Powering the Clean Energy Workforce: Carolina’s Story
Carolina Ramos, a graduate of the Clean Energy Jobs Program, found a fulfilling career in the clean energy sector after growing up in Hudson County, New Jersey. Her journey, from environmental studies to energy consulting, highlights the importance of programs like CEJ which connect job seekers with training and opportunities. Carolina now works to improve energy efficiency for companies and advocates for increased accessibility and diverse talent within the booming clean energy industry.
Earnings Preview: PSEG (PEG) Q4 Earnings Expected to Decline
PSEG (PEG) is projected to report a year-over-year earnings decline in Q4 2025, despite an expected increase in revenues. The consensus EPS estimate is $0.71, down 15.5%, while revenues are expected to rise by 4.9% to $2.59 billion. With a Zacks Rank #4 and a 0% Earnings ESP, analysts find it difficult to conclusively predict an earnings beat for PSEG.
Public Service Enterprise Group Inc. stock outperforms competitors on strong trading day
Public Service Enterprise Group Inc. (PEG) saw its stock rally 1.56% to $85.68 on Thursday, outperforming the broader market which experienced a dismal trading session. The S&P 500 Index fell 0.28%, and the Dow Jones Industrial Average dropped 0.54%. PEG closed 6.11% below its 52-week high of $91.26.
Earnings Preview: PSEG (PEG) Q4 Earnings Expected to Decline
PSEG (PEG) is projected to report a year-over-year decline in earnings for Q4 2025, despite higher expected revenues. The company's upcoming earnings report on February 26 will reveal how actual results compare to estimates, which could impact its stock price. With a Zacks Earnings ESP of 0% and a Zacks Rank #4, PSEG does not appear to be a strong candidate for an earnings beat.
Earnings Preview: PSEG (PEG) Q4 Earnings Expected to Decline
PSEG (PEG) is projected to report a year-over-year decline in Q4 2025 earnings despite higher revenues, with an expected EPS of $0.71 and revenues of $2.59 billion. The Zacks Earnings ESP is 0%, and the stock holds a Zacks Rank of #4, making a positive EPS surprise difficult to predict, even though the company has a history of beating estimates in three out of the last four quarters. Investors are advised to consider other factors beyond the earnings report for their investment decisions.
NEOS Investment Management LLC Increases Position in Public Service Enterprise Group Incorporated $PEG
NEOS Investment Management LLC significantly increased its stake in Public Service Enterprise Group (NYSE:PEG) by 42.4% in the third quarter, bringing its total holdings to 65,409 shares valued at $5.46 million. Several other major institutional investors, including Norges Bank, Bank of America, Invesco, and Vanguard, also substantially boosted their positions, resulting in institutional ownership of 73.34% of the stock. Analysts have a "Moderate Buy" consensus rating with an average price target of $90.96, indicating a positive outlook for the utilities provider.
L3Harris Is Up 28% in the Last 6 Months. Here’s Where the Stock Could Go in 2026
L3Harris Technologies (LHX) has seen its stock climb 28% in the last six months, trading near its 52-week high, driven by strong Q4 results, a record backlog, and solid 2026 guidance. The company projects revenue of $23.0 billion to $23.5 billion for 2026, with an implied upside of 16% to a target price of $402 based on valuation models. Key factors supporting this growth include sustained defense spending, major contract awards, and plans for an IPO of its Missile Solutions business in H2 2026.
Comfort Systems USA Is Up 20% in the Last 30 Days. Here’s What to Expect in 2026
Comfort Systems USA stock has risen 20% in the last 30 days, trading near its 52-week high, driven by investor anticipation of strong Q4 and full-year 2025 earnings. Analysts project continued revenue growth and stable operating margins for 2026, with the company maintaining financial flexibility and institutional confidence. The stock is considered modestly undervalued with an implied upside of 11%, powered by sustained revenue growth and operational efficiency.
Shell Asset Management Co. Sells 26,588 Shares of Public Service Enterprise Group Incorporated $PEG
Shell Asset Management Co. significantly reduced its stake in Public Service Enterprise Group (NYSE:PEG) by 82.9% in the third quarter, selling 26,588 shares and retaining 5,476 shares valued at $457,000. Despite this sell-off, institutional ownership remains high at 73.34%, with several smaller funds initiating or increasing their positions. Analysts have a "Moderate Buy" consensus rating for PEG, with an average target price of $90.96.
