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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 | 15 | 0% |
| Andy Weisel | Scotiabank | 11 | 0% |
| Paul Fremont | Ladenburg Thalmann | 10 | 10% |
| Paul Zimbardo | Jefferies | 6 | 0% |
| Julien Dumoulin-Smith | Jefferies | 6 | 0% |
| Will Appicelli | UBS | 5 | 0% |
| Rinny Singh | Bank of America | 4 | 0% |
| Shahriar Pourreza | Wells Fargo | 4 | 25% |
| Shar Pourreza | Wells Fargo | 3 | 0% |
| Jim Kennedy | Guggenheim | 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 | 15 | 0% |
| Jefferies | 2 | 12 | 0% |
| Scotiabank | 1 | 11 | 0% |
| Ladenburg Thalmann | 1 |
| 10 |
| 10% |
| Wells Fargo | 2 | 7 | 14% |
| UBS | 1 | 5 | 0% |
| Bank of America | 1 | 4 | 0% |
| Wolfe Research | 1 | 2 | 0% |
Q1 2026 ongoing EPS of $0.82 grew 4.8% year-over-year as a fifth ESA was signed at 370 MW, bringing contracted demand to 3.4 GW, and a 1.1 GW simple-cycle CT contract was secured. IPL's credit rating was upgraded to A- reflecting the constructive regulatory environment, while Iowa base rate stability was expected through end of decade. Management reaffirmed 2026 earnings guidance and the 7%+ CAGR across 2027-2029.
Demand | Capex Investment | Regulation Policy | Revenue Growth | Geographic Expansion | Capital Allocation | Guidance Reliability | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 7 | 5 | 1 | 3 | 1 | ||
| 2025Q1 | 2 | 3 | 4 | 2 | 1 | 4 | 2 | 1 |
| 2025Q2 | 4 | 4 | 2 | 2 | 2 | 2 | 1 | |
| 2025Q3 | 6 | 1 | 5 | 3 | 2 | 3 | 2 | |
| 2025Q4 | 8 | 3 | 5 | 3 | 1 | 1 | 1 | |
| 2026Q1 | 7 | 7 | 5 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 2 | 4 | 6 | 8 | 7 |
| Capex Investment | 7 | 3 | 4 | 3 | 7 | |
| Regulation Policy | 5 | 4 | 2 | 1 | 5 | 5 |
| Revenue Growth | 1 | 2 | 5 | 3 | 2 | |
| Geographic Expansion | 3 | 1 | 2 | 3 | 1 | 2 |
| Capital Allocation | 1 | 4 | 2 | 2 | 1 | |
| Guidance Reliability | 2 | 2 | 3 | 1 | 2 | |
| Margin | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LNT Alliant Energy | 5 | +5.0% | |
| 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% | |
| FE FirstEnergy | 7 | +11.6% | |
| 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% |