The Southern Company (SO)
Southern's Unit Wins Regulatory Approval for OpenAI Power Deal
SO's Georgia Power wins approval for an OpenAI power deal adding 3.2 GW of demand, with flexible load and customer savings in focus.
Borders & Southern Petroleum says its talking to multiple parties as spotlight shines on Falklands oil
Borders & Southern Petroleum (AIM:BOR) said accelerating development of the Sea Lion oil project is sharpening investor attention on the Falkland Islands as the company advances talks over a farm-out of its own Darwin discovery. The explorer pointed to Navitas Petroleum's commitment to secure a second FPSO for Sea Lion and Rockhopper Exploration's recent capital raise to meet additional development costs, saying the investment reinforced the Falklands' emergence as a new oil-producing region.
SOMN: This Backdoor Way Of Owning Southern Company Rates A Strong Buy
The Southern Company SOMN UNIT 12/15/28 offers a compelling hybrid security with a 7.125% coupon and equity upside, rated Strong Buy. Recent price weakness in SO enhances SOMN's attractiveness, especially for investors confident in SO's ability to navigate climate policy shifts. SO is investing $80 billion over five years in grid modernization, storm-hardening, and advanced technologies, positioning for future energy demand and reliability.
Amazon Plugs $18B Into the Southern Power Grid
Wall Street often debates when the heavy capital spending cycle for artificial intelligence might peak. A common market narrative suggests cloud providers are approaching a digestion phase, where capital outlays stall so platforms can absorb existing capacity.
3 Strong Reasons To Buy Into Southern Company Right Now (Rating Upgrade)
The Southern Company is upgraded to Buy due to improved fundamentals and an attractive valuation. SO targets a 9% annual rate base growth through 2030, backed by $80B+ in capex and regulatory approvals. Allowed ROEs are robust, averaging 11% and reaching up to 14.5% in key markets, supporting strong earnings growth.
Southern Company And Duke Energy: Utilities With Long-Term Potential
2026 hasn't been a year for utilities so far, but stocks like The Southern Company and Duke Energy have seen better-than-average price movements. Both released their earnings recently, which were healthy, with double-digit percent increases in adjusted earnings. The outlook for 2026 was also reaffirmed, as were the good long-term prospects. However, both stocks are fairly valued in the short term. SO shows a bigger potential longer-term price upside, but DUK is more future-ready with a bigger clean energy contribution.
Southern Missouri Bancorp: Still Attractive Despite Premium To Tangible Book Value
Southern Missouri Bancorp has grown tangible book value per share by more than $16 in four years, with shares up ~60% since 2022. Q2 results highlight strong net interest income growth, a low payout ratio (
Southern Q2 Earnings Beat on Customer Growth, Revenues Miss
SO beats Q2 earnings estimates as data center demand jumps 55% and management now expects full-year earnings near the top of guidance.
Is Southern Company Stock Worth Buying Despite Its Premium Valuation?
SO offers regulated utility stability as Southeast power demand and data center growth lift earnings, but premium valuation leaves less room for execution missteps.
Southern Q2 Earnings Call Highlights
Southern NYSE: SO reported second-quarter 2026 adjusted earnings of $1.13 per share, up $0.21 from the prior-year period and $0.13 above the company's estimate, as higher electricity usage, customer growth and construction-related earnings supported results.
The Southern Company (SO) Q2 2026 Earnings Call Transcript
The Southern Company (SO) Q2 2026 Earnings Call Transcript
Southern Co. (SO) Beats Q2 Earnings Estimates
Southern Co. (SO) came out with quarterly earnings of $1.13 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.91 per share a year ago.
