Public Service Enterprise 주식 (NYSE: PEG)

에 대한 최신 뉴스 Public Service Enterprise (NYSE:PEG) 주식

Public Service Enterprise

Public Service Enterprise Group is the holding company for a regulated utility (PSE&G) and PSEG Power, which owns all or a share of three nuclear plans and clean energy projects. PSE&G provides regulated gas and electricity delivery services in New Jersey to a combined 4.3 million customers. Public Service Enterprise Group also operates the Long Island Power Authority system. In 2022, the company sold its gas and oil power plants in the mid-Atlantic, New York, and the Northeast.

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유틸리티 부문이 S&amp;P 500에서 2024년 지금까지 가장 높은 성과를 기록한 부문으로 떠올랐다. 9월 11일 현재 Utilities Select Sector SPDR Fund(NYSE:XLU)는 전년 대비 22% 급등하여 다른 모든 부문을 능가하고 심지어 Technology Select Sector SPDR Fund(NYSE:XLK)에서 추적한 기술 부문을 9% 포인트 앞섰다.

유틸리티는 잘 알려지지 방어형 AI 섹터로 조용히 다른 모든 부문보다 뛰어난 성과 달성

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엔비디아(NASDAQ:NVDA)는 수요일에 2024년 1분기 실적 보고를 준비하면서 이번 주에 주목을 받고 있다. 이번 발표는 칩 제조업체 업계에서 AI 중심 반등을 촉발한 놀라운 2023년 1분기 실적의 1주년을 기념하는 것이다. 월스트리트 분석가들의 합의에 따르면 엔비디아는 지난해 같은 분기 EPS의 5배가 넘는 5.60달러의 주당 순이익(EPS)을 보고할 것으로 예상된다. 매출 예측도 마찬가지로 낙관적이며, 2023년 1분기 매출의 3배가 넘는 245억 9천만 달러로 예상된다.

AI-주도 랠리가 전력, 원자재, 유틸리티로 확산될 예정: &#34;이제는 단지 엔비디아만의 문제가 아니다&#34;

Public Service Enterprise Group Incorporated Common Stock

Public Service Enterprise Group Inc

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PT ENERGI MEGA UNSP/ADR by Pt Energi Mega Persada Tbk

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The Pegasus Companies Inc

7 analysts have shared their evaluations of Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $91.0, a high estimate of $100.00, and a low estimate of $83.00. This current average represents a 1.09% decrease from the previous average price target of $92.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1744318843_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Public Service Enterprise. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;---------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;James Thalacker &#x7C;BMO Capital &#x7C;Lowers &#x7C;Market Perform &#x7C; $83.00&#x7C;$86.00 &#x7C; 
&#x7C;Nicholas Campanella &#x7C;Barclays &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $83.00&#x7C;$84.00 &#x7C; 
&#x7C;David Arcaro &#x7C;Morgan Stanley &#x7C;Raises &#x7C;Overweight &#x7C; $100.00&#x7C;$96.00 &#x7C; 
&#x7C;Julien Dumoulin-Smith&#x7C;B of A Securities &#x7C;Lowers &#x7C;Buy &#x7C; $92.00&#x7C;$95.00 &#x7C; 
&#x7C;Shahriar Pourreza &#x7C;Guggenheim &#x7C;Maintains &#x7C;Buy &#x7C; $98.00&#x7C;$98.00 &#x7C; 
&#x7C;James Thalacker &#x7C;BMO Capital &#x7C;Raises &#x7C;Market Perform &#x7C; $86.00&#x7C;$85.00 &#x7C; 
&#x7C;Neil Kalton &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Overweight &#x7C; $95.00&#x7C;$100.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Public Service Enterprise. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Public Service Enterprise compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for Public Service Enterprise's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Public Service Enterprise's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/PEG/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Public Service Enterprise analyst ratings.</a>
<h2>Unveiling the Story Behind Public Service Enterprise</h2>
Public Service Enterprise Group is the holding company for a regulated utility (PSE&amp;G) and PSEG Power, which owns all or a share of three nuclear plans and clean energy projects. PSE&amp;G provides regulated gas and electricity delivery services in New Jersey to a combined 4.3 million customers. Public Service Enterprise Group also operates the Long Island Power Authority system. In 2022, the company sold its gas and oil power plants in the mid-Atlantic, New York, and the Northeast.
<h3>Unraveling the Financial Story of Public Service Enterprise</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Decline in Revenue: Over the 3M period, Public Service Enterprise faced challenges, resulting in a decline of approximately -5.37% in revenue growth as of 31 December, 2024. This signifies a reduction in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Utilities sector.
Net Margin: Public Service Enterprise's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 11.6%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Public Service Enterprise's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 1.9%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): Public Service Enterprise's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 0.53%, the company may face hurdles in achieving optimal financial returns.
Debt Management: Public Service Enterprise's debt-to-equity ratio is below the industry average at 0.01, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Analyst Ratings: Simplified</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Where Public Service Enterprise Stands With Analysts

