Vistra Corp.: Can This Quiet Power Play Still Shock the Market?
Vistra Corp. has transitioned from a Texas power producer to a closely watched utility stock on Wall Street, benefiting from AI-driven electricity demand and clean energy build-out. While analysts are largely positive, recognizing its outperformance and capital returns, the article questions if the stock still offers significant upside for investors given its massive run. Investors are advised to consider its sensitivity to ERCOT dynamics, natural gas prices, and interest rates, and to thoroughly evaluate risks before investing.
958,355 Shares in Evergy Inc. $EVRG Bought by ANTIPODES PARTNERS Ltd
ANTIPODES PARTNERS Ltd acquired a new stake of 958,355 shares in Evergy Inc. (NASDAQ:EVRG) during Q3, valued at approximately $72.86 million, representing 1.6% of the fund's portfolio. Despite a Q4 EPS miss and slightly lower FY-2026 guidance, Evergy announced a quarterly dividend of $0.695 per share, offering a 3.5% yield. Several Wall Street analysts have recently reiterated or increased their price targets for Evergy.
Aberdeen Group plc Invests $7.04 Million in XPLR Infrastructure, LP $XIFR
Aberdeen Group plc has purchased a new stake worth approximately $7.04 million in XPLR Infrastructure, LP (NYSE:XIFR), a solar energy provider. This investment represents 0.73% of XPLR Infrastructure, and other institutional investors have also adjusted their holdings. The company's stock performances, financial ratios, recent earnings, and analyst ratings are also provided, with a consensus "Reduce" rating and a target price of $12.58.
Aberdeen Group plc Sells 26,708 Shares of United Airlines Holdings Inc $UAL
Aberdeen Group plc reduced its stake in United Airlines Holdings Inc (UAL) by 26.5%, selling 26,708 shares and now holding 74,234 shares valued at $7.16 million. This follows significant insider sales by CEO J. Scott Kirby and President Brett J. Hart. Despite these sales, United Airlines beat quarterly EPS estimates, provided strong FY-2026 EPS guidance, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $137.32.
Uber Technologies Stock To $96?
Trefis has a positive outlook on Uber Technologies (UBER) stock, suggesting it's an attractive buy with a potential to reach $96. This assessment is based on Uber's strong operating performance, financial condition, very strong growth, and moderate valuation, despite its very weak downturn resilience. The analysis details UBER's valuation, growth, profitability, and financial stability compared to the broader market.
Trinity Industries (NYSE:TRN) Stock Rating Upgraded by Wall Street Zen
Wall Street Zen has upgraded Trinity Industries (NYSE:TRN) from a "hold" to a "buy" rating. This upgrade comes as the company continues to generate interest from other analysts, with a consensus "Hold" rating and an average target price of $33.50 among other institutions. Trinity Industries recently reported strong quarterly earnings, surpassing analyst expectations with $2.31 EPS and $611.20 million in revenue.
Oceaneering International (NYSE:OII) Stock Rating Upgraded by Wall Street Zen
Oceaneering International (NYSE:OII) had its stock rating upgraded by Wall Street Zen from "hold" to "buy." Despite this upgrade and a slight Q4 EPS beat, the consensus rating from MarketBeat remains "Hold" with an average target price of $25. The company expects multi-year growth from ADTech and guided for $390M–$440M EBITDA in 2026, though recent insider selling and conservative analyst targets temper near-term upside.
Arcosa (NYSE:ACA) Raised to "Buy" at Wall Street Zen
Wall Street Zen has upgraded Arcosa (NYSE:ACA) from a "hold" to a "buy" rating, aligning with other bullish assessments from Barclays and Weiss Ratings. The stock currently holds a consensus "Moderate Buy" rating with an average price target of $117.50, significantly below its current trading price of $126.35. Institutional investors maintain a strong position in the company, owning over 90% of its stock.
ZTO Express (Cayman) (NYSE:ZTO) Downgraded by Wall Street Zen to Hold
Wall Street Zen has downgraded ZTO Express (Cayman) (NYSE:ZTO) from "buy" to "hold." The company recently missed earnings expectations, reporting an EPS of $0.43 against an anticipated $2.51, although revenue increased by 11.1%. ZTO Express currently holds a "Moderate Buy" consensus rating from analysts with a target price of $22.36, while institutional investors own approximately 41.65% of the stock.
