Ladenburg Thalmann Upgrades American Electric Power to Buy with $148 Target
Ladenburg Thalmann analyst Paul Fremont upgraded American Electric Power (AEP) to Buy with a price target of $148. This decision follows AEP's 4Q25 earnings call, where the company announced a 100% increase in large load demand commitments to 28 GW. The upgrade includes an estimated $0.33 of accretion from 5 GW of new generation for large load customers, potentially including a $12 billion data center by Amazon in Shreveport, LA.
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Ladenburg Thalmann upgraded American Electric Power (AEP) from Neutral to Buy, setting a price target of $148. This upgrade is based on AEP's 4Q25 earnings call, revealing a 100% increase in large load demand commitments to 28 GW.
The firm estimates $0.33 of accretion linked to 5 GW of new generation for these customers. Among potential projects is a $12 billion data center by Amazon, announced for Shreveport, LA, in February 2026. AEP shares closed at $131.92.
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