Category: Energy & Infrastructure
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TALEN Energy (TLN) AI Data Center: A Beneficiary of Nuclear Power? Earnings and 2026 Stock Price Forecast
TALEN Energy (TLN) 12-month baseline target price $480 (approx. 739,200 KRW) · Buy rating. We analyze a high-growth, high-volatility stock that has emerged as a key beneficiary of the power shortage for AI data centers, leveraging the long-term 1,920MW Amazon AWS contract based on the Susquehanna nuclear power plant and the tightening of supply and demand in the PJM power market. Base exchange rate 1 USD = 1,540 KRW (2026-06-24).
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NuScale Power (SMR) – A Leading Small Modular Reactor Stock? AI Data Center Power Demand and Stock Price Outlook
NuScale Power (SMR) 12-month baseline target price $14 (approx. 21,532 KRW) · Investment opinion: Hold. Although it is the only SMR company with NRC design certification, we analyze the risks of a sharp decline in Q1 2026 revenue (96%), a long lead time with the first module operation scheduled for 2033, and risks of large-scale cash depletion and capital increase dilution. Base exchange rate: 1 USD = 1,538 KRW (2026-06-23).
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OKLO: An SMR Nuclear Stock Benefiting from AI Power Shortages? Analysis of Business Model and 2026 Stock Price Forecast
OKLO is a developer of Small Modular Reactors (SMRs) expected to benefit from the power shortage in AI data centers. Based on collaborations with NVIDIA and Centrus and a 14GW pipeline, it is a no-revenue, high-volatility stock currently in the Hold zone with a 12-month baseline target price of $66 (approx. 100,782 KRW).
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Bloom Energy (BE) AI Power Stock – Earnings, Outlook, and Fair Value Forecast
Bloom Energy (BE) is a U.S. clean energy company that supplies grid-independent power to AI data centers using solid oxide fuel cell technology. By securing consecutive long-term contracts with Oracle (2.8GW) and Nebius ($2.6B), the company succeeded in recording a year-over-year surge in revenue and turning a profit in the first quarter of 2026; however, the stock price has already surpassed the consensus average. Base exchange rate: 1 USD = 1,499 KRW (as of May 28, 2026) | Analysis date: May 28, 2026 | This analysis is for investment reference purposes only and does not constitute an investment recommendation…
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Will NextEra Energy (NEE) Rise Again on AI Power Demand? Dividend, Earnings, and Stock Price Outlook
NextEra Energy (NEE) is the world's largest renewable energy generator and a utility company poised to be the biggest beneficiary of power demand from AI data centers. Through the acquisition of Dominion Energy $67B, it is advancing toward the status of the world's largest regulated power company, and is currently within the 12-month baseline target price $100 and investment rating range of Hold. Analysis Date: 2026-05-26 | Applied Exchange Rate: 1 USD = 1,513 KRW Table of Contents Key Summary of NextEra Energy (NEE) Stock Outlook What kind of…
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Will Vistra (VST) AI Become the Biggest Beneficiary of the Power Shortage? Nuclear and Gas Power Generation and Stock Price Outlook
Base Exchange Rate: 1 USD = 1,520 KRW (2026-05-25) | Vistra (VST) Q1 2026 Revenue $5,640M (approx. 8.5728 trillion KRW, YoY +43%) Earnings Surprise. Meta: Maximum beneficiary of AI power demand due to 2020 Nuclear PPA and AWS Solar PPA agreements. 12-month baseline target price $205 (approx. 311,600 KRW), Investment rating: Buy.
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Constellation Energy (CEG) a Beneficiary of Nuclear Power? AI Data Center Power Demand Analysis
Constellation Energy (CEG) 12-month target price $360 (approx. 547,200 KRW), Buy rating. Analysis of the largest U.S. power beneficiary stock, having secured 55GW of generation capacity through the acquisition of Kalpine and 5,650MW of long-term nuclear power contracts for AI data centers.
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EME Group: A Hidden Powerhouse in Data Center Infrastructure? Growth Outlook for Electrical and Mechanical Equipment
The 12-month baseline target price for Emcore Group (EME) is 1,000 KRW (approximately 1,510,000 KRW). The investment rating is Buy. Analysis based on growth visibility derived from an AI data center order backlog of 15.62 billion KRW and the lowest valuation in peers (Forward PE 29.3x).
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Comfort Systems (FIX): A Beneficiary of AI Data Center Construction? Cooling and Electrical Equipment Earnings
Comfort Systems (FIX)'s 12-month baseline target price is $2,000 (approx. 3,008,000 KRW). The investment rating is Hold. Analysis of growth visibility based on AI data center order backlog $12.45B.
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Quanta Services (PWR) a Leading Stock in Power Grid Construction? Expected to Benefit from AI Data Center Transmission Infrastructure
Quanta Service (PWR) is the largest power infrastructure construction company in the U.S., directly benefiting from the demand for electrification in AI data centers. Based on a record-high backlog of $48.5 billion and an earnings surprise in Q1 2026, we issue a 12-month baseline target price of $780 (approx. 1,167,660 KRW) and a Buy rating (low confidence). Analysis Date: 2026-05-21 | Base Exchange Rate: 1 USD = 1,497 KRW. The 12-month baseline target price for Quanta Service (PWR) is $780 (approx. 1,167,660 KRW). The investment rating is Buy (low confidence). The key rationale is $48.5 billion…