Ameren Seen Benefiting From Missouri Data-Center Buildout -- Market Talk

Dow Jones
05/21

09:23 ET--The public utility company Ameren is positioned to be one of the firms to benefit from the massive artificial-intelligence data center buildout, JPMorgan analysts write in a note, upgrading the stock to overweight from neutral. The regulatory environment in Missouri, where Ameren is based, is steady and constructive for data centers, without an impending gubernatorial election to generate political risk. "With data center datapoints piling up, we have higher confidence in the company's growth outlook and see the potential for the EPS CAGR to inflect higher," they write. "We find AEE a compelling story that should command a top tier premium amidst positive catalyst execution and lack of political/regulatory downside risk that afflict many peers." (elias.schisgall@wsj.com)

 
 

(END) Dow Jones Newswires

May 21, 2026 09:23 ET (13:23 GMT)

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