from24/7 Wall St.
4 days agoPG&E, Algonquin Power and Avista Are Drawing New Analyst Interest in the Utility Sector
UBS expects the stock's 43% price-to-earnings discount to narrow "meaningfully" with continued risk reduction. PG&E's data center pipeline stands at 3.6 GW in final engineering, up from 1.6 GW in Q3 2025, representing a significant load growth catalyst. Management guided for 2026 non-GAAP core EPS of $1.64 to $1.66, with a $73 billion five-year capital plan requiring no new common equity.
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