TickerSpark Feed

utilities

Everything tagged "utilities" across the TickerSpark archives.

Oklo Inc. (OKLO) rises after earnings misses, shares up 8.2%

Oklo Inc. (OKLO) rises 8.2% after reporting earnings misses, as investors react to the latest results and weigh the company’s outlook.

Aug 7, 2026·2 MIN

Utilities Independent Power Producers

Earnings FlashAQN

Algonquin Power & Utilities Corp. (AQN) slips on earnings misses

Algonquin Power & Utilities Corp. (AQN) slips 0.5% after reporting earnings misses, as investors react to weaker-than-expected results and pressure on the utility stock.

Aug 7, 2026·2 MIN

Utilities Diversified Utilities

Research ReportWTRG

Essential Utilities (WTRG): Rate-Base Growth Over Demand

Essential Utilities is a regulated utility with steady water and gas operations, but heavy capital spending and leverage keep the stock in Hold territory. The American Water merger, rate cases, and infrastructure recovery are the main catalysts.

Aug 6, 2026·19 MIN

Utilities Utilities - Regulated Water Utilities

OpinionNRG

NRG's 15% plunge is the market rejecting its new earnings power

NRG's roughly 16.5% post-earnings plunge says investors want proof, not promises, from the LS Power acquisition. Weak profit and cash-flow trends make the enlarged company's complexity a risk the bullish consensus is underpricing.

Aug 5, 2026·2 MIN

Utilities Valuation M&A

Earnings AnalysisNRG

NRG Energy, Inc. (NRG) falls on deep earnings miss analysis

NRG Energy, Inc. (NRG) falls after a sharp earnings miss, with adjusted EPS and revenue both below expectations. This deep-dive examines weather-driven demand, pricing pressure, segment performance, and management’s guidance outlook to explain why the stock sold off despite solid customer growth and reaffirmed capital plans.

Aug 4, 2026·7 MIN

Utilities Independent Power Producers

Research ReportVST

Vistra Corp. (VST): AI Power Demand and Nuclear Upside

Vistra offers a Buy case built on rising ERCOT and PJM load, long-term nuclear contracts, and a diversified generation fleet. Financial leverage remains elevated, but the company’s integrated retail and power platform gives it meaningful upside if demand trends hold.

Aug 4, 2026·21 MIN

Utilities Utilities - Independent Power Producers Utilities

Research ReportNRG

NRG Energy (NRG): Leveraged Growth on Data-Center Demand

NRG Energy pairs rising power demand with a larger post-LS Power generation fleet and growing data-center contract opportunities. The upside is real, but leverage and earnings volatility keep the risk profile elevated.

Aug 4, 2026·19 MIN

Utilities Utilities - Independent Power Producers Utilities

Earnings FlashNRG

NRG Energy, Inc. (NRG) falls on earnings misses

NRG Energy, Inc. (NRG) falls 10.6% after reporting earnings misses, as investors react to weaker-than-expected results and outlook concerns.

Aug 4, 2026·2 MIN

Utilities Independent Power Producers

Research ReportPWR

Quanta Services (PWR): Record Backlog, Rich Valuation

Quanta Services is executing at a high level, with record backlog, strong revenue growth, and raised guidance. The stock’s premium valuation keeps the rating at Hold despite a powerful long-term infrastructure thesis.

Jul 30, 2026·19 MIN

Industrials Engineering & Construction Infrastructure

Research ReportHUBB

Hubbell (HUBB): Grid Modernization and Data Center Growth

Hubbell is benefiting from grid modernization, utility transmission and distribution spending, and surging data center demand. The stock looks solid but fairly valued after a strong run, supporting a Hold view.

Jul 30, 2026·19 MIN

Industrials Electrical Equipment & Parts Industrial

Research ReportVMI

Valmont Industries (VMI): Infrastructure Growth Drives a Buy

Valmont Industries is benefiting from a multi-year utility investment cycle, with Infrastructure now driving most of the company’s growth and margin expansion. Agriculture is softer, but resilient margins and raised guidance support a Buy case.

Jul 21, 2026·23 MIN

Industrials Conglomerates Industrial

OpinionGEV

GE Vernova is becoming the cleanest way to own AI power demand without buying another chip stock

GE Vernova looks like one of the cleanest ways to play AI infrastructure because the bottleneck is power, not chips, and its order book is proving it. The stock is expensive, but a 71% organic order surge and data-center equipment demand already running above all of last year make the premium easier to defend.