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Top related persons:
Neil Kalton - 6 Wells - 4 it's - 3 Morgan Stanley - 2 David Arcaro - 2 Arcaro - 2 NextEra - 2 — CNBC's Michael Bloom - 2
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Wells Fargo U.S Maui California Pennsylvania Iowa Palantir Friday's
Top related orgs:
Constellation Energy - 3 Microsoft - 3 Constellation - 2 NRG Energy - 2 CNBC - 2 Nvidia - 2 NBC News - 2 Electric - 2

Search resuls for: "Kalton"


8 mentions found


☆ Morgan Stanley says Constellation could top $300 on nuclear restart, these stocks could also rise
  + stars: | 2024-09-23 | by ( Spencer Kimball | ) www.cnbc.com   time to read: +3 min
Constellation Energy stock is still rising after the power company's landmark announcement last week that it plans to restart the Three Mile Island nuclear plant in Pennsylvania. The operational risk to bring the plant back online in 2028 appears manageable, Morgan Stanley told clients in a note on Monday. Renewable energy and natural gas stocks could also indirectly benefit from nuclear deals, according to Morgan Stanley analyst Stephen Byrd. Renewable stocks such as AES Corp. , NextEra Energy and First Solar could get a tailwind for the same reason, according to Morgan Stanley. CEO John Ketchum said the company is looking at restarting the Duane Arnold nuclear plant in Iowa.
Persons: Morgan Stanley, David Arcaro, Arcaro, Stephen Byrd, Byrd, NextEra, John Ketchum, Duane Arnold, Wells, Neil Kalton, — CNBC's Michael Bloom Organizations: Constellation Energy, Constellation, Microsoft, Vistra Corp, Vistra, Public Service Enterprise Group, Tech, . Companies, GE Vernova, Siemens Energy, Mitsubishi Power, NRG Energy, AES Corp, NextEra Energy Locations: Pennsylvania, Iowa, Wells Fargo
☆ Monday's analyst calls: Microsoft AI lead diminishing, GM gets a downgrade
  + stars: | 2024-09-23 | by ( Lisa Kailai Han Fred Imbert | Lisa Kailai Han | Fred Imbert | ) www.cnbc.com   time to read: +9 min
Meanwhile, Morgan Stanley raised its price target on Constellation Energy to $313m implying more than 20% upside. 7 a.m.: DA Davidson downgrades Microsoft, cites diminishing AI lead DA Davidson believes that Microsoft has lost its edge over competitors in artificial intelligence. The investment firm downgraded shares of the tech giant to neutral from buy, although analyst Gil Luria maintained his $475 price target. This could begin to have a material impact on the company's returns beginning in 2025, the analyst wrote. Wells Fargo analyst Neil Kalton also hiked his price target on the stock to $300, implying nearly 18% upside ahead.
Persons: Raymond James, Morgan Stanley, Bernstein, DA Davidson, Davidson, Gil Luria, Luria, GitHub Copilot, — Lisa Kailai Han, Daniel Roeska, Roeska, Lisa Kailai Han, Ronald Josey, Josey, Meta, Atif Malik, Malik, Raymond James downgrades, Brian Gesuale, Gesuale, David Arcaro, Arcaro, Wells, Neil Kalton, — Fred Imbert Organizations: CNBC, Constellation Energy, Motors, Microsoft, DA, Nvidia, Motors General Motors, General Motors, Hyundai, Citi Locations: Palantir, Friday's, U.S, 25e, GenAI
☆ Power demand is expected to surge. Play it for the long term with these dividend-paying stocks, Wells Fargo says
  + stars: | 2024-06-03 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +3 min
A sector of the stock market beloved by income investors could ride the wave of rising energy consumption over the long run, according to Wells Fargo. After 15 years of relatively flat power demand, Wells Fargo sees a compound annual growth rate of 2.6% through 2030 and 80% growth by 2050. The development bodes well for a group of utilities – and Wells Fargo called out some of its overweight-rated plays on the power trend for the long run. Wells called out the 10-year site plan NextEra subsidiary Florida Power & Light submitted to the state's public service commission. The stock's price "[reflects] a level of optimism," Wells Fargo analysts said, but "we think there is a case for further outperformance."
Persons: Neil Kalton, Wells Fargo, Wells, Duke, NextEra, it's Organizations: Duke Energy, Carolinas, Florida Power, Constellation Energy, Constellation, Microsoft, NRG Energy Locations: Wells Fargo, U.S, South Carolina, North Carolina, Virginia, Wells
☆ The power grid needs repairs. These companies stand to benefit
  + stars: | 2023-09-10 | by ( Alex Harring | ) www.cnbc.com   time to read: +7 min
