DUK

Interested in WhiteFiber, Inc.? Here are five stocks we like better. WhiteFiber posted Q1 revenue growth to $21.9 million, up 31% year over year, and reported positive adjusted EBITDA of $3 million despite higher operating costs and a net loss. Management also said second-quarter G&A should fall about 20% from Q1. NC1 is nearing initial capacity delivery in North Carolina, with Duke Energy having delivered the first 54 gross MW of utility power and the company expecting to start delivering initial capacity within weeks. The first 54 MW are fully contracted with Nscale, and WhiteFiber is preparing to market the next 45 MW tranche later this year. The cloud business is being repositioned toward longer-duration enterprise deals and next-generation GPU deployments, with management saying Q2 should mark the low point for cloud revenue. WhiteFiber also highlighted a large pipeline of more than 50,000 GPUs and said it is pursuing selective, cash-flow-positive contracts. Are These 3 Under-the-Radar AI Stocks the Next Big Growth Stories? WhiteFiber (NASDAQ:WYFI) reported first-quarter revenue growth and positive adjusted EBITDA as management said the company is nearing initial capacity delivery at its NC1 data center project in North Carolina and continuing to reposition its cloud business toward longer-duration enterprise deployments. On the company’s first-quarter 2026 earnings call, Chief Executive Officer Sam Tabar said White Fiber delivered “year-over-year revenue growth, strong gross margins, and positive adjusted EBITDA” while investing in its AI infrastructure platform. He said demand for AI infrastructure remains strong, but emphasized that execution — including power, equipment, capital, customer requirements and construction — is the primary constraint in the market. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? “Demand is not the main constraint. Access to potential sites is not the main constraint. The real constraint is execution,” Tabar said. Tabar said Duke Energy has completed delivery of the initial 54 gross megawatts of utility power to NC1, supporting the first 40 megawatts of IT load under White Fiber’s agreement with Nscale. He said construction and commissioning remain active, with approximately 600 personnel on site during the prior week. → MP Materials Is Quietly Building a Rare Earth Powerhouse Major equipment pack...

NEW YORK, May 14, 2026 /PRNewswire/ -- WhiteFiber, Inc. (Nasdaq: WYFI) ("WhiteFiber" or the "Company"), a leading provider of AI infrastructure and high-performance computing solutions, today announced financial results for the first quarter ended March 31, 2026. Sam Tabar, Chief Executive Officer of WhiteFiber, said: "WhiteFiber delivered a solid first quarter, with year-over-year revenue growth, strong gross margins, and positive adjusted EBITDA, while continuing to invest in the AI infrastructure platform we are building. During the quarter and subsequent period, we made meaningful progress across our core priorities. NC-1 continued to advance through construction and commissioning, Duke Energy completed the work required to deliver 54 megawatts of gross utility power to the site, and we remain focused on bringing the initial 40-megawatt IT load deployment into service under our long-term colocation agreement with Nscale. MTL-3 also completed its first full quarter of operations supporting Cerebras, and subsequent to quarter-end, we completed the purchase of the facility, giving us greater control over a revenue-generating asset with potential expansion upside over time. Demand for high-density AI infrastructure remains very strong. Customers need power, speed, and partners who can execute. We believe our pipeline continues to improve in both quality and scale, and we are advancing multiple larger site opportunities where we believe customer demand, power availability, financing, and execution planning can align from the outset. In cloud, we have made significant progress repositioning the business toward longer-duration enterprise deployments, managed infrastructure services, and next-generation GPU capacity. Recent customer wins and late-stage opportunities demonstrate growing traction behind this strategy, with structures that include customer prepayments and project-level equipment financing. The first part of 2026 has been about preparing WhiteFiber for its next stage of growth. As NC-1 moves toward initial revenue, the project-level financing process advances, and the cloud strategy gains traction, we believe the pieces are coming together to demonstrate the development flywheel we are building: secure strategic sites, match them with high-quality customer demand, finance projects efficiently, deliver capacity, and recycle capital into the next oppo...

