NiSource Beats Earnings Estimates and Partners with Amazon for Data Center Growth

NiSource Inc. (NI) reported adjusted earnings for the fourth quarter and full-year 2025 that exceeded analyst expectations, despite falling short on revenue targets. The utility provider reaffirmed its financial guidance for 2026, signaling long-term stability and growth potential for investors. A key highlight of the report was the announcement of a strategic agreement with Amazon to support infrastructure for data center services. This partnership is part of the company's GenCo model, which is projected to drive significant capital investment in the coming years. Furthermore, the initiative is expected to generate over $1 billion in savings for customers while meeting high-growth energy demands. Consequently, the stock saw positive momentum as the market reacted to the company's strategic pivot toward the lucrative data center sector.