A deep dive into Exelon Corporation's valuation using the Dividend Discount Model suggests the utility giant's shares are trading close to their intrinsic fair value. We examine the assumptions behind the numbers and what investors should consider beyond the model.
As surging data center demand electrifies the traditionally steady utility sector, NextEra Energy and Dominion Energy emerge as key infrastructure players with compelling total return prospects.
Alliant Energy (LNT), a regulated utility serving the Midwest, is drawing investor attention for its strategic pivot to renewable energy and a surge in demand from data centers. With a robust capital plan and a 22-year dividend growth streak, the company presents a case for stable growth in a transforming sector.
California Water Service Group (NYSE: CWT) faces investor scrutiny as valuation models suggest its shares may be trading at a premium. With a mixed performance record and a focus on dividend stability, we examine whether the water utility's current price reflects its fundamentals or broader sector trends.
Despite a solid Q3 earnings beat, The Southern Company's stock continues to trail both the broader market and its utility sector peers, with Wall Street analysts largely maintaining a 'Hold' stance amid mixed performance signals.
Morgan Stanley has increased its price target for Edison International (EIX) to $61, citing the utility's progress on debt reduction and wildfire cost securitization, even as it maintains a cautious Underweight rating. The move comes alongside a broader reassessment of the North American utilities sector.
As infrastructure demands and energy transitions accelerate, household utility costs are surging well beyond general inflation. A new nationwide analysis reveals the U.S. cities bearing the heaviest—and lightest—monthly burdens for essential services.
A deep dive into Emera Inc.'s ownership structure reveals that institutional investors control 51% of the company, granting them substantial sway over the North American utility's strategic direction, while retail investors hold a significant 48% minority stake.
NiSource's shares have surged nearly 19% over the past year, outpacing many utility peers. However, a closer look at key valuation metrics suggests the stock may now be trading at a premium, raising questions about its near-term prospects in a rising interest rate environment.
As Canada's telecom sector faces a wave of reassessment, TELUS (TSX:T) finds itself at a valuation crossroads. Our analysis reveals a stark contrast between deep-discount cash flow models and premium trading multiples, leaving investors to question where true value lies.
As the software sector slumps, Palantir's standout quarterly performance, fueled by tangible AI results, underscores a growing market divide and raises the bar for peers.
BlackRock, through its Global Infrastructure Partners, is reportedly exploring a deal to acquire utility group AES Corp. The potential acquisition would mark a significant expansion of the asset manager's footprint in regulated, real assets and underscores a broader industry shift toward essential infrastructure investments.
FirstEnergy shares have delivered robust returns over the past year, climbing 22%. Yet, a closer look reveals a valuation puzzle: while some models flag overvaluation, others suggest hidden value. We examine the conflicting signals and what they mean for investors considering this utility giant.
While often overshadowed by tech, the essential energy sector offers reliable income streams. We examine three established companies—from pipelines to renewables—that provide investors with robust dividends and long-term stability.
As Entergy Corporation (NYSE: ETR) carries a substantial $28.9 billion in net debt, analysts are scrutinizing whether the utility's growth strategy has overleveraged the company, raising questions about risk and long-term shareholder value.
Barclays raises its price target on NorthWestern Energy Group (NWE) to $62, citing solid quarterly performance and strategic moves, including a pending merger with Black Hills Corporation, as the regulated utility reaffirms its long-term growth outlook.
NextEra Energy's unique dual-business model offers investors the stability of a regulated utility alongside the high-growth potential of its renewable energy arm, positioning it as a key player in powering the AI boom.
Wells Fargo updates its long-term valuation for American Electric Power (AEP), raising its price target to $140, as the utility secures a major fuel cell investment and a 20-year power purchase agreement for a new Wyoming facility.
The banking sector has surged 12.5% in six months, outpacing the broader market. Yet, beneath the headline gains, selectivity is key. We analyze one bank with a unique value proposition poised for sustainable growth and flag two others where the risk-reward appears less compelling for investors.
As earnings season winds down, the construction and maintenance services sector showed resilience. Great Lakes Dredge & Dock posted solid results despite a revenue miss, while peers like Primoris soared. We analyze the key drivers and what's next for these industrial players.
