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Duke Energy rated Buy with 29% upside on growth from data centers and capacity expansion.

Analyst Insights
12 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Duke Energy is rated a Buy with a $159 price target, suggesting 29% upside from its current $123 price. Growth is driven by a large-load and data center pipeline, a $103 billion capital plan from 2026-2030, and a generation expansion adding about 14 GW capacity by 2030. These factors support an EPS increase from $6.68 in 2026 to $8.64 in 2030. Risks include regulatory delays, slower data center growth, and financing pressures from the capital plan.

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