Vanguard Group Inc. Acquires 347,823 Shares of Public Service Enterprise Group Incorporated $PEG
Vanguard Group Inc. increased its stake in Public Service Enterprise Group (NYSE:PEG) by 0.5% in the third quarter, purchasing an additional 347,823 shares, which brings their total holding to 65,308,870 shares valued at $5.45 billion. This represents approximately 13.09% of the company, with overall institutional ownership at about 73.34%. Analysts currently have a "Moderate Buy" consensus rating for PEG, with an average price target of $90.96, following various target adjustments from different firms.
PNC Financial Services Group Inc. Boosts Stake in Public Service Enterprise Group Incorporated $PEG
PNC Financial Services Group Inc. increased its stake in Public Service Enterprise Group (NYSE:PEG) by 38.7% in the third quarter, now owning 905,489 shares valued at $75.57 million. This move highlights significant institutional interest, with major investors like Vanguard and State Street also holding substantial positions. Wall Street analysts maintain a "Moderate Buy" consensus rating for PEG, with an average price target of $90.96.
Morgan Stanley Raises its Price Target on Public Service Enterprise Group Inc. (PEG) to $92 and Kept an Overweight Rating
Morgan Stanley has increased its price target for Public Service Enterprise Group Inc. (PEG) to $92, while maintaining an Overweight rating on the stock. This revised target suggests a positive outlook for the company's future performance as assessed by the analysts at Morgan Stanley. Investors may view this as a signal of continued confidence in PEG's stock.
PSEG Manager of Energy Services Recognized as a 2025 ACEEE Champion of Energy Efficiency in Industry in the Young Professional Category
Shahil P., Manager of Energy Services at PSEG, has been honored as a 2025 ACEEE Champion of Energy Efficiency in Industry within the Young Professional category. He is recognized for his exceptional leadership in developing tailored energy efficiency strategies for businesses, helping them reduce operational costs, lower carbon footprints, and enhance energy resilience. PSEG highlights its pride in employees like Shahil who contribute significantly to the company's commitment to energy efficiency.
PSEG: Making Energy Assistance More Accessible for Our Customers
PSEG is expanding its outreach to help customers access payment assistance and energy efficiency programs due to rising energy costs. Despite many being eligible, only 20% currently utilize these programs, prompting initiatives like in-person "Energy Assistance Days" and partnerships with community groups. These efforts aim to connect more individuals with available resources and provide support for managing energy-related expenses.
Illinois Municipal Retirement Fund Cuts Stake in Public Service Enterprise Group Incorporated $PEG
The Illinois Municipal Retirement Fund significantly reduced its stake in Public Service Enterprise Group (NYSE:PEG) by 22.3% during the third quarter, selling 24,906 shares. Despite this reduction, the fund still holds 86,877 shares valued at approximately $7.25 million. Other hedge funds made various adjustments to their holdings, while analyst sentiment remains positive, with PEG holding a "Moderate Buy" rating and an average price target of $90.96.
A Look At WEC Energy Group (WEC) Valuation After Earnings, Guidance Reaffirmation And Tariff Uncertainty
WEC Energy Group (WEC) is currently valued by Simply Wall St as 5.8% undervalued at $114.03 per share, with a fair value estimate of $121.03. This valuation follows its latest earnings report which showed higher sales but lower net income, alongside reaffirmed 2026 earnings guidance and long-term growth targets. The company's significant infrastructure modernization plans, including $28 billion in capital expenditure over five years, are expected to drive predictable earnings growth, but regulatory decisions and potential equity dilution pose risks to this outlook.
Public Service Enterprise Group Incorporated $PEG Shares Purchased by Assetmark Inc.
Assetmark Inc. increased its stake in Public Service Enterprise Group (NYSE:PEG) by 4.6% in the third quarter, now owning 893,950 shares valued at approximately $74.61 million. Public Service Enterprise Group also declared a quarterly dividend of $0.63 per share, representing an annualized yield of 3.0%. Analysts generally rate PEG as a "Moderate Buy" with an average price target of $90.96.