BMO Capital analyst James Thalacker maintains Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) with a Market Perform and lowers the price target from $86 to $83.

News

Price Target

BMO Capital Maintains Market Perform on Public Service Enterprise, Lowers Price Target to $83

Barclays analyst Nicholas Campanella maintains Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) with a Equal-Weight and lowers the price target from $84 to $83.

Barclays Maintains Equal-Weight on Public Service Enterprise, Lowers Price Target to $83

Morgan Stanley analyst David Arcaro maintains Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) with a Overweight and raises the price target from $96 to $100.

Morgan Stanley Maintains Overweight on Public Service Enterprise, Raises Price Target to $100

Providing a diverse range of perspectives from bullish to bearish, 5 analysts have published ratings on Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) in the last three months.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $92.8, a high estimate of $98.00, and a low estimate of $86.00. Observing a downward trend, the current average is 1.69% lower than the prior average price target of $94.40. 
<img src="https://www.benzinga.com/files/images/story/2025/1742414437_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
A clear picture of Public Service Enterprise's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Julien Dumoulin-Smith</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$92.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Shahriar Pourreza</td>
<td>Guggenheim</td>
<td>Maintains</td>
<td>Buy</td>
<td>$98.00</td>
<td>$98.00</td>
</tr>
<tr>
<td>James Thalacker</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$86.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Neil Kalton</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$95.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>David Arcaro</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$93.00</td>
<td>$94.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Public Service Enterprise. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Public Service Enterprise compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Public Service Enterprise's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Public Service Enterprise's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/PEG/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Public Service Enterprise analyst ratings.</a>
<h2>About Public Service Enterprise</h2>
Public Service Enterprise Group is the holding company for a regulated utility (PSE&amp;G) and PSEG Power, which owns all or a share of three nuclear plans and clean energy projects. PSE&amp;G provides regulated gas and electricity delivery services in New Jersey to a combined 4.3 million customers. Public Service Enterprise Group also operates the Long Island Power Authority system. In 2022, the company sold its gas and oil power plants in the mid-Atlantic, New York, and the Northeast.
<h3>A Deep Dive into Public Service Enterprise's Financials</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Decline in Revenue: Over the 3 months period, Public Service Enterprise faced challenges, resulting in a decline of approximately -5.37% in revenue growth as of 31 December, 2024. This signifies a reduction in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Utilities sector.
Net Margin: Public Service Enterprise's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 11.6%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): Public Service Enterprise's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 1.9%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Public Service Enterprise's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 0.53%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: With a below-average debt-to-equity ratio of 0.01, Public Service Enterprise adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Basics of Analyst Ratings</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Beyond The Numbers: 5 Analysts Discuss Public Service Enterprise Stock

