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Stock impact report

Pinnacle West Vs. Avista: Why I'm Upgrading AVA [Seeking Alpha]

Avista Corporation (AVA) 
Last avista corporation earnings: 2/26 07:05 am Check Earnings Report
Company Research Source: Seeking Alpha
Avista disclosed a significant data center deposit on its Q4 call that could reshape the growth story for a utility trading below its historical valuation multiples. PNW's demand story in Arizona is real (5% sales growth, TSMC expanding), but the gap between spending and earning won't close until the rate case resolves. I'm upgrading AVA to Buy at ~$39 for its 5% yield, discounted valuation, and underappreciated pipeline optionality. PNW stays a Hold at ~$101. imaginima/iStock via Getty Images I last covered Pinnacle West (NYSE: PNW ) and Avista Corporation (NYSE: AVA ) in June 2025. At that time, the comparison boiled down to potentially faster growth with greater risk for PNW vs. greater stability but slower growth This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses Show less Read more
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