PG&E cuts home power bills 11%, marks 3rd year without equipment-caused major wildfires
PG&E Corporation reported solid 2025 financial results, with GAAP EPS of $1.18 and non-GAAP core EPS of $1.50, and tightened its 2026 non-GAAP core EPS guidance to $1.64–$1.66 per share. The company achieved a third consecutive year of zero major wildfires caused by its equipment, completed 334 miles of undergrounded powerlines in 2025, and reduced residential electric rates by 11% since January 2024. These operational improvements and cost reductions underscore PG&E's ongoing commitment to safety, reliability, and affordability for its customers.
Is It Worth Considering Black Hills Corporation (NYSE:BKH) For Its Upcoming Dividend?
Black Hills Corporation (NYSE:BKH) is set to trade ex-dividend in four days, with shareholders needing to be on record by February 17th to receive the US$0.703 per share dividend. The company boasts a 3.9% trailing yield but has flat earnings per share over the past five years and paid a dividend despite negative free cash flow. While its dividend growth over 10 years is 5.7% annually, the sustainability of future dividends is questionable given its earnings and cash flow challenges.
Thrivent Financial for Lutherans Lowers Stock Holdings in Public Service Enterprise Group Incorporated $PEG
Thrivent Financial for Lutherans significantly reduced its stake in Public Service Enterprise Group (NYSE:PEG) by 97.8% in the third quarter, selling over 1 million shares and retaining 24,868 shares valued at $2.08 million. Despite this large reduction by one fund, analysts maintain a "Moderate Buy" consensus rating for PEG with an average target price of $90.96. Public Service Enterprise Group also recently paid a quarterly dividend of $0.63, representing a 3.0% yield and a 60.6% payout ratio.
Drake & Associates LLC Makes New Investment in Public Service Enterprise Group Incorporated $PEG
Drake & Associates LLC has acquired a new stake in Public Service Enterprise Group (NYSE:PEG), purchasing 28,879 shares valued at approximately $2.31 million. This investment comes alongside other significant institutional movements, bringing the total institutional ownership of PEG stock to 73.34%. Analysts currently maintain a "Moderate Buy" rating for PEG with a consensus price target of $90.96.
Dominion Energy Investment Narrative Recap
Dominion Energy is modernizing its infrastructure and shifting towards cleaner energy projects to strengthen its regulated utility operations and maintain steady cash flows and dividends. This strategic pivot supports a long-term transition narrative but introduces ongoing risks related to project execution, financing, and regulatory outcomes. Despite varying fair value estimates among community members, the company has affirmed its quarterly dividend, reinforcing its appeal to income-focused investors while requiring significant capital spending and constructive cost recovery from regulators.
How Investors Are Reacting To NorthWestern Energy (NWE) Revenue Growth, Margin Squeeze And A Higher Dividend
NorthWestern Energy Group (NWE) reported mixed full-year 2025 results, with revenue increasing to US$1,610.6 million but net income declining to US$181.1 million. Despite the earnings dip and margin pressure, the company announced a 1.5% increase in its quarterly dividend to US$0.67 per share, signaling a commitment to shareholder returns. This move highlights the ongoing challenge for NWE to balance infrastructure investments and regulatory dynamics with earnings growth.
NiSource (NI) Earnings Growth And 14.1% Margin Put Bullish Narratives To The Test
NiSource (NI) reported Q3 FY 2025 revenue of US$1.3 billion and basic EPS of US$0.20, with a trailing twelve-month EPS of US$1.90 and revenue of US$6.3 billion, demonstrating 20.7% earnings growth and a 14.1% net margin. While these figures support some bullish narratives, the article highlights areas of concern including significant quarterly EPS swings, a P/E ratio above the industry average, a share price exceeding its DCF fair value, and weak dividend and interest coverage by free cash flow. These factors suggest potential challenges to the long-term earnings durability and financial health despite current growth.
How Investors May Respond To CMS Energy (CMS) Dividend Increase Amid Higher 2025 Earnings
CMS Energy's Board of Directors recently increased the quarterly common stock dividend to US$0.57 per share, following higher fourth-quarter and full-year 2025 sales, net income, and diluted earnings per share. This move reinforces the company's commitment to balancing business investment with shareholder returns, aligning with its narrative as a steady, regulated utility. While the dividend increase supports its appeal as a reliable income stock, it also raises sensitivity to the company's interest coverage and capital needs.
