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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 | 8% |
| Paul Zimbardo | Jefferies | 8 | 0% |
| Steve Fleishman | Wolfe Research | 8 | 13% |
| Shar Pourreza | Wells Fargo | 6 | 0% |
| Dave Arcaro | Morgan Stanley | 6 | 0% |
| Julien Dumoulin-Smith | Jefferies | 4 | 0% |
| Tony Crowdell | Mizuho Securities | 3 | 0% |
| Durgesh Chopra | Evercore ISI | 2 | 0% |
| Shahriar Pourreza | Wells Fargo | 2 | 50% |
| Will Appicelli | UBS | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 2 | 12 | 0% |
| Barclays | 1 | 12 | 8% |
| Wolfe Research | 1 | 8 | 13% |
| Wells Fargo | 2 |
| 8 |
| 13% |
| Morgan Stanley | 1 | 6 | 0% |
| Mizuho Securities | 1 | 3 | 0% |
| JPMorgan | 1 | 2 | 0% |
| Goldman Sachs | 1 | 2 | 0% |
Exelon posted Q1 2026 adjusted operating earnings of $0.91 per share, exceeding expectations, with transmission rate base growth accelerating to 16%. The PICO rate case was withdrawn on affordability concerns, and a $350M O&M savings program targeting 2027 was announced. The four-year capital plan was rebalanced to $41.7B, and FY2026 guidance was affirmed at $2.81-$2.91 with rate base growth revised to 7.9% annualized.
Regulation Policy | Cloud & AI | Capex Investment | Guidance Reliability | Macroeconomic | Revenue Growth | Cost Pressure | Demand | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 6 | 2 | 2 | 1 | 1 | 1 | |
| 2025Q1 | 8 | 5 | 1 | 2 | 2 | 1 | 1 | |
| 2025Q2 | 4 | 3 | 5 | 1 | 1 | 1 | 2 | |
| 2025Q3 | 6 | 3 | 2 | 2 | 2 | 2 | 1 | |
| 2025Q4 | 6 | 2 | 3 | 3 | 4 | |||
| 2026Q1 | 5 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 7 | 8 | 4 | 6 | 6 | 5 |
| Cloud & AI | 6 | 5 | 3 | 3 | ||
| Capex Investment | 2 | 1 | 5 | 2 | 2 | 2 |
| Guidance Reliability | 2 | 2 | 2 | 3 | 1 | |
| Macroeconomic | 1 | 2 | 1 | 2 | 3 | |
| Revenue Growth | 1 | 1 | 2 | 4 | ||
| Cost Pressure | 1 | 1 | 1 | 1 | ||
| Demand | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EXC Exelon | 6 | +7.9% | |
| 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% | |
| 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% |