AEP

Bittygirl707

$clov Clover Health nice jump Clover Health Investments, Corp. (Nasdaq: **CLOV**) ("Clover," "Clover Health" or the "Company"), today announced **53%** year-over-year membership growth in its Medicare Advantage (MA) PPO plans for the 2026 plan year. Following this strong Annual Enrollment Period (AEP), Clover enters 2026 with approximately **153,000 members**, reflecting disciplined growth primarily in core markets, with strong retention, supporting Clover's path toward expected full year 2026 GAAP Net Income profitability.

Historical_Stage2622

[AEP Stock Slips on a Massive $2.65B Fuel Cell Deal with Bloom Energy (BE) - TipRanks.com](https://www.tipranks.com/news/aep-stock-slips-on-a-massive-2-65b-fuel-cell-deal-with-bloom-energy-be)

Historical_Stage2622

[AEP Stock Slips on a Massive $2.65B Fuel Cell Deal with Bloom Energy (BE) - TipRanks.com](https://www.tipranks.com/news/aep-stock-slips-on-a-massive-2-65b-fuel-cell-deal-with-bloom-energy-be)

sendnk

found it # Bloom Energy stock soars after AEP inks $2.65 billion fuel cell deal

Historical_Stage2622

[AEP Stock Slips on a Massive $2.65B Fuel Cell Deal with Bloom Energy (BE) - TipRanks.com](https://www.tipranks.com/news/aep-stock-slips-on-a-massive-2-65b-fuel-cell-deal-with-bloom-energy-be) $BE

BlueWhiskey007

The announcement w/ORCL on 7/24 got it moving; they delivered off-grid power for an entire ORCL data center in 55 days…no delays for permits, grid interconnects, etc. Since then, a massive $5B partnership w/Brookfield Asset Mgmt (BAM) for 1st phase, 1GW deal w/American Electric Power (AEP) announced Nov ‘24, 100MW deal w/Equinix back in Feb ‘25, and more deals to follow, including Nat Gas producers rumored to be Williams. Also, built to accommodate move to 800 volt power for next-gen NVDA systems, removing the need for power converters.

Silent-Association41

AEP electric raised all its customers 15% this year and just proposed another 15% raise. So my energy definitely isn’t down here.

IDreamtIwokeUp

What's frustrating is they have big dividends...then they ask for their money back in a dilution...very inefficient. Now management claims they're kind of done with dilutions and can finance future expansions with cash on hand and retained earnings...fingers crossed they are right. Otherwise $AEP is a nice company. It has a dividend yield of 3.1% and will likely have a CAGR of 7% in the next five years. High depreciation is covering up their real earnings. They own power plants in many states including key data center states TX, VA, OH, MI, TN, IN. I think they could grow faster than expected. The stock is up 20% since June...so some of the upside might be priced in.

IDreamtIwokeUp

$AEP...they have a whopping 28GB of AI capacity improvements planned by 2030 backed by letters of intent from big tech. Problem..this company has been known to dilute to raise financing.

DandierChip

AEP nice gains this morning for anyone else playing utilities.

AceCharisma_

$AEP, $AZN, $Fast, $Orly… printing

DandierChip

Any other power regards playing AEP earnings today.

FatherJack_Hackett

I've been spending a lot of time in UK stocks at the minute and have quite liked the look of AEP. Strong cash balance and reasonably undervalued IMHO

ButterbeerAndPizza

What happened to $AEP in the post market? It’s down almost 6%.

