$NI

NISOURCE INC.

AlphAI earnings readsecond quarter 2026 · AUG 5NiSource announces second quarter results and reaffirms 2026 non-GAAP consolidated adjusted EPS guidance.Verdict: mixed

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NI Stock Edges Higher After-Hours On Deals With Alphabet, Amazon

Nisource Inc. (NI) shares rose 3% after-hours following long-term energy deals with Alphabet (GOOG, GOOGL) and Amazon (AMZN) for data center projects. The Alphabet deal supports a large-scale data center in Indiana, starting in 2026, while the Amazon deal accelerates site energization, aiming for $1.25B in customer savings. NI stock has gained 13% YTD, GOOG 5%, and AMZN 10%.

AutoZone In, SpaceX Out: HALX’s New Rebalance

The Tuttle Capital Heavy Assets Low Obsolescence Index (HALX) was rebalanced, adding AutoZone, United Therapeutics, and others, while removing SpaceX and four other companies. The index focuses on firms with heavy assets and low AI disruption risk, potentially benefiting investors concerned about AI's impact.

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$NIMed

NI Stock Edges Higher After-Hours On Deals With Alphabet, Amazon

Nisource Inc. (NI) shares rose 3% after-hours following long-term energy deals with Alphabet (GOOG, GOOGL) and Amazon (AMZN) for data center projects. The Alphabet deal supports a large-scale data center in Indiana, starting in 2026, while the Amazon deal accelerates site energization, aiming for $1.25B in customer savings. NI stock has gained 13% YTD, GOOG 5%, and AMZN 10%.

$AZOMed

AutoZone In, SpaceX Out: HALX’s New Rebalance

The Tuttle Capital Heavy Assets Low Obsolescence Index (HALX) was rebalanced, adding AutoZone, United Therapeutics, and others, while removing SpaceX and four other companies. The index focuses on firms with heavy assets and low AI disruption risk, potentially benefiting investors concerned about AI's impact.

$NIMedAI 8/10

How NiSource’s (NI) New Amazon and Alphabet Data Center Deals Have Changed Its Investment Story

NiSource Inc. (NI) reported Q2 2026 adjusted earnings that beat estimates but declined year-over-year. The company secured regulatory approvals for data center contracts with Amazon and Alphabet, expected to save customers $1.4B. NiSource reaffirmed its 2026 earnings guidance and plans significant capital investments, tying growth to data center demand and grid modernization. The stock projects $8.4B revenue and $1.3B earnings by 2029, a 21% upside from current prices.

$NILow

Is NiSource (NI) Undervalued On Q2 Results And New Data Center Contracts?

Simply Wall St reports NiSource’s Q2 adjusted EPS was lower, while management reaffirmed long-term targets and cited newly approved data center contracts with Amazon and Alphabet. The article notes NI shares down 7.85% (30 days) and 10.65% (90 days). It cites a fair value estimate of $50.03 versus $42.37 and a DCF value of $36.01.

$NIMed

NiSource Reaffirms 9%-10% Long-Term EPS Growth Despite Q2 Adjusted Earnings Decline

NiSource reaffirmed its 2026-2033 consolidated adjusted EPS growth target of 9% to 10% CAGR despite Q2 adjusted EPS falling to $0.16 from $0.22. Q2 adjusted net income available to common shareholders fell to $77.6 million. It kept 2026 adjusted EPS guidance at $2.02 to $2.07, citing a $28.6 billion 2026-2030 capital plan and data-center contracts tied to Amazon and Alphabet.

NiSource (NI): A Costly Quarter Masks A Bigger Bet

NiSource (NYSE:NI) reported Q2 adjusted EPS of $0.16, down from $0.22 a year earlier, citing higher storm-related O&M and workforce costs. Despite this, management reaffirmed 2026 adjusted EPS guidance of $2.02 to $2.07 and long-term 6% to 8% growth through 2030, supported by data-center contracts approved by Indiana regulators.

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