DUK

With a market cap of $96.9 billion, Duke Energy Corporation (DUK) is one of the largest energy holding companies in the United States, providing electricity and natural gas to millions of customers across the Southeast and Midwest. The company operates through its Electric Utilities and Infrastructure and Gas Utilities and Infrastructure segments, along with a growing Commercial Renewables portfolio. Based in Charlotte, North Carolina, the company is slated to announce its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of this event, analysts expect Duke Energy to report an adjusted EPS of $1.29, a rise of 3.2% from $1.25 in the year‑ago quarter. It has exceeded Wall Street's earnings expectations in three of the past four quarters while missing on another occasion. Micron Stock Is Off 31% From Its High. Why This Could Be the Best Time to Buy. Nvidia Stock Could Still Soar 140% to Reach $500, Says Wall Street MU Stock Alert: What to Watch as Micron Takes a Stake in GlobalWafers Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2026, analysts predict the electric utility to post adjusted EPS of $6.71, up 6.3% from $6.31 in fiscal 2025. Moreover, adjusted EPS is expected to grow 6.6% year-over-year to $7.15 in fiscal 2027. Shares of Duke Energy have risen over 7% over the past 52 weeks, lagging behind the broader S&P 500 Index's ($SPX) 20.3% return and the State Street Utilities Select Sector SPDR ETF's (XLU) over 11% gain over the same period. Duke Energy shares recovered marginally on May 5 after the company reported stronger-than-expected Q1 2026 adjusted EPS of $1.93 and revenue rose to $9.17 billion. Investor sentiment was also supported by continued growth in power demand from data centers, as Duke added 2.7 GW of new data center projects during the quarter, bringing total signed agreements since 2024 to 7.6 GW, while management disclosed advanced discussions for an additional 15.4 GW of potential projects. Additionally, confidence was reinforced by the recovery of rate-based infrastructure investments, favorable weather, and Duke's efforts to recover more than $800 million in higher winter storm-related power purchase costs through proposed electricity rate increases. Analysts' consensus...

CHARLOTTE, N.C., July 7, 2026 /PRNewswire/ -- Duke Energy will post its second-quarter 2026 financial results at 7 a.m. ET on Tuesday, Aug. 4, on the company's website at duke-energy.com/investors. An earnings conference call for analysts is scheduled at 10 a.m. ET that day to discuss the second-quarter 2026 results and other business and financial updates. The conference call will be hosted by Harry Sideris, president and chief executive officer, and Brian Savoy, executive vice president and chief financial officer. The call can be accessed via the investors' section (duke-energy.com/investors) of Duke Energy's website or by dialing 585.542.9983 in the U.S. or 833.461.5787 outside the U.S. The confirmation code is 485914666. Please call in 10 to 15 minutes prior to the scheduled start time. A recording of the webcast will be available on the investors' section of the company's website on Aug. 5. Duke Energy Duke Energy (NYSE: DUK), a Fortune 150 company headquartered in Charlotte, N.C., is one of America's largest energy holding companies. The company's electric utilities serve 8.7 million customers in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky, and collectively own 55,700 megawatts of energy capacity. Its natural gas utilities serve 1.6 million customers in North Carolina, South Carolina, Ohio and Kentucky. Duke Energy is executing an energy modernization strategy, keeping customer value at the forefront as it invests in electric grid upgrades and efficient generation resources to strengthen the system and serve growing energy needs. More information is available at duke-energy.com. Follow Duke Energy on X, LinkedIn, Instagram, TikTok and Facebook for stories about the people and innovations powering its communities. Media Contact: Gillian Moore24-hour: 800.559.3853 Analyst Contact: Mike SwitzerOffice: 704.382.6473 View original content to download multimedia:https://www.prnewswire.com/news-releases/duke-energy-to-announce-second-quarter-2026-financial-results-on-aug-4-302819526.html

