UTILITIES - INDEPENDENT POWER PRODUCERS

Sep 26, 2026

TransAlta (TSX:TA) is under scrutiny as its recent share price softness contrasts with its long-term gains, prompting questions about its current valuation. A recent U.S. Department of Energy directive extended the operation of one of its Washington State facilities, highlighting the company's tie to regulatory decisions. The article explores differing valuation models, with one suggesting the stock is modestly overvalued and another indicating it's deeply discounted based on future cash flows, leaving investors to weigh various assumptions.

Sep 25, 2026

Mike Skaggs, interim CEO of TVA, discusses the recent actions taken by the TVA board of directors to ensure the future of energy in the Tennessee Valley. These actions include significant investments in new generation capacity, grid expansion, and updated rate structures. The goal is to provide reliable, affordable energy while driving economic development and stewarding the environment.

Sep 25, 2026

Record-setting heat in September 2026 caused the Tennessee Valley Authority (TVA) to break an electricity demand record by supplying enough energy for over 19.2 million homes. The TVA met a 30K megawatt demand on 17 days this September, vastly exceeding the previous record of one day in September 2007. Scientists predict that rising global temperatures will lead to more extreme heat and increased energy demand in the future.

Sep 25, 2026

Leslie's Inc. shares are plummeting after reports indicate the swimming pool supplies retailer is preparing to file for Chapter 11 bankruptcy as early as next week. This follows a "going concern" warning last month and aggressive expansion during the pandemic that led to a heavy debt load, which the company plans to resolve through a debt-for-equity swap with creditors.

Sep 25, 2026

This article compares Constellation Energy Corporation (CEG) and Vistra Corp. (VST) as AI power stocks, highlighting their differing valuations and asset bases. Constellation, with its large nuclear fleet, trades at a higher forward earnings multiple, while Vistra offers more diversified generation and lower valuation, suggesting a better risk-adjusted stock. The author concludes by recommending an alternative, unnamed AI stock with higher potential.

Sep 24, 2026

Constellation Energy is acquiring Shell’s Rhode Island State Energy Center for $715 million, a move expected to enhance Constellation's power generation portfolio and earnings. This deal allows Constellation to expand its merchant generation footprint and gain immediate earnings accretion, while Shell optimizes its asset base and generates liquid funds for capital returns and investments. The transaction is seen as a strategic realignment benefiting both companies, though Constellation will need to manage debt and cash flow volatility, and Shell will focus on redeploying funds into higher-yielding growth areas.

Sep 24, 2026

The U.S. Energy Department announced a $2 billion investment across 26 states to upgrade the nation's aging power grid, aiming to boost electricity capacity by 23 gigawatts and improve reliability. These projects will utilize new technologies like advanced sensors to optimize transmission and prevent blackouts, addressing the surging demand for power, particularly from AI data centers, and seeking to lower electricity costs for millions of Americans. The funding comes from a bipartisan infrastructure law, with recipients matching the federal investment.

Sep 24, 2026

DTE Energy plans to invest $6.4 billion in two new natural gas power plants and significantly expand renewable energy and nuclear capacity to meet rising demand, partly driven by data centers, as it phases out coal. The utility's 20-year power supply roadmap aims for an "all-of-the-above" energy mix, projecting 56% from renewables and 19% from natural gas by 2040. This plan, which includes carbon capture technology, will be subject to scrutiny from environmental groups and ratepayer advocates over costs and climate goals.

Sep 24, 2026

As unsettled oil markets and concerns about grid reliability boost interest in nuclear energy, three companies are highlighted as compelling investment opportunities. NuScale Power focuses on small modular reactor technology, Constellation Energy provides established large-scale nuclear power, and Oklo is developing compact fission reactors with fuel recycling. All three are positioned to capitalize on growing demand for reliable, carbon-free electricity.

Sep 24, 2026

The U.S. Energy Department announced it will invest nearly $2 billion in 31 projects across 26 states to upgrade the aging power grid and increase electricity capacity by 23 gigawatts, enough to power 16 million homes. This initiative aims to enhance power reliability and lower electricity costs for about 100 million Americans, addressing the surging energy demand driven by artificial intelligence and data centers. The funding, sourced from a bipartisan infrastructure law, will be matched by recipients, totaling $5.35 billion for grid modernization.

Sep 24, 2026

This article provides a price-driven insight for Vistra Corp. (VST) for a rule-based strategy, highlighting weak near-term and long-term sentiment with a neutral mid-term outlook. It details specific institutional trading strategies (Position Trading, Momentum Breakout, Risk Hedging) with entry, target, and stop-loss levels, and presents AI-generated signals and multi-timeframe analysis. The analysis suggests a significant risk-reward short setup.

