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Morgan Stanley lowers E.ON rating to Equal Weight after impressive 2025 rally
Investing.com -- Morgan Stanley downgraded E.ON SE (ETR:EONGn) to Equal Weight from Overweight following a sharp rally in the European energy networks operator’s shares this year.
investing.com·2mo ago
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SSE and National Grid: Two different routes to the same long-term upside
Investing.com -- Analysts at Bernstein compared SSE (LON:SSE) and National Grid (LON:NG), two stocks UK’s regulated utilities sector. Though both offer comparable upside, their capital strategies, geographic footprints and growth drivers differ sharply.
investing.com·2mo ago
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SSE added to JPM analyst focus list, replacing National Grid
Investing.com -- JPMorgan has added SSE (LON:SSE) to its Analyst Focus List, replacing National Grid (LON:NG), following the release of Ofgem’s Draft Determinations (DD) for RIIO-ET3, the regulatory period for electricity transmission starting from April 1, 2026.
investing.com·2mo ago
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Rising grid costs. How much, is too much?
investing.com·3mo ago
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Ofgem Draft to test regulator’s support for UK grid investment demands
investing.com·3mo ago
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Should you own Utility stocks going forward? Jefferies weighs in
Investing.com -- In a note to clients Tuesday, Jefferies analysts presented a mixed view on Utility stocks, maintaining an Overweight rating in large-cap Utilities but an Underweight rating in small-cap Utilities. 
investing.com·3mo ago
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Is grid reform in Germany the next catalyst?
investing.com·4mo ago
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What’s the impact of EVs on the European power sector?
Investing.com -- Electric vehicle (EV) adoption in Europe is set to recover from the 2024 dip, with Bernstein forecasting over 20% average annual growth through 2030. Yet the broader implications for the European power sector are more modest than revolutionary.
investing.com·4mo ago
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RBC Capital downgrades National Grid to “sector perform” on valuation concerns
investing.com·4mo ago
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JPM highlights top 6 European investment ideas for next 12–18 months
Investing.com -- JPMorgan has laid out its top six investment ideas in Europe over the next 12 to 18 months, highlighting a range of sectors it expects to benefit from structural and policy-driven shifts.
investing.com·4mo ago

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