パワーエックス (485A) shares have surged since the beginning of 2026 as the company announced a series of large orders. Attention is focused on the share price as the company has announced a succession of potential catalysts, including a stock split in June 2026, preparations to transfer to the TSE Prime Market and expanded overseas operations.
パワーエックス announced large orders from March to May 2026, bringing the total value of orders, centred on PowerX Mega Power 2500, to approximately ¥23.2 billion. Although revenue recognition is scheduled for the fiscal year ending December 2027 and is not expected to affect the current fiscal-year earnings forecast, the expansion of the underlying figures has raised expectations for higher revenue in the next fiscal year and supported the share price rise.
The company is attracting attention as a growth-theme stock, including AI infrastructure and EV charging infrastructure for data centres. It has announced new products such as the high-output energy storage system for data centres, PowerX Energy Blade, and Grid Connector for DC, which integrates data centres and the power grid. These products are intended to address rising electricity demand accompanying the spread of AI while also providing protection against power outages. In the EV sector, the company is developing the Hypercharger series and establishing a system capable of high-capacity charging in approximately 10 minutes.
In addition to the increase in orders, improved liquidity from the stock split has also contributed to the share price rise. A 3-for-1 stock split was carried out with 31 May 2026 as the record date, encouraging participation by individual investors by substantially lowering the minimum investment amount. Preparations to transfer to the Prime Market, the expansion of operations at new plants and progress in overseas expansion are also expected to support the share price over the medium to long term. At the same time, investment decisions require caution because of risks including delayed monetisation, high volatility and higher component prices caused by foreign-exchange fluctuations.
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