Duke Energy recently reported first‑quarter 2026 results showing revenue of US$9,178 million and net income of US$1,550 million, reaffirmed its long‑term earnings growth targets, and declared a quarterly dividend of US$1.065 per share payable on June 16, 2026. Alongside stronger earnings, the company advanced a more than US$103.00 billion five‑year capital plan, signed additional multi‑gigawatt data‑center power agreements, and applied for lower‑cost U.S. Department of Energy loans to support grid and capacity expansion while aiming to ease customer costs. With stronger quarterly earnings and a DOE loan application aimed at lowering financing costs, we’ll examine how this reshapes Duke Energy’s investment narrative. Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. To own Duke Energy today, you need to believe that regulated grid and generation investments can earn acceptable returns even as capital needs rise and customer demand shifts. The near term catalyst is management’s US$103.0 billion five year capital plan tied to data center and load growth, while the biggest current risk is that elevated financing needs and interest costs could squeeze returns. The latest results and DOE loan application do not materially change that balance yet. The most relevant development here is Duke’s application for lower cost U.S. Department of Energy loans to support grid and capacity expansion. If approved, cheaper federal financing could partially offset the risk that heavy capex and higher rates pressure earnings, especially as Duke signs more multi gigawatt data center agreements that depend on large upfront investment. Yet behind the appeal of long term grid investment, investors should also be aware of the growing reliance on external financing and what happens if... Read the full narrative on Duke Energy (it's free!) Duke Energy's narrative projects $36.6 billion revenue and $6.2 billion earnings by 2029. This requires 4.8% yearly revenue growth and about a $1.3 billion earnings increase from $4.9 billion today. Uncover how Duke Energy's forecasts yield a $139.39 fair value, a 12% upside to its current price. Three Simply Wall St Community fair value views span roughly US$97.70 to US$139.39 per share, underlining...

Vistra Corp. VST reported first-quarter 2026 earnings of $2.87 per share, which surpassed the Zacks Consensus Estimate of $2.21 by 29.9%. The bottom line increased a whopping 523.9% from 46 cents in the year-ago quarter. The year-over-year increase in earnings per share was driven by higher realized capacity prices and contributions from the plants acquired through the Lotus acquisition for the full three-month period. Sales for the quarter totaled $5.64 billion, which beat the Zacks Consensus Estimate of nearly $5.45 billion by 3.54%. Moreover, the top line rose 43.4% from $3.93 billion recorded in the year-ago quarter. Vistra Corp. price-consensus-eps-surprise-chart | Vistra Corp. Quote Fuel, purchased power costs and delivery fees for the year amounted to $2.53 billion, up 3.4% from last year’s $2.45 billion. Operating costs for the year totaled $0.7 billion, up 1% from last year’s $0.69 billion. Selling, general and administrative expenses amounted to $0.42 billion, up 9.2% from last year’s $0.39 billion. Operating income totaled nearly $1.5 billion against an operating loss of $0.1 billion a year ago. Interest expenses and related charges came in at $0.26 billion, down 17.6% from last year. As of May 1, 2026, Vistra hedged nearly 98% of its expected generation volumes for 2026, around 89% for 2027 and about 65% for 2028. On Jan. 5, 2026, Vistra announced that it had signed agreements to acquire Cogentrix Energy, adding 10 modern natural gas plants totaling 5,500 MW across PJM, ISO New England and ERCOT. The $4 billion deal, financed with cash, stock to Quantum Capital Group funds and assumed debt (net of tax benefits), values the portfolio at 7.25x expected 2027 adjusted EBITDA or $730 per kW. Management expects the acquisition to boost earnings per share by mid-single digits in 2027 and high-single digits on average from the 2027-2029 period, driven by strong cash generation. Cash and cash equivalents totaled $0.63 billion as of March 31, 2026, compared with $0.79 billion as of Dec. 31, 2025. Net cash flow provided by operating activities in the first three months of 2026 was $1.2 billion compared with $0.6 billion last year. Total capital expenditures for first-quarter 2026 were $0.88 billion compared with $0.77 billion recorded a year ago. The available liquidity of the company as of March 31, 2026, was $4.17 billion, enough to meet its near-term obl...

Consolidated Edison, Inc. ED reported first-quarter 2026 adjusted earnings of $2.17 per share, which missed the Zacks Consensus Estimate of $2.32 by 6.6%. The bottom line declined 3.6% from $2.25 recorded in the prior-year quarter. The company reported GAAP earnings of $2.55 per share, up from $2.26 recorded in the year-ago quarter. In the reported quarter, Consolidated Edison's total operating revenues of $5.1 billion surpassed the Zacks Consensus Estimate of $4.95 billion by 3%. The top line increased 6.2% from $4.8 billion reported in the year-ago quarter. Consolidated Edison Inc price-consensus-eps-surprise-chart | Consolidated Edison Inc Quote Electric revenues totaled $3.04 billion, which increased 4.8% from the year-ago quarter’s figure of $2.9 billion. Gas revenues amounted to $1.62 billion, which surged 5.2% from the year-ago quarter’s figure of $1.54 billion. Steam revenues totaled $432 million, which rose 22% from the year-ago quarter’s figure of $354 million. Non-utility revenues amounted to $1 million compared to nil revenues in the year-ago quarter. Total operating expenses in the first quarter increased 6.8% year over year to $3.92 billion. Purchase power costs rose 4.9%. Other operations and maintenance expenses decreased 1.3%. Depreciation and amortization expenses jumped 1.4%. Taxes, other than income taxes, went up 9.3% year over year. Fuel expenses surged 48.8% year over year and the cost of gas purchased for resale rose 17.7%. The company’s first-quarter operating income went up 4.6% year over year to $1.18 billion. During the first quarter, the company completed the sale of its nearly 6.6% interest in Mountain Valley Pipeline, LLC (“MVP”) to the two founding members of MVP for total aggregate consideration of $357.5 million, before certain closing adjustments and expenses. Cash and temporary cash investments as of March 31, 2026, totaled $0.15 billion compared with $1.63 billion as of Dec. 31, 2025. The company’s long-term debt was $25.554 billion as of March 31, 2026, compared with $25.551 billion as of 2025-end. Cash from operating activities in the first three months of 2026 amounted to $128 million compared with $763 million in the prior-year period. Consolidated Edison has reaffirmed its 2026 guidance. It expects adjusted earnings to be in the range of $6.00-$6.20 per share. The Zacks Consensus Estimate for 2026 earnings is pegged...

