Investment OpportunitiesThe U.S. grid challenges are opening more diversified and fast-growing end-markets for HASI financing, including data centers, nuclear, manufacturing, and next-generation geothermal.
Recurring Cash FlowsHASI's ability to generate strong recurring cash flows and capitalize on the increasing demand for U.S. electricity infrastructure investment supports the Buy rating.
ValuationHASI's valuation is attractive at 11x 2026E P/E.