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flag AEP beat earnings estimates, raised 2026 guidance, and expanded capital plan amid surging data center demand.

flag American Electric Power (AEP) reported strong fourth-quarter 2025 results, with EPS of $1.19, beating estimates, and $5.32 billion in revenue, up 13.2% year-over-year. flag The company raised 2026 EPS guidance to $6.15–$6.45, expanded its five-year capital plan to over $72 billion, and doubled its contracted large-load pipeline to 56 GW by 2030, driven by data center demand. flag Goldman Sachs upgraded its rating to Buy with a $141 target, while the stock trades near a 12-month high of $130.07, has a market cap of $70.28 billion, and a 2.9% dividend yield.

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