SO Southern Company Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
17:00
30 июл
30 июл
Management clearly signals a strong, improving outlook driven by robust data center and industrial load growth, with rates held stable, positioning the company for long-term growth.
Выс.
11:41
30 июл
30 июл
Southern Company reports Q2 2026 earnings with EPS beating estimates but operating revenue.
Southern Company reports Q2 2026 earnings with EPS beating estimates but operating revenue missing expectations.
11:39
30 июл
30 июл
Southern Company reports Q2 2026 earnings with basic EPS excluding items at 1.13 dollars.
Southern Company reports Q2 2026 earnings with basic EPS excluding items at 1.13 dollars beating estimates of 1.01 dollars but operating revenue of 6.98 billion misses the 7.2 billion forecast.
14:51
28 июл
28 июл
Southern Company CEO claims capacity to power data centers despite a reported 75GW shortfall.
Southern Company CEO claims capacity to power data centers despite a reported 75GW shortfall and PJM already unavailable for 2028.
06:12
23 июл
23 июл
Watch regulated utilities for long-duration rate-base growth.
Watch regulated utilities for long-duration rate-base growth; near-term neutral due to financing needs, but structural demand shift benefits earnings.
Сред.
16:30
22 июл
22 июл
Southern Company's data center deal underscores rising Southeast gas demand, an opportunity for KMI's pipeline expansions.
Выс.
16:20
22 июн
22 июн
Автор в настоящее время занимает длинные позиции по отдельным компаниям коммунального сектора в.
Автор в настоящее время занимает длинные позиции по отдельным компаниям коммунального сектора в качестве инструментов прямого владения, отражающих тот же тезис о защитном спросе на электроэнергию со стороны ИИ — компании энергетической инфраструктуры структурно выигрывают от роста потребления электроэнергии центрами обработки данных ИИ.
Сред.
14:00
06 мая
06 мая
Ameren plans to sell forward $600M of equity in 2026 and ~$4B total from 2026-2030, signaling sizable equity funding needs for the capex plan. — Suggests the broader utility sector may increasingly tap equity markets to fund large capex programs.
Сред.
16:04
05 мая
05 мая
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.
Выс.
15:52
05 мая
05 мая
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.
Выс.
17:00
30 апр
30 апр
Management expresses strong confidence in the future, underscored by robust load growth from data centers, a large project pipeline, signed contracts, and the stability provided by regulatory frameworks and DOE loans, all supporting a long-term growth target.
Выс.
15:33
30 апр
30 апр
Watch utilities; long-term capex growth positive.
Watch utilities; long-term capex growth positive, but near-term regulatory cost-allocation risk may delay projects.
Выс.
03:02
22 мар
22 мар
JPMorgan's projection of zero rate cuts in 2026 creates a bifurcated market environment where.
JPMorgan's projection of zero rate cuts in 2026 creates a bifurcated market environment where cash-rich financial and cyclical sectors benefit while debt-heavy telecommunications, utilities, and real estate sectors face significant headwinds.
Выс.
18:00
19 фев
19 фев
Management has significantly raised its long-term EPS growth outlook, driven by a surge in large load contracts (10 GW signed, 10 GW in late-stage discussion) and an $18 billion increase in the five-year capital plan. The company is guiding to 8-9% EPS growth from 2026-2028, a substantial acceleration from historical levels, with further upside potential from Southern Power recontracting.
Выс.
16:30
21 янв
21 янв
FERC regulatory streamlining (removal of 871 rule) accelerated MSX pipeline in-service to Q2 2028 from Q4 2028, and FERC certificate timeline compressed to ~12 months from longer prior periods. — Faster pipeline approvals remove a bottleneck for LNG export capacity and power plant gas supply, directly benefiting end-users like Cheniere (LNG) and utilities like Southern Company (SO) that rely on new gas infrastructure to meet demand.
Выс.
Об аналитическом покрытии SO
Buzzberg отслеживает SO (Southern Company) в 7 источниках. Бычьих сигналов: 1, медвежьих: 0, от 11 аналитиков. Сентимент преимущественно бычий (7%). Всего отслеживается 15 торговых идей. За последние 7 дней: наблюдение: 3. Последние спикеры: David Poroch, FirstSquawk, LiveSquawk.