Reaves W H & Co. Inc. Purchases 322,752 Shares of Public Service Enterprise Group Incorporated $PEG
Reaves W H & Co. Inc. increased its stake in Public Service Enterprise Group (NYSE:PEG) by 20.4% in the third quarter, purchasing 322,752 shares to hold a total of 1,906,496 shares valued at $159.1 million. This makes PEG the 12th-largest position for Reaves W H & Co. Inc., with institutional investors owning 73.34% of the stock. Analysts have a "Moderate Buy" consensus rating for PEG, with an average price target of $90.96.
PSE&G Energy Efficiency Programs Deliver More Than $900 Million in Annual Utility Bill Savings for New Jersey Customers
PSE&G's latest Clean Energy Future-Energy Efficiency (CEF-EE) report reveals that its energy efficiency programs have delivered over $900 million in annual utility bill savings for nearly 480,000 New Jersey customers. These programs, which include assessments, rebates, and equipment upgrades, have also contributed to significant energy and environmental benefits, saving approximately 3.1 million megawatt hours of electricity and avoiding 2.3 million tons of carbon emissions annually. The utility emphasizes maintaining affordability, supporting local businesses, and fostering workforce development through these initiatives.
Long Island Contract Extension and Bank Upgrades Could Be A Game Changer For Public Service Enterprise Group (PEG)
Public Service Enterprise Group (PEG) has garnered attention due to major bank upgrades and the extension of its operating agreement with the Long Island Power Authority until 2030. These developments, along with potential regulated generation opportunities, reinforce PSEG's focus on its stable, regulated business model. While the extension reduces contract uncertainty, concerns about cash flow coverage for dividends and balance sheet flexibility persist, encouraging investors to evaluate the company's long-term profile carefully.
Metallic balloons cut power to 165,000 PG&E customers in 2025
PG&E is warning customers about the dangers of metallic balloons, especially around Valentine's Day, as they caused nearly 350 power outages affecting 165,000 customers in Northern and Central California in 2025. The company urges securing balloons with weights, never releasing them outdoors, and properly disposing of them to prevent electrical hazards and service disruptions. PG&E also advises against attempting to retrieve balloons tangled in power lines and to call 911 for downed lines.
Are Wall Street Analysts Predicting Public Service Enterprise Stock Will Climb or Sink?
Public Service Enterprise Group Incorporated (PEG), an energy company with a market cap of $40.3 billion, has seen its stock underperform the broader market, falling 3.9% over the past 52 weeks. Despite this, analysts have a "Moderate Buy" consensus rating, with a mean price target of $89.20, suggesting a potential 10.6% upside from current levels. The company reported weaker-than-expected Q3 2025 revenue but beat EPS estimates, and management narrowed full-year EPS guidance favorably.
Envestnet Asset Management Inc. Cuts Position in Public Service Enterprise Group Incorporated $PEG
Envestnet Asset Management Inc. significantly reduced its stake in Public Service Enterprise Group (NYSE:PEG) by 22.8% in the third quarter, now holding 782,721 shares valued at approximately $65.3 million. Despite this reduction and some adjusted price targets from analysts, PEG maintains a "Moderate Buy" consensus rating with a target price of $90.96. The company also announced a quarterly dividend of $0.63, yielding 3.1%.
PSE&G Energy Efficiency Programs Deliver More Than $900 Million in Annual Utility Bill Savings for New Jersey Customers
PSE&G's Clean Energy Future-Energy Efficiency (CEF-EE) programs have generated over $900 million in annual utility bill savings for nearly 480,000 New Jersey customers since October 2020. These programs offer various solutions like energy assessments, rebates for efficient appliances, and smart thermostats, contributing to significant energy and environmental benefits, including avoiding 2.3 million tons of carbon emissions annually. The initiatives also support workforce development and aim to maintain energy affordability for customers.
Are Wall Street Analysts Predicting Public Service Enterprise Stock Will Climb or Sink?
Public Service Enterprise Group Incorporated (PEG) shares have underperformed the broader market and the utilities sector over the past year, despite narrowly beating Q3 2025 adjusted EPS estimates and providing positive full-year guidance. Analysts anticipate approximately 9.8% year-over-year EPS growth for fiscal year 2025, with a "Moderate Buy" consensus rating based on 10 "Strong Buy" and 11 "Hold" recommendations. The mean price target of $89.20 suggests a 10.6% upside, and the Street-high target of $101 implies a potential gain of 25.2%.