Performance was primarily driven by critical infrastructure investments aimed at meeting rising customer demand across regulated service territories. Management attributed the strong start to the year to the industry's largest regulated capital plan and efficient recovery mechanisms in constructive jurisdictions. The company is leveraging its scope and scale to achieve top-tier cost management, keeping rates below the national average and inflation levels. Strategic positioning is bolstered by the monetization of clean energy tax credits and the merger of Carolina utilities, which are expected to provide over $5 billion in customer benefits. Operational momentum is supported by the closing of the minority investment in Duke Energy Florida and the sale of the Piedmont Natural Gas Tennessee business, strengthening the credit profile. The company is utilizing a 'once in a generation' build cycle to attract data center investments while implementing contract structures that ensure new large customers pay their fair share of system costs. Management reaffirmed the 5% to 7% long-term EPS growth rate through 2030, with increased confidence in reaching the top half of that range starting in 2028. The 5-year plan includes adding 14 gigawatts of generation, including 5 gigawatts of gas generation currently under construction and 2.5 gigawatts in development. Future growth is underpinned by a $103 billion capital plan, with large load customers expected to begin taking energy as early as the second half of 2027. Guidance assumes the successful execution of the nuclear license renewal strategy, intending to seek extensions for all remaining reactors in the fleet. The company expects to maintain a 15% FFO-to-debt ratio over the long term, supported by efficient recovery mechanisms and balanced funding approaches. The proposed combination of the two Carolina utilities is expected to be effective January 1, 2027, yielding an estimated $2.3 billion in customer savings through 2040. A multiyear agreement to monetize up to $3.1 billion of clean energy tax credits through 2028 has been reached to support rate affordability. The company closed on $5.3 billion in total proceeds from the Florida minority interest sale and the Tennessee gas business divestiture in March 2026. Management is mitigating construction risks by securing long-lead equipment and utilizing programmatic EPC...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 10 a.m. ET Executive Vice President, Chief Commercial Officer — Harry Sideris Executive Vice President, Chief Financial Officer — Brian Savoy Harry Sideris: Thank you, Mike, and good morning, everyone. We're pleased to be with you to share our results on the continued progress we're making on our strategic priorities. Today, we announced first quarter 2026 adjusted earnings per share of $1.93, which builds on our momentum from last year and marks a strong start to the year. These results are primarily driven by critical infrastructure investments to meet growing customer demand in our service territories. We are on track to achieve our 2026 guidance range of $6.55 to $6.80 and are reaffirming our 5% to 7% long-term EPS growth rate through 2030. And we are more confident than ever that we will deliver in the top half of the range beginning in 2028 when we expect to see accelerated growth from the economic development projects we have secured under ESAs. Our growth is strong. Economically attractive jurisdictions is underpinned by the industry's largest regulated capital plan, efficient recovery mechanisms and a long track record of constructive regulatory outcomes, and we continue to see strong fundamentals across our business. In the first quarter, we achieved key strategic milestones in support of the growing states we serve. With every investment, we're ensuring the dollars deliver long-term value for our customers and communities. We will continue to execute this strategy with discipline and look forward to updating you throughout the year. As we invest in our system, I want to underscore that our priority has been and always will be providing customers reliable power at the lowest possible cost. As a result of this unwavering focus, our rates are below the national average and have risen below the pace of inflation. We continue to find new ways to deliver affordable energy for our customers, including leveraging our scope and scale to achieve top-tier cost management. As shown on Slide 5, I'm pleased to announce 2 major accomplishments that will provide more than $5 billion of customer benefits, further demonstrating our sustained commitment to providing customer value. First, last week, we reached a multiyear agreement to monetize up to $3.1 billion of clean energy tax credits expected to be generat...

