Electric Utilities
15 companies under coverage.
Electric Utilities
Eversource Energy (ES)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $117, +62% vs spot. It needs Gross Margin to surprise to the upside.
FirstEnergy Corporation (FE)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $77, +63% vs spot. It needs Gross Margin to surprise to the upside.
Public Service Enterprise Group Inc (PEG)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $131, +61% vs spot. It needs the multiple to hold or expand.
Exelon Corporation (EXC)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $72, +55% vs spot. It needs Gross Margin to surprise to the upside.
PPL Corporation (PPL)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $58, +59% vs spot. It needs Gross Margin to surprise to the upside.
Duke Energy Corporation (DUK)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $201, +59% vs spot. It needs Gross Margin to surprise to the upside.
WEC Energy Group Inc (WEC)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $186, +59% vs spot. It needs the multiple to hold or expand.
Southern Company (SO)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $152, +58% vs spot. It needs the multiple to hold or expand.
Evergy, Inc. (EVRG)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $134, +55% vs spot. It needs Gross Margin to surprise to the upside.
Alliant Energy Corp (LNT)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $119, +55% vs spot. It needs the multiple to hold or expand.
Edison International (EIX)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $116, +56% vs spot. It needs Gross Margin to surprise to the upside.
American Electric Power Co Inc (AEP)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $212, +55% vs spot. It needs Gross Margin to surprise to the upside.
Entergy Corporation (ETR)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $179, +56% vs spot. It needs Gross Margin to surprise to the upside.
Constellation Energy Corp (CEG)
The bull case — 'Spike — Scarcity Pricing' (8% weight) — targets $468, +89% vs spot. It needs the multiple to hold or expand.
Vistra Corp. (VST)
The bull case — 'Spike — Scarcity Pricing' (8% weight) — targets $285, +79% vs spot. It needs the multiple to hold or expand.