-positioned to capitalize on the ongoing strength of electrical and grid-related capital investment, and as a smaller player in this growing area, it stands out by providing more customizable switchgear solutions than its larger competitors. Additionally, the company has alluded to the potential for increased direct exposure to data centers, which could provide an incremental lever to future growth."
Powell Industries, Inc. (NASDAQ:POWL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge fund portfolios held Powell Industries, Inc. (NASDAQ:POWL) at the end of the second quarter, up from 23 in the previous quarter. Powell Industries, Inc. (NASDAQ:POWL) reported total revenue of $286 million in the third quarter of fiscal 2025, compared to $288 million in the prior year's comparable quarter. While we acknowledge the potential of Powell Industries, Inc. (NASDAQ:POWL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.
Content Original Link:
" target="_blank">
