MarketBeat
08 Nov 2026, 08:14 UTC · 4h ago
National Grid Transco H1 Earnings Call Highlights
Impact · against what's priced in
National Grid provides a positive catalyst through raised FY2027 EPS growth guidance and accelerated capital spending. For Chevron and Microsoft, the Project Kilby venture is a negligible development that does not shift the primary valuation drivers for these large-cap entities.
- CVX+0.00
Doesn't touch the price's assumptions
- In context
A 50/50 joint venture for a single 2.7-gigawatt facility does not materially impact the core drivers of Hess integration or refining margins that dictate the current price.
What CVX's price assumes · Aug 26
