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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).

Form 10-Q Csquare, Inc. For: Jun 30

Mon, 10 Aug 2026 17:22:00 -0400

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BofA Securities Starts Csquare Inc (CSQR) at Buy

Mon, 10 Aug 2026 06:14:07 -0400

BofA Securities analyst Michael Funk initiates coverage on Csquare Inc (NYSE: CSQR) with a Buy rating and a price target of $46.00.

The analyst comments "We initiate coverage of Csquare with a Buy rating and $46 price objective based on a target 2027E EV/EBITDA multiple of 22x. Csquare stock misprices growth potential and the ability to address an increasingly supply constrained market, in our view. Our investment thesis centers on 3 key points: 1) Data center supply can’t keep pace with demand. 2) Csquare can address the AI and enterprise data center bottleneck with faster time to market and lower development

BofA Securities Starts Csquare Inc (CSQR) at Buy

Mon, 10 Aug 2026 06:14:07 -0400

BofA Securities analyst Michael Funk initiates coverage on Csquare Inc (NYSE: CSQR) with a Buy rating and a price target of $46.00.

Jefferies Starts Csquare Inc (CSQR) at Buy

Mon, 10 Aug 2026 06:06:40 -0400

Jefferies analyst Jonathan Petersen initiates coverage on Csquare Inc (NYSE: CSQR) with a Buy rating and a price target of $29.00.

The analyst comments "Csquare operates an enterprise-focused colocation platform with growth tailwinds, including ~670 MW of estimated under-roof expansion capacity, increasing enterprise AI demand, and a clear path toward deleveraging. We believe investor concerns around leverage and Brookfield ownership have created an attractive entry point, with the stock trading at just 9.9x 2029E AFFO (9x/7x discount to DLR/EQIX). We initiate coverage with a Buy rating and $29 price target."

For an analyst ratings summary and ratings history on Csquare Inc

Jefferies Starts Csquare Inc (CSQR) at Buy

Mon, 10 Aug 2026 06:06:40 -0400

Jefferies analyst Jonathan Petersen initiates coverage on Csquare Inc (NYSE: CSQR) with a Buy rating and a price target of $29.00.

For an analyst ratings summary and ratings history on Csquare Inc

Wells Fargo Starts Csquare Inc (CSQR) at Overweight

Mon, 10 Aug 2026 05:39:11 -0400

(Updated - August 10, 2026 5:39 AM EDT)

Wells Fargo analyst Eric Luebchow initiates coverage on Csquare Inc (NYSE: CSQR) with a Overweight rating and a price target of $25.00.

The analyst comments "We initiate CSQR with Overweight and $25 PT. We expect CSQR can outpace peer growth on EBITDA and AFFO/sh, with longer term upside from the brownfield re-development opportunity, more than offsetting risks from higher leverage + Brookfield ownership. Initiate with $25 PT. CSQR trading at 6-7x discount to EQIX/DLR on '27 EBITDA / AFFO. We are forecasting growth CAGR of +13% for revs, +15% for EBITDA and +26% for

Wells Fargo Starts Csquare Inc (CSQR) at Overweight

Mon, 10 Aug 2026 05:39:11 -0400

(Updated - August 10, 2026 5:39 AM EDT)

Wells Fargo analyst Eric Luebchow initiates coverage on Csquare Inc (NYSE: CSQR) with a Overweight rating and a price target of $25.00.

TD Cowen Starts Csquare Inc (CSQR) at Buy

Mon, 10 Aug 2026 05:35:00 -0400

TD Cowen analyst Michael Elias initiates coverage on Csquare Inc (NYSE: CSQR) with a Buy rating.

For an analyst ratings summary and ratings history on Csquare Inc click here. For more ratings news on Csquare Inc click here.

Shares of Csquare Inc closed at $21.52 yesterday.

Scotiabank Starts Csquare Inc (CSQR) at Sector Outperform

Mon, 10 Aug 2026 05:32:39 -0400

Scotiabank analyst Maher Yaghi initiates coverage on Csquare Inc (NYSE: CSQR) with a Sector Outperform rating.

For an analyst ratings summary and ratings history on Csquare Inc click here. For more ratings news on Csquare Inc click here.

Shares of Csquare Inc closed at $21.52 yesterday.

RBC Capital Starts Csquare Inc (CSQR) at Outperform

Mon, 10 Aug 2026 03:08:13 -0400

RBC Capital analyst Jonathan Atkin initiates coverage on Csquare Inc (NYSE: CSQR) with a Outperform rating and a price target of $24.00.