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>JP Morgan analyst Adrian Heurta downgraded Martin Marietta Materials, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MLM#NYSE">MLM</a>) from Overweight to Neutral and lowered the price target from $640 to $560. Martin Marietta Materials shares closed at $488.19 on Tuesday. <a href="https://www.benzinga.com/quote/mlm/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Ladenburg Thalmann analyst Paul Fremont downgraded the rating for Public Service Enterprise Group Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) from Buy to Neutral. Public Service Enterprise shares closed at $82.17 on Tuesday. <a href="https://www.benzinga.com/quote/PEG/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst James Hardiman downgraded THOR Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THO#NYSE">THO</a>) from Buy to Neutral and lowered the price target from $94 to $86. Thor Industries shares closed at $81.80 on Tuesday. <a href="https://www.benzinga.com/quote/THO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst Gregg Orrill downgraded PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>) from Buy to Neutral and lowered the price target from $22 to $19. PG&amp;E shares closed at $17.20 on Tuesday. <a href="https://www.benzinga.com/quote/PCG/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>TD Securities analyst Jason Gabelman downgraded the rating for BP p.l.c. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BP#NYSE">BP</a>) from Buy to Hold and slashed the price target from $40 to $36. BP shares closed at $33.39 on Tuesday.  <a href="https://www.benzinga.com/quote/BP/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying BP stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="586" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19094646/image-166-1024x586.png" alt="" class="wp-image-831670" style="width:580px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19094646/image-166-1024x586.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19094646/image-166-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19094646/image-166-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19094646/image-166.png 1088w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Downgrades

Trading Ideas

This BP Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday

Ladenburg Thalmann analyst Paul Fremont downgrades Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) from Buy to Neutral.

Ladenburg Thalmann Downgrades Public Service Enterprise to Neutral

WIIM

CBRE

EQIX

WELL

WHLR

Shares of REIT and utility stocks are trading lower amid overall market weakness. Rising Treasury yields may be driving a rotation out of income-paying sectors.

B of A Securities analyst Julien Dumoulin-Smith maintains Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) with a Buy and lowers the price target from $95 to $92.

B of A Securities Maintains Buy on Public Service Enterprise, Lowers Price Target to $92

Providing a diverse range of perspectives from bullish to bearish, 5 analysts have published ratings on Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) in the last three months.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $91.6, a high estimate of $98.00, and a low estimate of $86.00. This current average reflects an increase of 1.78% from the previous average price target of $90.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1740607267_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
A clear picture of Public Service Enterprise's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Shahriar Pourreza</td>
<td>Guggenheim</td>
<td>Maintains</td>
<td>Buy</td>
<td>$98.00</td>
<td>$98.00</td>
</tr>
<tr>
<td>James Thalacker</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$86.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Neil Kalton</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$95.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>David Arcaro</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$93.00</td>
<td>$94.00</td>
</tr>
<tr>
<td>Andrew Weisel</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$86.00</td>
<td>$73.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Public Service Enterprise. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Public Service Enterprise compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Public Service Enterprise's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Public Service Enterprise's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/PEG/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Public Service Enterprise analyst ratings.</a>
<h2>About Public Service Enterprise</h2>
Public Service Enterprise Group is the holding company for a regulated utility (PSE&amp;G) and other nonregulated businesses such as nuclear power generation and clean energy projects. PSE&amp;G provides regulated gas and electricity delivery services in New Jersey to a combined 4.3 million customers. Public Service Enterprise Group also operates the Long Island Power Authority system. In 2022, the company sold its gas and oil power plants in the mid-Atlantic, New York, and the Northeast.
<h3>Public Service Enterprise: A Financial Overview</h3>
Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.
Revenue Growth: Public Service Enterprise's remarkable performance in 3 months is evident. As of 30 September, 2024, the company achieved an impressive revenue growth rate of 7.57%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Utilities sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Public Service Enterprise's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 19.68% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Public Service Enterprise's ROE stands out, surpassing industry averages. With an impressive ROE of 3.26%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Public Service Enterprise's ROA excels beyond industry benchmarks, reaching 0.98%. This signifies efficient management of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.37.
<h2>What Are Analyst Ratings?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Glimpse Into The Expert Outlook On Public Service Enterprise Through 5 Analysts

Guggenheim analyst Shahriar Pourreza reiterates Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) with a Buy and maintains $98 price target.

Reiteration

Guggenheim Reiterates Buy on Public Service Enterprise, Maintains $98 Price Target

BMO Capital analyst James Thalacker maintains Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) with a Market Perform and raises the price target from $85 to $86.

BMO Capital Maintains Market Perform on Public Service Enterprise, Raises Price Target to $86

Wells Fargo analyst Neil Kalton maintains Public Service Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) with a Overweight and lowers the price target from $100 to $95.