Much_Candle_942

5X to 10X relative volume - volume divided by 90 day average volume is eye catching. Not seeing that (yet). https://marketchameleon.com/Reports/UnusualOptionVolumeReport Boring company like AEP looks good actually 

MDthrowItaway

My favorite energy company for the AI expansion is a behind the meter play. Bloom Energy (BE) is an AI adjacent play, they make solid state fuel cell technology that converts fuel (ie: natural gas/ hydrogen) into electricity using an electrochemical process (without using combustion) so is more environmentally friendly. Even better their solutions are very quickly deployed (ie within a few months) vs 5-7 years for traditional power solutions. There is already concern that AI and data centers are going to be driving up electricity costs for consumers (and guessing there will be political fall out as power prices increase dramatically) resulting in demand for power solutions that do not depend on the grid. There are some other competing solutions out there but from my search there arent many actually in actual production or deployed (ie: Oklo's nuclear based Aurora powerhouse is a good example.. but they are in late stage development, others are in even earlier stages of development while BE has already has 1.5GW deployed in data centers world wide. They have also partnered with AEP (a power company) as well as Oracle (who announced a 300B deal with OpenAI today). Naturally they have record earnings and are trending towards profitibility, and has been seeing expanding margins. Their goal is to double their manufacturing capacity in the next year from1GW to 2GW. They have gone up in a line the past month took a dip but recovered quickly. I expect volatility, so look for good entry points.

ahmetahaydemir

An update to Adobe earning players, first of all, I am bearish on Adobe. They just announced the generalization of the AI agent in AEP before the earnings and its in sandbox. So no effect on the current quarter; but they might try to use this to pump guidance with some kind of subscription revenue increase. As someone who uses AEP 5+ years, I think this is nothing; but an eyewash. But something to keep in mind. [https://news.adobe.com/news/2025/09/adobe-announces-general-availability-ai-agents](https://news.adobe.com/news/2025/09/adobe-announces-general-availability-ai-agents)

TheInkDon1

XLU, I should've figured that out. I was actually trading the PMCC against it from 7/15 to 8/29, but got out after it had rolled over. I'm still trading some of its constituents though: EXC, DUK, AEP [This ](https://optionsamurai.com/blog/zebra-option-strategy/)is a good explainer of ZEBRAs. No affiliation with the website.

toydan

got heavy into ET D DUK CEG AEP GEV has done well

neocoff

Any utilities like CNP, AEP, DUK, etc

KiraJosuke

AEP, XCEL, MDU are some I can think of off the top of my head. Of course do your own DD.

bucknasty_og

I do like electric plays lately, I have made a couple bags on Dominion Electric, Southern company, and AEP from their earnings calls. Hadn't heard of HE and although it isnt involved in AI projects it does make sense it is extremely undervalued. May be risky to try and make options plays but as a stock-buy and hold play this makes a lot of sense.

MammieMarky

You’ll be close to ITM by this time next year. May even get some upside if their MA business pulls this AEP and that will be reported during Feb Q425 earnings.

Pointsmonster

Reminder that when you misprice your Medicare Advantage bids that problem stays with you for the full annual cycle, longer if you’re pricing retired books. I’d add that Medicare utilization seasonality is well-studied and Q1 is usually *the best* quarter, so if you’re already underwater for “higher than expected medical cost” in Q1 you are most likely cooked for the rest of the year. Lastly, if you over-correct in your bids for the next year, you may very likely find yourself looking at market share declines after the next AEP Between this and the cap on Part D going up 5% while Part D costs are growing 10%+, I’d be wary of any bet on MA payers

imwaterbased

Will be interesting to see how the Inflation Reduction Act impacts them on year 2. They had a monster year 2025 AEP. Doubt they go back to back

AndEllie

You realize they just cut comp to agents for almost all their PPO MAO plans, right? That’s going to be infuriating for agents come AEP. They will either fail and come back to the table and pay OR they’ll end up like WellCare and do even more business (but that’s not likely).

BobbyDiamond21

CEG, Duke, AEP, BIPC, NEE and CWEN.A. I'm starting with these

Commercial-Speech122

Turnaround is practically a given. CMS pretty much ensures any MA contract's profit margin 5-10% and that's baked right into the rules of MA. If a carrier experiences higher costs, they can just bid for higher reimbursement next year. I like your putting things in perspective with the revenue vs market cap. However, remember that health insurance itself has super high turnover of cash because of all the claims during the year. Also, UNH expanded MA enrollment this past AEP by 4% while reducing workforce. All new members take 2-3 years to become profitable because of marketing costs and lack of medical history. Risk adjusted payments are reflected in the year following their new enrollment

InvestigatorAble3745

I wouldn’t touch that AEP it might pull back in the future

Tr0llTurkey

What do u think about AEP?