The analyst comments: “We initiate on Csquare with an Outperform rating and $24 PT. We think Csquare fills a gap in the public datacenter universe as the only SMID-cap option. Despite potential investor concern around CQRS’s legacy Cyxtera/Evoque assets, progress has been made around operating efficiency, owned vs. leased asset mix, and portfolio quality. Meanwhile, CSQR’s >8x leverage is favorably offset by an attractive post-IPO multiple vs. peers, and EBITDA expansion from pricing optimization and new leasing alongside capital-efficient

RBC Capital Starts Csquare Inc (CSQR) at Outperform

Mon, 10 Aug 2026 03:08:13 -0400

RBC Capital analyst Jonathan Atkin initiates coverage on Csquare Inc (NYSE: CSQR) with a Outperform rating and a price target of $24.00.

JPMorgan Starts Csquare Inc (CSQR) at Neutral

Mon, 10 Aug 2026 02:15:06 -0400

JPMorgan analyst Richard Choe initiates coverage on Csquare Inc (NYSE: CSQR) with a Neutral rating and a price target of $24.00.

The analyst comments: “Csquare is a North American digital infrastructure platform providing carrier-neutral colocation and interconnection services primarily to enterprises. The company has exhibited strong bookings momentum with $64.7m in 2Q26 and has a substantial backlog. Csquare has identified up to 670 MW of incremental capacity within its existing portfolio that could be unlocked at a faster pace and lower cost than greenfield data center builds today. As an enterprise colocation provider, Csquare operates in an industry that is experiencing

JPMorgan Starts Csquare Inc (CSQR) at Neutral

Mon, 10 Aug 2026 02:15:06 -0400

JPMorgan analyst Richard Choe initiates coverage on Csquare Inc (NYSE: CSQR) with a Neutral rating and a price target of $24.00.

BMO Capital Starts Csquare Inc (CSQR) at Outperform

Mon, 10 Aug 2026 02:12:48 -0400

BMO Capital analyst Ari Klein initiates coverage on Csquare Inc (NYSE: CSQR) with a Outperform rating and a price target of $26.00.

The analyst comments: “We initiate coverage at Outperform with a $26 target. We believe CSQR offers an attractive combination of secular data center growth exposure, a highly capital efficient path to nearly triple capacity within its existing footprint, and a credible path to deleveraging. While elevated leverage (8.2x post-IPO), lower portfolio quality and interconnection density that lags peers are risks, we believe the current valuation more than discounts these concerns. At 14x 2027E EV/EBITDA, CSQR offers a favorable risk/

BMO Capital Starts Csquare Inc (CSQR) at Outperform

Mon, 10 Aug 2026 02:12:48 -0400

BMO Capital analyst Ari Klein initiates coverage on Csquare Inc (NYSE: CSQR) with a Outperform rating and a price target of $26.00.

Bernstein SocGen Group Starts Csquare Inc (CSQR) at Outperform

Mon, 10 Aug 2026 02:12:08 -0400

Bernstein SocGen Group analyst Madison Rezaei initiates coverage on Csquare Inc (NYSE: CSQR) with a Outperform rating and a price target of $27.00.

The analyst comments: “Yes, the assets are “seasoned”, with an average age of 22 years. Yes, they’ve been in and out of PE ownership for the better part of a decade. And yes, some of them went through bankruptcy. But they’re also in some of the best markets in the world, where prices keep going up, building is extremely challenging, and because the facilities are undermodernized, they’ve got some pretty attractive capacity unlocks. In other words: great bones

Bernstein SocGen Group Starts Csquare Inc (CSQR) at Outperform

Mon, 10 Aug 2026 02:12:08 -0400

Bernstein SocGen Group analyst Madison Rezaei initiates coverage on Csquare Inc (NYSE: CSQR) with a Outperform rating and a price target of $27.00.

Morgan Stanley Starts Csquare Inc (CSQR) at Overweight

Mon, 10 Aug 2026 01:42:56 -0400

Morgan Stanley analyst Cameron McVeigh initiates coverage on Csquare Inc (NYSE: CSQR) with a Overweight rating and a price target of $26.00.

The analyst comments: “CSQR comes to market with a unique proposition: retail colocation exposure with a capacity runway of 670 MWs while trading at an 8 turn discount to its closest peer with double the leverage. We see an attractive ~3x bull/ bear skew, and ~20% upside to our base case price target. Ultimately, we are constructive on Csquare's ability to expand capacity across its grid connected footprint while deleveraging by about a turn a year. We forecast ~30