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- From Grid-Scale Leadership to Growing AI Demand, this Clean Energy Name is Powering Up
From Grid-Scale Leadership to Growing AI Demand, this Clean Energy Name is Powering Up
Noah Zelvis
September 02, 2025
A top carbon-free power producer is drawing fresh interest in long-term contracts tied to data center and AI demand.
For investors, the setup hinges on pricing discipline, new partnerships, and whether earnings can keep pace with a premium valuation.
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Cisco Systems | CSCO
Price: $67.80
Cisco reports earnings this week, and options markets are braced for a ±5.5% move. Consensus calls for $14.6 billion in revenue and $0.98 EPS, both up strongly from a year ago.
Momentum is supported by demand for AI networking and cybersecurity, plus integration of the Splunk acquisition.
Analysts have been overwhelmingly positive, with 15 of the last 16 revisions moving higher.
Shares have rallied to $69.09, up 17% this year and near two-decade highs.
The stock trades at 26 times earnings and yields 2.37%, providing investors with both growth exposure and income.
Technically, the setup remains strong, though expectations are elevated.
Why It Matters: This quarter is about execution. If Cisco shows bookings growth and confirms demand for AI-driven networking, the stock could extend its breakout.
Misses or weak guidance could spark a sharp reversal.
Accenture | ACN
Price: $256.11
Accenture has struggled in 2025, down 25% year-to-date to $259.97.
Yet fundamentals remain steady as the company delivered 4% organic growth and 13% EPS growth last quarter.
Analysts, including Stifel and Goldman, view the stock as undervalued, citing management’s consistent execution and a balanced portfolio.
The NeuraFlash acquisition expands Accenture’s Salesforce and generative AI capabilities, adding 500 professionals to its roster.
Combined with recent acquisitions in cybersecurity and digital services, Accenture is doubling down on high-demand areas despite softer consulting spending.
The stock trades at 20x earnings and yields 2.3%, a more defensive profile than most tech stocks.
Why It Matters: With sentiment poor and valuation compressed, Accenture may appeal to investors seeking quality at a discount.
AI consulting demand could provide a catalyst for re-rating into 2026.
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Enovis | ENOV
Price: $30.84
Enovis has fallen 30% this year to $30.90, despite delivering 23% revenue growth in its most recent quarter.
The company guided to $2.2 billion in 2025 revenue and $405–$415 million in EBITDA, supported by strength in orthopedics and the integration of its Lima acquisition.
Canaccord remains bullish with a $75 target.
New CEO Damien McDonald brings decades of experience in the device industry and is focused on margin expansion and generating free cash flow.
Execution on these fronts is key, as investors seek evidence that top-line momentum can translate into sustained profitability.
Why It Matters: With shares trading near lows, Enovis is a contrarian medtech bet. If leadership delivers on cash generation, the valuation gap to peers could close quickly.
Root | ROOT
Price: $88.84
Root has transformed from a struggling insurtech to a growth story. Q2 EPS came in at $1.29 versus a loss last year, and revenue of $382.9 million beat consensus by 14%.
Shares are up 71% in 2025 to $92.22, yet remain well below last year’s peak of $181.
Analysts see room for further upside, with research companies generally ranking the stock a Buy and forecasting EPS growth of 100% or more next year.
At a $1.4 billion market cap and 19x earnings, valuation looks reasonable given momentum.
The key is sustaining underwriting discipline and customer growth while keeping acquisition costs in check.
Why It Matters: Root offers one of the cleaner momentum stories in fintech. Profitable growth could keep fueling gains, with the potential for further multiple expansion.
Constellation Energy | CEG
Price: $307.12
Constellation is increasingly viewed as a critical supplier to the AI economy.
Nuclear capacity offers carbon-free baseload power, making the company a natural partner for hyperscale data centers.
Recent chatter suggests long-term agreements with major tech firms, contracts that add visibility and position CEG to benefit from the demand surge.
Analysts remain upbeat, with Buy ratings from JPMorgan, UBS, and others, and price targets running as high as $462.
Shares are up nearly 27% this year to $307.98, still below the 52-week high of $357.
The stock trades at 32 times earnings and yields 0.5%, indicating that investors are paying for growth certainty rather than income.
Hedge fund positioning has been mixed, reflecting both profit-taking and new allocations.
Why It Matters: AI’s power appetite is one of the most durable secular themes.
Constellation is one of the few scaled players able to meet that demand, so pullbacks could be attractive entry points for investors seeking exposure.
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This lineup illustrates how catalysts range from secular AI demand to company-specific turnarounds.
Constellation and Cisco tie directly to infrastructure, while Accenture and Enovis represent recovery stories.
Root is a pure momentum play. Investors may benefit from a diversified mix of these exposures as the September trading period begins.
Stat of the Day: 13 straight years.
The Dow has now logged at least one all-time high in 13 consecutive years, breaking the 1989-2000 streak of 12.
Records may be made to be broken, but this one underscores how resilient bull markets can be.
Best Regards,
—Noah Zelvis
Everyday Alpha