A budding ecosystem of companies stand to gain as businesses and policymakers grow increasingly focused on improving the electric grid. President Joe Biden committed $95 million to shore up Hawaii's electric grid following the tragedy. Beyond that, Kalton said it's also just good business sense: Utility companies don't want their grids to go down and leave unhappy customers without power. And he said utility companies can grow earnings power by spending capital and increasing their base rate. An ecosystem of companies Beyond physically changing the grid, some companies are making progress elsewhere, said Chanin, whose ETF is up about 18% this year.
Persons: Neil Kalton, Joe Biden, It's, —, Said, Kalton, it's, Steven Fisher, doesn't, Fisher, Andrew Chanin, Chanin, Eaton, Michael Bloom Organizations: NBC News, Electric, UBS, Primoris Services, LSEG, Nvidia Locations: Maui, U.S, Wells Fargo, California , Colorado, Oregon, California, Florida, Texas
☆ Has climate change made utilities a risky bet? What income investors need to know
  + stars: | 2023-08-21 | by ( Michelle Fox | ) www.cnbc.com   time to read: +6 min
The wildfires in Maui are just the latest example of severe weather and the peril facing utilities. However, investors can pick up about 4% yield on stocks that have dividends that are considered safe, which makes them attractive to investors seeking income. Climate change's impact Climate change is altering not only the Earth's temperature, but also precipitation patterns, said Zachary Zobel, risk associate director at Woodwell Climate Research Center. Climate change could impact utilities in other areas, like sustaining damage during hurricanes and floods. "You don't have to just rely on just one sector to get dividend income," said Cheng.
Persons: hasn't, Michael Lonegan, Neil Kalton, Kalton, Zachary Zobel, Zobel, Berkshire Hathaway, PacificCorp, Wells Fargo's Kalton, it's, Marguerita Cheng, Cheng, — CNBC's Michael Bloom Organizations: Hawaiian Electric, Maui Electric, Electric, NBC News, Evercore ISI, Wall Street, Wells, Wells Fargo Securities, FEMA, Woodwell Climate Research Center, Gas & Electric, Blue, Global, CNBC, & $ Locations: Maui, Lahaina, Wells Fargo, California, Berkshire
☆ TipRanks reveals the top 10 Wall Street utilities sector analysts
  + stars: | 2023-06-25 | by ( Tipranks.Com Staff | ) www.cnbc.com   time to read: +5 min
TipRanks recognized the 10 best analysts in the utilities sector who delivered significant returns and edged past their peers through their recommendations. TipRanks' algorithms calculated the statistical significance of each rating, the average return and the analysts' overall success rate. Top 10 analysts from the utilities sectorThe image below shows the most successful Wall Street analysts from the utilities sector. Based on his buy recommendation, the analyst generated a profit of 161.7% from July 21, 2020 to July 21, 2021. Julien Dumoulin-Smith — Bank of America SecuritiesJulien Dumoulin-Smith has the 10th spot on the list, with a success rate of 57%.
Persons: Patrick T, Fallon, TipRanks, Shelby Tucker, Tucker, Frederic Bastien — Raymond James Frederic Bastien, Black, Benjamin Pham —, Benjamin Pham, Pham, Mark Jarvi —, Mark Jarvi — CIBC Mark Jarvi, Robert Catellier —, Robert Catellier, Alberto Gandolfi — Goldman Sachs, Alberto Gandolfi, Nelson Ng, Jan, Patrick Kenny, Kenny, Neil Kalton, Wells, Julien Dumoulin, Smith — Bank of America Securities Julien Dumoulin, Smith Organizations: Fluence, Siemens, AES Company, AES Alamitos Battery Energy Storage, AFP, Getty, RBC, Energy, Benjamin Pham — BMO Capital BMO Capital, Mark Jarvi — CIBC, Pinnacle, Drax Group, Robert Catellier — CIBC, RBC Capital RBC Capital, Bank In, National Bank, Secure Energy Services, Smith — Bank of America Securities, Sunrun Locations: Long Beach , California, Canadian, Canada, Danish, Methanex
☆ Nuclear will play a bigger role in the energy sector, says Wells Fargo's Neil Kalton
  + stars: | 2023-01-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNuclear will play a bigger role in the energy sector, says Wells Fargo's Neil KaltonNeil Kalton, Wells Fargo equity analyst, joins 'Power Lunch' to discuss the future of energy and finding opportunities in nuclear energy.
☆ How the U.S. will generate its power in 2050 and the stocks that will benefit, according to Wells Fargo
  + stars: | 2023-01-10 | by ( Michelle Fox | ) www.cnbc.com   time to read: +2 min
Power production in the United States will look very different in 2050 than it does now, and that spells opportunities for investors, according to Wells Fargo. Overall, NextEra Energy is uniquely positioned to capitalize on capital investment opportunities in utilities and clean energy, Kalton said. The firm's top nuclear stock is Constellation Energy , the largest nuclear owner in the country. His price target of $106 implies 26% upside for Constellation, which spun off from Exelon last February. Among the firm's picks for clean energy stocks is First Solar .
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