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Stock impact report

Public Service Enterprise Group: How PSEG Is Becoming An AI Infrastructure Play [Seeking Alpha]

Public Service Enterprise Group Incorporated (PEG) 
Last public service enterprise group incorporated earnings: 2/26 07:30 am Check Earnings Report
US:NYSE Investor Relations: investor.pseg.com
Company Research Source: Seeking Alpha
PEG delivered robust 2025 results: $4.05 non-GAAP EPS, 18% revenue growth, and a 6% dividend increase, signaling strong execution and cash flow confidence. Guidance for 2026 targets $4.28–$4.40 EPS, 7% growth, and continued outperformance, underpinned by new rate approvals and a $25B CapEx plan. PEG trades at a premium EV/EBITDA, justified by nuclear growth potential; regulatory risk and hyperscaler contract announcements are key catalysts to monitor. Public Service Enterprise Group ( PEG ) is historically known as a utility company, but recently it has been exploring opportunities in the data center sector in order to supply the hyperscalers with the required energy for their data centers, specifically in the PJM region. PEG operates through two businesses. PSE&G is the infrastructure segment that generates stable returns and is responsible for distributing and delivering electricity to customers, in addition to PSEG Power, which produces and sells electricity in wholesale m Show less Read more
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