Wells Fargo Maintains Overweight on Public Service Enterprise, Lowers Price Target to $95

Public Service Enterprise shares are trading lower after the company reported worse-than-expected Q4 sales results.

Guidance

PSEG Sees FY25 Non-GAAP Operating Earnings $3.94-$4.06 vs $4.01 Est.

Earnings

Earnings Beats

Earnings Misses

Public Service Enterprise Q4 2024 Adj. EPS $0.84 Beats $0.83 Estimate, Sales $2.465B Miss $2.539B Estimate

AHCO

ALLT

ARQT

AXGN

AXON

BASE

BGFV

BLZE

BTDR

BWIN

CART

CAVA

CBLL

CCCS

CECO

CGBD

CHRD

CIFR

CPNG

CPSS

DAWN

DNUT

DOCN

DRVN

ELAN

EXLS

FIHL

FLYW

FSLR

FULC

GPOR

HRMY

HSIC

HURN

HYLN

IART

ICCC

IGIC

IMOS

INGN

INTU

INVX

IPAR

ITRI

IVAC

JACK

JAZZ

KEYS

KNSA

LCID

LGIH

LIVN

LMND

LXFR

MASI

MATX

MFIC

MIDD

MMSI

MPLN

MRVI

NOVT

NXRT

Earnings Scheduled For February 25, 2025

Dividends

PSEG Increases Quarterly Dividend From $0.60 To $0.63

Public Service Enterprise shares are trading lower after Barclays downgraded the stock from Overweight to Equal-Weight.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Seaport Global analyst Tom Curran downgraded the rating for Plug Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) from Neutral to Sell and announced a $1 price target. Plug Power shares closed at $2.08 on Friday. <a href="https://www.benzinga.com/quote/PLUG/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays analyst Ryan Macwilliams downgraded RingCentral, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RNG#NYSE">RNG</a>) from Overweight to Equal-Weight and lowered the price target from $45 to $37. RingCentral shares closed at $34.65 on Friday. <a href="https://www.benzinga.com/quote/RNG/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley analyst Terence Flynn downgraded the rating for Intellia Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTLA#NASDAQ">NTLA</a>) from Overweight to Equal-Weight and lowered the price target from $56 to $11. Intellia Therapeutics shares closed at $10.99 on Friday. <a href="https://www.benzinga.com/quote/NTLA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Andrew Andersen downgraded RLI Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RLI#NYSE">RLI</a>) from Buy to Underperform and lowered the price target from $95 to $61. RLI shares closed at $72.48 on Friday. <a href="https://www.benzinga.com/quote/RLI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays analyst Nicholas Campanella downgraded Public Service Enterprise Group Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>) from Overweight to Equal-Weight. Public Service Enterprise shares closed at $88.05 on Friday. <a href="https://www.benzinga.com/quote/PEG/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying RNG stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="573" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/27080704/image-205-1024x573.png" alt="" class="wp-image-751144" style="width:427px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/27080704/image-205-1024x573.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/27080704/image-205-300x168.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/27080704/image-205-768x430.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/27080704/image-205.png 1110w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>

Pre-Market Outlook

NTLA

PLUG

This RingCentral Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday

Commodities

Press Releases

PSEG Foundation Celebrates 10 Years and Nearly $8M in Grants, Empowering Communities Across New Jersey and New York

PSE&G ranked No. 1 for Both Gas and Electric Utility Residential Customer Satisfaction in the East among Large Utilities by J.D. Power

PSEG To Announce Fourth Quarter and Full Year 2024 Financial Results On February 25

PSEG Increases 2025 Common Stock Dividend

PSEG ANNOUNCES 2024 RESULTS

For Consumer Protection Week, PSEG Long Island Reminds Customers to Be Alert for Scams

As Heating Season Ends, PSEG Long Island Reminds Customers Financial Assistance is Still Available

