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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. |
|---|---|---|---|
| Steve Fleishman | Wolfe Research | 12 | 8% |
| Shar Pourreza | Wells Fargo | 9 | 22% |
| Julien Dumoulin-Smith | Jefferies | 8 | 0% |
| Nick Campanella | Barclays | 8 | 0% |
| Carly Davenport | Goldman Sachs | 7 | 14% |
| Jeremy Tonet | JPMorgan | 6 | 0% |
| Will Appicelli | UBS | 4 | 0% |
| Dave Arcaro | Morgan Stanley | 3 | 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 | 12 | 8% |
| Wells Fargo | 1 | 9 | 22% |
| Barclays | 1 | 8 | 0% |
| Jefferies | 1 |
| 8 |
| 0% |
| Goldman Sachs | 1 | 7 | 14% |
| JPMorgan | 1 | 6 | 0% |
| UBS | 1 | 4 | 0% |
| Morgan Stanley | 1 | 3 | 0% |
NextEra Energy delivered Q1 adjusted EPS up 10% year-over-year with FPL retail sales growing 3.4% and Energy Resources adding a record 4 GW of new renewables and storage to the backlog in the quarter. Management reiterated FY2026 adjusted EPS guidance of $3.92-4.02 targeting the high end, while U.S.-Japan data center hub awards for 9.5 GW and accelerating large load demand reinforced the multi-decade growth runway in clean energy infrastructure.
Capex Investment | Regulation Policy | Demand | Competitive Dynamics | Capital Allocation | Supply Chain | Innovation & R&D | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 2 | 2 | 2 | 1 | 1 | 1 |
| 2025Q1 | 3 | 3 | 1 | 2 | 1 | 1 | ||
| 2025Q2 | 3 | 5 | 3 | 2 | 1 | 1 | ||
| 2025Q3 | 7 | 1 | 3 | 2 | 1 | 1 | ||
| 2025Q4 | 5 | 4 | 6 | 3 | 1 | 1 | 1 | 1 |
| 2026Q1 | 4 | 1 | 2 | 2 | 1 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 4 | 3 | 3 | 7 | 5 | 4 |
| Regulation Policy | 3 | 3 | 5 | 1 | 4 | 1 |
| Demand | 2 | 1 | 3 | 3 | 6 | 2 |
| Competitive Dynamics | 2 | 2 | 2 | 2 | 3 | 2 |
| Capital Allocation | 2 | 1 | 1 | 1 | 1 | |
| Supply Chain | 1 | 1 | 1 | 1 | 1 | |
| Innovation & R&D | 1 | 1 | 1 | 2 | ||
| M&A | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NEE NextEra Energy | 6 | +7.3% | |
| 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% | |
| LNT Alliant Energy | 5 | +5.0% | |
| 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% |