Heavy_Consequence441

AEP going up tomorrow, $110C let's fucking go bro

Heavy_Consequence441

AEP going up tomorrow, $110C let's fucking go bro

Heavy_Consequence441

AEP going up tomorrow let's fucking go bro

_frierfly

Electric companies are already beginning the approvals process to build SMRs. [AEP - APCo SMR website](https://appalachianpowersmr.com/)

Heavy_Consequence441

AEP baby what is u doin

Heavy_Consequence441

Let's go AEP, daddy needs a new pair of shoes

Maine2Maui

Because 20% is nothing compared to what he sees as a legitimate market multiple. 20% off never before seen highs is pocket change. That's where too many investors are being suckered. Take a look back at 3 and 5 year period to see where the bottom really could be when you factor in a severe recession, multiple erosion, volume erosion, loss of market position as buyers switch out of categories or buying US at all, tarrif impacts....it's not pretty. We have never seen in most of our lifetimes how bad it could get. Look all the way back to 1980 when I got out of b school and you start to get a picture. I was investing depreciating dollars in money funds at 18% that's how messed up it was. Trumps policies could very easily bring that kind of stagnation back and the worse thing is that you could have true stagflation...high inflation and stagnant or negative growth. That is NOT a good set of conditions for the stock market. So, Buffet likely sees more pain ahead and the opportunity to buy as a bottom feeder. He has done it before with KO, GS,AEP, others. He gets income via loan proceeds AND warrants to buy in cheap along with asset protection. The guy didn't get to be a B thru high tech or IPOs like some others but thru brains and low tech investment.

My_G_Alt

Short an electric company heavy in electric transmissions biz like AEP perhaps. I suppose it depends on the nature of the blackouts.

Reddit_Sucks39

Energy costs are on the decline? Cool, someone tell AEP. Maybe they'll stop charging me $160 in bullshit fees on top of my usage.

-dyedinthewool-

I used to shop like once a week. Now i visit walmart or grocery store like once a month. Money is just too tight with these prices and rent increases. Plus AEP increased their rates 30% this year too so bills and rent are nearly 80% of my income

EducationalPlate2662

AEP (Atlas engineering products)

Variation261

My AEP stock has been doing well.

ai-moderator

# **TLDR** --- **Ticker:** BE **Direction:** Up **Prognosis:** Long-term bullish due to improving fundamentals and recent large deal. Analyst price targets are increasing rapidly. **Short Interest:** High, potential for squeeze (but proceed with caution). **Additional Notes:** Author is long BE. The stock recently doubled, fueled by positive earnings and large supply agreement with AEP (1 GW of fuel cells!). Author's DCF model suggests fair value is around $25. Beware, fuel cell sector is historically volatile. DYOR!

Bring_dem

We can scale to 1GW. Actual current capacity is dependent on a number of factors that are mostly labor related but there is some throughput investment in equipment we would need to hit that number. We have the cash on hand to cover it but not quite the demand to warrant the investment quite yet. Deals like AEP certainly move the needle tho.

AlfrescoDog

Are there any estimates on when AEP will ask for more than the initial 100 MW purchase?

Bring_dem

I do. But I don’t see it going much further than it has at the moment, but there’s a lot of momentum in the market that led to the AEP deal that will continue. Bloom has been preaching a readiness for this moment for years in our public presence and we have the scalability to capitalize. The market forces (utilities and data centers specifically) are both very slow movers unless forced to make changes. Those forcing functions are coming fast. Utilities simply can’t keep up with the rapid growth that data centers need. What used to be a 50MW data center facility is now 300MW and this is over a 3 year time scale or so with power density at the rack level on the data center floor growing exponentially YoY. It’s moores law. It cant be stated enough how quickly this power demand is growing and with how long it takes to build new elec utility infrastructure coupled with decommissioning of coal nationwide the spread between demand and available power will continue to grow. More and more on-site power generation will be the short to medium term solution.

