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Why Eversource Energy (ES) is a Top Growth Stock for the Long-Term
ZACKS· 2025-06-24 14:51
Group 1 - Zacks Premium offers various tools for investors, including daily updates on Zacks Rank and Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens to enhance investment confidence [1][2] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market within 30 days, rated from A to F based on value, growth, and momentum characteristics [2][3] Group 2 - The Value Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales to highlight attractive investment opportunities [3] - The Growth Score assesses a company's financial health and future outlook by analyzing projected and historical earnings, sales, and cash flow to find stocks with sustainable growth potential [4] - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes, emphasizing the importance of market trends [5] Group 3 - The VGM Score combines all three Style Scores, providing a comprehensive indicator that evaluates stocks based on value, growth, and momentum, assisting in narrowing down investment choices [6] - The Zacks Rank utilizes earnings estimate revisions to help investors build successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] Group 4 - Eversource Energy, trading under the ticker symbol "ES," operates in the energy delivery sector, providing electricity and natural gas to customers in Connecticut, New Hampshire, and Massachusetts [12] - Eversource Energy holds a 3 (Hold) Zacks Rank with a VGM Score of B, indicating potential for growth, with a forecasted year-over-year earnings growth of 3.5% for the current fiscal year [13][14]
Consolidated Edison: Defensive Compounder With Moderate Upside
Seeking Alpha· 2025-06-24 06:02
Group 1 - Consolidated Edison (NYSE: ED) is one of the largest energy companies in the United States, primarily engaged in the delivery of electricity, gas, and steam to millions of residents in New York and surrounding areas [1] - The company operates through its subsidiary, CECONY, which plays a significant role in the energy sector [1] Group 2 - The article emphasizes the importance of understanding the underlying stories behind financial statements in the investment analysis process [1] - It highlights the analytical skills and educational background of the author, which contribute to a deeper understanding of market values [1]
DTE Energy Board of Directors elects Joi Harris as CEO; Jerry Norcia elected Executive Board Chairman
Prnewswire· 2025-06-23 20:30
Harris's 34-year track record of proven leadership at DTE and strong working relationship with Norcia to ensure a smooth, successful transition DETROIT, June 23, 2025 /PRNewswire/ -- DTE Energy President and Chief Operating Officer Joi Harris will be named President and Chief Executive Officer of the company on Sept. 8, 2025, succeeding Jerry Norcia, Chairman and CEO, who will transition to serve as Executive Chairman of the Board.The DTE Energy Board of Directors unanimously elected Harris to the post of C ...
Duke Energy urges North Carolina and South Carolina customers to reduce electric usage
Prnewswire· 2025-06-23 15:31
Core Viewpoint - Duke Energy is urging customers in the Carolinas to reduce energy use during peak demand hours to alleviate pressure on the power grid and minimize the risk of power outages [1][2]. Company Overview - Duke Energy is a Fortune 150 company based in Charlotte, N.C., serving 8.6 million electric customers across multiple states and owning 55,100 megawatts of energy capacity [2]. - The company also provides natural gas services to 1.7 million customers in several states [2]. Energy Transition Efforts - Duke Energy is focused on an ambitious energy transition, prioritizing customer reliability and value while investing in electric grid upgrades and cleaner energy sources, including natural gas, nuclear, renewables, and energy storage [3]. Customer Guidance - Customers are advised to raise their thermostat settings, postpone laundry, avoid using electric ranges and appliances during peak hours, consider outdoor grilling, and turn off unnecessary appliances to help reduce energy consumption [4].
