What changed
$NI — WATCHLIST 📊
NiSource Inc., an energy holding company, operates as a regulated natural gas and electric utility company in the United States.
🎯 Q1 FY26 | Rev $2B | EPS $1.06 vs $1.05 🟢
💡 Consensus views NiSource as a steady regulated utility with low-single-digit growth; our variant view is the Alphabet partnership could structurally reduce operating costs by more than the market appreciates, potentially lifting EPS growth to 5–7% annually, not yet reflected in consensus estimates or the current 23.2x PE.
📉 Reward/Risk: 2.0:1
🏢 Business Quality: 7/10 - stable regulated utility with predictable cash flows, strong cost-management track record, and a new tech-forward initiative that could widen its moat.
📊 Our read: WATCHLIST. Full analysis →
https://stockduty.xyz/s/NI0618
Also in play: $KEYS $COHU $TER $AMAT $LRCX $TSM
Why it matters
NiSource Inc., an energy holding company, operates as a regulated natural gas and electric utility company in the United States.