Operational costs at the Kermit complex remained elevated due to dredge feed limitations, a bottleneck expected to be resolved by the commissioning of new equipment in Q2 2026.The Dune Express achieved record utilization in Q4, which management views as a validation of the system's efficiency and reliability benefits for Delaware Basin logistics.While sand pricing remains at the industry's marginal cost of production, Atlas is leveraging its low-cost Dune Express and mining operations to capture market shar ...

Group 1 - Polen Capital's fourth-quarter investor letter for the Polen 5Perspectives Small Growth Strategy reported a return of -1.3% gross and -1.5% net of fees, underperforming the Russell 2000 Growth Index which returned 1.2% [1] - The small-cap asset class gained attention due to declining interest rates and improving earnings growth, with a notable performance from the biotech sector [1] - The Strategy increased its Biotech exposure significantly in response to opportunities from rising interest rates, M&A activity, and AI tailwinds [1] Group 2 - Argan, Inc. (NYSE:AGX) is highlighted as a key stock, providing construction and maintenance services to the power generation market, with a market capitalization of $6.128 billion [2] - Argan, Inc. experienced a one-month return of 21.82% and a remarkable 251.76% increase over the past 52 weeks, closing at $441.71 per share on February 23, 2026 [2] - The company has secured major contracts in Texas for constructing gas-fired power plants, positioning itself well for a multi-year investment cycle in power infrastructure [3]

Baker Hughes to provide 25 BRUSH™ Power Generation DAX 7 generators to complement Boom’s 42-megawatt Superpower aeroderivative turbinesCombined power equipment will support Boom’s 1.21-gigawatt commitment to Crusoe for critical AI data center infrastructure HOUSTON and LONDON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Tuesday an award to supply 25 BRUSH™ Power Generation electric generators, along with Automatic Voltage Regulators (AVRs) and cubicl ...

HOUSTON--(BUSINESS WIRE)--NRG Energy, Inc. (NYSE: NRG) today reported GAAP Net Income of $66 million for the three months ended December 31, 2025 and $0.9 billion for the full year 2025. GAAP EPS — basic was $4.09, Cash Provided by Operating Activities was $1.9 billion, Adjusted Net Income was $1.6 billion, Adjusted EPS was $8.24, Adjusted EBITDA was $4.1 billion, and Free Cash Flow before Growth (FCFbG) was $2.2 billion for the full year 2025. "We've doubled our generation footprint, advanced. ...

Constellation Energy Stock Rises After Earnings. The Company's Outlook Will Have to Wait. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Constellation Energy Stock Rises After Earnings. The Company's Outlook Will Have to Wait.ByMackenzie T ...

Constellation Energy Stock Rises After Earnings. The Company's Outlook Will Have to Wait. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Constellation Energy Stock Rises After Earnings. The Company's Outlook Will Have to Wait.ByMackenzie T ...

Group 1 - AES Corp has signed agreements to provide energy generation for a new Google data center planned in Wilbarger County, Texas [1] - The agreements signify a strategic partnership between AES Corp and Google, focusing on energy supply for data center operations [1] Group 2 - The news reflects ongoing trends in the energy sector, particularly the increasing demand for sustainable energy solutions from major tech companies [1] - This development may indicate a broader shift towards renewable energy investments in the data center industry [1]

Google and AES Sign 20-year PPAs for Co-Located Generation ARLINGTON, Va., Feb. 24, 2026 /PRNewswire/ -- The AES Corporation (NYSE: AES) today announced agreements for energy generation that will be co-located with a new Google data center in Wilbarger County, Texas. ...

Core Insights - AES Corporation has achieved a total return of approximately 27% since the Buy call in August of the previous year, attributed to a visible EBITDA recovery and a rerating influenced by the renewables and data sectors [1]. Company Performance - The total return of AES Corporation reflects a significant recovery in EBITDA, indicating improved operational performance [1]. - The rerating of the company is driven by trends in renewable energy and data, suggesting a positive market sentiment towards these sectors [1]. Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1]. - The analyst has a background as a former Vice President at Barclays, leading teams in model validation and regulatory finance, which contributes to a deep expertise in both fundamental and technical analysis [1].

Core Insights - Vistra Corp is a leading energy producer with a rapidly growing dividend, making it a potential candidate for income portfolios [1] - The demand for electricity from data centers, particularly in Virginia, has significantly increased, leading to Virginia becoming the largest energy importing state in 2023 [2][3] Company Overview - Vistra is based in Irving, Texas, and operates across the country with assets generating approximately 44,000 megawatts, including fossil fuel and renewable energy sources [5] - The company has a strong focus on the AI market, investing $4 billion in 10 natural gas power plants specifically for data centers and acquiring a nuclear fleet for $6.8 billion in 2024 [6] Financial Performance - In Q3 2025, Vistra reported adjusted EBITDA of $4.17 billion for the first nine months, reflecting a 13.9% increase compared to the same period in 2024 [7] - The company achieved an EBITDA margin of 29.9% and a net profit margin of 6.99% during the same quarter [7] Dividend Insights - Vistra has consistently paid and raised its dividend since 2019, with a current dividend yield of 0.54% [9] - The five-year compound annual growth rate (CAGR) for its dividend is 10.7%, and the current payout ratio is 32.2%, indicating room for continued dividend growth [9] Market Position - Vistra's shares have increased by approximately 6% year to date, although the dividend yield has decreased due to significant share price growth [8] - The current market capitalization of Vistra is $57 billion, with a share price of $167.42 [9]