Core Insights - In February, investors are focusing on companies with consistent earnings growth and earnings acceleration, which serves as a stronger catalyst for stock price increases [1] Earnings Acceleration - Earnings acceleration refers to the incremental growth in a company's earnings per share (EPS), indicating an increase in quarter-over-quarter earnings growth rates [3] - Companies demonstrating earnings acceleration are often undervalued, leading to potential stock price rallies as they gain investor attention [4] Screening Parameters - The screening criteria for identifying stocks with earnings acceleration include: - The last two quarter-over-quarter EPS growth rates must exceed previous periods' growth rates [6] - Projected EPS growth rates for the upcoming quarter should surpass those of prior periods [6] - Additional parameters include a current stock price of at least $5 and an average 20-day trading volume of at least 50,000 [7][8] Notable Companies - Adobe Inc. (ADBE) is showing accelerating quarter-over-quarter EPS growth with an expected earnings growth rate of 12.1% for the current year [10] - The Goldman Sachs Group, Inc. (GS) has a projected earnings growth rate of 10.3% for the current year and meets strict screening criteria [11] - Entergy Corporation (ETR) has an expected earnings growth rate of 7.1% for the current year and is also among the companies showing earnings acceleration [12]

Core Insights - The article discusses FirstEnergy's investment in upgrading the electric grid to enhance reliability and capacity for growing energy needs in Monmouth County [2][3]. Group 1: Project Overview - Construction for the upgrades began in mid-2025 and is expected to be completed in the spring [1]. - The project is part of a larger $30 million initiative under Energize365, aimed at modernizing the electric grid [3]. Group 2: Infrastructure Improvements - The upgrades include enhancing 10 miles of existing power lines with stronger, modern wire and replacing older wooden poles with more durable materials [7]. - A second set of lines will be added along the corridor to provide multiple pathways for power delivery, improving reliability during outages [7]. Group 3: Benefits of Upgrades - The upgrades are designed to reduce the number of outages and restore service faster when issues occur [8]. - The improvements will prepare the electric system for the increasing energy demands in the area, ensuring a more resilient infrastructure [2][8]. Group 4: Company Commitment - FirstEnergy is committed to integrity, safety, reliability, and operational excellence, serving customers across multiple states with a vast network of transmission lines [5].

Core Viewpoint - Eversource Energy (ES) is expected to report its fourth-quarter 2025 results on February 12, with a projected earnings per share (EPS) of $1.11, reflecting a year-over-year increase of 9.90% and revenues estimated at $3.53 billion, indicating an 18.86% improvement from the previous year [1][2]. Group 1: Q4 Expectations - The Zacks Consensus Estimate for Eversource Energy's earnings is set at $1.11 per share, which represents a year-over-year increase of 9.90% [2]. - Revenue expectations are pegged at $3.53 billion, implying an 18.86% year-over-year improvement [2]. Group 2: Factors Impacting Q4 Earnings - Eversource Energy's fourth-quarter earnings are likely to benefit from load growth driven by rising electrification and economic expansion, as well as grid modernization and decarbonization efforts [3]. - The implementation of a new gas rate of nearly $62 million by Eversource Gas Company of Massachusetts in November 2025 is expected to positively impact fourth-quarter earnings [3]. - However, the Connecticut Public Utilities Regulatory Authority's rejection of Eversource Energy's $2.4 billion sale of Aquarion Water Company may adversely affect current quarter performance and future plans [4]. - Increased operation and maintenance expenses may partially offset the positive impacts on earnings, along with a dilutive effect from a 7.1 million share equity issuance [4]. Group 3: Earnings Prediction - The company's Earnings ESP is +1.27%, indicating a favorable outlook for an earnings beat [5]. - Eversource Energy currently holds a Zacks Rank of 3, suggesting a hold position [6].

Core Viewpoint - Evergy, Inc. is a significant player in the electric utility sector, with a strong market performance and positive growth outlook driven by strategic initiatives and capital investments [1][5]. Company Overview - Evergy, Inc. is an electric utility holding company formed from the merger of Westar Energy and Great Plains Energy in 2018, serving a diverse customer base and operating various power generation assets [1]. - The company is headquartered in Kansas City, Missouri, and has a market capitalization of approximately $17.7 billion [1]. Stock Performance - Over the past 52 weeks, Evergy's shares have returned 17.1%, outperforming the S&P 500 Index's 14% gain [2]. - Year-to-date, Evergy's stock is up 5.9%, compared to the S&P 500's 1.3% increase [2]. - The stock has also outperformed the State Street Utilities Select Sector SPDR ETF, which rose 10.7% over the past year [3]. Growth Outlook - Investor optimism is bolstered by Evergy's long-term growth prospects and strategic initiatives, including a significant economic development pipeline targeting large customers like data centers and advanced manufacturing facilities [5]. - Analysts project Evergy's EPS to grow by 5.3% year-over-year to $4.01 for the fiscal year 2025 [6]. Analyst Ratings - Among 13 analysts covering Evergy, the consensus rating is a "Moderate Buy," with seven "Strong Buy" ratings, one "Moderate Buy," and five "Holds" [6]. - The mean price target is $84.35, indicating a 9.9% premium to the current price, while the highest target suggests an 18.6% potential upside [7].

Group 1 - Goldman Sachs initiated a buy rating on Biohaven (NYSE: BVHN) with a price target of $23 per share, indicating a potential upside of about 98% due to its IgAN treatment targeting a market exceeding $40 billion in the U.S. [1] - Vistra Energy (NYSE: VST) is recommended for purchase following its deal with Meta, which increased Goldman Sachs' 2027 EBITDA estimates by 5%, with a price target set at $205 [1]. - Goldman Sachs has a buy rating on Nvidia (NASDAQ: NVDA) with a price target of $250, expecting a revenue surprise of $2 billion in the upcoming earnings report on February 25 [1]. Group 2 - Biohaven is a clinical-stage biotechnology company focusing on late-stage programs in inflammation and immunology, epilepsy, and obesity, with BHV-1400 in IgA nephropathy viewed as a key driver for stock performance [1]. - The Meta deal for Vistra Energy signifies the company's ability to secure substantial Power Purchase Agreements (PPAs) despite ongoing policy uncertainties [1]. - Nvidia is anticipated to outperform bottom-line numbers, with expectations for increased data center guidance and growing demand for GPUs and AI [1].

The proposed transmission line will be developed in partnership with First Nations and support a stronger and more reliable north-south electricity grid BARRIE, ON, Feb. 9, 2026 /PRNewswire/ - Today, the Honourable Sam Oosterhoff, Associate Minister of Energy-Intensive Industries and the Honourable Stephen Lecce, Minister of Energy and Mines, announced that the government has directed the Ontario Energy Board to designate Hydro One Networks Inc. (Hydro One) to develop and construct a new priority transmiss ...

（来源：廊坊日报） 转自：廊坊日报 截至目前，工作室已累计发布创新成果63项，其中国际级4项、行业级8项、省部级45项。 杨旭注重技能传承与团队建设。他为每位青年员工量身定制岗位成才路径，通过"每周一课""微讲 堂""师带徒"等形式，把自己的实操经验、创新思路倾囊相授。在他的带动下，国网廊坊供电公司变电 运维中心先后涌现出5名冀北公司电力工匠、12名廊坊公司优秀专家。 ...

Group 1: Analyst Upgrades and Price Targets - Morgan Stanley raised its price target on Public Service Enterprise Group Inc. (PEG) to $92 from $89 and maintained an Overweight rating, noting that utilities lagged the S&P 500's return in December [1][8] - Wells Fargo upgraded PEG to Overweight from Equal Weight and increased the price target to $92 from $88, acknowledging potential negative headlines in 2026 but highlighting converging fundamentals and valuation [2] - Ladenburg Thalmann upgraded its rating on PEG from Neutral to Buy and raised its price target to $87.50, contributing to a series of positive analyst actions around the stock [3] Group 2: Company Operations and Agreements - PEG is a utility holding company involved in electricity and natural gas transmission, distribution, and generation, primarily serving customers in New Jersey and Long Island, with exposure to merchant nuclear assets [5] - On December 30, 2025, PEG announced the final approval for the extension of its operations services agreement with the Long Island Power Authority, effective from January 1, 2026, to December 31, 2030 [4]

Group 1: Joint Venture Announcement - PG&E Corporation, along with Lockheed Martin, Salesforce, and Wells Fargo, launched EMBERPOINT LLC, a joint venture focused on wildfire detection, prevention, and response [1] - EMBERPOINT will utilize artificial intelligence, autonomous systems, and integrated command-and-control tools to enhance fire detection and response coordination [1] - PG&E contributes its wildfire mitigation experience, while Lockheed Martin provides prediction and detection capabilities, Salesforce offers a digital platform, and Wells Fargo supports the venture with capital investment [1] Group 2: Analyst Ratings and Price Targets - Morgan Stanley raised its price target on PG&E Corporation to $21 from $20, maintaining an Equal Weight rating [2] - J.P. Morgan and TD Cowen reiterated their 'Buy' ratings on PG&E Corporation with price targets of $21, viewing it as a compelling recovery story post-wildfires [3] - Analysts highlight PG&E's growth potential driven by electrification trends and wildfire mitigation opportunities, with TD Cowen noting its compelling valuation [3] Group 3: Company Overview - PG&E Corporation is a California-based utility holding company, with its primary subsidiary supplying electricity and natural gas to approximately 16 million customers across Northern and Central California [4] - The service area covers about 70,000 square miles, indicating the company's extensive operational footprint [4]

Group 1: Institutional Investment Activity - Jones Financial Companies Lllp increased its stake in Edison International by 112.9%, now owning 9,785 shares valued at $577,000 after acquiring an additional 5,190 shares [1] - Empowered Funds LLC raised its stake by 2.4%, owning 8,875 shares worth $523,000 after acquiring 211 shares [1] - Woodline Partners LP boosted its holdings by 40.7%, now owning 32,709 shares valued at $1,927,000 after purchasing 9,459 shares [1] - Sivia Capital Partners LLC grew its stake by 153.6%, now owning 8,734 shares worth $451,000 after acquiring 5,290 shares [1] - Truist Financial Corp increased its stake by 4.5%, owning 35,252 shares valued at $1,819,000 after purchasing 1,521 shares [1] - 88.95% of Edison International's stock is currently owned by hedge funds and institutional investors [1] Group 2: Analyst Ratings and Price Targets - Wall Street Zen upgraded Edison International from "hold" to "buy" on January 15 [2] - Jefferies Financial Group lowered its price target from $59.00 to $54.00, maintaining a "hold" rating [2] - LADENBURG THALM/SH SH raised the target price from $52.50 to $55.00, giving a "neutral" rating [2] - UBS Group reaffirmed a "buy" rating on January 16 [2] - TD Cowen initiated coverage with a "buy" rating and a target price of $71.00 [2] - Consensus rating is "Hold" with a target price of $63.30 according to MarketBeat [2] Group 3: Stock Performance and Financial Metrics - Edison International's stock opened at $64.06, with a 50-day moving average of $60.17 and a 200-day moving average of $57.22 [3] - The company has a market capitalization of $24.65 billion, a price-to-earnings ratio of 8.37, and a PEG ratio of 0.93 [3] - The stock has a 52-week low of $47.73 and a high of $64.68 [3] Group 4: Dividend Information - Edison International recently increased its quarterly dividend to $0.8775 from $0.83, representing an annualized dividend of $3.51 and a yield of 5.5% [4] - The payout ratio stands at 45.88% [4] Group 5: Company Overview - Edison International is a publicly traded utility holding company based in Rosemead, California, primarily operating through its subsidiary Southern California Edison [5] - The company focuses on reliable energy delivery, customer service, regulatory compliance, and long-term infrastructure planning [5]