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Stock Price: $4.23 • 9/26/26
Broadwind, Inc. (BWEN) supplies precision gearing and specialized components for power generation and critical infrastructure following its exit from wind tower manufacturing.
With AI data centers creating greater demand for electricity, natural gas turbines are receiving renewed attention. Broadwind reported second quarter 2026 revenue of $24.3 million, up 67% from continuing operations a year earlier. Its combined Industrial Solutions and Gearing backlog increased 93%, suggesting potential for further growth if those orders convert into sales.
At about a $100 million market cap, the stock trades at approximately 1x annualized second quarter sales, a rough valuation comparison rather than a forecast. The next quarterly update could bring attention to its growing power generation business. The company still reported a loss from continuing operations, and customer concentration and order delays remain risks.
Opinion: This appears to be a potentially undervalued and overlooked play on the AI power buildout, with near-term in-play potential if its expanding order book translates into improved earnings.
Daily closes · through Nov 10, 2026 · Yahoo Finance
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