CNP Centerpoint Energy Загрузка... : Бычьи и медвежьи мнения аналитиков

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12:00
28 июл
Management's tone is highly constructive, underpinned by accelerating large-load demand in Texas (14GW of eligible Batch Zero projects) and increasing capital investment plans without incremental equity needs. The reiteration of 2026 EPS guidance at the midpoint and reaffirmation of long-term 7-9% growth through 2035 signals strong confidence in executing the growth plan.
CNP
Выс.
00:18
28 мая
TheValueist Основатель, Atlas Peak Research
Watch CenterPoint Energy as a regulated utility beneficiary.
Watch CenterPoint Energy as a regulated utility beneficiary; Dycom's data-center build confirmation supports incremental load growth, distribution upgrades, and substation investment in data-center-heavy geographies.
CNP
Сред.
20:30
05 мая
Lal Karsanbhai CEO, Emerson Electric Company EMR Q2 FY26 call
Encore (likely CenterPoint Energy) is modernizing the Texas grid with AspenTech's DGM, making Emerson a key software vendor for the state's ongoing infrastructure growth.
CNP
Выс.
16:04
05 мая
TheValueist Основатель, Atlas Peak Research
Long power and grid stocks as physical construction confirms multi-year data center load growth.
Long power and grid stocks as physical construction confirms multi-year data center load growth, supporting higher demand for generation, transmission infrastructure, and grid equipment.
CNP
Выс.
15:52
05 мая
TheValueist Основатель, Atlas Peak Research
Long power and grid beneficiaries as physical site development confirms multi-year data center.
Long power and grid beneficiaries as physical site development confirms multi-year data center load growth, tightening reserve margins, and higher demand for dispatchable power and grid investment.
CNP
Выс.
12:00
23 апр
Management expresses strong conviction in sustained growth, citing a major increase in committed load (12.2 GW), rapid ERCOT approvals, and a de-risked financing plan, while reiterating guidance and long-term EPS growth targets of 7-9% through 2035.
CNP
Выс.
13:00
19 фев
Management's tone is decidedly positive, driven by an acceleration of Houston electric load growth and reaffirmation of 8% EPS growth for 2026, anchored by a $65 billion (now over) capital plan.
CNP
Выс.

Об аналитическом покрытии CNP

Buzzberg отслеживает CNP (Centerpoint Energy) в 2 источниках. Бычьих сигналов: 0, медвежьих: 0, от 3 аналитиков. Сентимент разделён поровну. Всего отслеживается 7 торговых идей. Последние спикеры: Jason Wells, TheValueist, Lal Karsanbhai.