Carly Davenport

Sempra's (NYSE:SRE) management has increased focus on Texas, which "should drive earnings upside in the medium-term," according to Goldman Sachs. • SRE is trading near recent highs. Get the market research here. The Sempra Analyst: Analyst Carly Davenport upgraded the rating from Neutral to Buy...

JPMorgan’s Carly Davenport revised her estimates for four major U.S. utilities following their first-quarter earnings. The analyst cited new capital expenditure opportunities tied to load growth, evolving regulatory and legislative developments, and the broader impact of policy uncertainty...

NextEra Energy Inc (NYSE:NEE) shares tanked in early trading on Wednesday, but have since then moved upwards after the company reaffirmed its guidance. The company's guidance appears conservative, given the strong performance over the last three months, according to Goldman Sachs. The NextEra...

Shares of companies in the utilities sector were under pressure in early trading on Friday. The next phase for U.S. utilities has begun, with many companies becoming “decarbonization enablers” and their models could “drive value from several clear mega-themes,” according to...