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Ameren Corporation (NYSE:AEE) Initiates with "Sector Perform" Rating by RBC Capital

  • RBC Capital initiated coverage on Ameren Corporation (NYSE:AEE) with a "Sector Perform" rating, indicating expectations of the company's performance to align with the broader energy sector.
  • The demand for AI-driven data centers is significantly boosting the nuclear energy sector, benefiting companies like Ameren, with global capital expenditure for AI data center infrastructure projected to reach $7 trillion by 2030.
  • Ameren has been upgraded to a Zacks Rank #2 (Buy), reflecting a positive outlook on its earnings prospects and indicating growing optimism about the company's future earnings.

Ameren Corporation (NYSE:AEE) is a prominent player in the energy sector, providing electric and natural gas services. On October 27, 2025, RBC Capital initiated coverage on Ameren with a "Sector Perform" rating, as reported by TheFly. At that time, Ameren's stock was priced at $104.81. This rating suggests that Ameren's performance is expected to align with the broader sector.

The demand for AI-driven data centers is significantly boosting the nuclear energy sector, benefiting companies like Ameren. The global capital expenditure for AI-powered data center infrastructure is projected to reach approximately $7 trillion by 2030, according to McKinsey & Co. This growth is driving an increased demand for power, making nuclear energy a crucial player in meeting the rising global electricity needs.

Ameren is well-positioned to capitalize on this trend. The company has been upgraded to a Zacks Rank #2 (Buy), indicating a positive outlook on its earnings prospects. This upgrade reflects growing optimism about Ameren's future earnings, which is a significant factor influencing stock prices. The Zacks rating system focuses on changes in earnings estimates, providing a more objective measure of a company's earnings outlook.

The stock for AEE is currently priced at $104.81, reflecting a change of $0.53, or 0.51%, from the previous trading session. Today, the stock has fluctuated between a low of $103.56 and a high of $104.87. Over the past year, AEE has reached a high of $106.73 and a low of $85.27. The company has a market capitalization of approximately $28.34 billion, with a trading volume of 980,512 shares today.