StreetInsider.com News Articles

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Investing.com - Citi released its latest ranked recommendation list for communications services and infrastructure stocks following the second-quarter earnings season. The firm resumed coverage on Echo Global (ECHO) with a Buy/High Risk rating, initiated coverage on TeraWulf (NASDAQ:WULF) with a Buy/High Risk rating, and initiated coverage on Black Stone Minerals (BXDC) at Neutral.

Citi views a network build scenario by SpaceX as a potential net risk to telecom operators AT&T (NYSE:T), Verizon (NYSE:VZ), and T-Mobile (NASDAQ:TMUS). The firm said telecom stocks are trading based on the risk that wireless competition expands to between 3.5 and 4.5 average players per market from

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Bernstein SocGen weighs in as Pennsylvania follows NY and TX in pumping the data center brakes

Wed, 19 Aug 2026 08:17:09 -0400

Bernstein SocGen Group analyst Sunaina Ocalan reiterated an Outperform rating and $296.00 price target on Constellation Energy (NASDAQ: CEG).

The analyst commented: "We see this as headline sensitivity impact for the power names CEG, and VST under coverage. For CEG, once sentiment settles, the clear upside is that their nuclear fleet remains a credible option to the state’s “bring your own supply” requirement, especially where a hyperscaler can pair a site with dedicated nuclear-backed contracting rather than rely solely on the grid. For EQIX, DLR, CSQR, and BXDC, this is minimal. All of those companies are building smaller facilities in more

Bernstein SocGen weighs in as Pennsylvania follows NY and TX in pumping the data center brakes

Wed, 19 Aug 2026 08:17:09 -0400

Bernstein SocGen Group analyst Sunaina Ocalan reiterated an Outperform rating and $296.00 price target on Constellation Energy (NASDAQ: CEG).

Bernstein SocGen weighs in as Pennsylvania follows NY and TX in pumping the data center brakes

Wed, 19 Aug 2026 08:17:09 -0400

Bernstein SocGen Group analyst Sunaina Ocalan reiterated an Outperform rating and $296.00 price target on Constellation Energy (NASDAQ: CEG).

Bernstein SocGen weighs in as Pennsylvania follows NY and TX in pumping the data center brakes

Wed, 19 Aug 2026 08:17:09 -0400

Bernstein SocGen Group analyst Sunaina Ocalan reiterated an Outperform rating and $296.00 price target on Constellation Energy (NASDAQ: CEG).

Bernstein SocGen weighs in as Pennsylvania follows NY and TX in pumping the data center brakes

Wed, 19 Aug 2026 08:17:09 -0400

Bernstein SocGen Group analyst Sunaina Ocalan reiterated an Outperform rating and $296.00 price target on Constellation Energy (NASDAQ: CEG).

Bernstein SocGen weighs in as Pennsylvania follows NY and TX in pumping the data center brakes

Wed, 19 Aug 2026 08:17:09 -0400

Bernstein SocGen Group analyst Sunaina Ocalan reiterated an Outperform rating and $296.00 price target on Constellation Energy (NASDAQ: CEG).

Bernstein SocGen weighs in as Pennsylvania follows NY and TX in pumping the data center brakes

Wed, 19 Aug 2026 08:17:09 -0400

Bernstein SocGen Group analyst Sunaina Ocalan reiterated an Outperform rating and $296.00 price target on Constellation Energy (NASDAQ: CEG).

Blackstone Digital Infrastructure Trust (BXDC) PT Lowered to $22 at BMO Capital

Wed, 05 Aug 2026 07:16:51 -0400

BMO Capital analyst Ari Klein lowered the price target on Blackstone Digital Infrastructure Trust (NYSE: BXDC) to $22.00 (from $23.00) while maintaining a Market Perform rating.

Blackstone Digital Infrastructure Trust Reports Second-Quarter 2026 Results

Tue, 04 Aug 2026 07:00:00 -0400

NEW YORK--(BUSINESS WIRE)-- Blackstone Digital Infrastructure Trust Inc. (NYSE: BXDC) today reported its second-quarter 2026 results. Net income for the quarter was $7.1 million, and net income per share was $0.14. Funds from Operations (“FFO”), and adjusted FFO (“AFFO”) per share were $0.07 and $0.08, respectively.

Nick Pell, Chief Executive Officer and President said, “We are thrilled to have recently completed our initial public offering and are deeply grateful to our investors for their support. The stabilized data center market is rapidly growing and underpinned by highly compelling fundamentals. We believe BXDC is uniquely positioned to capture this