Dominion Energy: Strong Buy On Data Center Demand And Regulatory Tailwinds
2025-06-17 05:57:00 ET
Data Center Demand Rewrites the Playbook
We initiate on Dominion Energy, Inc. (D) with a Strong Buy and $89 PT. Dominion Energy, Inc. provides regulated electric and natural gas service to 6M+ customers in the Mid-Atlantic & Southeast, with one of the broadest regulated asset footprints in the US. The gap between perception & reality is our opportunity. The market has discounted D's earnings power under macro uncertainty and lingering skepticism on its capital efficiency returns. But three secular tailwinds create a unique positioning: hyperscale data center demand pull, a regulatory regime aligned for base-rate expansion, and a $50bn capex cycle that is largely rider-recoverable and politically insulated....
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Dominion Energy: Strong Buy On Data Center Demand And Regulatory Tailwinds
NASDAQ: D
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