Evergy (NASDAQ:EVRG) Stock Rating Upgraded by Wall Street Zen
Wall Street Zen upgraded Evergy (NASDAQ:EVRG) from a "sell" to a "hold" rating, indicating improved sentiment even though the company's Q4 EPS missed expectations and 2026 guidance is slightly below Street consensus. Despite mixed operational results, Evergy declared a quarterly dividend and announced a substantial five-year capital expenditure plan of approximately $21.6 billion. The stock currently holds a "Moderate Buy" consensus rating from analysts, with an average price target of $85.50.
ConocoPhillips (NYSE:COP) Lowered to "Sell" Rating by Wall Street Zen
Wall Street Zen has downgraded ConocoPhillips (NYSE:COP) from a "hold" to a "sell" rating. This comes despite several other analysts maintaining "outperform" or "overweight" ratings with various price targets. ConocoPhillips recently missed analysts' consensus earnings estimates in its last quarterly report, and its CEO sold a significant number of shares in December.
Kodiak Gas Services (NYSE:KGS) Upgraded by Wall Street Zen to "Hold" Rating
Wall Street Zen has upgraded Kodiak Gas Services (NYSE:KGS) from a "sell" to a "hold" rating, though the broader analyst consensus remains a "Moderate Buy" with a $47.00 target price. The company's shares are trading strongly near their 1-year high, reflecting a $4.38 billion market cap and increased institutional investment. Several other analysts have recently updated their ratings and price targets for Kodiak Gas Services, predominantly giving "Buy" or "Outperform" ratings.
Vitesse Energy, Inc. (NYSE:VTS) Given Average Recommendation of "Hold" by Brokerages
Vitesse Energy, Inc. (NYSE:VTS) has received a consensus "Hold" rating from six brokerages, with an average one-year target price of $24.50. This comes despite significant insider selling, with CEO Robert Gerrity and President Brian Cree collectively selling over 130,000 shares in January, and a total of 341,808 insider shares sold in the last ninety days. Institutional ownership stands at 51.63%, with some firms increasing their positions.
PPL Earnings Miss Estimates in Q4, Revenues Increase Y/Y
PPL Corporation reported fourth-quarter 2025 operating earnings per share of 41 cents, missing the Zacks Consensus Estimate by 2.4%, though revenues increased by 2.8% year-over-year to $2.27 billion. Despite missing EPS estimates, the company saw increased electricity sales and improved operating income, driven by higher transmission revenues, distribution regulatory rider recovery, and lower operating costs in its regulated segments. PPL also provided positive guidance for 2026 earnings and raised its planned infrastructure investments through 2029.
Southwest Airlines (LUV): Turbulence Deepens—Is the Worst Priced In?
Southwest Airlines (LUV) is currently facing significant pressure due to weak earnings guidance, Boeing delivery delays, and increasing operational costs, leaving Wall Street divided on its future. Despite these headwinds, some analysts see potential upside from its depressed stock levels, presenting a complex risk/reward scenario for investors. The airline's performance is tied to US consumer travel demand, its ability to manage costs and fleet issues, making it a critical test for a low-cost carrier in a high-cost environment.
Alto Ingredients Stock Drops 5.2% - What's Next?
Alto Ingredients, Inc. (NASDAQ:ALTO) experienced a 5.2% drop in its stock price, closing at $2.54 amid broader market volatility and reduced trading volume. The company, a significant producer of ethanol and specialty alcohols, faces mixed outlooks from Wall Street analysts. Investors are now focused on future earnings and strategic initiatives to assess its long-term potential.
Southwest Airlines (LUV): Turbulence Deepens—Is the Worst Priced In?
Southwest Airlines (LUV) is facing significant headwinds including weak earnings guidance, Boeing delivery delays, and rising costs, leading to its stock trading near multi-year lows. While Wall Street analysts are divided on its future, the article emphasizes that the airline's performance will depend on consumer travel demand, its ability to manage costs, and resolution of fleet issues with Boeing. Investors considering LUV need to weigh these operational and macro challenges against the potential for a contrarian recovery.