AlfrescoDog

They'll potentially benefit, indeed. When one company has such a big catalyst, other companies in the sector get some of the spotlight, too. However, I didn't dig deep into those other companies because, personally, if AEP did their research and chose BE as their lone supplier, it's not my risk appetite to go elsewhere.

AlfrescoDog

The tech already exists. They already had 300 MW on several data centers using Bloom Energy. It's not the technology. It's the new client niche, and with the AEP deal, it's moving from selling retail to wholesale.

AlfrescoDog

But that's what I mean. If a company in that sector got a massive agreement with a big utility company (BE with AEP), it also makes the sector go up as well because it opens the possibility that they can benefit, too. Now, your play is speculative and in anticipation, while the BE one is reactive since BE's catalyst is already here. PLUG's catalyst might or might not happen. It's just a question of what type of trader you are and what plays you hunt. Obviously, if you're riding PLUG if something like that gets announced, you'll go up big.

Ippon_Kitchen

I am not sure why they moved up and to be clear was not trying to imply that PLUG would go up due to this agreement between AEP and BE. I am just placing a wile bet that PLUG may get a similar deal in the future.

AlfrescoDog

I don't have a chart here, but I believe PLUG moved just from the AEP agreement with BE on Nov 14-15, right?

cclee98

I haven't been able to find any recent short interest numbers post November 15 (when AEP deal was announced). I figure there's no way 30% of float could still be short, but am curious if it's still above 10%.

StockJockeyNYC

What We Learned from AEP: With the ITC expiring by YE, we see this deal as a way for AEP to safe harbor the credits. Per AEP, by paying for the 100MW prior to YE, the utility has the option to safe harbor ITC for the remaining 900MW, provided the projects are commissioned prior to four years. We note that BE will recognize rev upon shipment and until then the payment would be bucketed under deferred rev and customer deposits. With the 100MW slated to go online late '26 / early '27, we expect rev to be recognized in '26 $BE orders before year end will receieve tax credits. Very big for them Trying $PLUG also

AlfrescoDog

Well, certainly nothing new for you, but most people don't even know Bloom Energy. I searched Reddit, and that video and your posts are basically all there is about their recent AEP catalyst, even if the stock is already up 80%. Nice play, though. Congratulations. I jumped in on Friday.

ProofSavings4526

A little over a week ago it was announced that Bloom Energy signed a deal in South Korea for the largest fuel cell installation in history at 80 MW. Then this past Thursday another deal was announced with American energy company, AEP, agreeing to purchase up to one GW. With an initial order for 100 MW.

Beaver302

I've been buying AEP in my roth, which is benefiting well. Plus divs

JamesHolden1975

$BE Bloom Partnering with Quanta a $NVDA partner and expanded its partnership just days ago expands the huge demand for AI chips as purchase to power is months not years. Now $AEP jumps on board. SK energy has been on board and increases their vested partnership above $18. Bloom can go from purchase to power in months off of readily available natural gas and easily convert to hydrogen as in becomes cleanly produced and cheaper. [https://www.businesswire.com/news/home/20241114493147/en/Bloom-Energy-Announces-Gigawatt-Fuel-Cell-Procurement-Agreement-with-AEP-to-Power-AI-Data-Centers](https://www.businesswire.com/news/home/20241114493147/en/Bloom-Energy-Announces-Gigawatt-Fuel-Cell-Procurement-Agreement-with-AEP-to-Power-AI-Data-Centers)

GorillaP1mp

What’s funny is AEP is one of the primaries involved in a protest against the largest nuclear/AI co-located load projects proposed in a FERC filing that is happening right now. What’s sad is just how much this will cost all of us if it gets approved. You thought your energy bills are getting ridiculously high, just wait until you have to pay for delivering that energy to an AI data center that’s exponentially churning through energy, limiting supply, and eventually causing the cost of energy to increase.