Canada Post Corp Registered Pension Plan Sells 22,935 Shares of Public Service Enterprise Group Incorporated $PEG
Canada Post Corp Registered Pension Plan significantly reduced its stake in Public Service Enterprise Group (NYSE:PEG) by selling 22,935 shares, decreasing its holdings by 54.3% to 19,316 shares valued at approximately $1.60 million. Despite this insider selling, overall analyst sentiment for PEG remains "Moderate Buy" with a consensus target price of $90.96. The utilities provider's stock trades at $80.68, has a market cap of $40.3 billion, and offers a quarterly dividend of $0.63, yielding 3.1%.
Public Service Enterprise Group Incorporated $PEG Shares Sold by Allianz Asset Management GmbH
Allianz Asset Management GmbH significantly reduced its stake in Public Service Enterprise Group (NYSE:PEG) by 34.5% during Q3, selling 94,218 shares and retaining 178,551 shares valued at approximately $14.9 million. Other hedge funds also adjusted their positions in the utilities provider. Public Service Enterprise Group currently holds an average analyst rating of "Moderate Buy" with a target price of $90.96 and recently announced a quarterly dividend of $0.63 per share.
Morgan Stanley Raises its Price Target on Public Service Enterprise Group Inc. (PEG) to $92 and Kept an Overweight Rating
Morgan Stanley has raised its price target for Public Service Enterprise Group Inc. (PEG) to $92, maintaining an Overweight rating. This follows similar positive actions from Wells Fargo and Ladenburg Thalmann, driven by a refresh in utility coverage and evolving market fundamentals for PSEG, a utility holding company primarily serving New Jersey and Long Island. The company recently secured an extension for its operations services agreement with the Long Island Power Authority through 2030.
Morgan Stanley Raises its Price Target on Public Service Enterprise Group Inc. (PEG) to $92 and Kept an Overweight Rating
Morgan Stanley has increased its price target on Public Service Enterprise Group Inc. (PEG) to $92 from $89, maintaining an Overweight rating. This move follows a refreshed coverage of utilities and comes amidst other positive analyst actions, including upgrades from Wells Fargo and Ladenburg Thalmann. The company, a utility holding company serving New Jersey and Long Island, also recently secured an extension for its operations services agreement with the Long Island Power Authority through 2030.
Morgan Stanley Raises its Price Target on Public Service Enterprise Group Inc. (PEG) to $92 and Kept an Overweight Rating
Morgan Stanley has increased its price target for Public Service Enterprise Group Inc. (PEG) to $92 from $89, maintaining an Overweight rating. This decision follows a refresh of its Regulated and Diversified Utilities and IPP coverage in North America. Other analysts, including Wells Fargo and Ladenburg Thalmann, also recently upgraded their ratings and raised price targets for PSEG, highlighting positive sentiment around the stock and its operational extensions.
Morgan Stanley Raises its Price Target on Public Service Enterprise Group Inc. (PEG) to $92 and kept an Overweight rating.
Morgan Stanley has increased its price target for Public Service Enterprise Group Inc. (PEG) to $92, maintaining an Overweight rating, following a refresh of its utilities coverage. This move comes after several other analysts, including Wells Fargo and Ladenburg Thalmann, also raised their price targets and upgraded their ratings for PSEG. The company recently secured an extension for its operations services agreement with the Long Island Power Authority, running through 2030.
A Look At NiSource (NI) Valuation As Shares Trade Near Narrative Fair Value Estimate
NiSource (NI) shares are trading around $43.93, close to its narrative fair value estimate of $46.75, implying it is 6% undervalued based on assumptions of long-term regulated growth. The company's proactive engagement in economic development and decarbonization investments is expected to drive 6-8% annual EPS growth. However, its current P/E ratio of 23.5x is higher than the industry average, suggesting less room for error.
Is Dominion Energy (D) Pricing Reflect Recent Utility Sector Rate And Infrastructure Debates Accurately
This article analyzes Dominion Energy's stock valuation in the context of utility sector debates on interest rates and infrastructure spending. It uses a Dividend Discount Model and a Price-to-Earnings ratio approach to assess whether the stock is undervalued or overvalued. The DDM suggests Dominion Energy is overvalued by nearly 70%, while the P/E ratio, comparing it to a proprietary "Fair Ratio," indicates it is undervalued.