Sep 24, 2026

QRG Capital Management Inc. increased its stake in Vistra Corp. by 15.6% during the second quarter, acquiring an additional 9,556 shares for a total of 70,821 shares valued at $11.2 million. Despite Vistra's shares opening lower after missing quarterly earnings and revenue estimates, analysts maintain a "Moderate Buy" rating with a consensus price target of $221.88. The company also declared a quarterly dividend of $0.23 per share.

Sep 23, 2026

TransAlta Corp (TAC) shares recently fell 3.1% to $11.93, a price significantly above its GF Value estimate of $8.29, indicating it is 43.9% overvalued. The company's GF Score is 55/100, reflecting average overall performance with strong momentum but weak growth and financial strength. Given that TAC is cash-flow-negative and overvalued, investors are advised to exercise caution.

Sep 23, 2026

Entergy recently hosted a panel discussion at the Global Black Economic Forum Business Summit during the ESSENCE Festival of Culture, focusing on the critical role of women in shaping the utility industry's future. Moderated by Entergy's John Hudson, the panel featured industry leaders Colette Honorable (Exelon) and Nicole Daggs (NextEra), who discussed grid modernization, clean energy transition, evolving customer expectations, and the importance of resilient operations. The discussion also highlighted preparing the next generation of energy professionals, emphasizing women's leadership, and addressing topics like AI, workforce readiness, and community trust.

Sep 23, 2026

Vistra (NYSE:VST) is attracting attention due to its strong position in serving increasing electricity demand from data centers, driven by its nuclear and gas plants. The company's performance is being closely watched as the market balances AI momentum, fluctuating oil prices, and bond yields, impacting the energy sector and broader market sentiment. Investors are focusing on Vistra's ability to capitalize on growing power demand and navigate a selective market environment.

Sep 23, 2026

International Business Machines (NYSE:IBM) is currently a focus in bluechip stock discussions due to a record-setting technology market, easing oil prices, and softer Treasury yields. The article highlights that while broader market themes influence attention, IBM's operational execution, competitive conditions, and customer demand remain central to its market performance. It emphasizes that consistent operational decisions, rather than short-lived headlines, ultimately define a company's standing in a dynamic market environment.

Sep 22, 2026

Deep Fission, a US nuclear energy startup, has partnered with Youngquist Brothers, a commercial drilling contractor, to develop the deep, large-diameter boreholes necessary for its project to deploy small modular reactors approximately one mile underground. This collaboration will focus on evaluating and testing drilling technologies and construction methods. The partnership addresses a critical engineering challenge for Deep Fission's Gravity Nuclear Reactor, which aims for commercial deployment as early as 2027.

Sep 22, 2026

Shari G. White, EVP and Chief Merchandising Officer of PriceSmart Inc. (NASDAQ:PSMT), was granted 19,006 restricted shares of common stock on September 17, 2026. These shares will vest in multiple installments between October 2027 and October 2031, contingent upon her continued employment. Following this award, White directly holds 20,976 shares of PriceSmart common stock.

Sep 22, 2026

New Era Energy & Digital has secured a 20-year power purchase agreement with Vistra Corp. for up to 207 megawatts for the first phase of its Texas Critical Data Center near Odessa. The deal, which requires New Era to post a $116 million letter of credit, significantly de-risks the project's initial development. Vistra will also gain a 5% non-voting interest in the project and rights of first refusal/offer on future generation assets.

Sep 22, 2026

Georgia Power and Google are partnering to fund nuclear power uprates at Plant Vogtle and Plant Hatch, adding 96 megawatts of capacity to Georgia's grid. Google's subscription to the added output is projected to deliver an estimated US$900 million in benefits to Georgia Power's customers and will support data center demand from existing plants. The agreement involves a "Nuclear Uprate tariff" where Google subscribes to the additional output and zero-emission credits, shielding other customers from incremental costs.

Sep 22, 2026

New Era Energy & Digital, Inc. (NUAI) shares rose 30.6% after its subsidiary secured a 20-year power purchase agreement for its Texas Critical Data Center project, reducing development risk and boosting investor confidence. While the stock gained, the consensus EPS estimate for the upcoming quarter remains unchanged, leading to a Zacks Rank of #3 (Hold). Investors are advised to monitor NUAI's future performance and earnings estimate revisions.

Sep 22, 2026

Constellation Energy (CEG) stock dropped 13% last week, attributed to a Calpine-related share overhang and broader sector pressure on nuclear and utility names. Despite this, 22 analysts tracked by TIKR maintain a bullish outlook, with a mean price target of $349, indicating a 37% upside from its current $255. TIKR's own valuation model suggests an even higher target of $441 by December 2030, representing a 73% total return, reinforcing the belief that the stock's recent decline is a technical issue rather than a reflection of fundamental business performance.