Water stocks cluster among top mid cap utility momentum names
Water utility stocks stood out among mid cap utility companies with strong momentum grades from Seeking Alpha, with H2O America (HTO [https://seekingalpha.com/symbol/HTO]), American States Water (AWR [https://seekingalpha.com/symbol/AWR])…
OpenAI to utilities: Buy our AI to protect the grid from our AI
[Tech Leaders Join G20 Innovation Ministerial Meeting In Chapel Hill] Sean Rayford/Getty Images News OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) CEO Sam Altman has been meeting with top U.S. power companies (XLU [https://seeki…
These S&P 500 Utilities stocks trade below their 200-day average
[Electricity transmission towers with red glowing wires] peterschreiber.media/iStock via Getty Images U.S. utility stocks are facing a broad technical downturn, with 23 of the 31 S&P 500 utility constituents trading below their 200-day mov…
From Talen Energy to Southern: 10 utilities stocks with the biggest CapEx growth
[Power lines and sunset landscape] Gargolas/iStock via Getty Images With the second-quarter earnings season now largely behind us, investors are turning their attention to how utilities companies are allocating capital and positioning thei…
8 out of 12 S&P 500 utilities stocks beat EPS estimates this week: Earnings Scorecard
Eight out of the 12 S&P 500 utilities companies that reported their quarterly results this week surpassed earnings expectations, while two fell short and two came in-line with estimates. On the revenue front, five companies beat Wall Stree…
Data center power boom in focus as 12 of 16 utility stocks beat EPS estimates this week: Earnings Scorecard
[Electricity pylons at sunset] James O'Neil Utility stocks stayed in focus this week as investors assessed quarterly earnings from CenterPoint Energy (CNP [https://seekingalpha.com/symbol/CNP]), DTE Energy (DTE [https://seekingalpha.com/sy…
Highest and lowest Quant-rated utility stocks ahead of Q2 results
As utility companies begin reporting second-quarter results, investors are assessing which names appear best positioned heading into earnings. Below are the top- and bottom-rated financial stocks as per the Quant Ratings. Among the highest…
[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret/iStock via Getty Images Market leadership is showing clear signs of broadening, according to Citadel Securities’ Scott Rubner. Rather than exiting equities…
3 Utility ETFs to Buy Now as AI Data Centers Trigger a 1970s-Scale Power Buildout
Quick Read XLU puts 58% in just 10 mega-caps with NextEra at 14%, while VPU spreads across 75 utilities at near-identical cost. FXU's factor-screening has outrun cap-weighted peers with 21% one-year returns but charges seven times more, ma…
AI to drive S&P 500 gains through 2027 - Wells Fargo
[Stock market activity shows price changes and trading movements in real time] FabrikaCr Wells Fargo Investment Institute's Scott Wren is betting on artificial intelligence (AIQ [https://seekingalpha.com/symbol/AIQ]) to fuel further substa…
AI power demand: Utilities cashing in on data center expansion
[Electrical Power Lines] LPETTET INVESTORS SHOULD KNOW: AI data center expansion is creating a surge in power demand. Utilities and independent power producers are building long-term revenue visibility through large-scale electricity suppl…
These are the highest-rated utilities stocks by growth
[Silhouette of a high voltage pylon and blue sky] pedrosala/iStock via Getty Images Utilities stocks remain in focus as rising electricity demand, grid modernization, and investments in power generation continue to reshape growth prospects…
10 large-cap utilities stocks with the strongest momentum grades
[Silhouette of a high voltage pylon and blue sky] pedrosala/iStock via Getty Images Large-cap utilities stocks have generated solid gains over the past six months, with several names earning A-range Momentum Grades that indicate stronger p…
Ormat Technologies is the best performing utilities stock in the past month
[Silhouette of a high voltage pylon and blue sky] pedrosala/iStock via Getty Images As the month of May comes to an end, below is a list of the top 10 performing utilities stocks based on their past one-month price performance. The list in…
Only two sectors are driving the S&P 500 bull market higher since 2022
[S&P Market Index Concept with Financial Graphs] AlexSecret The current bull market has delivered outsized gains for U.S. equities, but leadership within the benchmark index has been unusually concentrated. Since the rally began on Oct. 12…
Utilities ETF FXU Hits 17% Annual Gain As Data Centers Reshape Power Demand
