Dec 31, 2025 • Insider Monkey
SOMEWHAT-BULLISH
Sunrun (RUN) Price Target Raised Amid ‘Compelling’ Partnership with NRG Energy
Clear Street has increased its price target for Sunrun Inc. (NASDAQ: RUN) to $23 from $21, maintaining a 'Buy' rating due to a significant partnership with NRG Energy and success with new homebuilders. This collaboration, announced on December 16, integrates Sunrun's solar-plus-storage systems with NRG Energy's optimized rate plans, allowing customers to contribute power to Texas's electric grid. Sunrun, America's leading clean energy subscription service, is projected to see an 8% increase in its FY2027 cash generation forecast, reaching $565 million.
Dec 31, 2025 • ts2.tech
NEUTRAL
Constellation Energy stock slips today as Calpine deal steps and nuclear AI demand stay in focus
Constellation Energy (CEG) stock slipped notably on Tuesday, closing down 0.4% at $357.12, as investors focus on its pending $26.6 billion acquisition of Calpine and the increasing demand for nuclear power driven by AI data centers. The company faces regulatory hurdles requiring divestitures for the Calpine deal and is leveraging long-term power purchase agreements, like the one with Microsoft, to capitalize on nuclear energy's role in addressing growing electricity needs. Investors are keenly watching for updates on the Calpine deal's closing mechanics and the upcoming earnings report estimated for February 17, 2026.
Dec 31, 2025 • www.sharewise.com
NEUTRAL
Investors Heavily Search Constellation Energy Corporation (CEG): Here is What You Need to Know
Constellation Energy Corporation (CEG) has consistently been one of the most actively searched stocks on Zacks.com, highlighting significant investor interest. The article provides a detailed analysis of CEG's performance, earnings estimates, revenue growth, past financial results, and valuation to help investors make informed decisions. While the company's valuation indicates it's trading at a premium, its Zacks Rank #3 (Hold) suggests it may perform in line with the broader market in the near term.
Dec 30, 2025 • ts2.tech
NEUTRAL
BitMine (BMNR) stock slips as firm touts 4.11 million ether stash ahead of Jan. 15 vote
BitMine (BMNR) shares declined slightly despite the company announcing its Ethereum holdings reached 4.11 million tokens, part of $13.2 billion in crypto and cash. This disclosure comes ahead of a Jan. 15 shareholder meeting where a proposal to increase authorized shares will be voted on, potentially diluting existing holders but funding future purchases. The company's strategy focuses on its significant ether "treasury" and increasing the portion of its ether that is staked.
Dec 30, 2025 • TradingView — Track All Markets
NEUTRAL
CapEx per share of Constellation Energy Corporation – MIL:1CEG
This article provides a financial data point, "CapEx per share," for Constellation Energy Corporation (MIL:1CEG). It presents the value and percentage change over a given period. The content is primarily a data presentation, set within the TradingView platform's interface.
Dec 30, 2025 • ts2.tech
NEUTRAL
Adobe stock barely budges near $353 as Fed minutes loom — what ADBE investors watch next
Adobe shares were little changed on Tuesday, trading near $353 as investors awaited Federal Reserve meeting minutes, which could influence Treasury yields and growth stock valuations. The company's next major catalyst is its first-quarter fiscal 2026 earnings call on March 12, with investors focused on how its AI features will translate into durable subscription growth and annual recurring revenue. Adobe recently forecasted strong fiscal 2026 revenue and EPS, exceeding Wall Street expectations, driven by demand for design tools and AI monetization.