MCH ADVISORY RESEARCH
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Utilities

31 companies under coverage across 5 industries.

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Utilities companies


Equity Research

NRG Energy Inc. (NRG)

The bull case — 'Spike — Scarcity Pricing' (8% weight) — targets $266, +82% vs spot. It needs Gross Margin to surprise to the upside.

NRGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +8%
Equity Research

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.

ESEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +7%
Equity Research

PG&E Corp (PCG)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $28, +68% vs spot. It needs Gross Margin to surprise to the upside.

PCGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +4%
Equity Research

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.

FEEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +4%
Equity Research

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.

PEGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +3%
Equity Research

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.

EXCEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +2%
Equity Research

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.

PPLEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +1%
Equity Research

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.

DUKEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +1%
Equity Research

Sempra Energy (SRE)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $146, +57% vs spot. It needs the multiple to hold or expand.

SREEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · 0%
Equity Research

Xcel Energy Inc (XEL)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $129, +61% vs spot. It needs the multiple to hold or expand.

XELEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -1%
Equity Research

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.

WECEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -1%
Equity Research

Atmos Energy Corporation (ATO)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $278, +61% vs spot. It needs the multiple to hold or expand.

ATOEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -1%
Equity Research

Ameren Corp (AEE)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $182, +61% vs spot. It needs the multiple to hold or expand.

AEEEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -1%
Equity Research

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.

SOEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -2%
Equity Research

Consolidated Edison Inc (ED)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $171, +55% vs spot. It needs Gross Margin to surprise to the upside.

EDEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -2%
Equity Research

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.

EVRGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -3%
Equity Research

DTE Energy Company (DTE)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $239, +57% vs spot. It needs Gross Margin to surprise to the upside.

DTEEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -3%
Equity Research

Dominion Energy Inc (D)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $106, +56% vs spot. It needs the multiple to hold or expand.

DEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -3%
Equity Research

CMS Energy Corporation (CMS)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $121, +58% vs spot. It needs Gross Margin to surprise to the upside.

CMSEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -3%
Equity Research

NiSource Inc (NI)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $76, +61% vs spot. It needs Gross Margin to surprise to the upside.

NIEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -4%
Equity Research

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.

LNTEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -4%
Equity Research

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.

EIXEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -4%
Equity Research

Pinnacle West Capital Corp (PNW)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $170, +58% vs spot. It needs Gross Margin to surprise to the upside.

PNWEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -5%
Equity Research

Nextera Energy Inc (NEE)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $138, +57% vs spot. It needs the multiple to hold or expand.

NEEEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -5%
Equity Research

CenterPoint Energy Inc (CNP)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $70, +58% vs spot. It needs Gross Margin to surprise to the upside.

CNPEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -5%
Equity Research

American Water Works (AWK)

The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $208, +58% vs spot. It needs the multiple to hold or expand.

AWKEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -5%
Equity Research

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.

AEPEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -5%
Equity Research

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.

ETREquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -7%
Equity Research

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.

CEGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -9%
Equity Research

The AES Corporation (AES)

The bull case — 'Spike — Scarcity Pricing' (8% weight) — targets $24, +67% vs spot. It needs the multiple to hold or expand.

AESEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -10%
Equity Research

Vistra Corp. (VST)

The bull case — 'Spike — Scarcity Pricing' (8% weight) — targets $285, +79% vs spot. It needs the multiple to hold or expand.

VSTEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -14%
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