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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. |
|---|---|---|---|
| Steve Fleishman | Wolfe Research | 14 | 0% |
| Jeremy Tonet | JPMorgan | 13 | 0% |
| Julien Dumoulin-Smith | Jefferies | 11 | 0% |
| Andy Weisel | Scotiabank | 9 | 0% |
| Nick Campanella | Barclays | 7 | 0% |
| Dave Arcaro | Morgan Stanley | 6 | 0% |
| Tony Crowdell | Mizuho Securities | 5 | 0% |
| Shahriar Pourreza | Wells Fargo | 4 | 0% |
| Will Appicelli | UBS | 3 | 0% |
| Durgesh Chopra | Evercore ISI | 3 | 33% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 14 | 0% |
| JPMorgan | 1 | 13 | 0% |
| Jefferies | 1 | 11 | 0% |
| Scotiabank | 1 |
| 9 |
| 0% |
| Barclays | 1 | 7 | 0% |
| Wells Fargo | 2 | 6 | 0% |
| Morgan Stanley | 1 | 6 | 0% |
| Mizuho Securities | 1 | 5 | 0% |
CenterPoint Energy delivered Q1 non-GAAP EPS of $0.56, a strong start to the year, with rate recovery contributing $0.11 year-over-year offset by a $0.05 impact from Louisiana/Mississippi divestiture earnings drag. Firmly committed load surged from 7.5 GW to 12.2 GW, with 3.2 GW approved by ERCOT, and the Indiana transformational load opportunity added approximately 1.5 GW and roughly $1 billion in CAPEX potential. FY2026 guidance was reiterated at $1.89-$1.91 targeting 8% growth, though FFO-to-debt was temporarily pressured at 12.5%.
Demand | Capex Investment | Capital Allocation | Regulation Policy | Credit | Cloud & AI | Margin | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 3 | 4 | 1 | 1 | 1 | |
| 2025Q1 | 3 | 5 | 2 | 3 | 1 | 1 | ||
| 2025Q2 | 3 | 5 | 7 | 2 | 1 | 1 | 1 | 1 |
| 2025Q3 | 2 | 2 | 4 | 3 | 1 | 1 | 2 | |
| 2025Q4 | 7 | 7 | 2 | 3 | 1 | 1 | 2 | 1 |
| 2026Q1 | 8 | 5 | 2 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 3 | 3 | 2 | 7 | 8 |
| Capex Investment | 3 | 5 | 5 | 2 | 7 | 5 |
| Capital Allocation | 3 | 2 | 7 | 4 | 2 | 2 |
| Regulation Policy | 4 | 3 | 2 | 3 | 3 | 2 |
| Credit | 1 | 1 | 1 | 1 | 1 | 2 |
| Cloud & AI | 1 | 1 | 1 | 1 | 1 | 1 |
| Margin | 1 | 1 | 2 | |||
| M&A | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CNP CenterPoint Energy | 5 | +1.9% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| 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% |