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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. |
|---|---|---|---|
| Nick Campanella | Barclays | 12 | 0% |
| Jeremy Tonet | JPMorgan | 11 | 9% |
| Carly Davenport | Goldman Sachs | 10 | 0% |
| Tony Crowdell | Mizuho Securities | 8 | 13% |
| Shar Pourreza | Wells Fargo | 7 | 0% |
| Steve Fleishman | Wolfe Research | 7 | 0% |
| Dave Arcaro | Morgan Stanley | 6 | 0% |
| Paul Zimbardo | Jefferies | 4 | 0% |
| Jim Kennedy | Guggenheim | 3 | 0% |
| Steve DeBrissey | RBC Capital Markets | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 12 | 0% |
| JPMorgan | 1 | 11 | 9% |
| Goldman Sachs | 1 | 10 | 0% |
| Wolfe Research | 2 |
| 9 |
| 0% |
| Mizuho Securities | 1 | 8 | 13% |
| Wells Fargo | 1 | 7 | 0% |
| Morgan Stanley | 1 | 6 | 0% |
| RBC Capital Markets | 2 | 4 | 0% |
Dominion reported Q1 operating earnings of $0.95 per share and GAAP results of $0.69 per share, with all financial guidance affirmed including the 2026 $3.50 operating EPS midpoint. CVOW reached 75% completion and delivered first power, while data center demand accelerated with over 50 gigawatts in various stages of contracting including approximately 10.4 gigawatts under electrical service agreements. Battery storage legislation expanded the opportunity set, and the Millstone nuclear recontracting emerged as a catalyst.
Capex Investment | Regulation Policy | Demand | Revenue Growth | Supply Chain | Capital Allocation | Guidance Reliability | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 5 | 1 | ||||
| 2025Q1 | 4 | 7 | 4 | 2 | 2 | 2 | 1 | |
| 2025Q2 | 2 | 1 | 1 | 1 | 1 | |||
| 2025Q3 | 11 | 4 | 2 | 2 | 4 | 2 | 2 | |
| 2025Q4 | 9 | 5 | 3 | 3 | 1 | 2 | 3 | 1 |
| 2026Q1 | 6 | 4 | 1 | 2 | 2 | 3 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 5 | 4 | 2 | 11 | 9 | 6 |
| Regulation Policy | 4 | 7 | 1 | 4 | 5 | 4 |
| Demand | 5 | 4 | 2 | 3 | 1 | |
| Revenue Growth | 2 | 1 | 2 | 3 | 2 | |
| Supply Chain | 1 | 2 | 1 | 4 | 1 | |
| Capital Allocation | 2 | 2 | 2 | 2 | ||
| Guidance Reliability | 1 | 1 | 3 | 3 | ||
| Innovation & R&D | 2 | 1 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
D Dominion Energy | 7 | +23.1% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| 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% |