American Electric Power Company, Inc.

AEP · NASDAQ

AEP has turned the utility growth story into a transmission-led data-center and industrial load story, lifting its 2026-2030 capital plan to $78 billion while preserving 2026 guidance. The investment case now depends on rate recovery, balance-sheet funding and whether signed load becomes real demand.

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Latest ReportMay 14, 2026American Electric Power: the data-center load rush now has a $78B utility billView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->

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American Electric Power: the data-center load rush now has a $78B utility bill

May 14, 2026Research reportSlides available

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American Electric Power Company, Inc.Electric Power: the data-center load rush now has a $78B utilityMay 14, 2026

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American Electric Power: the data-center load rush now has a $78B utility billAEP has turned the utility growth story into a transmission-led data-center and industrial load story, lifting its 2026-2030 capital plan to $78 billion while preserving 2026 guidance. The investment case now depends on rate recovery, balance-sheet funding and whether signed load becomes real demand.NASDAQMay 14, 2026Research reportRead Slides