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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. |
|---|---|---|---|
| Mike Sullivan | Wolfe Research | 13 | 15% |
| Tony Crowdell | Mizuho Securities | 9 | 11% |
| Andy Weisel | Scotiabank | 9 | 0% |
| Dave Arcaro | Morgan Stanley | 9 | 0% |
| Shar Pourreza | Wells Fargo | 9 | 0% |
| Julien Dumoulin-Smith | Jefferies | 7 | 0% |
| Paul Fremont | Ladenburg Thalmann | 7 | 0% |
| Nick Campanella | Barclays | 6 | 0% |
| Travis Miller | Morningstar | 6 | 0% |
| Jeremy Tonet | JPMorgan | 6 | 0% |
| 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 | 13 | 15% |
| Barclays | 2 | 10 | 0% |
| JPMorgan | 2 | 10 | 0% |
| Morgan Stanley | 1 |
| 9 |
| 0% |
| Wells Fargo | 1 | 9 | 0% |
| Scotiabank | 1 | 9 | 0% |
| Mizuho Securities | 1 | 9 | 11% |
| Jefferies | 2 | 8 | 0% |
DTE posted Q1 2026 operating earnings of $1.95 per share, positioning for a strong start toward the high end of 2026 guidance, as a 1 GW Google data center agreement was executed. Oracle construction was underway with a 2026-2028 ramp while an additional 2 GW was in late-stage negotiations with a year-end target. The company priced $350 million of equity forwards in Q1, representing approximately two-thirds of the full-year target, as Google contract drives approximately $5 billion in incremental CAPEX through 2032.
Cloud & AI | Regulation Policy | Capex Investment | Capital Allocation | Guidance Reliability | Demand | Margin | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 10 | 4 | 5 | 3 | 2 | 2 | 1 |
| 2025Q1 | 1 | 8 | 3 | 2 | 2 | 3 | 1 | |
| 2025Q2 | 8 | 5 | 9 | 2 | 4 | 2 | 1 | 1 |
| 2025Q3 | 11 | 3 | 11 | 7 | 7 | 2 | 3 | 1 |
| 2025Q4 | 9 | 7 | 2 | 4 | 3 | 1 | 1 | 3 |
| 2026Q1 | 12 | 8 | 7 | 5 | 1 | 2 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 6 | 1 | 8 | 11 | 9 | 12 |
| Regulation Policy | 10 | 8 | 5 | 3 | 7 | 8 |
| Capex Investment | 4 | 3 | 9 | 11 | 2 | 7 |
| Capital Allocation | 5 | 2 | 2 | 7 | 4 | 5 |
| Guidance Reliability | 3 | 2 | 4 | 7 | 3 | 1 |
| Demand | 2 | 3 | 2 | 2 | 1 | 2 |
| Margin | 2 | 1 | 1 | 3 | 1 | 3 |
| Pricing | 1 | 1 | 1 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DTE DTE Energy | 7 | +15.8% | |
| 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% | |
| 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% |