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Stock impact report

Iberdrola: Improving Revenue Visibility Could Minimize Downside Risk [Seeking Alpha]

IBERDROLA SA S/ADR (IBDRY) 
NASDAQ:AMEX Investor Relations: iberdrola.com/shareholders-investors
Company Research Source: Seeking Alpha
Despite a premium valuation (P/E 32.4, PEG 3.99), IBDRY remains a buy due to strong regulated asset base growth and revenue visibility. IBDRY targets expanding its regulated asset base from €51B to €70B by 2028, supported by €58B in strategic investments and robust cash flow. Long-term contracts, leading PPA sales, and top-tier ESG ratings underpin IBDRY's defensive profile amid global energy demand growth. JJFarquitectos/iStock Editorial via Getty Images Back in March 2025, I published a bullish piece on Spanish renewable energy utility Iberdrola ( IBDRY IBDSF ) wherein I hinged my thesis on the company's impressive bottom-line growth as well 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 my own opinions. I am not receiving compensation for it (other than from Se Show less Read more
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