SO Southern Company Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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17:00
Jul 30
Jul 30
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.
HIGH
11:41
Jul 30
Jul 30
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
Jul 30
Jul 30
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
Jul 28
Jul 28
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
Jul 23
Jul 23
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.
MED
16:30
Jul 22
Jul 22
Southern Company's data center deal underscores rising Southeast gas demand, an opportunity for KMI's pipeline expansions.
HIGH
16:20
Jun 22
Jun 22
Author is currently long individual utility names as direct-ownership expressions of the same.
Author is currently long individual utility names as direct-ownership expressions of the same defensive AI power demand thesis — power infrastructure companies benefit structurally from AI data center electricity growth.
MED
14:00
May 06
May 06
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.
MED
16:04
May 05
May 05
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.
HIGH
15:52
May 05
May 05
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.
HIGH
17:00
Apr 30
Apr 30
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.
HIGH
15:33
Apr 30
Apr 30
Watch utilities; long-term capex growth positive.
Watch utilities; long-term capex growth positive, but near-term regulatory cost-allocation risk may delay projects.
HIGH
03:02
Mar 22
Mar 22
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.
HIGH
18:00
Feb 19
Feb 19
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.
HIGH
16:30
Jan 21
Jan 21
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.
HIGH
About SO Analyst Coverage
Buzzberg tracks SO (Southern Company) across 7 sources. 1 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (7%). 15 total trade ideas tracked. Past 7 days: 3 watch. Latest voices: David Poroch, FirstSquawk, LiveSquawk.