🔥 utilities 핫 테마 분석

S-Class [NEE] NextEra targets high end of $3.92-$4.02 2026 adjusted EPS range while projecting 8%+ CAGR through 2032

[AEP] American Electric Power raised to Buy at BTIG with growth set to take another step up

[AES] AES wins European Union approval for sale to GIM and EQT Fund Management

[AEP] Utilities American Electric Power, Exelon upgraded at KeyBanc

[CEG] A true ‘nuclear renaissance’ is taking shape, and these stocks could be big winners

The nuclear-energy industry has been having a moment, but analysts say some companies look better positioned than others to capitalize on a wave of AI-fueled demand.

S-Class [CEG] Constellation Energy's sweeping nuclear deal sparks rally in power sector stocks

S-Class [BKH] Black Hills surges on deal to serve planned Google data center in Wyoming