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Research Alert: Alliant Energy: Q1 Beat, Data Center Demand Reaches 3.4gw On New 370mw Deal

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-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Alliant Energy posted Q1 2026 ongoing earnings of $0.82 per share, down from $0.83 last year but beating consensus expectations of $0.79. Total revenues advanced 5.0% to $1,184M, outpacing consensus by 7.0%, underpinned by higher utility revenues, though operating income fell 3.1% to $249M due to increased expenses. The company's capital investment program fueled rate base growth, with higher revenue requirements contributing $0.15 per share, supported by a significant 370 MW data center agreement in Iowa, bringing total contracted demand to 3.4 GW across five agreements. Management reaffirmed full-year 2026 EPS guidance of $3.36-$3.46 per share, maintaining its 6%+ compound annual earnings growth trajectory. The expanding data center pipeline positions Alliant for substantial long-term load growth, though execution risks remain around transmission capacity buildout and capital deployment that will be critical for translating demand into regulated rate base investments while maintaining customer affordability.

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