Large-scale Transaction CapabilitySuccessful execution of the SunZia wind project demonstrates the firm's ability to complete larger transactions, potentially unlocking access to bigger investment opportunities.
Market Diversification And GrowthExpanding demand across multiple U.S. electricity end-markets such as data centers, nuclear, manufacturing and next-generation geothermal supports new financing avenues and portfolio expansion.
ValuationAnalyst highlights attractive valuation at 11x 2026E P/E, with a raised price target implying meaningful upside relative to current market pricing.