FE FirstEnergy Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
Feed
13:00
Jul 29
Jul 29
Management reaffirms guidance, sees record capital deployment, and highlights growing data center demand (contracted + pipeline up to 25 GW) and generation investments in West Virginia as meaningful upside to the current plan.
HIGH
22:13
Jul 26
Jul 26
Utilities benefit from AI power demand.
Goldman Sachs is expressing a preference for utility companies that will supply power for growing data center energy demand. FirstEnergy, Xcel Energy, Duke Energy, Sempra, and Vistra are named as favored names, making them a direct play on the AI infrastructure buildout without taking capex or chip inventory risk.
MED
14:11
May 13
May 13
Bearish view on FE due to rising community opposition and potential restrictions on power.
Bearish view on FE due to rising community opposition and potential restrictions on power allocation for data centers.
HIGH
13:00
Apr 29
Apr 29
Management explicitly reaffirmed long-term guidance while signaling confidence in targeting the upper end of the 6-8% growth range, supported by increasing rate base and incremental generation opportunities.
HIGH
14:00
Feb 18
Feb 18
Management tone is clearly bullish, anchored by a substantial 30% capex increase, near-top-end EPS CAGR guidance of 6-8%, and multiple identified incremental investment opportunities (WV generation, PJM transmission).
HIGH
About FE Analyst Coverage
Buzzberg tracks FE (FirstEnergy) across 3 sources. 1 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (20%). 5 total trade ideas tracked. Latest voices: Brian Tierney, Park Myung-seok, TheValueist.