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Data Center Demand And $28B Grid Investments Will Expand Infrastructure

Published
08 Aug 24
Updated
09 Oct 25
AnalystConsensusTarget's Fair Value
US$46.92
0.01% undervalued intrinsic discount
09 Oct
US$46.91
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1Y
9.8%
7D
2.1%

Author's Valuation

US$46.920.01% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on09 Oct 25
Fair value Increased 1.44%

Analysts have raised their price target for FirstEnergy from $46.25 to $46.92 per share, citing slightly improved revenue growth projections, although there is a modest decrease in expected profit margins. What's in the News A new substation in Morgan County, West Virginia is improving power reliability for nearly 2,000 Potomac Edison customers.

Shared on27 Aug 25
Fair value Increased 1.65%

FirstEnergy’s fair value estimate saw a marginal increase to $46.25, as the slight rise in its future P/E multiple outweighed an essentially stable net profit margin. What's in the News JCP&L, a FirstEnergy subsidiary, is investing $1.6 million to modernize power infrastructure in Northern Monmouth County, enhancing reliability and outage response for thousands of customers.

Shared on07 May 25
Fair value Increased 4.07%

Shared on30 Apr 25
Fair value Decreased 3.62%

AnalystConsensusTarget has decreased revenue growth from 5.3% to 4.4%.

Shared on23 Apr 25
Fair value Increased 1.41%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to -0.0%.

Shared on16 Apr 25
Fair value Decreased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.84%

Shared on26 Mar 25
Fair value Decreased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 2.11%

AnalystConsensusTarget has increased revenue growth from 4.3% to 5.3%.