Duke Energy reminds customers of tips to save energy and money as temperatures spike in the Carolinas
Prnewswire· 2025-06-23 13:34
Core Insights - Duke Energy is encouraging customers to manage their energy use as summer temperatures rise, emphasizing the importance of energy savings during heat waves [1][2]. Energy-Saving Programs and Tips - The company offers personalized usage alerts and various programs to help customers save energy and money, particularly during high-temperature periods [2]. - Customers can benefit from financial assistance programs and energy-saving tools, which are designed to help manage energy costs [8][4]. Company Overview - Duke Energy is a major energy holding company serving 8.6 million electric customers and 1.7 million natural gas customers across several states, with a total energy capacity of 55,100 megawatts [5]. - The company is focused on an ambitious energy transition, investing in electric grid upgrades and cleaner energy sources, including natural gas, nuclear, renewables, and energy storage [6]. Energy Efficiency Tips - Recommendations for energy savings include setting thermostats higher, using cooler water for laundry, running appliances during cooler hours, and utilizing ceiling fans effectively [9]. - Customers can receive a free home energy assessment and take advantage of rebates for energy-efficient equipment through the Smart $aver® program [9].
汇丰:80 个数据点看世界,动力是否会暂时减弱?2025 年 5 月
汇丰· 2025-06-23 02:10
Investment Rating - The report maintains a "Buy" rating for Prysmian (PRY IM) with a target price of EUR74 and Emerson Electric (EMR US) with a target price of USD153, indicating positive investment opportunities in the capital goods sector [7][15][76][77]. Core Insights - The HSBC Global Composite Capex Lead Indicator declined to -30 in May 2025 from -7 in March 2025, reflecting a slowdown in global capital expenditure due to tariff volatility, although some sectors showed improvement [7][21]. - The FTSE World Industrials Index has shown resilience, increasing by 9% quarter-to-date despite geopolitical uncertainties and tariff-related challenges [7][14]. - The report highlights a potential for positive performance in the FTSE World Industrials over the next six months, supported by a reading of -30 in the lead indicator [7][21]. Summary by Sections Global Capex Outlook - The report forecasts global capex to reach approximately USD3.9 trillion in 2025, with sectors like Software, Airlines, and Computer Hardware expected to lead growth [23][24]. - The capital goods sector is experiencing varied performance across regions, with EMEA showing improvement while APAC and the Americas faced declines [7][31][35]. Regional Analysis - **Americas**: The capex lead indicator declined marginally to -36 in May 2025, with mixed performance across sectors; manufacturing improved while construction and utilities declined [31][32]. - **EMEA**: The capex lead indicator improved to -11 in May 2025, driven by early-cycle improvements in manufacturing and transport [33][34]. - **Asia Pacific**: The capex lead indicator fell to -40 in May 2025, primarily due to a significant decline in mainland China, although Japan showed some improvement [35][36]. Subsector Performance - **Manufacturing**: The lead indicator improved to +13 in May 2025, with positive trends in the Americas and EMEA, while mainland China declined [43][44]. - **Utilities**: The lead indicator rose significantly to +45 in May 2025, indicating strong growth in solar and gas generation investments [56][57]. - **Consumer**: The lead indicator improved slightly to -56 in May 2025, with low-level improvements in the Americas and EMEA, while Japan and mainland China saw declines [58][59]. Stock Recommendations - **Prysmian**: The company is well-positioned to benefit from US electrification trends and has a strong demand outlook in the T&D segment, justifying a Buy rating [68][69]. - **Emerson Electric**: The company is expected to benefit from a transformation towards automation and improved margins, leading to a Buy rating with a target price of USD153 [76][77].
Light Up Your Retirement With Utility Income
Seeking Alpha· 2025-06-21 14:30
Group 1 - The article promotes a portfolio strategy that generates income without the need for selling assets, aiming to simplify retirement investing [1] - It emphasizes the importance of community and education in investing, suggesting that individuals should not invest alone [2] - The service offers features such as model portfolios, buy/sell alerts, and regular market updates to assist investors [2] Group 2 - The article mentions that the service has a focus on conservative investment options, including preferred and baby bond portfolios [2] - It highlights the active engagement of the community, providing a platform for discussions and access to service leaders [2] - The service philosophy is centered around generating strong returns while reducing the stress associated with retirement investing [1][2]
How Are Production Tax Credits Powering Constellation Energy's Growth?
