What changed
$PWR — Powering decentralized AI and compute networks.
🎯 Q1 FY26 | Rev $8B | EPS $2.68 vs $2.03 🟢 | Margin 4.3%
💡 Consensus expects FY2026 EPS of ~$14.03, but the Q1 beat (EPS $2.68 vs $2.03) and raised guidance (revenue $34.7-35.2B, net income $1.40-1.50B) imply FY EPS could reach $14.50-$15.50.
🏢 Business Quality: 7/10 | Valuation: fair
📉 Reward/Risk: Upside 15% to $750 (based on 22x FY2026 EPS of $15.00) vs downside 10% to $585 (20x $14.00). Ratio 1.5:1.
🔮 Catalyst: Q2 2026 earnings (late July/early August): watch for revenue >$9.5B and EPS >$4.24. Failure signal: if management does not raise full-year guidance again or if margins contract.
💰 Entry: Current price $650.9 is attractive; ideal entry below $630. The stock has already moved post-earnings but still offers upside as estimates are revised higher.
Also in play: $CEG $VST $NRG $AES $DUK $BWXT