ComfyRug

Incredibly sorry, the AI only works on stocks that trade on NASDAQ, NYSE, and most OTC. Around 20k stocks in all. We’re looking at expanding markets but the immediate goal is solidification of current service. Here’s AEP though: > American Electric Power Company, Inc. (AEP) is currently trading at $100, showing a bearish trend with the RSI indicating oversold conditions (6-day RSI at 29.75). The stock has been in a downtrend, with the 10-day SMA ($101.60) and 20-day EMA ($101.64) both above the current price, suggesting continued downward pressure. The MACD histogram is negative, reinforcing the bearish sentiment. Given the broader market’s cautious optimism, AEP’s lack of alignment with tech-driven gains and its sector’s sensitivity to interest rate fluctuations could further weigh on its performance. For today’s session, consider entering a short position around $100.50, targeting $99.00 as the first price target and $98.00 as the second, with a stop loss at $101. Confidence in reaching the first target is moderate due to the oversold RSI, while the second target carries lower confidence given potential support levels near $99.

Pompeyfever

PBX Powerband and AEP Atlas Engineered Products. Thanks again

80milesbad

AEP done well for me

BostonVX

$AEP is a more diversified option plus they have the Donald C. Cook nuke plant.

stulew

First, I know nothing. That aside, perhaps electric utility stocks, because AI is sucking so much more juice...more than is available now. Perhaps AEP.

lawrencerhodes1

If it's that bad you aren't pumping gas either. In the Texas debacle a few years ago it was fossil fuel that failed. Fossil fuel failure played a significant role in the power outages that occurred during Winter Storm Uri in February 2021 and Winter Storm Elliott in 2022:  Winter Storm UriThe Federal Energy Regulatory Commission (FERC) and the North American Electric Reliability Corporation (AEP) found that Texas's reliance on natural gas was the primary cause of the blackouts. The storm caused hundreds of deaths, billions in unexpected utility bills, and rolling blackouts.  Winter Storm ElliottGas generators were responsible for 70% of forced outages during Christmas week. The storm caused frozen equipment, loss of fuel supply, and mechanical and electrical issues.  Here are some of the ways that fossil fuel infrastructure can fail in extreme cold:  Frozen equipmentGas plant equipment like valves, water lines, sensors, and inlet air systems can freeze. Frozen feedwater sensing linesThese lines are particularly vulnerable to freezing and can cause the transmitter to pick up an erroneous signal and shut down the plant.  Mechanical and electrical issuesThese can include wiring failures, mechanical wear of valves, and embrittlement of flexible seal materials.

twosauced1115

AEP calls and shares are printing. EVERY OTHER TRADE IS RED 🙃

ColCrockett

Think AEP will pop tomorrow?

ColCrockett

Should I buy AEP calls?

ThinkingOfTheOldDays

don't know much about pseg, but I could see a utility play popping. AEP is well liked by utilities investors from what I understand.

ColCrockett

Think pseg or AEP will pop tomorrow?

ColCrockett

Since EIX did well, should AEP or PSEG do well next week?

CakebossBoston

I'm heavily long AEP right now as its an easy triple from here based off the (correct) energy consumption thesis. Its going to be awesome to watch utility companies outperform SPY/VOO/VTI/VT over the next decade as people simply can't think for themselves and want to invest with the herd because they are lazy.

Darth_Candy

Go long on AEP and PWR if you’d like. There’s probably a few more S&P 500 stocks in electric power/infrastructure, I just don’t know them off the top of my head I work in the electric utilities industry so I have quite a bit of exposure already haha

_learned_foot_

AEP won’t give me a map anymore, they have a chat bot that makes you log in. I’m unable to log in during an outage because that’s on my personal system not my phone and for business reasons I can’t intersect the two, personal system can’t work without power though. I just want a map. Chat bot won’t answer anything without logging in.

thefrogmeister23

I went with NEE, WEC, EVRG, and POR. Vistra, Sempra, AEP, and Constellation looked too expensive to me by the time I tried to get in.

