Loading... Loading... While the broader market had its ups and downs in the first half of 2024, two utility stocks have defied expectations, delivering stellar returns and significantly outpacing their peers. The Utility sector, tracked by the SPDR Select Sector Fund – Utilities XLU, is up over 8% year-to-date, but Vistra Corp. VST and Constellation Energy Corp. CEG have soared to new heights, making them the standout performers in the sector. Vistra: A Shocking Surge Vistra has been the lightning bolt in t ...

文章核心观点 - 美国电动车市场预计将在近期内实现稳定增长,这应该有利于替代能源股票的前景 [1][4] - 但是风力涡轮机价格上涨和美中关系紧张可能会负面影响这些股票的增长率 [5][6][7] - 根据美国能源信息署(EIA)的预测,2024年美国风力发电量将增加5%,这应该有利于替代能源行业 [3] 行业概况 - 替代能源行业可以基本分为两类公司:一类从事替代能源和电力的生产和分销,另一类从事可再生项目的开发、设计和安装 [2] - 该行业还包括一些提供燃料电池能源解决方案的公司,这些解决方案最近作为一种经济实惠的清洁能源受到青睐 [2] - 根据国际能源署的报告,2024年全球清洁能源技术和基础设施投资有望达到2万亿美元,这反映了该行业拥有良好的增长机会 [2] 行业未来趋势 - 风能是一个关键的增长动力:根据EIA的数据,2023年风力涡轮机占美国公用事业规模发电量的10.2%,预计2024年将增加5% [3] - 电动车市场繁荣将推动清洁能源:随着交通领域电气化的蓬勃发展,更多人选择从汽油车转向电动车,这将推动电动车市场的增长 [4] - 成本上升和其他不利因素:近期可再生能源装机成本不断上升,特别是钢材价格上涨推高了风电成本 [5][6] - 中美关系恶化可能会影响绿色能源供应链,从而影响替代能源行业 [7] 行业评级和表现 - 替代能源行业在Zacks行业排名中位于前34%,反映了良好的近期前景 [9][10] - 该行业在过去一年中的表现优于标普500指数和能源板块 [13] - 该行业当前的EV/EBITDA估值水平低于标普500指数和能源板块 [13][14] 5只值得关注的替代能源股票 1. Crescent Energy Company (CRGY): - 宣布以21亿美元收购SilverBow Resources,预计将带来6500-1亿美元的年度协同效应 [15] - 过去4个季度的平均盈利惊喜为112.25%,2024年销售额预计增长20.4% [16] 2. NextEra Energy Partners (NEP): - 2024年第一季度营收同比增长4.9% [18] - 上季度盈利惊喜525%,2024年销售额预计增长7.3% [19] 3. Diversified Energy Company (DEC): - 将被纳入罗素2000指数,有望提高公司在美国投资者中的曝光度 [20] - 2024年盈利和销售额预计同比分别增长12.9%和7.9% [21] 4. Texas Pacific Land (TPL): - 董事会批准每股10美元的特别股息 [21] - 过去4个季度平均盈利惊喜9.71%,2024年销售额预计增长14.7% [22] 5. Constellation Energy (CEG): - 发布2024年可持续发展报告,重点介绍公司加速实现无碳能源未来的可持续业务战略 [23] - 过去一年股价上涨128.1%,长期盈利增长率为14.6% [24]

From a valuation perspective, Constellation Energy Corporation is currently exchanging hands at a Forward P/E ratio of 28.65. This denotes a premium relative to the industry's average Forward P/E of 25.55. Investors should also note that CEG has a PEG ratio of 1.96 right now. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Alternative Energy - Other industry had an average PEG ...

My colleague Ben Rains, who runs the Zacks Alternative Energy Innovators portfolio, bought CEG in late January and his members are enjoying the bulk of those gains as nuclear power regains its stature and attracts capital for long-term energy development projects. Constellation Energy is a nuclear energy titan that produces roughly 10% of all clean and renewable energy in the U.S. Constellation benefits from the energy-focused aspects of the Inflation Reduction Act, helping provide a price floor for nuclear ...

The the stock of company has risen by 0.84% in the past month, leading the Oils-Energy sector's loss of 7.24% and undershooting the S&P 500's gain of 3.71%. The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 2.08% higher. Constellation Energy Corporation ...

Constellation Energy Corporation's (CEG) strategic investments, focus on renewable energy, ability to boost shareholders' and rising estimates for earnings make it a solid investment option in the utility sector. Let's focus on the factors that make this Zacks Rank #1 (Strong Buy) company a strong investment pick at the moment. Growth Projections & Surprise History The Zacks Consensus Estimate for 2024 and 2025 earnings per share has moved up 2.8% and 6.4%, respectively, in the past 60 days. CEG's long-term ...

Inflation in the United States cooled down in May for the second consecutive month. The Consumer Price Index rose 3.3% year over year in May, down from an annual growth of 3.4% in April. On a monthly basis, prices held flat for the first time since July 2022. Easing inflation indicates that the economy is stabilizing, and interest rates may be declining. Let's take a closer look at the fundamentals of SPY. SPDR S&P 500 ETF Trust has an AUM of $541 billion and charges 9 bps in fees per year. It trades in an ...

Shares of the company witnessed a gain of 0.49% over the previous month, beating the performance of the OilsEnergy sector with its loss of 3.25% and underperforming the S&P 500's gain of 2.85%. Investors might also notice recent changes to analyst estimates for Constellation Energy Corporation. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the company's business outlook. Valuation is also ...

Constellation Energy Corporation (CEG) shares rallied 8.4% in the last trading session to close at $214.63. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 7.9% loss over the past four weeks. Constellation Energy is the largest owner of nuclear plants in the US and produces clean electricity for its customers. It expects to invest nearly $5.1 billion during 2024-2025 period to strengthen its infrastructure an ...

Constellation Energy Corporation is one of 248 individual stocks in the Oils-Energy sector. Collectively, these companies sit at #15 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group. Within the past quarter, the Zacks Consensus Estimate for CEG's full-year earnings has moved 6% higher. This shows that analyst sentiment has improved and the company's earnings outlook i ...