Gov. Josh Shapiro’s new rules require data-center operators to pay for energy generation and transmission.

PPL's improving cash flow offers more internal funding for its $23B investment plan, supporting grid upgrades, rate base growth and financial flexibility

Data center demand drives $23 billion capital plan through 2029.

ES' $26.5B investment plan through 2030 targets grid upgrades, transmission growth and a stronger regulated rate base to support earnings.

The average brokerage recommendation (ABR) for PPL (PPL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

PPL positions for AI-driven data center demand with major load pipelines, $23B in planned investments and new generation development.

PPL sees data center growth opening $10-$12 billion in incremental investment through 2032 while keeping its existing earnings plan unchanged.

Although the PJM Interconnection aims to hold a backstop reliability auction in late September, CEO Vincent Sorgi said he expects bilateral contracting will be the main pathway for adding generation in the region.

PPL (NYSE:PPL) reported second-quarter 2026 GAAP earnings of $0.30 per share, up from $0.25 per share a year earlier, while ongoing earnings rose to $0.33 per share from $0.32 per share. The company reaffirmed its full-year ongoing earnings forecast of $1.90 to $1.98 per share, with a midpoint of $1

PPL Corporation’s second-quarter 2026 results, released on August 7, showed sales rising to US$2,111 million and net income to US$230 million, but both revenue and earnings per share came in below Wall Street estimates. Despite the quarterly miss, PPL reaffirmed its 2026 ongoing earnings guidance of US$1.90 to US$1.98 per share and pointed to expanding data center-related demand and its Invitium Energy joint venture with Blackstone as key long-term earnings drivers. We’ll now examine how...

Earnings snapshot and why PPL stock is in focus PPL (PPL) is back on investors’ radar after its second quarter 2026 earnings release and reaffirmed full year guidance, putting fresh financial detail around the utility’s recent share price performance. The company reported Q2 2026 sales of US$2.11b and net income of US$230m, with basic earnings per share from continuing operations of US$0.31. Diluted earnings per share from continuing operations were US$0.30. For the first half of 2026, PPL...

PPL Corp (PPL) posts modest EPS growth and reaffirms 2026 forecast while expanding its data center pipeline to 32 gigawatts and progressing the Invitium Energy joint venture.

Moby summary of PPL Corporation's Q2 2026 earnings call

Although the revenue and EPS for PPL (PPL) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

PPL's Q2 earnings miss estimates as higher costs weigh on results, while revenues rise 4.2% and data center demand continues to expand.

PPL Corporation (NYSE:PPL) reported second-quarter earnings and revenue below Wall Street forecasts on Friday, although the regulated utility reaffirmed its full-year guidance and highlighted significant long-term growth opportunities linked to data centre development. Shares were modestly higher in pre-market trading, rising around 0.

PPL (PPL) delivered earnings and revenue surprises of -5.71% and -3.03%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

September S&P 500 E-Mini futures (ESU26) are up +0.25%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.55% this morning, rebounding from yesterday’s losses, while investors await the key U.S. jobs report for fresh clues on the Federal Reserve’s policy path.

MDU's Q2 earnings rise 28.6% and beat estimates as revenues increase and key infrastructure projects advance.

UGI narrows its fiscal Q3 loss and raises 2026 earnings guidance, even as revenues fall on weaker propane volumes across key operations.

ATO's fiscal Q3 earnings rise 23.3% and beat estimates, while revenues gain 4.8% despite missing expectations.

PPL and Vistra head into Q2 release with support from data-center demand, new rates, clean-energy investment and disciplined cost controls.

PPL heads into Q2 earnings with revenue and EPS growth expected, supported by higher power demand and rates, but a premium valuation warrants caution.

PPL Corporation has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

Evergy (EVRG) delivered earnings and revenue surprises of +7.32% and +1.71%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

SWX misses Q2 earnings and revenue estimates, but lower costs lift operating income as it advances a major Great Basin expansion.

ONE Gas Q2 earnings beat estimates as new rates and lower interest expense lift profits despite weaker revenues and a sharp drop in sales volumes.

MGE (MGEE) delivered earnings and revenue surprises of +15.58% and -3.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Duke Energy (DUK) delivered earnings and revenue surprises of +10.85% and -1.59%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PPL stock has delivered a solid 49.3% total return over the past three years, yet its broader valuation checks currently lean more on the expensive side rather than as a clear bargain. Over the last three years, PPL has returned 49.3%, which puts recent short term share price softness into the context of a strong medium term run. Plans with Blackstone to assess new power plant sites for data centers can support long term earnings potential. However, the capital required for such projects and...

PPL Corporation (NYSE:PPL) and Blackstone Infrastructure have acquired over 500 acres in Luzerne County, Pennsylvania, for potential power plant development. The sites are being evaluated as possible future electricity sources for current and prospective data centers in the region. The project is described as exploratory and has not yet reached a final development decision or timeline. PPL is a regulated utility holding company with a core focus on electricity transmission and distribution...

LNT's Q2 earnings miss estimates as higher costs pressure profit, even as revenues rise and the utility reaffirms its 2026 outlook.

PPL (PPL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Fortis (FTS) delivered earnings and revenue surprises of +1.82% and +4.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PPL Corporation and Blackstone Infrastructure spent more than $40 million to buy 500-plus acres in Jenkins, Plains and Salem townships for possible power plants to fuel data centers, a PPL spokesman said Thursday. “Our joint venture with Blackstone acquired land in Jenkins and Salem townships as we’re evaluating opportunities to meet rising demand for electricity in Pennsylvania,” said Ryan ...

EXC's Q2 adjusted earnings rise 10.3% as higher utility rates lifted results, while revenues climb 10% and beat estimates.

WEC Energy's Q2 earnings beat estimates as rate base growth and infrastructure gains lift profit, while revenues rise and its $37.5B plan advances.

IdaCorp (IDA) delivered earnings and revenue surprises of +2.29% and -1.80%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PPL (PPL) concluded the recent trading session at $35.7, signifying a -1.73% move from its prior day's close.

FE's Q2 earnings and revenues top estimates as transmission growth and rising data-center demand support investment plans.

Ameren's rising earnings estimates, stronger profitability, larger capital plan and recent share gains give it the edge over PPL despite a richer valuation.

In the most recent trading session, PPL (PPL) closed at $36.1, indicating a +1.95% shift from the previous trading day.

Pinnacle West Capital's industrial demand growth, 4.5 GW of committed high-load customers and $7.95B investment plan support long-term earnings prospects.

PPL (PPL) is drawing investor attention after emphasizing disciplined cost management that lowers operating and maintenance expenses while supporting a planned US$23b investment program running through 2029 and underpinning the utility’s stated earnings guidance. See our latest analysis for PPL. Recent trading has been softer, with the share price down 1.2% over the last day and 7.3% over 90 days. However, PPL’s 3 year total shareholder return of 41.0% and 5 year total shareholder return of...

PPL Corporation's cost controls are lowering O&M expenses while supporting a $23 billion investment plan and 6-8% annual EPS growth through 2029

NextEra Energy heads into Q2 earnings with rising Florida demand and renewable additions, though valuation and gas-project costs cloud the outlook.

The latest trading day saw PPL (PPL) settling at $35.71, representing a -1.08% change from its previous close.

PPL's $23 billion grid investment plan targets reliability, outage reduction and 10.3% annual rate base growth through 2029.

One powers global infrastructure with leadership in turbines; the other delivers steady returns through regulated rates. Which stock fits your 2026 portfolio?

PPL's data center-driven demand and $23 billion investment plan support growth, but premium valuation and lower returns warrant patience.