Surgical revenue growth of 17% was driven by a 23% increase in new surgeon users, validating the company's 'adoption story' over simple utilization. Management attributed EOS revenue lumpiness to installation timing and construction-related delays rather than a lack of demand, while surgical revenue was impacted by weather, lower biologics attachment, and slower growth in traditional procedures. Revenue per case declined 3% year-over-year due to a higher mix of lower-ASP cervical procedures, international growth, and lower-than-expected biologics attachment. The EOS Insight platform is evolving into a 'hunting license' for prestigious institutions, providing access to accounts like HSS and Duke that were previously inaccessible. Management emphasized that EOS Insight accounts see a 30% revenue lift per surgeon post-adoption, reinforcing the platform's role as a volume multiplier. Strategic focus remains on 'clinical distinction' in lateral procedures, where the company sees its highest competitive advantage and reproducible success. The business model is shifting toward a structured data advantage, using EOS imaging to create predictive, quantitative intelligence for surgical planning. Full-year 2026 revenue guidance was revised to $882 million to reflect realistic near-term EOS performance while maintaining the $805 million surgical revenue target. The company expects a reacceleration in the second half of 2026, with EOS contributing more meaningfully as sales and marketing reinforcements ramp up. Guidance for the remainder of the year assumes high-teens surgical volume growth and flattish revenue per procedure as biologics attachment improves. Management reaffirmed the 2027 long-range plan revenue target of $1 billion, viewing current EOS issues as execution-related 'lumpiness' rather than a thesis failure. Free cash flow is projected to be at least $20 million for the full year, with Q2 expected to be approximately break-even. A new $350 million credit facility led by JPMorgan simplifies the capital structure and is expected to reduce interest expense by over $6 million annually. The company invested $33 million in inventory and instruments during Q1 to support the 20% plus growth in surgeon adoption and sales team expansion. EOS Edge installed base grew 39% year-over-year, which management views as a critical prerequisite for future EOS Insight software...

Duke Energy (DUK) reported Q1 adjusted earnings Tuesday of $1.93 per share, up from $1.76 a year ear

Duke Energy Corporation's DUK first-quarter 2026 earnings of $1.93 per share surpassed the Zacks Consensus Estimate of $1.79 by 7.6%. The bottom line increased 9.7% from $1.76 reported in the year-ago quarter. Total operating revenues were $9.18 billion, which beat the Zacks Consensus Estimate of $8.4 billion by 9%. The top line increased 11.3% from $8.25 billion in the year-ago period. Duke Energy Corporation price-consensus-eps-surprise-chart | Duke Energy Corporation Quote Operating expenses amounted to $6.84 billion, up 15.6% year over year. The increase was primarily driven by higher expenses for fuel used in electric generation and purchased power, cost of natural gas, operation, maintenance and other and depreciation and amortization. The operating income totaled $2.73 billion compared with $2.34 billion in the year-ago quarter. Interest expenses rose to $968 million from $889 million in the first quarter of 2025. The average number of customers in its Electric Utilities and Infrastructure increased 1.4% year over year. Total electric sales volume for the reported quarter went up 0.3% year over year to 65,454 gigawatt-hours. Electric Utilities & Infrastructure: This segment’s adjusted earnings totaled $1.4 billion, up from $1.28 billion in the first quarter of 2025. This was primarily driven by the recovery of infrastructure investments aimed at reliably serving customers across its expanding jurisdictions, along with favorable weather conditions. These positives were partially offset by higher O&M expenses, including storm-related costs, as well as increased depreciation tied to a growing asset base. Gas Utilities & Infrastructure: Adjusted earnings from this segment amounted to $361 million compared with $349 million in the first quarter of 2025. Other: The segment includes corporate interest expenses not allocated to other business units, resulting from Duke Energy’s captive insurance company and other investments. On an adjusted basis, this segment incurred a loss of $263 million compared with a loss of $260 million in the first quarter of 2025. As of March 31, 2026, Duke Energy had cash & cash equivalents of $2.14 billion compared with $0.245 billion as of Dec. 31, 2025. As of March 31, 2026, the long-term debt was $80.48 billion compared with $80.11 billion as of Dec. 31, 2025. During the first three months of 2026, the company generated net cas...

Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

Duke Energy (DUK) came out with quarterly earnings of $1.93 per share, beating the Zacks Consensus Estimate of $1.79 per share. This compares to earnings of $1.76 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.58%. A quarter ago, it was expected that this electric utility would post earnings of $1.51 per share when it actually produced earnings of $1.5, delivering a surprise of -0.66%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Duke Energy, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $9.18 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 8.97%. This compares to year-ago revenues of $8.25 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Duke Energy shares have added about 8.7% since the beginning of the year versus the S&P 500's gain of 5.2%. While Duke Energy has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Duke Energy was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong...