IDACORP, Inc. IDA

Zacks Investment Research 13 nov

Southern Company reported Q3 adjusted EPS of $1.94, up 21.3% year-over-year and beating estimates, with revenues climbing 13% to $8.84 billion. The company benefited from strong electricity demand, particularly from data centers (up 59%), and signed 4 GW of additional large-load contracts, bringing total contracted demand to 21 GW. Southern raised its 2026 adjusted EPS outlook to $4.70 and expanded its capital investment plan to approximately $85 billion through 2030.

Zacks Investment Research 10 nov

Vistra Corp. reported Q3 2026 earnings of $3.23 per share, beating estimates by 9.86% with an 84.6% year-over-year increase. Revenues reached $6.35 billion, up 27.7% but slightly missing consensus estimates. The company raised 2026 guidance and initiated 2027 outlook, supported by higher energy prices, the Cogentrix acquisition, and strong retail performance. Peer utilities Everergy, FirstEnergy, and IDACORP also reported better-than-expected Q3 results.

Zacks Investment Research 9 nov

NRG Energy reported Q3 2026 adjusted earnings of $4.68 per share, beating estimates by 36%, with revenues jumping 24% to $9.47 billion driven by LS Power asset contributions and higher capacity prices. The company announced a $4 billion asset sale to LS Power, reaffirmed 2026 guidance, and projected 2027 EPS of $8.05-$10.05. However, NRG carries a Zacks Rank #4 (Sell) rating.

Zacks Investment Research 29 oct

IdaCorp reported Q3 2026 earnings of $2.73 per share, beating consensus estimates of $2.51 and surpassing revenue expectations. The company has beaten EPS estimates in four consecutive quarters. However, with a Zacks Rank #3 (Hold) rating and mixed estimate revisions, the stock is expected to perform in line with the market. IdaCorp has underperformed the S&P 500 year-to-date, gaining 10.4% versus the index's 13.1%.

Zacks Investment Research 29 oct

IDACORP reported Q3 2026 earnings of $2.73 per share, beating consensus estimates by 8.8% with a 20.8% year-over-year increase. Revenues reached $608 million, up 15.9% from the prior year, driven by higher Idaho base rates, customer growth, and large contract revenues. The company raised its 2026 EPS guidance to $6.40-$6.50 and maintained its capex forecast of $1.3-$1.5 billion.