PSEG To Announce First Quarter 2025 Financial Results On April 30

For Earth Day, Free Tree Event Helps Suffolk Residents Save on Energy Costs

PSEG Declares Regular Quarterly Dividend for the Second Quarter of 2025

Ameren

Avista

Brookfield Infrastructure Partners LP Limited Partnership Units

Brookfield Infr Partners

Black Hills

CMS Energy

CenterPoint Energy, Inc (Holding Co) Common Stock

CenterPoint Energy

Dominion Energy

DTE Energy

Consolidated Edison

National Grid Transco, PLC National Grid PLC (NEW) American Depositary Shares

National Grid

NiSource

NorthWestern Energy Group, Inc. - Common Stock

NorthWestern Energy Group

Sempra

Unitil

WEC Energy Group

BMO Capital

Barclays

Morgan Stanley

B of A Securities

Guggenheim

Public Service

유틸리티 부문이 S&amp;P 500에서 <a href="https://www.benzinga.com/markets" target="_blank" rel="noopener" data-google-interstitial="false">2024년 지금까지</a> 가장 높은 성과를 기록한 부문으로 떠올랐다.
9월 11일 현재 Utilities Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)는 전년 대비 22% 급등하여 다른 모든 부문을 능가하고 심지어 Technology Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>)에서 추적한 기술 부문을 9% 포인트 앞섰다.
이것은 유틸리티의 상당한 반전을 나타내며, 유틸리티는 2023년에 기술 부문에 40%포인트 뒤쳐졌었다.
<h3 class="wp-block-heading">차트: 유틸리티 섹터가 S&amp;P 500 및 기술주를 2024년에 초과 성과</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-543220" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89-1024x445.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89-1024x445.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89-300x130.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89-768x334.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89-1536x667.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89.png 1920w" alt="" width="1024" height="445" /><figcaption class="wp-element-caption">이미지: <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent091124&amp;t=be2bearmibe3na1">Benzinga Pro</a></figcaption></figure>
<h3 class="wp-block-heading">유틸리티 섹터 상승의 원인</h3>
2024년 유틸리티 주식의 강력한 성과는 많은 투자자들을 놀라게 했으며, 특히 최근 몇 년 동안 시장이 기술과 같은 성장 부문에 집중해 온 상황에서 더욱 그러하다.
"유틸리티 및 필수 소비재와 같은 방어주가 상승세를 주도하고 있기 때문에 여기에는 부인할 수 없는 방어적인 분위기가 있다. 이전에 막을 수 없었던 &#8216;매그니피센트 7&#8217; 기술주의 모멘텀 부족은 시장 정서의 변화를 알리는 신호일 수 있다"고 애널리스트 마이클 가예드(Michael Gayed)가 말했다.
