EDP Renovaveis to Benefit From U.S. Power-Demand Boom -- Market Talk

Dow Jones

Oct 09, 2025

1227 GMT - EDP Renovaveis is the best-positioned among EU-listed utilities to benefit from the surge in U.S. electricity demand driven by AI and data centers, Jefferies analysts say. The U.S. power-demand boom is a key driver of growth for the Portuguese company, which is now moving from years of earnings downgrades to a phase of consistent growth, Jefferies says in a note. The company derives around 50 to 60% of its earnings from the U.S., where it has an attractive asset mix and supply chain setup, Jefferies says. Furthermore, improved policy clarity from the "One Big Beautiful Bill Act" and treasury guidance are easing earlier worries around growth in the country, Jefferies adds. The bank upgrades the stock to buy from hold. Shares are up 3.1%. (maitane.sardon@wsj.com)

(END) Dow Jones Newswires

October 09, 2025 08:27 ET (12:27 GMT)

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The U.S. power-demand boom is a key driver of growth for the Portuguese company, which is now moving from years of earnings downgrades to a phase of consistent growth, Jefferies says in a note. The company derives around 50 to 60% of its earnings from the U.S., where it has an attractive asset mix and supply chain setup, Jefferies says. Furthermore, improved policy clarity from the \"One Big Beautiful Bill Act\" and treasury guidance are easing earlier worries around growth in the country, Jefferies adds. The bank upgrades the stock to buy from hold. Shares are up 3.1%. 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The U.S. power-demand boom is a key driver of growth for the Portuguese company, which is now moving from years of earnings downgrades to a phase of consistent growth, Jefferies says in a note. The company derives around 50 to 60% of its earnings from the U.S., where it has an attractive asset mix and supply chain setup, Jefferies says. Furthermore, improved policy clarity from the \"One Big Beautiful Bill Act\" and treasury guidance are easing earlier worries around growth in the country, Jefferies adds. The bank upgrades the stock to buy from hold. Shares are up 3.1%. (maitane.sardon@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 09, 2025 08:27 ET (12:27 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PW","symbol_name":"Power REIT","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2574152043","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2574152043","pubTimestamp":1760012820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1227 GMT - EDP Renovaveis is the best-positioned among EU-listed utilities to benefit from the surge in U.S. electricity demand driven by AI and data centers, Jefferies analysts say. The U.S. power-demand boom is a key driver of growth for the Portuguese company, which is now moving from years of earnings downgrades to a phase of consistent growth, Jefferies says in a note. The company derives around 50 to 60% of its earnings from the U.S., where it has an attractive asset mix and supply chain setup, Jefferies says. Furthermore, improved policy clarity from the \"One Big Beautiful Bill Act\" and treasury guidance are easing earlier worries around growth in the country, Jefferies adds. The bank upgrades the stock to buy from hold. Shares are up 3.1%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"PW":"Power REIT","BK4133":"新能源发电业者","EDRVY":"EDP Renovaveis SA","BK4234":"特殊用途房地产信托","BK4084":"特种房地产投资信托"},"translate_title":"EDP Renovaveis将受益于美国电力需求繁荣——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EDRVY":0.9,"PW":1.5},"content_text":"1227 GMT - EDP Renovaveis is the best-positioned among EU-listed utilities to benefit from the surge in U.S. electricity demand driven by AI and data centers, Jefferies analysts say. The U.S. power-demand boom is a key driver of growth for the Portuguese company, which is now moving from years of earnings downgrades to a phase of consistent growth, Jefferies says in a note. The company derives around 50 to 60% of its earnings from the U.S., where it has an attractive asset mix and supply chain setup, Jefferies says. Furthermore, improved policy clarity from the \"One Big Beautiful Bill Act\" and treasury guidance are easing earlier worries around growth in the country, Jefferies adds. The bank upgrades the stock to buy from hold. Shares are up 3.1%. (maitane.sardon@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 09, 2025 08:27 ET (12:27 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}