Utilities benefit from various favorable factors, such as new electric rates, customer additions, cost management and the implementation of energy-efficiency programs. Also, the ongoing investments to improve the resiliency of electric infrastructure against extreme weather conditions and the ongoing transition to cost-effective, renewable energy sources to produce electricity aid the power industry.Regardless of economic cycles, there is a relatively constant demand for the services offered by utilities, w ...

The September syndrome is already visible in U.S. stock markets. September is known to be the worst-performing month for Wall Street. This year, too, the situation remains challenging. Major stock indexes suffered significant losses in the first week of this month. However, last week, was the best for these indexes in 2024. Wall Street is currently riding on high expectations of the beginning of the interest rate cut regime by the Fed in the September FOMC meeting scheduled next week. The existing range of ...

The Zacks Utility – Electric Power industry players generate and supply electricity to millions of customers across the United States. The utilities have been transitioning toward clean sources of fuel and focusing on carbon emissions reduction. The support from the government is aiding the industry’s transition toward clean energy sources to produce electricity. Utilities are also focused on strengthening the grid as well as transmission and distribution infrastructure. The huge infrastructure of the utili ...

The United States is expected to see robust demand for electric power from artificial intelligence (AI)-driven data center growth, widespread adoption of electric vehicles (EV), and an increase in residential demand. In this regard, renewable energy is emerging as an industry promising long-term gains. Out of several forms of alternative energy, wind energy is at the forefront of the global transition toward renewable energy, a critical theme in combating climate change.Here, we have selected four utilities ...

HOUSTON, TEXAS - FEBRUARY 21: A view of high voltage transmission towers on February 21, 2021 in ... [+] Houston, Texas. Millions of Texans lost their power when winter storm Uri hit the state and knocked out coal, natural gas and nuclear plants that were unprepared for the freezing temperatures brought on by the storm. Wind turbines that provide an estimated 24 percent of energy to the state became inoperable when they froze. (Photo by Justin Sullivan/Getty Images)Getty ImagesIf you’ve been watching utilit ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yie ...

The AES Corporation (AES) is a global energy company. Its strategic investments to expand its clean energy generation capacity and construction of new generation, transmission and distribution projects are likely to boost its performance. Given its growth opportunities, AES makes for a solid investment option in the Utility sector.The company currently carries a Zacks Rank #2 (Buy). Let’s look at the factors that are driving the stock.Growth Projections & Surprise History of AESThe Zacks Consensus Estimate ...

文章核心观点 - 分析师给出的AES公司股价目标平均值为22.71美元,较当前股价上涨34.1%,存在较大上涨空间[1][2] - 分析师对AES公司未来盈利前景持乐观态度,纷纷上调盈利预测,这可能是推动股价上涨的合理原因[10][11] - 投资者不应完全依赖分析师的股价目标,而应结合公司基本面等多方面因素进行综合判断[3][9] 根据相关目录分别进行总结 分析师股价目标 - 分析师给出的AES公司股价目标平均值为22.71美元,较当前股价16.94美元上涨34.1%[1] - 分析师股价目标区间为19-25美元,标准差为1.98美元,表明分析师对股价预测存在较高一致性[2] - 分析师给出的股价目标并不一定准确,投资者不应完全依赖[3][9] 分析师盈利预测 - 分析师对AES公司未来盈利前景持乐观态度,纷纷上调盈利预测[10] - 过去30天内,AES公司当年盈利预测上调0.8%,反映分析师对公司盈利能力的信心[11] - AES公司目前评级为买入,这进一步支持了其未来业绩改善的预期[12]

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find s ...

财务数据和关键指标变化 - 第二季度调整后EBITDA(含税属性)为8.43亿美元,调整后EBITDA为6.52亿美元,调整后每股收益为0.38美元,符合预期 [9] - 公司预计2024年调整后EBITDA(含税属性)和调整后每股收益将在指引范围的上半部 [32][33] 各条业务线数据和关键指标变化 - 可再生能源业务EBITDA增长,主要由于新项目贡献,但部分被哥伦比亚Chivor水电站故障拖累 [29] - 公用事业业务EBITDA增长,主要由于过去一年1.6亿美元的资产基础投资、印第安纳州新电价以及有利天气 [30] - 能源基础设施业务EBITDA增长,主要由于Warrior Run电厂PPA加速变现和智利业务利润率提高,部分被多米尼加共和国和巴拿马业务利润率下降抵消 [31] - 新能源技术业务EBITDA相对平稳,Fluence业务利润率持续提高 [31] 各个市场数据和关键指标变化 - 公司在美国公用事业市场签约了1.2GW新的数据中心负荷,预计将在2026年分阶段投运,并正在就另外3GW新负荷进行深入谈判 [12][13] - 公司在德克萨斯州签署了727MW新可再生能源PPA,为谷歌数据中心提供电力 [15] - 公司在俄亥俄州签署了310MW零售供应协议,为谷歌数据中心提供电力 [15] 公司战略和发展方向及行业竞争 - 公司已与大型科技公司签署了总计8.1GW的协议,处于行业领先地位 [16] - 公司将继续专注于提高项目质量而非数量,通过长期PPA和高回报率来创造价值 [16] - 公司认为,无论选举还是政策结果如何,公司都有能力继续以中高单位回报率签署可再生能源PPA [18] - 公司认为,在未来10年内,可再生能源是满足大部分新增电力需求的唯一来源 [18] 管理层对经营环境和未来前景的评论 - 公司预计2024年将在调整后EBITDA(含税属性)和调整后每股收益指引范围的上半部 [32][33] - 公司有信心继续实现或超越长期目标,因为项目管线和已签约的长期PPA需求强劲 [40] - 公司认为,无论选举还是政策结果如何,公司都有能力继续以中高单位回报率签署可再生能源PPA [18] - 公司认为,未来10年内,可再生能源将是满足大部分新增电力需求的唯一来源 [18] 其他重要信息 - 公司已与AI基金合作,利用人工智能加速解决能源转型中的瓶颈和提高效率 [23] - 公司推出全球首款AI驱动的太阳能安装机器人Maximo,可以加快施工进度和降低成本 [25][26] 问答环节重要的提问和回答 问题1 **Durgesh Chopra 提问** 询问公司的信用指标和目标 [42][43][44][45] **Steve Coughlin 回答** 公司信用指标持续改善,预计2024年末会进一步提高,目标是维持在20%以上的自由现金流/债务比率 [43][44][45] 问题2 **Durgesh Chopra 提问** 询问政策变化对公司签约能力的影响 [46][47] **Andres Gluski 回答** 政策变化不会影响公司的签约能力,客户最关注的是电力供应的及时性,公司有信心继续以中高单位回报率签署可再生能源PPA [47][48][49] 问题3 **Angie Storozynski 提问** 询问数据中心对可再生电力的需求和实际使用情况 [100][101][102][103][104][105][106][107][108][109] **Andres Gluski和Steve Coughlin回答** 数据中心客户更倾向于使用可再生电力,但在某些情况下也会使用常规电网电力,但最终目标是尽可能使用可再生电力,公司正在为客户提供灵活的可再生电力解决方案 [101][102][107][108]