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    Julien Smith

    Managing Director and Senior Equity Research Analyst at Jefferies

    Julien Dumoulin-Smith is a Managing Director and Senior Equity Research Analyst at Jefferies, specializing in the utilities and clean energy sectors. He covers over 100 companies including industry leaders such as Vistra Energy, NextEra Energy, NRG, and GE Vernova, and has received recognition for high-impact investment calls such as a 315% return on Vistra Energy. Dumoulin-Smith began his analyst career in 2015 and has since built a strong track record, currently ranked among the top 20% of Wall Street analysts with a 54% success rate and an average return of 4.4% per rating on TipRanks. He holds FINRA securities licenses and is known for his quantitative rigor and deep industry insight in electric and gas power, renewable energy, and infrastructure.

    Julien Smith's questions to Shoals Technologies Group (SHLS) leadership

    Julien Smith's questions to Shoals Technologies Group (SHLS) leadership • Q4 2024

    Question

    Speaking for Julien Smith of Jefferies, an analyst asked how to reconcile the 2025 midpoint revenue guidance of 8% growth with the 12-18% long-term CAGR outlook from the Investor Day. They also asked about other international markets being explored and their margin profiles.

    Answer

    CFO Dominic Bardos stated that the long-term CAGR involves a ramp-up period and that 2025 growth is on track with that plan, especially given that 2024 revenue exceeded prior expectations. CEO Brandon Moss reiterated focus markets like Australia, Latin America, and Southern Europe, noting that international margins will vary by location and product mix.

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    Julien Smith's questions to Evergy (EVRG) leadership

    Julien Smith's questions to Evergy (EVRG) leadership • Q3 2024

    Question

    Julien Smith from Jefferies asked what factors, such as remaining IRP investments or SPP's ITP, could push growth beyond the high end of the 4-6% range. He also questioned the decision to exclude a future CCGT from the current capital plan.

    Answer

    Chairman and CEO David Campbell acknowledged that the capital plan does not yet include all elements from the IRP, such as a CCGT and a CT planned for 2031-2032, which represent future capital opportunities. He characterized this exclusion as a level of conservatism, emphasizing the company's focus on a plan they have high confidence in executing, while noting these future projects represent "real tailwinds and upside."

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