Texas's Booming Data Center Demand Sparks Concerns of a Bubble, Experts Warn
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2025
0mins
Source: CNBC
Data Center Demand Surge: Texas is experiencing a significant increase in data center demand driven by the AI boom, with over 220 gigawatts of projects seeking to connect to the electric grid by 2030, primarily from data centers.
Speculative Projects and Infrastructure Concerns: Many of these projects are speculative, leading to concerns about overbuilding infrastructure that may not be needed, which could result in financial losses for investors if demand forecasts are inflated.
Legislative Measures: New Texas legislation requires developers to demonstrate project viability and pay substantial fees for initial studies, aiming to filter out speculative projects and provide a clearer picture of actual demand.
Market Structure and Price Stability: Texas's market structure mitigates the risk of excessive generation capacity compared to other regions, with electricity prices remaining relatively stable despite rising demand, unlike states served by PJM Interconnection where prices have surged.
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Analyst Views on POR
Wall Street analysts forecast POR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for POR is 46.70 USD with a low forecast of 41.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
1 Buy
7 Hold
2 Sell
Hold
Current: 49.930
Low
41.00
Averages
46.70
High
52.00
Current: 49.930
Low
41.00
Averages
46.70
High
52.00
About POR
Portland General Electric Company is an integrated energy company that generates, transmits and distributes electricity. The Company is engaged in the generation, wholesale purchase and sale, transmission, distribution, and retail sale of electricity to customers in the state of Oregon (State). The Company participates in the wholesale market through the purchase and sale of electricity and natural gas in an effort to obtain reasonably-priced power to serve its retail customers. The Company meets its retail load requirement with both Company-owned generation and power purchased on the wholesale market. The Company has five natural gas-fired generating facilities: PW1, PW2, Beaver, Coyote Springs Unit 1 (Coyote Springs), and Carty Generating Station (Carty). It owns and operates two wind farms, Biglow Canyon Wind Farm (Biglow Canyon) and Tucannon River Wind Farm (Tucannon River). Biglow Canyon is located in Sherman County, Oregon. Tucannon River is located in southeastern Washington.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Portland General Electric to Release 2025 Financial Results on February 20
- Earnings Call Announcement: Portland General Electric plans to host an analyst conference call on February 20, 2026, at 11 a.m. ET to review its Q4 and full-year 2025 financial results, which is expected to positively impact investor sentiment.
- Earnings Release Timing: The company will release its Q4 and full-year 2025 earnings summary before U.S. financial markets open, demonstrating its commitment to transparency and investor communication, potentially boosting market confidence.
- Executive Participation: The call will be hosted by CEO Maria Pope, CFO Joe Trpik, and Investor Relations Manager Nick White, reflecting the company's leadership's commitment to financial performance and investor engagement.
- Sustainability Commitment: Portland General Electric aims to reduce emissions from its retail power supply by 80% by 2030 and achieve 100% clean power by 2040, showcasing its strategic commitment to sustainability, which may attract environmentally conscious investors.
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Portland General Electric (POR) to Host Analyst Call on February 20 for 2025 Financial Results
- Earnings Release Schedule: Portland General Electric plans to host an analyst conference call on February 20, 2026, at 11 a.m. ET to review its Q4 and full-year 2025 financial results, with earnings expected to be released before U.S. market open, aiming to enhance investor transparency and confidence in the company's performance.
- Executive Participation: The call will feature insights from President and CEO Maria Pope, CFO Joe Trpik, and Investor Relations Manager Nick White, ensuring that investors receive direct interpretations of financial results and future outlooks from top management, thereby enhancing communication effectiveness.
- Webcast and Replay: Investors can access the live conference via Portland General Electric's investor website, with a replay available at 2 p.m. ET on the same day, facilitating access to key information for those unable to attend live, thus improving information accessibility and transparency.
- Company Background: Since its establishment in 1889, Portland General Electric has served over 950,000 customers and is committed to reducing emissions from its retail power supply by 80% by 2030, having been ranked as the top utility in the 2024 Forrester U.S. Customer Experience Index, showcasing its leadership in the clean energy transition.
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