DuPont™ Tedlar® Manufacturing Operations Now Powered by 100 Percent Renewable Electricity
DuPont announced that its Tedlar® polyvinyl fluoride (PVF) films manufacturing operations are now powered by 100 percent renewable electricity through the purchase of Renewable Energy Certificates (RECs). This initiative supports DuPont’s 2030 Sustainability Goals and its ambition to achieve net-zero carbon emissions by 2050. The company matches approximately 42,000 megawatt-hours of electricity consumption annually with U.S.-sourced RECs, significantly reducing Scope 2 greenhouse gas emissions.
Founder Group receives Nasdaq delisting notice over share rule
Founder Group Limited (NASDAQ:FGL), a solar energy solutions provider, has received a delisting notice from Nasdaq because it no longer meets the minimum requirement of 500,000 publicly held shares. The company's stock has seen a significant decline, plunging 92.6% over the past year. Nasdaq has given Founder Group until April 3, 2026, to submit a plan to regain compliance, and the company intends to do so.
Dominion Energy customers question January bill spikes as utility cites cold snap
Dominion Energy customers in the Lowcountry are experiencing significant increases in their January electric bills, leading to widespread concern. The utility company attributes these spikes to a period of colder-than-normal weather and two winter storms, which resulted in higher energy consumption, particularly from heating systems. Despite a 1% rate hike in September 2024, customers like Jarrett Cochran, whose bill doubled even for an unoccupied home, are questioning the company's billing practices, especially with a proposed 12% rate increase on the horizon.
First Solar Stock: Buy The Dip, Heavy Growth, Strong Demand, Strategic Moves (NASDAQ:FSLR)
First Solar (FSLR) is a leading thin-film solar module company with a substantial market share and strong growth in its sector, boasting a 44.2% five-year EPS CAGR and a robust $16.4 billion backlog. The company exhibits sector-leading margins and surging free cash flow, supported by strategic vertical integration and manufacturing expansion. Despite a recent stock pullback, the author rates FSLR a "buy" due to fair valuation, a strong balance sheet, and anticipated positive Q4 earnings.
Elon Musk's Tesla Must Pay $243 Milllion In 2019 Fatal Autopilot Crash As Judge Says Evidence 'More Than Supports' Liability
A federal judge in Miami upheld a $243 million jury verdict against Tesla Inc. for a 2019 fatal crash involving its Autopilot system, stating that the evidence strongly supported the jury's decision. The crash, which killed one person and severely injured another, occurred when the Tesla's driver, relying on Autopilot, expected the car to brake but it instead accelerated into an intersection. The ruling comes as Tesla faces pressure regarding its robotaxi ambitions.
Tesla Robotaxi Crashes Raise Concerns About FSD Capabilities
Investor Ross Gerber has voiced concerns regarding Tesla's Full Self-Driving (FSD) technology after multiple Robotaxi crashes in Austin, Texas, suggesting that the system is not improving and may require hardware adjustments. These incidents, including a Tesla allegedly driving onto a boat ramp, raise questions about the safety and readiness of Tesla's FSD system and could impact public perception and regulatory scrutiny as the company plans to deploy a larger autonomous fleet.
Northern Colorado business park calls on Xcel Energy to revise outage policies; "We are at their mercy"
Businesses in a Northern Colorado industrial park are demanding Xcel Energy revise its Public Safety Power Shutoff (PSPS) policies, which result in significant financial losses during severe weather events. Companies like American Furniture Warehouse and Forney Welding and Metalworking lose considerable revenue and production, with employees facing unpaid time off. Xcel Energy states it sympathizes with affected businesses and is taking measures like undergrounding power lines and using Enhanced Powerline Safety Settings to mitigate wildfire risk, but acknowledges the grid's design can lead to disparate impacts.
Northern Colorado businesses blame Xcel Energy for revenue lost during to power outages
Businesses in a Fort Collins industrial park are collectively expressing frustration with Xcel Energy over revenue losses due to recent power shutoffs. This comes as they band together to address the impact of these outages. The article highlights their grievances against the energy provider.
Could This $14 Stock Be Your Ticket to Millionaire Status?
