Goldman Sachs·2026-11-04SectorBuyAmericas Utilities_ Power_ Early views on key state election results for power_utilities; potential risk to TX exposed stocks
Bernstein·2026-11-04SectorOutperform$181Americas 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
Bernstein·2026-10-02SectorOutperform$181Americas Energy & Transition: Americas Power and Energy Transition: Dear PJM, It's not you..oh wait-it IS you!
Bernstein·2026-09-28SectorOutperform$181Americas Power and Energy Transition: A PPA Deal Tracker, What's binding, What's in development? (Sep 2026 Ed.)
Bernstein·2026-07-07SectorAmericas Energy & Transition Power and Energy Transition: Watt To Expect over 2Q 2026 earnings
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$181Americas Power & Energy Transition: How much power will the US need-our power demand forecast through 2030
BofA Securities·2026-09-15SectorGlobal Nuclear Postcard from the 2026 WNA Symposium: converting big ambition to bold action