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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Carly Davenport | Goldman Sachs | 12 | 0% |
| Jeremy Tonet | JPMorgan | 9 | 0% |
| Dave Paz | Wolfe Research | 7 | 0% |
| Brian Russo | Jefferies | 6 | 0% |
| Will Appicelli | UBS | 5 | 0% |
| Nick Campanella | Barclays | 4 | 0% |
| Paul Patterson | Glenrock Associates | 4 | 0% |
| Julien Dumoulin-Smith | Jefferies | 3 | 0% |
| Durgesh Chopra | Evercore ISI | 2 | 0% |
| Diana Niles | JPMorgan | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 12 | 0% |
| JPMorgan | 2 | 11 | 0% |
| Jefferies | 2 | 9 | 0% |
| Wolfe Research | 1 |
| 7 |
| 0% |
| Wells Fargo | 3 | 6 | 0% |
| UBS | 1 | 5 | 0% |
| Barclays | 1 | 4 | 0% |
| Glenrock Associates | 1 | 4 | 0% |
Ameren delivered Q1 EPS of $1.28, up 20% from $1.07 a year earlier, supported by more than $1.5 billion of infrastructure investments during the quarter as the data center large-load growth pipeline continued expanding. Robust generation buildout execution progressed across the capital plan, and management reaffirmed 2026 EPS guidance of $5.25-$5.45. The utility's growth trajectory remained anchored by the electrification-driven demand thesis across Missouri and Illinois.
Capex Investment | Demand | Regulation Policy | Revenue Growth | Subscriber Growth | Capital Allocation | Credit | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 6 | 4 | 4 | 2 | 2 | 3 | 1 |
| 2025Q1 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| 2025Q2 | 3 | 3 | 3 | 3 | 2 | |||
| 2025Q3 | 4 | 4 | 5 | 2 | 2 | 1 | 1 | |
| 2025Q4 | 2 | 4 | 5 | 2 | 1 | 3 | 2 | |
| 2026Q1 | 7 | 3 | 2 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 5 | 2 | 3 | 4 | 2 | 7 |
| Demand | 6 | 2 | 3 | 4 | 4 | 3 |
| Regulation Policy | 4 | 2 | 3 | 5 | 5 | 2 |
| Revenue Growth | 4 | 1 | 2 | 2 | 2 | |
| Subscriber Growth | 2 | 1 | 3 | 2 | 1 | 2 |
| Capital Allocation | 2 | 1 | 1 | 3 | 1 | |
| Credit | 3 | 1 | 1 | 2 | ||
| Supply Chain | 1 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| D Dominion Energy | 7 | +23.1% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| ED Consolidated Edison | 6 | +6.2% | |
| EIX Edison International | 6 | +7.7% | |
| ES Eversource Energy | 6 | +9.4% | |
| ETR Entergy | 8 | +12.0% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| PNW Pinnacle West | 8 | +11.4% | |
| PPL PPL Corporation | 7 | +10.8% | |
| SO Southern Company | 6 | +8.0% | |
| WEC WEC Energy Group | 7 | +9.0% | |
| XEL Xcel Energy | 6 | +2.9% |