NiSource (NI) Is Up 5.1% After Amazon Power Deal And $28 Billion Grid Plan - Has The Bull Case Changed?

robot
Abstract generation in progress

NiSource (NI) reported strong Q4 and full-year 2025 results, reaffirming 2026 EPS guidance and unveiling a $28 billion 2026-2030 investment plan heavily focused on utility modernization and data center infrastructure. The company also secured a long-term agreement to supply Amazon’s data centers with up to 2,400 MW of power by 2032, a deal expected to return about $1 billion to Indiana customers over fifteen years while supporting large-scale grid upgrades. This strategic move reinforces NiSource’s growth catalysts but also highlights the challenge of funding these projects without balance sheet strain or relying on consistent regulatory support.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)