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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. |
|---|---|---|---|
| Travis Miller | Morningstar | 9 | 0% |
| Paul Fremont | Ladenburg Thalmann | 7 | 0% |
| Mike Sullivan | Wolfe Research | 6 | 0% |
| Nick Campanella | Barclays | 5 | 0% |
| Nathan Richardson | Barclays | 5 | 0% |
| Paul Patterson | Glenrock Associates | 5 | 0% |
| Tanner James | Jefferies | 4 | 0% |
| Durgesh Chopra | Evercore ISI | 4 | 0% |
| Paul Zimbardo | Jefferies | 4 | 0% |
| Julien Dumoulin-Smith | Jefferies | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 3 | 12 | 0% |
| Barclays | 2 | 10 | 0% |
| Morningstar | 1 | 9 | 0% |
| Ladenburg Thalmann | 1 |
| 7 |
| 0% |
| Wolfe Research | 1 | 6 | 0% |
| Wells Fargo | 3 | 6 | 0% |
| Glenrock Associates | 1 | 5 | 0% |
| Evercore ISI | 1 | 4 | 0% |
Evergy posted Q1 2026 adjusted EPS of $0.69, up significantly from $0.55 a year ago (18.5% growth), as a fifth ESA was signed expanding the steady-state peak load to 2.5 GW. Two existing ESAs were amended with higher load profiles, raising the retail load growth CAGR to 7-8% through 2030 and rate base CAGR to approximately 12%. FY2026 guidance of $4.14-$4.34 was reaffirmed along with the 6-8%+ long-term growth target.
Demand | Regulation Policy | Capex Investment | Capital Allocation | Cloud & AI | Revenue Growth | Margin | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 5 | 3 | 2 | 1 | 1 | 1 | |
| 2025Q1 | 5 | 2 | 2 | 2 | 2 | 1 | 1 | |
| 2025Q2 | 4 | 3 | 5 | 2 | 1 | |||
| 2025Q3 | 6 | 4 | 3 | 1 | 3 | 3 | 1 | |
| 2025Q4 | 4 | 3 | 2 | 4 | 1 | 1 | 1 | |
| 2026Q1 | 6 | 1 | 2 | 2 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 5 | 4 | 6 | 4 | 6 |
| Regulation Policy | 5 | 2 | 3 | 4 | 3 | 1 |
| Capex Investment | 3 | 2 | 5 | 3 | 2 | 2 |
| Capital Allocation | 2 | 2 | 2 | 1 | 4 | 2 |
| Cloud & AI | 1 | 2 | 3 | 1 | 3 | |
| Revenue Growth | 1 | 1 | 1 | 3 | 1 | 1 |
| Margin | 1 | 1 | 1 | |||
| Guidance Reliability | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EVRG Evergy | 7 | +5.5% | |
| 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% | |
| 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% |