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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 | 13 | 8% |
| Carly Davenport | Goldman Sachs | 12 | 0% |
| Jeremy Tonet | JPMorgan | 12 | 0% |
| Andy Weisel | Scotiabank | 11 | 0% |
| Tony Crowdell | Mizuho Securities | 9 | 0% |
| Dave Arcaro | Morgan Stanley | 8 | 0% |
| Steve Fleishman | Wolfe Research | 7 | 0% |
| Shar Pourreza | Wells Fargo | 6 | 17% |
| Ross Fowler | Bank of America | 5 | 0% |
| Mike Lonegan | Barclays | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 2 | 17 | 6% |
| Goldman Sachs | 1 | 12 | 0% |
| JPMorgan | 1 | 12 | 0% |
| Scotiabank | 1 |
| 11 |
| 0% |
| Wolfe Research | 2 | 9 | 0% |
| Mizuho Securities | 1 | 9 | 0% |
| Morgan Stanley | 1 | 8 | 0% |
| Wells Fargo | 1 | 6 | 17% |
Revenue grew 7.4% with EPS up 10.5% as FirstEnergy continued executing on its data center and grid modernization strategy. The data center pipeline reached 19 GW with 5.1 GW under executed contracts, and Energize365 deployed $1.3 billion in Q1 capital. Full-year FY2026 guidance was maintained at $2.72-$2.88 with management noting results were tracking to the upper half, earning a base score of 6 and final score of 6.
Regulation Policy | Capex Investment | Capital Allocation | Guidance Reliability | Demand | Cloud & AI | Margin | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 2 | 5 | 2 | 2 | 1 | 3 | |
| 2025Q1 | 12 | 4 | 3 | 2 | 2 | 2 | 2 | |
| 2025Q2 | 7 | 9 | 2 | 1 | 2 | 3 | 2 | |
| 2025Q3 | 7 | 8 | 1 | 3 | 4 | 3 | 1 | 2 |
| 2025Q4 | 8 | 7 | 3 | 3 | 1 | 1 | 3 | 2 |
| 2026Q1 | 8 | 3 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 5 | 12 | 7 | 7 | 8 | 8 |
| Capex Investment | 2 | 4 | 9 | 8 | 7 | 3 |
| Capital Allocation | 5 | 2 | 1 | 3 | 1 | |
| Guidance Reliability | 2 | 3 | 1 | 3 | 3 | |
| Demand | 2 | 2 | 2 | 4 | 1 | |
| Cloud & AI | 2 | 3 | 3 | 1 | 2 | |
| Margin | 1 | 2 | 2 | 1 | 3 | 1 |
| Revenue Growth | 3 | 2 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FE FirstEnergy | 7 | +11.6% | |
| 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% | |
| EXC Exelon | 6 | +7.9% | |
| 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% |