Everything tagged "utilities" across research, earnings, and macro.
19 articles
Essential Utilities combines defensive regulated cash flows with a visible infrastructure growth runway, but valuation is already pricing in much of the stability. The pending American Water merger adds another layer of upside and process risk.
Essential Utilities, Inc. (WTRG) slips after reporting earnings misses, with shares down 0.5% as investors react to the latest quarterly results.
MasTec enters 2026 with record backlog, accelerating earnings, and growing data center-related awards. The stock looks like a premium infrastructure compounder, but valuation keeps the stance at Hold.
Hubbell is benefiting from utility grid spending and data center demand, with 2026 guidance raised after strong Q1 growth. The stock screens as a quality industrial, but valuation leaves less room for error.
NextEra Energy combines regulated utility stability with renewable growth, but its premium valuation and heavy debt load keep the stock from being a slam dunk. The report still sees a Buy for investors willing to accept capital-intensive execution risk.
GE Vernova is executing well across Power and Electrification, with orders, backlog, margins, and free cash flow all surging in 2025. But after a major run, the stock looks expensive and best owned on weakness rather than chased here.
Valmont Industries is shifting from a farm-cycle story to an infrastructure-led growth case. Rising Utility demand, a $1.5 billion backlog, and improving margins support a medium-term Buy.
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