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21:30
Feb 18
The utility's capital plan includes nearly $1.5B of capex through 2030 from the AMI 2.0 application, with total request exceeding $3B and spending through 2033, indicating a long-duration smart meter replacement cycle for suppliers. — This signals a multi-year, large-scale AMI deployment that could provide a significant revenue runway for meter manufacturers and related technology vendors.
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About ESEY Analyst Coverage

Buzzberg tracks ESEY across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Maria Rigotti.