Ameren Growth Outlook Improving on Data Center Demand, UBS Says

MT Newswires Live06-06

Ameren's (AEE) long-term earnings growth prospects are improving as rising data center demand and additional contracted load drive higher infrastructure investment, UBS Securities said.

The brokerage said in a note Thursday that about 2.2 gigawatts of signed electric service agreements, along with an assumed 600 megawatts of additional contracts, support a step-up in capital deployment that could be formalized during the company's Q3 update.

UBS raised its 2027 and 2028 EPS estimates to $5.86 and $6.37 from $5.80 and $6.28 previously.

The investment firm also said the valuation remains undemanding and noted that Ameren trades at only a modest premium to peers despite stronger long-term growth prospects. The firm sees this gap as unjustified given asset quality and execution and expects potential for a higher multiple over time.

UBS reiterated its buy rating and $127 price target.

Shares of Ameren rose nearly 3% in Friday trading.

Price: 110.06, Change: +3.07, Percent Change: +2.87

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2641142265?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-06 03:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2641142265","market":"hk","top_or_hot":-1,"title":"Ameren Growth Outlook Improving on Data Center Demand, UBS Says","media":"MT Newswires Live","content":"<html><body><p> Ameren's (AEE) long-term earnings growth prospects are improving as rising data center demand and additional contracted load drive higher infrastructure investment, UBS Securities said.</p><p>The brokerage said in a note Thursday that about 2.2 gigawatts of signed electric service agreements, along with an assumed 600 megawatts of additional contracts, support a step-up in capital deployment that could be formalized during the company's Q3 update.</p><p>UBS raised its 2027 and 2028 EPS estimates to $5.86 and $6.37 from $5.80 and $6.28 previously.</p><p>The investment firm also said the valuation remains undemanding and noted that Ameren trades at only a modest premium to peers despite stronger long-term growth prospects. The firm sees this gap as unjustified given asset quality and execution and expects potential for a higher multiple over time.</p><p>UBS reiterated its buy rating and $127 price target.</p><p>Shares of Ameren rose nearly 3% in Friday trading.</p><p>Price: 110.06, Change: +3.07, Percent Change: +2.87</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ameren Growth Outlook Improving on Data Center Demand, UBS Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmeren Growth Outlook Improving on Data Center Demand, UBS Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-06-06 03:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Ameren's (AEE) long-term earnings growth prospects are improving as rising data center demand and additional contracted load drive higher infrastructure investment, UBS Securities said.</p><p>The brokerage said in a note Thursday that about 2.2 gigawatts of signed electric service agreements, along with an assumed 600 megawatts of additional contracts, support a step-up in capital deployment that could be formalized during the company's Q3 update.</p><p>UBS raised its 2027 and 2028 EPS estimates to $5.86 and $6.37 from $5.80 and $6.28 previously.</p><p>The investment firm also said the valuation remains undemanding and noted that Ameren trades at only a modest premium to peers despite stronger long-term growth prospects. The firm sees this gap as unjustified given asset quality and execution and expects potential for a higher multiple over time.</p><p>UBS reiterated its buy rating and $127 price target.</p><p>Shares of Ameren rose nearly 3% in Friday trading.</p><p>Price: 110.06, Change: +3.07, Percent Change: +2.87</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0170899867.USD","symbol_name":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2641142265","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2641142265","pubTimestamp":1780687089,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Ameren's  long-term earnings growth prospects are improving as rising data center demand and additional contracted load drive higher infrastructure investment, UBS Securities said.The brokerage said in a note Thursday that about 2.2 gigawatts of signed electric service agreements, along with an assumed 600 megawatts of additional contracts, support a step-up in capital deployment that could be formalized during the company's Q3 update.UBS raised its 2027 and 2028 EPS estimates to $5.86 and $6.37 from $5.80 and $6.28 previously.The investment firm also said the valuation remains undemanding and noted that Ameren trades at only a modest premium to peers despite stronger long-term growth prospects. The firm sees this gap as unjustified given asset quality and execution and expects potential for a higher multiple over time.UBS reiterated its buy rating and $127 price target.Shares of Ameren rose nearly 3% in Friday trading.Price: 110.06, Change: +3.07, Percent Change: +2.87","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4606":"AI电力股","BK7083":"煤与消费用燃料","BLOK":"Amplify Transformational Data Sharing ETF","BK6051":"信息科技咨询与其它服务","AEE.AU":"AURA ENERGY LTD","BK4588":"碎股","AEE":"阿曼瑞恩","BK4585":"ETF&股票定投概念","LYY.SI":"中云集团","BK4208":"复合型公用事业","DTCR":"Global X Data Center & Digital Infrastructure ETF"},"translate_title":"瑞银表示，Ameren增长前景因数据中心需求而改善","themeId":"f6f7c9f6a0174df79daf9f1dfd21f836","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYY.SI":1.5,"BLOK":1.5,"DTCR":1.5,"AEE.AU":1,"AEE":1.5},"content_text":"Ameren's (AEE) long-term earnings growth prospects are improving as rising data center demand and additional contracted load drive higher infrastructure investment, UBS Securities said.The brokerage said in a note Thursday that about 2.2 gigawatts of signed electric service agreements, along with an assumed 600 megawatts of additional contracts, support a step-up in capital deployment that could be formalized during the company's Q3 update.UBS raised its 2027 and 2028 EPS estimates to $5.86 and $6.37 from $5.80 and $6.28 previously.The investment firm also said the valuation remains undemanding and noted that Ameren trades at only a modest premium to peers despite stronger long-term growth prospects. The firm sees this gap as unjustified given asset quality and execution and expects potential for a higher multiple over time.UBS reiterated its buy rating and $127 price target.Shares of Ameren rose nearly 3% in Friday trading.Price: 110.06, Change: +3.07, Percent Change: +2.87","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2641142265","isCrawlerRequest":true}