방어 자산을 향한 이러한 움직임은 거시경제적 변동성에 대한 우려가 커지고 예측이 점점 더 어려워지는 금리 환경 속에서 특히 중요하다.
뱅크 오브 아메리카(BofA)는 최근 변동성이 증가함에 따라 점점 더 매력적으로 변하는 소득과 품질 특성의 결합을 언급하면서 유틸리티 부문에 대한 전망을 비중확대(Overweight) 전망으로 높였다.
BofA의 분석가들은 &#8220;클라이언트 흐름을 보면 해당 부문에 대한 관심이 없음을 암시하지만 최근 몇 주 동안 단일 주식에 자금이 유입되기 시작했고 ETF 흐름이 봄부터 긍정적인 추세를 보이기 시작했다&#8221;고 강조했다.
크레스캣 캐피털(Crescat Capital)의 매크로 전략가 오타비오 코스타(Otavio Costa)는 소셜미디어 X에 올린 글에서 "경제가 잘 돌아가고 있다는 광범위한 공감대에도 불구하고 S&amp;P 500에서 가장 방어적인 부문이 공식적으로 올해 최고의 성과를 낸 것이 놀랍다"고 말했다.
<h3 class="wp-block-heading">유틸리티, AI 기반 데이터 센터에 대한 수요 증가 대응</h3>
실제로 유틸리티 섹터를 강화하는 중요한 요소는 인공 지능(AI) 연계 데이터 센터의 성장에 따른 전기 수요 증가이다.
골드만삭스의 애널리스트인 칼리 데이븐포트(Carly Davenport)는 &#8220;데이터 센터 성장이 전력 수요에 의미 있게 기여하기 시작했으며 파이프라인에 대한 긍정적인 수정이 더 많이 확인되었다&#8221;고 메모에서 이러한 추세를 강조했다.
골드만삭스는 데이터 센터가 미국 전력 수요 증가의 가장 큰 동력이 될 것이며, 2030년까지 미국의 2.4% 전력 수요 복합 연간 성장률에 약 90bp(베이시스 포인트) 기여할 것이라고 추정했다.
이러한 수요 증가는 송전 및 발전 용량에 대한 점진적인 자본 투자로 이어질 것으로 예상되며, 잠재적으로 향후 몇 년 동안 유틸리티 주식의 추가 상승을 이끌 것으로 예상된다.
<h3 class="wp-block-heading">2024년 최고의 유틸리티 주식</h3>
올해 몇몇 유틸리티 회사들은 강력한 실적, 전략적 투자, 부문별 순풍에 힘입어 엄청난 이익을 얻었다. 9월 11일까지 연초부터 최고 실적을 기록한 유틸리티 주식을 살펴보겠다:
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>이름</td>
<td>가격 변동 % (YTD)</td>
</tr>
<tr>
<td>비스트라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</td>
<td>107.95%</td>
</tr>
<tr>
<td>콘스텔레이션 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NYSE">CEG</a>)</td>
<td>60.22%</td>
</tr>
<tr>
<td>NRG 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>)</td>
<td>54.88%</td>
</tr>
<tr>
<td>넥스테라 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>)</td>
<td>37.39%</td>
</tr>
<tr>
<td>퍼블릭 서비스 엔터프라이즈 그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>)</td>
<td>34.52%</td>
</tr>
<tr>
<td>아메리칸 일렉트릭 파워 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NYSE">AEP</a>)</td>
<td>26.86%</td>
</tr>
<tr>
<td>서던 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SO#NYSE">SO</a>)</td>
<td>26.63%</td>
</tr>
</tbody>
</table>
</figure>
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40794070/exclusive-lazard-small-cap-expert-predicts-30-50-russell-2000-rally-on-the-back-of-">독점: 라자드드 소형주 전문가가 금리 인하에 따른 러셀 2000지수 30%-50% 상승을 예측</a></li>
</ul>
사진: Shutterstock

엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)는 수요일에 2024년 1분기 실적 보고를 준비하면서 이번 주에 주목을 받고 있다. 이번 발표는 <a href="https://www.benzinga.com/topic/semiconductors" target="_blank" rel="noopener">칩 제조업체 업계</a>에서 AI 중심 반등을 촉발한 놀라운 2023년 1분기 실적의 1주년을 기념하는 것이다.
월스트리트 분석가들의 합의에 따르면 엔비디아는 지난해 같은 분기 EPS의 5배가 넘는 5.60달러의 주당 순이익(EPS)을 보고할 것으로 예상된다. 매출 예측도 마찬가지로 낙관적이며, <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/05/38924492/nvidia-set-for-steady-gains-with-software-centric-shift-and-blackwell-transition-an" target="_blank" rel="noopener">2023년 1분기 매출</a>의 3배가 넘는 245억 9천만 달러로 예상된다.
뱅크 오브 아메리카가 최근 메모에서 언급했듯이 2023년 1분기 &#8216;폭발&#8217; 이후 엔비디아의 시가총액은 1조 5천억 달러나 급증했다. 이 회사의 지난 12개월(LTM) EPS는 전년 대비 617% 급등했으며, 기업 실적 발표 중 AI에 대한 언급은 186% 증가했다.
그러나 뱅크 오브 아메리카의 분석가에 따르면 엔비디아가 시작한 AI 기반 이익은 이제 칩 제조 부문을 넘어 전력, 원자재 및 유틸리티를 포괄하도록 확장될 것으로 예상된다.
뱅크 오브 아메리카의 주식 및 퀀트 전략가이자 CFA인 권오성 씨는 &#8216;더 이상 엔비디아만의 문제가 아니다&#8217;고 말했다.
엔비디아는 LTM에 비해 S&amp;P 실적 성장의 37%와 수익률 11%를 주도했다. 그러나 향후 12개월 동안 실적 성장에 9%만 기여할 것으로 예상된다.
엔비디아의 1년간 주가 성과 vs. 반도체 산업 – iShares 반도체 ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-346475" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20151721/image-82-1024x495.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20151721/image-82-1024x495.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20151721/image-82-300x145.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20151721/image-82-768x372.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20151721/image-82-1536x743.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20151721/image-82.png 1920w" alt="" width="1024" height="495" /></figure>
다른 기사도 읽기: <a href="https://www.benzinga.com/news/large-cap/24/05/38770955/ai-revolution-on-the-doorstep-the-tidal-wave-is-well-underway-analyst-says">AI 혁명이 &#8216;문앞에:&#8217; &#8216;해일&#8217;이 잘 진행되고 있다고 분석가가 말한다.</a>
<h3 class="wp-block-heading">AI 데이터 센터의 수요로 전력업체의 이익 증대</h3>
맥킨지는 2020년부터 2030년까지 전 세계 데이터 센터 전력 수요가 연간 10~12% 증가할 것으로 예상한다.
뱅크 오브 아메리카의 앤드류 오빈(Andrew Obin) 분석가는 &#8220;AI 도입은 이러한 예측에 잠재적인 상승 가능성을 더해준다&#8221;고 말했다.
이 투자 은행은 상업 역량을 갖춘 전력 생산업체, 그리드 장비 제공업체, 파이프라인 회사, 그리드 기술 제공업체 등 다양한 부문이 AI 중심 수요 증가의 혜택을 누릴 것으로 예상한다. 구리, 우라늄 등 원자재도 수혜를 입을 것으로 예상된다.
이러한 배경 속에서 데이터 센터용 전력 및 냉각 장비 제조업체인 버티브 홀딩스 LLC(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>)는 작년 엔비디아의 화려한 AI 분기 이후 엔비디아를 300% 크게 능가했다.
데이터 센터용 전기 및 열 장비를 포함하는 버티브(Vertiv)의 포트폴리오는 매출의 약 75%를 차지한다. 예측에 따르면 전 세계 데이터 센터 수요는 2030년까지 126~152GW에 도달하여 약 250TWh의 새로운 전력 수요를 창출할 수 있으며, 이는 2030년까지 미국 전체 전력 수요의 8%에 해당한다. 데이터 센터는 전력 집약적인 모델을 운영하므로 지속적인 전력 액세스와 안정적인 연결이 필요하다.
차트: 지난 1년간 엔비디아 대비 전력업체 버티브 홀딩스의 성과가 두드러진 이유
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-346484" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152049/image-83-1024x495.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152049/image-83-1024x495.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152049/image-83-300x145.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152049/image-83-768x372.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152049/image-83-1536x743.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152049/image-83.png 1920w" alt="" width="1024" height="495" /></figure>
<h3 class="wp-block-heading">AI 주도의 전력 수요에 따른 유틸리티의 이익</h3>
뱅크 오브 아메리카의 연구 분석가인 폴 콜(Paul Cole)은 &#8220;유틸리티에 대한 투자자들은 데이터 센터 성장이 증가함에 따라 명목 이익 기회에 대해 너무 조심성이 있을 것으로 예상한다&#8221;고 말했다.
그는 콘스텔레이션 에너지 주가(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>), 퍼블릭 서비스 엔터프라이즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>), 비스트라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>), 넥스테라 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) 및 도미니언 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/D#NYSE">D</a>)를 데이터 센터 확산 및 이에 따른 전력 수요 증가의 확실한 수혜자로 식별했다.
차트: 상기 유틸리티 4종의 올해 들어 성과
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-346489" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152516/image-84-1024x495.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152516/image-84-1024x495.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152516/image-84-300x145.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152516/image-84-768x372.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152516/image-84-1536x743.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/20152516/image-84.png 1920w" alt="" width="1024" height="495" /></figure>
다른 기사도 읽기: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/05/38746512/utilities-notch-7th-straight-session-of-gains-potential-derivative-play-to-the-ai-b">유틸리티, 7번째 연속으로 증가 – ‘AI 붐에 대한 잠재적 파생 플레이&#8217;</a>
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AI-주도 랠리가 전력, 원자재, 유틸리티로 확산될 예정: "이제는 단지 엔비디아만의 문제가 아니다"

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