NGG National Grid plc Loading... : Investor Sentiment and Bull/Bear Views
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05:30
Aug 03
Aug 03
Jefferies lowers its price target on National Grid to 1,300 pence from 1,410 pence.
Jefferies lowers its price target on National Grid to 1,300 pence from 1,410 pence, reflecting a reduced valuation outlook.
17:09
Jul 01
Jul 01
National Grid AI investment is contract-backed and solid
National Grid's $1.75 billion investment in a US AI power firm is underpinned by a firm power purchase agreement with Microsoft, making it a non-speculative, contract-backed project. This adds to a solid five-year investment plan of $90-95 billion, with about 40% allocated to the US Northeast. The AI-driven surge in electricity demand provides a long-term growth engine, de-risking National Grid's future earnings while leveraging existing jurisdictional capabilities.
MED
14:13
Feb 11
Feb 11
Burgum argues the US is in an "AI arms race with China" and needs "Energy Addition," criticizing the shutdown of "baseload" in favor of "intermittent" sources. AI data centers require 24/7 uptime (baseload). The administration's policy explicitly favors keeping existing thermal and nuclear plants online to feed this demand. Utilities with existing baseload capacity (Vistra, Constellation) become critical infrastructure assets with pricing power. LONG. Demand (AI) is rising while the administration prevents the supply (Baseload plants) from shrinking. Lower natural gas prices could compress margins for merchant power producers.
16:00
Nov 14
Nov 14
Tracking National Grid for electrification demand.
Clem is tracking electrical networks like National Grid in the UK as a potential way to play electrification and the hard-commodity/AI infrastructure buildout, though he admits it might be a mistake and says he waits for price behavior before jumping in.
LOW
20:30
Aug 07
Aug 07
ConEd Transmission and National Grid are partnering on a New Jersey transmission backbone, a sign of continued regional collaboration and potential capital deployment.
HIGH
About NGG Investor Commentary
Across the available history and selected sources, Buzzberg tracks NGG (National Grid plc) across 4 sources: 1 bullish vs 0 bearish calls from 5 authors. Historical directional balance: 20% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 5 total trade ideas tracked. Latest voices: FirstSquawk, Zoë Yujnovich, Doug Burgum.