NuScale Power (NYSE: SMR) is a nuclear technology company with the only U.S. Nuclear Regulatory Commission-approved small modular reactor (SMR) design, trading at approximately $14 per share. Despite its first-mover advantage, the company currently operates at a loss with no firm sales, although it has agreements with the Tennessee Valley Authority and a Romanian power plant project. NuScale faces a significant opportunity due to the surging power demands from data centers, which the current U.S. grid cannot handle, but its high valuation of 68 times trailing-12-month revenue suggests it may not be a rapid wealth-generator for investors.
Luxury EV Maker Lucid Cuts 12% Of Workforce In Profitability Push
Luxury EV maker Lucid Group (NASDAQ: LCID) is laying off 12% of its global workforce to streamline operations and enhance profitability after a challenging year. This reduction, affecting hundreds of employees but excluding hourly workers at its Arizona facility, aims to improve efficiency and boost gross margins. The move follows production issues, supply-chain pressures, and executive turnover in 2025, as Lucid prepares to launch a more affordable mid-size EV platform and continues ramping up production of its Gravity SUV.
Obsidian Energy Cuts Debt, Lifts Reserves and Buybacks in 2025 Amid Asset Sale and Lower Prices
Obsidian Energy reported mixed Q4 2025 results with lower production and funds flow due to asset sale and commodity prices, but significantly reduced net debt. The company continued shareholder returns through buybacks and plans to renew its normal course issuer bid. An analyst rates OBE stock as a Buy with a C$10.00 price target, while TipRanks' AI Analyst assigns a Neutral score due to financial performance concerns.
Top CSX Executive Makes Major Multi-Million Dollar Stock Move
CSX EVP & CAO Diana B. Sorfleet sold 90,000 shares of CSX stock for $3,740,400 on February 20, 2026. This significant insider transaction follows a mixed Q4 earnings report for CSX, which saw reduced profits despite improvements in other areas. TipRanks' AI Analyst, Spark, rates CSX as Neutral, citing strong cash flow offset by declining revenue/margins and high leverage.
ExxonMobil's Steady Dividend Growth and Investment Potential
ExxonMobil (XOM) has demonstrated consistent dividend growth for 43 years, currently offering a 2.7% yield, supported by its efficient, integrated business model and strong project execution capabilities. The company is set to enhance its competitive advantage through technological advancements like cube development in the Permian Basin and aims for 65% of its upstream production to come from advantaged assets by 2030, alongside significant cost savings. Despite some analyst ratings suggesting a potential stock price fall, the article highlights the company's robust operational strategies and dividend reliability as key attractions for investors.
Cenovus Plans Major Turnaround at Lima, Ohio, Refinery in Second Half -- OPIS
Cenovus Energy is planning a major turnaround at its 185,000 b/d Lima, Ohio, refinery during the second half of the year, which is expected to reduce annualized throughput by 20,000 b/d to 24,000 b/d. The company's overall maintenance schedule will impact U.S. refining throughputs by 35,000-45,000 b/d in Q3 and 40,000-50,000 b/d in Q4. This follows the successful completion of a 59-day turnaround at its Toledo refinery ahead of schedule in Q1.
FERC Authorizes TXNM Energy Acquisition by Blackstone Infrastructure, Finds Transaction Consistent with Public Interest
The Federal Energy Regulatory Commission (FERC) has authorized the acquisition of TXNM Energy by Blackstone Infrastructure, stating that the transaction is consistent with the public interest. FERC found no evidence of adverse effects on state or federal regulation, rates, or competition. This approval follows earlier regulatory approvals and shareholder consent, though federal and state approvals are still pending from the Nuclear Regulatory Commission and the New Mexico Public Regulation Commission.
Why Delta (DAL) Stock Is Up Today
Delta Air Lines (DAL) stock rose by 3.1% after the Supreme Court struck down sweeping Trump tariffs, a decision seen as beneficial for companies relying on global supply chains by potentially lowering operating costs. This positive news offset earlier concerns about slowing economic growth and rising inflation. The stock closed up 3% at $69.46, with additional news of new global tariffs announced by the Trump administration.