NextEra Energy NEE offers an attractive long-term investment opportunity, driven by its leadership in renewable energy and an expanding portfolio of long-term power purchase agreements (PPAs). Rising demand for reliable, carbon-free electricity from data centers, technology companies and industrial customers supports continued growth, while its regulated utility business provides stable cash flows and a resilient earnings base.Strategic partnerships are strengthening NextEra's growth outlook. Agreements with Google Cloud and Meta are expanding demand for the company's wind, solar and battery storage projects while adding long-duration contracted revenues. These PPAs enhance earnings visibility, reduce exposure to power price volatility and diversify the customer base through high-quality counterparties.NextEra’s subsidiary has entered into an MOU with Xcel Energy to accelerate the development of new power generation for large electricity consumers, including data centers. The agreement strengthens their long-standing partnership and supports faster capacity expansion to meet rising power demand.With disciplined capital investment, a robust renewable development pipeline and a growing backlog of contracted assets, NextEra is well positioned to deliver sustainable earnings growth. NextEra's expanding portfolio of PPAs provides the foundation for its renewable growth by securing stable, contracted revenues and supporting new project development. These agreements underpin a 33-gigawatt (“GW”) backlog of signed projects, giving the company strong earnings visibility. Supported by this contracted pipeline, NextEra’s unit Energy Resources plans to significantly expand its renewable generation and storage portfolio, reinforcing long-term earnings growth as demand for clean electricity continues to rise. Long-term PPAs benefit utilities by providing stable, contracted revenues, improving cash flow visibility and reducing exposure to power price volatility. This supports infrastructure investments, strengthens earnings stability and enables continued expansion of reliable, clean energy generation.Other than NextEra Energy, Dominion Energy D and Duke Energy DUK are well positioned to benefit from long-term PPAs. These agreements provide stable, predictable revenues, support renewable energy investments, reduce market risk and improve earnings visibility, enabling both...

Duke Energy DUK is entering one of the largest capital investment cycles in its history, positioning itself to benefit from rising electricity demand while maintaining relatively predictable cash flows. Duke Energy plans to invest approximately $103 billion between 2026 and 2030 to modernize its regulated electric and gas utilities, expand generation capacity, strengthen grid reliability and meet accelerating electricity demand. Management reaffirmed its 2026 adjusted earnings per share (EPS) guidance of $6.55-$6.80 and a 5-7% adjusted EPS growth rate projection through 2030, with confidence to earn in the top half of the range beginning in 2028. The company reaffirmed its 2026 capital expenditure outlook of approximately $17.75 billion, with year-to-date spending totaling $4.19 billion as of March 31, 2026.Duke Energy continues to see increasing demand from large commercial and industrial customers, particularly data centers, advanced manufacturing facilities and economic development projects across North Carolina, South Carolina, Florida, Indiana and other service territories. Management expects these trends to remain an important driver of load growth over the coming decade.DUK is simultaneously executing a balanced energy transition strategy. Rather than relying on a single technology, the company is expanding renewable generation, investing in battery storage, upgrading natural gas assets and exploring advanced nuclear technologies. Although regulatory approvals and interest rates remain important factors to monitor, Duke Energy's predominantly regulated business model provides unusually strong earnings visibility. As capital investments are placed into service and incorporated into the regulated asset base, they create opportunities for steady earnings growth while supporting the company's long-standing commitment to dividend increases. Along with Duke Energy, several other utilities are also pursuing similar long-term investment strategies, as discussed below:NextEra Energy, Inc. NEE aims to invest nearly $94.2 billion in the 2026-2030 period. Its unit, Florida Power & Light Company, plans to invest nearly $57.38 billion during 2026-2030 to develop new generation units, add new transmission and distribution units, and strengthen existing operations.Dominion Energy, Inc. D has a well-chalked-out long-term capital expenditure plan to strengthen and expa...

President Trump on Thursday announced that he is invoking the Defense Production Act of 1950 to provide hundreds of millions of dollars in federal support for the coal industry. The Cold War-era law gives the president broad powers to shape key industries involved in national defense and emergency preparedness. Trump’s move makes $500 million available under the DPA to coal mining firms, coal-fired electricity plants and coal exporters, part of a broader effort to boost domestic oil, gas and coal production at a time when energy prices are soaring. Thirteen coal-fired plants will share $425 million in funding, Bloomberg reports. Companies benefiting from the funds include Duke Energy, Hallador Energy and Oklahoma Gas & Electric. Another $75 million will be used for a new coal export facility in Oakland, California. In addition to the Defense Production Act funds, the Energy Department will provide $185 million in separate grants to build new coal-fired plants in Alaska and West Virginia, and to restart a facility in Maryland. “Today, we’re taking historic action to bring down the price of energy and the cost of living for all Americans with the power of clean, beautiful coal,” Trump said at an event at the White House. “If you look at China, if you look at so many of the successful countries, they’re using coal.” Environmentalists have criticized the move, calling it short-sighted. “This is like throwing cash at horse and buggies to help with gas prices,” former Capitol Hill staffer Eben Burnham-Snyder told Bloomberg. “This money would keep a couple coal plants on life support for a few more years, but could instead develop several times the capacity in new solar or help deploy advanced nuclear.” Coal was once the primary source of electricity in the United States, but use of the fossil fuel has been in sharp decline. In 2025, coal accounted for about 17% of the country’s electrical generation.

It has been about a month since the last earnings report for Duke Energy (DUK). Shares have lost about 3.6% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Duke Energy due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Duke Energy Q1 Earnings Beat Estimates, Revenues Increase Y/YDuke Energy Corporation's 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. 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 a...

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...