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GE Vernova (NYSE:GEV) Quarterly Earnings Preview
Financial Modeling Prep· 2026-01-28 02:00
Core Viewpoint - GE Vernova (NYSE:GEV) is set to release its quarterly earnings on January 28, 2026, with a focus on advanced technology and services in the energy sector, particularly in power generation and renewable energy [1] Earnings Expectations - Wall Street estimates GEV's earnings per share (EPS) to be $3.03, reflecting a significant year-over-year growth of 75.14% [2] - Despite the anticipated EPS growth, GEV's revenue is projected to decline by 4.91% to $10.04 billion due to challenges in the energy sector [3][6] Financial Metrics - GEV has a high price-to-earnings (P/E) ratio of approximately 110.94, indicating a premium valuation by investors [5][6] - The price-to-sales ratio is about 5.01, and the enterprise value to sales ratio is approximately 4.79, reflecting the market's valuation of the company relative to its sales [5] - The current ratio of 1.03 suggests a modest level of short-term financial health [5] Analyst Revisions - Analysts have revised the consensus EPS estimate downward by 3.4% over the past month, which can impact investor reactions to the stock [4]
TransAlta to Host Fourth Quarter and Full Year 2025 Results Conference Call
Globenewswire· 2026-01-27 23:47
Core Viewpoint - TransAlta Corporation will release its fourth quarter and full year 2025 results on February 27, 2026, and will hold a conference call to discuss these results and the 2026 annual guidance [1]. Group 1: Conference Call Details - The conference call will begin at 9:00 a.m. Mountain Time (11:00 a.m. ET) on the same day as the results release [1]. - A webcast link for the conference call is provided, and participants can register in advance to access the call via telephone [2]. Group 2: Company Overview - TransAlta operates a diverse fleet of electrical power generation assets in Canada, the U.S., and Australia, focusing on long-term shareholder value [4]. - The company is one of Canada's largest independent producers of wind power and thermal generation, and the largest producer of hydro-electric power in Alberta [4]. - TransAlta has achieved a 70% reduction in GHG emissions, equating to 22.7 million tonnes CO2e since 2015, and has received an upgraded MSCI ESG rating of AA [4].
Solaris Energy Infrastructure Schedules Full Year and Fourth Quarter 2025 Results Conference Call
Businesswire· 2026-01-27 23:26
HOUSTON--(BUSINESS WIRE)--Solaris Energy Infrastructure, Inc. (NYSE:SEI) ("Solaris†or the "Company†) announced today that it will host a conference call to discuss its full year and fourth quarter 2025 results on Wednesday, February 25, 2026 at 8:00 a.m. Central Time (9:00 a.m. Eastern Time). Solaris will issue its full year and fourth quarter earnings release after the market closes on February 24, 2026. About Solaris Energy Infrastructure, Inc. Solaris Energy Infrastructure, Inc. (NYSE:SEI) provides mob ...
NRG Energy, Inc. (NYSE: NRG) Acquisition and Price Target Update
Financial Modeling Prep· 2026-01-27 22:05
Core Viewpoint - NRG Energy, Inc. is positioned for growth following the successful acquisition of a portfolio from LS Power, which is expected to enhance its market position and financial performance [2][3]. Group 1: Acquisition Details - NRG has obtained all necessary regulatory approvals for its acquisition of 18 natural gas generation facilities and a commercial and industrial virtual power plant platform from LS Power [2][3]. - The U.S. Department of Justice granted antitrust clearance for this acquisition on January 23, 2026, following approvals from the Federal Energy Regulatory Commission and the New York State Public Service Commission [3]. Group 2: Market Performance - NRG's current stock price is $153.11, reflecting an increase of 2.12% or $3.18, with fluctuations between a low of $149.32 and a high of $153.89 on the same day [4]. - Over the past year, NRG's stock has experienced significant volatility, reaching a high of $180.54 and a low of $79.57 [4][6]. - The company's market capitalization is approximately $29.34 billion, with a trading volume of 409,137 shares [5]. Group 3: Analyst Outlook - Jefferies has set a price target of $181 for NRG, indicating a potential increase of about 18.3% from its current price [2][6]. - The positive price target and the recent acquisition could attract more investors, potentially increasing NRG's trading volume and market capitalization in the future [5].
AES Announces Fourth Quarter & Full Year 2025 Financial Review Conference Call to be Held on Friday, February 27, 2026 at 10:00 a.m. ET
Prnewswire· 2026-01-27 22:00
ARLINGTON, Va., Jan. 27, 2026 /PRNewswire/ -- The AES Corporation (NYSE: AES) will host a conference call on Friday, February 27, 2026 at 10:00 a.m. Eastern Time (ET) to review its fourth quarter and full year 2025 financial results. The call will include prepared remarks and a question and answer session. It will be open to the media and the public in a listen-only mode by telephone and webcast. Interested parties may listen to the teleconference by dialing 1-833-470-1428 at least ten minutes before the s ...
Clayton Allison's Top Picks in ETN, NEE & AVGO Amid Historic AI Buildout
Youtube· 2026-01-27 20:00
Clayton Allison, portfolio manager at Prime Capital Financial, is joining us now. And we've seen tech lead and lead and lead and AI has been the talk and the capex spending. And now I use Jensen Wong's quote about infrastructure buildout being the largest in human history.Um, is tech going to lead in 2026 in your opinion. Well, first off, thanks Nicole for having me. And it's hard to say which sector is going to lead in 2026, but obviously the mega caps are comprised primarily of tech names.A lot of those b ...
EdgeMode Commissions Feasibility Study for Malpica 300MW AI Data Center Campus Featuring Hydrogen-Ready Solid Oxide Fuel Cells and Carbon Capture
Globenewswire· 2026-01-27 16:57
- Milestone Supports Portfolio-Wide European Partnership Discussions and Accelerates Buyer Engagement-FORT LAUDERDALE, Fla., Jan. 27, 2026 (GLOBE NEWSWIRE) -- EdgeMode (OTC: EDGM), a global Energy and AI data center infrastructure company, today announced that it has commissioned a site-specific feasibility study with Osprey Integration & Delivery Limited (Osprey) for its Malpica, Spain 300MW data center campus. The study represents a major milestone in EdgeMode’s strategy to deliver fast-to-power, Tier 3 A ...
GEV Q4 Earnings on the Deck: How to Approach the Stock Now?
ZACKS· 2026-01-27 13:56
Core Insights - GE Vernova Inc. (GEV) is set to report its fourth-quarter 2025 results on January 28, with earnings expected at $3.03 per share, reflecting a year-over-year growth of 75.14%, while revenues are estimated at $10.04 billion, indicating a decline of 4.91% from the previous year [1][2]. Financial Performance - The Zacks Consensus Estimate for GEV's earnings per share (EPS) for the current quarter is $3.03, with a high estimate of $3.59 and a low estimate of $1.86 [2]. - The company has a history of earnings surprises, having beaten estimates in two of the last four quarters, with an average surprise of 21.29% [3][4]. - GEV's Earnings ESP is currently at 0.00%, indicating no expected earnings beat for the upcoming report [5]. Operational Insights - GEV anticipates a strong fourth quarter characterized by higher adjusted EBITDA, improved margins, and positive free cash flow, despite a slight decline in revenues due to gas turbine delivery timing and ongoing weakness in onshore wind [6][9]. - The company has opened a new Repair Service Center in Argentina to enhance service efficiency and support recurring revenues [11]. - GEV launched PlanOS, an advanced utility planning software, which is expected to diversify revenue streams and improve financial performance [12]. Market Position - GEV's stock has returned 14.1% over the past three months, outperforming the industry, which has seen a decline of 2% [14]. - The company is currently trading at a premium compared to its industry on a forward 12-month P/E basis [16]. - GEV's trailing 12-month return on equity stands at 17.07%, significantly higher than the industry average of 6.39% [18]. Growth Outlook - GEV has raised its long-term financial expectations, forecasting revenues of approximately $52 billion by 2028, driven by a growing backlog of orders and strong demand for energy equipment and services [20]. - The company is well-positioned to benefit from the increasing demand for reliable electricity and grid infrastructure, particularly due to the rise of AI and data centers [19][22]. Challenges - GEV faces challenges from global supply-chain disruptions, which could impact operations and profitability, as the company relies on a complex network of suppliers for materials and components [21].
Northland Power Announces Its Fourth Quarter 2025 Financial Results Release Date and Provides Earnings Conference Call and Webcast Details
Globenewswire· 2026-01-26 22:01
TORONTO, Jan. 26, 2026 (GLOBE NEWSWIRE) -- Northland Power Inc. (“Northland”) (TSX: NPI) announces it will release its 2025 fourth quarter operating and financial results after markets close on Wednesday, February 25, 2026. Northland's management will hold an earnings conference call and webcast at 10 a.m. Eastern Time (ET) on Thursday, February 26, 2026, followed by a question and answer period with analysts. Conference call details: Date: Thursday, February 26, 2026 Start Time: 10:00 a.m. ET Participants ...
NRG Energy Receives All Regulatory Approvals for LS Power Portfolio Acquisition
Businesswire· 2026-01-26 19:05
NRG Energy, Inc. is leading the future of energy—now. Our solutions power a smarter, brighter future by helping customers achieve today's goals while solving for the challenges of tomorrow. Every day, we deliver innovative natural gas, electricity, and smart home solutions to customers large and small across North America. Visit nrg.com for more information, and connect with us on Facebook, Instagram, LinkedIn, and X. Forward-Looking Statements This communication contains forward-looking statements that may ...