Embraer seeks 200 jet orders to make in India
Embraer is seeking firm orders for over 200 aircraft from Indian carriers to establish a final assembly line (FAL) in India for commercial fixed-wing aircraft. The company plans to assemble its E175 regional jets and aims for the FAL to be operational within 24 months of securing orders. Embraer is also working on building a supplier base in India and is exploring a partnership with Hindalco for aerospace-grade aluminium manufacturing.
NOV Inc. (NYSE:NOV) Raises Dividend to $0.09 Per Share
NOV Inc. (NYSE:NOV) has announced a quarterly dividend increase to $0.09 per share, up 20% from its previous $0.08, resulting in an annualized dividend of $0.36 and a yield of 1.8%. The ex-dividend date is March 13th. The company's dividend is well-covered by earnings, with a payout ratio of 22.2%, and analysts project a future payout ratio of 18.2% based on expected earnings.
PG&E completes $2.2 billion mortgage bond sale across multiple maturities
Pacific Gas and Electric Company, a subsidiary of PG&E Corporation, successfully completed the sale of $2.2 billion in first mortgage bonds, comprising three different maturities: $400 million due 2029, $1 billion due 2036, and $800 million due 2056. The transaction involved several major underwriters and was detailed in an SEC filing. This bond offering follows recent financial news for PG&E, including a slight miss on Q4 2025 earnings and revenue, but also Moody's Ratings improving its outlook to positive.
Energy Income Partners, LLC Reduces Stake in Westlake Chemical P
Energy Income Partners, LLC has reduced its stake in Westlake Chemical Partners LP by 11.94%, selling 212,108 shares at $19 each. Despite the reduction, the stock has since gained 11.63%. This move is part of the firm's strategy to optimize its energy sector portfolio, focusing on MLPs and YieldCos for its high net worth clients.
PG&E completes $2.2 billion bond offering with maturities through 2056
Pacific Gas and Electric Company, a subsidiary of PG&E Corp, has successfully completed a $2.2 billion bond offering with maturities extending through 2056. This offering includes various bond series with different interest rates and due dates, reflecting continued financial activity for the utility. This news follows PG&E's recent fourth-quarter earnings report, which slightly missed analyst estimates, and a positive outlook upgrade from Moody's Ratings on its debt securities.
CVR Energy Inc. (NYSE:CVI) Declares $0.37 Quarterly Dividend
CVR Energy Inc. (NYSE:CVI) has declared a quarterly dividend of $0.37 per share, payable on March 9th to shareholders of record on March 2nd, resulting in an indicated yield of approximately 7.2%. Despite this, the dividend appears unsustainable given the company's 679.7% payout ratio and reliance on its balance sheet for payments, with analysts forecasting a projected payout ratio of roughly 623% for next year. The company recently reported a quarterly EPS of ($0.80) on revenue of $1.81 billion, and analysts currently rate the stock as a "Strong Sell" with an average price target of $29.25.
Rail construction to cause extended traffic adjustments along Dillingham Boulevard, Kamehameha Highway
Extended, round-the-clock traffic adjustments are set to begin on Kamehameha Highway and Dillingham Boulevard in Honolulu from March 2026 through December 2030 due to ongoing Skyline rail construction. The Honolulu Authority for Rapid Transportation (HART) and Tutor Perini Corp. will implement a revised traffic plan, initially impacting the section between Middle Street and Pu‘uhale Road, maintaining one travel lane in each direction. These adjustments are necessary as construction shifts from utility relocation to guideway and station building for the City Center Guideway and Stations (CCGS) project.
Argentina's YPF Luz talks 500MW storage tender, mining power line, hydro opportunities
Argentine generator YPF Luz is considering participating in the country's 500MW energy storage tender, with a board decision pending. The company is also developing the Puna high-voltage power line for mining projects and evaluating opportunities in the hydroelectric segment as several state-controlled plants are set to be offered to the private sector. Despite potential delays in mining project FIDs due to market volatility, YPF Luz maintains a strategy of growing in profitable and reliable power generation.
Union Pacific Corporation Declares Second Quarter 2025 Dividend
Union Pacific Corporation (NYSE: UNP) has announced its second-quarter 2025 dividend. The Board of Directors declared a quarterly dividend of $1.34 per share on the company’s common stock. This dividend will be payable on June 30, 2025, to shareholders of record as of May 30, 2025, marking 126 consecutive years of dividend payments for the company.