Quick Read First Trust Utilities AlphaDEX Fund (FXU) — up 17% in past year as data center electricity demand revives utility sector growth. FXU’s 2.2% yield is backed by regulated utility cash flows supercharged by hyperscale AI data cente…
8 out of 10 S&P 500 utility stocks beat EPS estimates this week: Earnings Scorecard
[Low Angle View Of Power Lines In Row Against Clear Blue Sky] NexTser/iStock via Getty Images Eight out of the 10 S&P 500 utilities companies that reported their quarterly results this week surpassed earnings expectations. On the revenue f…
Pinnacle West Capital About To Put More Money In Your Pocket (PNW)
Looking at the universe of stocks we cover at Dividend Channel, on 5/4/26, Pinnacle West Capital Corp (Symbol: PNW) will trade ex-dividend, for its quarterly dividend of $0.91, payable on 6/1/26. As a percentage of PNW's recent stock price…
Mid-cap utilities stocks with A grade EPS revisions as earnings season begins
[Silhouette of a high voltage pylon and blue sky] pedrosala/iStock via Getty Images As Q1 2026 earnings season approaches, the utilities sector is arriving at reporting season from a position of notable strength, the S&P 500 Utilities Inde…
Sector breakdown since the start of the U.S.–Iran conflict: Energy leads, materials lags
[Wall Street New York stock exchange stock market] alexsl Market volatility has jumped since the outbreak of the Iran–U.S. conflict on February 28, prompting investors to reassess risk exposure and rotate toward defensive and opportunity-r…
Half of the S&P 500 utilities companies beat earnings this week
Four out of the eight S&P 500 utilities companies that reported their quarterly results this week surpassed earnings expectations. On the revenue front, five out of the eight companies beat Wall Street forecasts. The State Street Utilities…
Six of the eight S&P 500 utilities companies beat results this week
Six out of the eight S&P 500 utilities companies that reported their quarterly results this week surpassed earnings expectations. Similarly, on the revenue front, six out of the eight companies beat Wall Street forecasts. The State Street…
Wall Street is currently witnessing the “Great Rotation,” with investors shunning hot technology stocks in favor of smaller companies and other defensive sectors. The combination of “AI capex fatigue,” a resilient U.S. economy, and chances…
Grid reliability at long-term risk in large swaths of U.S., report warns
[High Voltage Electric Power Lines At Sunset] imaginima/iStock via Getty Images Reliability risks are spreading across much of the U.S. bulk power system, driven by soaring peak demand forecasts and lagging resource additions, the North Am…
This ETF Will Benefit From Americans' Higher Energy Bills
Power lines supply a data center at sunset, with dramatic lighting highlighting the importance of electricity to power the AI revolution. Key Points Since President Trump’s second term began, Americans’ power bills have increased 13%. Simu…
S&P 500 utilities stocks mostly beat Q3 estimates this week
[Electricity transmission towers with red glowing wires] peterschreiber.media/iStock via Getty Images Of the 16 S&P 500 utilities that reported their Q3 earnings this week, just six missed their top and/or bottom line estimates from Wall S…
Utilities group materially undervalued, Wells Fargo says; Constellation Energy, Sempra top ideas
[Power lines and sunset landscape] Gargolas/iStock via Getty Images Utilities are materially undervalued following a perfect storm of tailwinds hitting the group that is "much more structural in nature than cyclical," Wells Fargo analysts…
Overbought or Oversold? A sector-by-sector look at today’s market
[sector - cube with letters, sign with wooden cubes] domoskanonos/iStock via Getty Images Wall Street’s sector landscape is displaying a clear divergence as the broader U.S. market hovers near record highs. Several sectors have pushed into…
S&P sector leaders and laggards as H2 kicks off according to SA Quant metrics
The second half of the 2025 trading year is in full swing, as both the benchmark S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) and the Nasdaq Composite (COMP:IND [https://seekingalpha.com/symbol/COMP:IND]) surged to new record hi…
Sector snapshot spotlights Industrials as the top 2025 S&P performer
[Wall street district in New York City with USA flags in the background] FilippoBacci As markets rebound from April’s volatility, Industrials have emerged as the top-performing sector in the S&P 500 for 2025, outpacing peers amid a broad-b…
CenterPoint Energy Q3: Misses On Earnings, But Keeps 2024-2025 Growth Target Strong
CenterPoint Energy Q3: Misses On Earnings, But Keeps 2024-2025 Growth Target Strong CenterPoint Energy, Inc. (NYSE:CNP) reported third-quarter sales of $1.856 billion, which missed the street view of $1.933 billion. Adjusted EPS was $0.31,…