A Look At WEC Energy Group (WEC) Valuation After Earnings Beat And Illinois Settlement
WEC Energy Group (WEC) recently reported strong Q4 results, surpassing earnings and revenue estimates, and reaffirmed its 2026 guidance. The company also reached a proposed settlement resolving key Illinois regulatory issues, contributing to a 5.65% share price increase over 30 days and 14.84% over the past year. Despite its current share price of US$111.94, analyses suggest WEC is undervalued by approximately 6.9%, with a fair value of $120.21, driven by substantial infrastructure modernization plans and predictable earnings growth.
March 27th Options Now Available For AGNC Investment
New options contracts for AGNC Investment Corp (AGNC) expiring March 27th have become available. BNK Invest's YieldBoost formula highlights a put contract at the $10.50 strike price with a bid of 8 cents, offering a potential 0.76% return (5.57% annualized) if it expires worthless. This could provide an attractive entry point for investors looking to acquire AGNC shares at a discount.
Power outage hits 3 district schools; National Grid working to restore electricity
A power outage has affected three district schools: Hamilton Elementary, Van Corlaer Elementary, and Steinmetz Freshman Leadership Academy. National Grid is working to resolve the issue, with power expected to be restored by 12:45 p.m. All students are reported safe inside the buildings, and early dismissal is not currently planned.
Assessing DTE Energy (DTE) Valuation After Steady Returns And Grid Investment Plans
DTE Energy's stock (DTE) has seen steady returns, closing at $135.70, prompting investors to re-evaluate its valuation. The company is considered 8% undervalued compared to a narrative-based fair value of $147.50, largely due to its $30 billion capital plan focused on grid modernization and reliability upgrades. While its P/E ratio is higher than the global utilities average, it's below peers and its fair ratio, leaving investors to weigh the implications of this premium.
How Investors Are Reacting To Dominion Energy (D) Resuming Offshore Wind Construction After Regulatory Clearance
Dominion Energy's offshore wind projects received regulatory clearance to resume construction, removing uncertainty around these developments and reinforcing the company's clean energy ambitions. This move, while seen by the market as helpful, is not considered thesis-changing for investors who remain focused on higher capital spending, interest costs, and the timing of project cash flows against existing dividend payments and tight free cash flow. The article highlights varied valuations for Dominion Energy, reflecting differing opinions on the long-term risk and reward associated with these capital-intensive projects.
Public Service Enterprise Group Incorporated (NYSE:PEG) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Public Service Enterprise Group (NYSE:PEG) has received a "Moderate Buy" consensus rating from analysts, with ten out of fifteen recommending a buy and an average price target of $90.96. The company recently upgraded its Q4 earnings, beating estimates with $1.13 EPS on $3.23 billion revenue. Insiders own 0.19% of the stock, while institutional ownership is high at 73.34%, with several institutions increasing their positions in Q4.
12 Best Nuclear Energy Stocks to Buy Now
This article lists the 12 best nuclear energy stocks to buy now, focusing on Public Service Enterprise Group Incorporated (NYSE: PEG) as one of its top picks. It details recent analyst upgrades and price target increases for PEG, along with the company's operational extension with the Long Island Power Authority. The piece highlights PEG's role as a utility holding company with strong exposure to electricity, natural gas, and merchant nuclear assets in New Jersey and Long Island.
What WEC Energy Group (WEC)'s Dividend Hike and Leadership Shift Mean for Shareholders
WEC Energy Group (WEC) recently announced a 6.7% increase in its quarterly dividend to US$0.9525 per share and the retirement of Gale Klappa from the board, who will become Chairman Emeritus. The chairman and CEO roles will be combined under Scott Lauber, signaling continuity in leadership. This move reinforces the company's income focus for shareholders, though dividend coverage against free cash flows remains tight.
Surging Industrial Demand and Earnings Momentum Could Be A Game Changer For CenterPoint Energy (CNP)
CenterPoint Energy (CNP) reported strong Q3 2025 results, with adjusted EPS increasing over 60% year-over-year, driven significantly by a 17% rise in Houston Electric's industrial throughput. While this indicates a stronger growth story and supports recent dividend increases, the company still faces risks such as high valuation, insufficient interest coverage, and dividends not fully backed by free cash flow. Investors should consider these factors despite the positive industrial demand trends.