Goldman Sachs·2026-11-04SectorNeutralAmericas Utilities_ Power_ Early views on key state election results for power_utilities; potential risk to TX exposed stocks
Bernstein·2026-11-04SectorOutperform$296Americas Energy & Transition: Americas Power and Energy Transition: A PPA Deal Tracker, What's binding, What's in development? (Oct Nov 2026 Ed.)Disclosed power demand: PPA trackerNov-2026Binding capacity: PPA trackerNov-2026
Morgan Stanley·2026-10-07CompanyOverweight$369Constellation Energy Corporation More Power Contracts in Play
Goldman Sachs·2026-10-06CompanyNeutral$305Constellation Energy Corp. (CEG.US) Announces PPAs with Google for total of -3.6 GW of nuclear in PJM; continued positive momentum on contracting
Bernstein·2026-10-06CompanyOutperform$296Constellation Energy Corporation (CEG.US) Quick Take: CEG-Google's Nuclear Deal in PJM
J.P. Morgan·2026-11-04CreditAI Capex Data Centers: Early Thoughts On Blue Wave Implications On DC & Power Funding
Goldman Sachs·2026-10-12ThematicNuclear Nuggets: Global reactor tracker -October edition; 3Q26 Preview
Bernstein·2026-10-06SectorOutperform$296Americas Power & Energy Transition: How much power will the US need-our power demand forecast through 2030
Bernstein·2026-09-21ThematicOutperform$296Americas Power & Energy Transition: Beyond the cheapest MWh-a note on levelized cost metrics
BofA Securities·2026-09-15SectorGlobal Nuclear Postcard from the 2026 WNA Symposium: converting big ambition to bold action