Dixon Kate sold $250K of AEP

American Electric Power (AEP) raised its 2026 operating EPS guidance to $6.25-$6.55, up from $6.15-$6.45, driven by 6 GW of new load in Q2, much from Texas and Ohio data centers. AEP's stock closed at $123, with a target price of $140, implying 13.3% upside over 2.3 years. The company faces execution risks and financing challenges, but its growth is tied to AI-driven data center demand.

American Electric Power (AEP) and Vertiv (VRT) are positioned to benefit from rising data center power demand. AEP, a major utility, expects 9% annual earnings growth through 2030 and offers a 3% dividend yield. Vertiv, which supplies data center equipment, projects 20-22% annual sales growth through 2030. Both companies are investing heavily to meet increasing demand.

American Electric Power (AEP), a $67.8B utility company, has underperformed the S&P 500, down 2.6% in 3 months vs. the index's 1.8% gain. AEP's stock is below its 200-day and 50-day moving averages. Q2 2026 revenue beat estimates at $5.5B, but EPS missed at $1.36. Analysts rate it a 'Moderate Buy' with a $141.71 target, 13.8% upside.

Southern Company (SO) and Duke Energy (DUK) are highlighted for their significant investments in data centers and AI-related infrastructure, with SO signing a 3.2 GW deal with OpenAI and DUK deploying $1 billion monthly. American Electric Power (AEP) plans $78 billion in capital investments, targeting 11% rate-base growth. These companies offer higher yields and growth potential compared to the Utilities Select Sector SPDR Fund (XLU), which has a 3% yield and slower growth due to its diversified

American Electric Power (AEP) reported 69 gigawatts of contracted load through 2030, focusing on securing gas turbines and financing for its $78 billion build plan. AEP locked up 13 gigawatts of turbine capacity and secured options for 10 more. The stock closed at $122.31, with target prices around $184 and $144 from analysts. Management is exploring a GenCo structure to speed development. AEP trades near peer group averages, with potential total return of ~50%.

American Electric Power (AEP) reported Q2 revenue of $5.44B, up from $5.09B YoY, but missed earnings expectations with EPS of $1.36 vs. $1.49 expected. Management cited tax timing and a planned 2025 sale. AEP secured 69GW of contracted load through 2030, including 45GW in Texas, and raised 2026 guidance to $6.25-$6.55 per share. Analysts give AEP a 'Moderate Buy' rating with a $141.86 price target, implying 16% upside. George Soros invested in Texas-based utility stocks, including AEP, due to st