ZACKS· 2025-06-20 13:50
Core Insights - Constellation Energy Corporation (CEG) is significantly benefiting from the Production Tax Credit (PTC) for nuclear energy, which provides a per-kilowatt-hour incentive for electricity generated from eligible resources [1][2][9] - The PTC, part of the Inflation Reduction Act, enhances CEG's revenues, especially during low power market prices, thereby protecting profitability and supporting the operation of nuclear plants [2][9] - CEG anticipates over 13% adjusted operating earnings growth through 2030, driven by PTC benefits, operational improvements, and planned refueling outages [3][9] Financial Performance - CEG's shares have increased by 39.4% over the past three months, outperforming the industry growth of 19.1% [8] - The Zacks Consensus Estimate indicates a 9% increase in earnings per share for 2025 and a 22.09% increase for 2026 [11] - CEG is trading at a premium with a forward 12-month price-to-earnings ratio of 29.43X compared to the industry average of 20.8X [14] Revenue Protection Mechanism - The PTC provides crucial downside protection for CEG's nuclear plants when revenues fall below $44.75/MWh, with inflation adjustments enhancing this safeguard [4][9] - CEG expects an incremental base revenue of $500 million in 2028, contingent on inflation adjustments between 2.3% and 2.6% [4] Growth Initiatives - CEG's consistent PTC earnings allow for investments in growth initiatives such as repowering wind assets, extending plant licenses, and acquiring new assets [3][5]
Crowdell: The outlook for utilities has never looked better
CNBC Television· 2025-06-20 11:35
electric utilities at Mizuho. Good morning. Good to see you.>> Hey good morning Frank. >> All right. So is a heat wave necessarily good for utilities.Does that increase profits. Does it increase revenue. What does it do.>> A little of everything. It's definitely really good for utilities because we're spending at record levels. Just to give you some numbers here five years ago I think the sector.So if I just use electric, gas and water utilities spending about $150 billion a year in CapEx. And in 2026, we'r ...
Is NEE Building Sustainable Growth Through Capital Spending?
ZACKS· 2025-06-19 17:01
Core Insights - NextEra Energy (NEE) is focused on long-term capital investment exceeding $72.6 billion through 2029 to enhance its regulated utility operations and renewable energy portfolio, aiming for predictable revenue streams and superior shareholder returns [1][8] - The company is investing in infrastructure modernization, grid reliability, and low-cost clean energy generation, with Florida Power & Light (FPL) experiencing robust customer and demand growth [2] - NextEra Energy Resources is actively deploying capital into wind, solar, battery storage, and green hydrogen projects, adding 3.2 gigawatts (GW) of renewable projects in Q1 2025, increasing its contracted renewables backlog to nearly 28 GW [3][8] Investment Strategy - The systematic capital investments are designed to strengthen NextEra Energy's competitive advantage in scale, cost efficiency, and technology leadership, providing both downside protection and upside potential [4] - The disciplined investment strategy blends resilience and innovation, positioning NEE as a key enabler of the U.S. energy transition [4] Earnings Outlook - NEE expects its 2025 earnings per share (EPS) to range from $3.45 to $3.70, reflecting a year-over-year growth of 7.29% and 7.95% for 2025 and 2026, respectively [7][8] - The company projects an annual EPS growth of 6-8% through 2027 from the 2024 level [8] Financial Performance - NextEra Energy's trailing 12-month return on equity (ROE) stands at 12.06%, surpassing the industry average of 10.13%, indicating efficient use of shareholders' equity to generate profits [10] - The current ROE reflects the company's strong financial performance compared to its peers [10] Market Position - NextEra Energy is trading above its 50-day simple moving average (SMA), indicating a bullish trend and potential support for further price increases [12]