CVE Cenovus Energy Inc. Feb 20 2026 TD Maintained Buy, BMO Maintained Outperform
TD Securities and BMO Capital have both maintained their positive ratings for Cenovus Energy Inc. (CVE) as of February 20, 2026, while concurrently raising their price targets to C$35. TD affirmed its "Buy" rating and BMO its "Outperform" rating, indicating continued analyst confidence in the company's prospects. This decision, reflecting improved cash flow or commodity upside expectations, led to modest intraday share price increases for CVE.
‘Consequences of poor planning’: Gallatin family still fighting after TVA pauses plan to run transmission line through their farm
An eighth-generation farming family in Gallatin, TN, along with country musician John Rich and a Sumner County Commissioner, continues to fight against the Tennessee Valley Authority's (TVA) proposed transmission line through their historic land, despite the TVA announcing a "pause" on the project. The family highlights the farm's cultural and educational value, including a farm school for children, which would be severely impacted. The TVA has stated its intention to form a "Landowner Task Force" to involve community voices and balance energy needs with property rights, though critics believe this pause may be a tactic to wait out public outcry.
Hood River Capital Management LLC Reduces Stake in Comstock Inc
Hood River Capital Management LLC reduced its stake in Comstock Inc by selling 17,880 shares on December 31, 2025, at $3.76 per share. Despite the reduction, Comstock Inc still represents 0.08% of the firm's portfolio. Comstock Inc, trading at $3.15, has a GF Value of $3.47 and focuses on converting natural resources into renewable fuels and metals, but faces financial challenges including negative profitability metrics.
Insider Sell: Andrew Harrison Sells 5,500 Shares of Alaska Air G
Andrew Harrison, Executive Vice President and Chief Commercial Officer of Alaska Airlines, sold 5,500 shares of Alaska Air Group Inc (ALK) on February 18, 2026. This sale increases his total sales over the past year to 35,100 shares, with no purchases. The stock is currently trading at $56.63, with a price-to-GF-Value ratio of 0.91, suggesting it is modestly undervalued according to GuruFocus's intrinsic value estimate.
Algorhythm Holdings’ Stock Triples On AI Freight Tool Rollout: 3 Things Retail Investors Are Watching
Algorhythm Holdings (RIME), a former in-car karaoke supplier that pivoted to freight management tech, saw its stock surge 262% after rolling out its AI-powered SemiCab platform. The platform claims to scale freight volumes significantly and reduce empty miles, causing a selloff in traditional logistics stocks. Retail investors are closely watching the platform's potential, betting on a short squeeze, but also raising concerns about the involvement of Streeterville Capital, an investment firm with a history of "toxic lending" practices.
Fiberglass Market Size, Share and Forecast to 2033
The global fiberglass market, valued at USD 17.82 billion in 2024, is projected to reach USD 32.85 billion by 2033, growing at a CAGR of 7.2%. Key drivers include demand for lightweight automotive composites to improve fuel efficiency and the expansion of fiberglass use in wind energy for turbine blades. Europe currently dominates, while Asia-Pacific is the fastest-growing region, driven by infrastructure development and urbanization.
Portland General Electric announces acquisition of Washington state utility operations and select assets from PacifiCorp
Portland General Electric (PGE) has reached an agreement to acquire select Washington state generation, transmission, and electric utility operations from PacifiCorp for $1.9 billion. This acquisition will extend PGE's services to approximately 140,000 Washington customers, including three generation facilities and 4,500 miles of transmission and distribution lines. PGE plans to manage these operations as a separate company, retaining current employees and honoring existing labor agreements.
BKV Corp board approves 2025 executive bonuses and updates total compensation
BKV Corp's Board of Directors approved performance-based bonuses for its named executive officers for 2025, with CEO Christopher P. Kalnin receiving over $1.6 million. These bonuses, determined by company and individual KPIs, were granted as BKV shares traded near their 52-week high. The company has also recently increased its ownership in a power joint venture and seen its price target raised by analysts due to its carbon capture potential.