Open-Yak-3708

Ya, Lol most likely trading XLU and AEP

CanYouPleaseChill

Every Canadian Fintwit investor owns this along with Atlas Engineered Products ($AEP.V) and Constellation Software ($CSU) / Topicus / Lumine. Tired of seeing so many serial acquirers. The big risk is that deal multiples go up. Capital isn't a competitive advantage and runways aren't infinite.

dayvieee

Nice, my AEP puts are dead because they announced new CEO during ER, classic.

Trevor1012

I’m in on CARG and AEP

Alternative-Neat1957

Like any stock, when you buy it matters obviously. Here are some utilities that are pretty close right now: BKH ES EVRG WEC AEP LNT NJR I would guess that there are others, but those are the ones I have in my portfolio or on my watch list

Think-Variation-261

For me, its AEP because pretty much everyone needs electricity.

stonkular

I'm looking at NEP, FSR, FSLR, AEP, and LEV. Other than that, I might scoop up an ETF like ICLN.

Inconceivable76

Do you think interest rates are going up, down, or staying the same over the next 12-15 months? If you think it’s anything else but going down, I’d probably stay away from electric utilities. There’s a lot of debt rollover that is going to happen in the next 12-18 months. NEP (spe of NEE) announced a 50% payout reduction indefinitely due to increased financing costs. AEP had additional 300MM interest expense last quarter. If you really want one, I’d look at one that has been especially beaten down or seems to really well on their rate cases. It’s going to be hard for utilities to pass through enough costs to both deal with debt rollover and their cap ex plans. Not advice, definitely could be completely wrong.

papi_wood

Utility sector, AEP, and NEE. The utility sector will benefit the most imo. All of these tickers had big drops this year. IMO perfect time to buy. *I work in marketing for a small utility company*

Pokerhe11

Atlas Engineered Products (AEP)

HumblePollution8764

DUK (Duke Energy Corporation) NEE (NextEra Energy, Inc.) AEP (American Electric Power Company, Inc.) SO (Southern Company)

RetiredatTBL

Good utility. Look at AEP also.

scott3087

NVDA probably closes red today. Everything else on the Nasdaq is red right now except for ADSK, NVDA, PDD, EXC, and AEP.

StockNCryptoGodfathr

Debt is a big issue with Energy Companies that’s why AEP not on this list. That’s my favorite of all of them but sensitive to rate hikes and FED keeps hinting we might get more since economy keeps proving resilient. I’ll check it out. Thanks for the heads up !! I’ll be revising this list soon with recent earnings and factoring in current downturn.

joebanana

Might not be the answer you're looking for but one industry that may benefit from electrify everything movement is electric utilities. Though it is fraught with political risk. With that said you can get pretty good dividends and growth (total returns north of 9%) through the likes of NEE, AEP, ES, etc.

Environmental_Desk64

No tips but AEP, GEO, CANB, PEI are companies I hold for long term investing and might be worth doing some DD on.

DrHalfdave

I bought DUK, and SO for this reason and the divi. Now im looking at AEP.

Jordykins850

I was 40+k long XLU, AEP and NEE on Friday 🤷🏼‍♂️ quite a bit more than 40k now.. and they’re all September, November, January..

Psypho_Diaz

AEP is doing this hard right now

smallcap77

Canb.v , AEP.v are good examples.

Environmental_Desk64

AEP.V Atlas Engineered Products making a new 52 week high!

lostindasauces

AEP chart looking spicy

Captain_Nipples

I saw AEP tanked this morning. Bought up some 95C. Its been easy money so far. Every time it dips, it goes right back to 95

Captain_Nipples

I did really good on AEP the last 2 days. Sold at 115% at close yesterday. Might buy back in and see if it'll pop back to 98

Captain_Nipples

107% on AEP calls since noon yesterday. Gonna take my profits

Captain_Nipples

So.. I know AEP isnt a popular stock, but I randomly bought some 3/21 97.5 calls yesterday, and they popped off. That stock usually sits around 95-97 and it was around 92 yesterday. Seems like easy money