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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 | 11 | 0% |
| Mike Sullivan | Wolfe Research | 10 | 10% |
| Julien Dumoulin-Smith | Jefferies | 9 | 0% |
| Dave Arcaro | Morgan Stanley | 8 | 0% |
| Carly Davenport | Goldman Sachs | 8 | 0% |
| Will Appicelli | UBS | 7 | 0% |
| Jeremy Tonet | JPMorgan | 7 | 0% |
| Shar Pourreza | Wells Fargo | 6 | 0% |
| Tony Crowdell | Mizuho Securities | 6 | 0% |
| Nick Amicucci | Evercore ISI | 5 | 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 | 13 | 0% |
| Barclays | 1 | 11 | 0% |
| Wolfe Research | 1 | 10 | 10% |
| Wells Fargo | 2 |
| 9 |
| 0% |
| Goldman Sachs | 1 | 8 | 0% |
| Morgan Stanley | 1 | 8 | 0% |
| Evercore ISI | 2 | 7 | 0% |
| JPMorgan | 1 | 7 | 0% |
PSEG reported Q1 non-GAAP operating earnings of $1.55 per share, up from $1.43 a year earlier, driven by strong regulated capital investment. Full-year 2026 guidance was maintained at $4.28-$4.40, and the 6-8% CAGR through 2030 was reaffirmed. Nuclear operational excellence continued with strong capacity factors. Data center demand was leveling off in New Jersey. PJM resource adequacy and backstop auction uncertainty remained key topics. New nuclear development momentum was building.
Regulation Policy | Cloud & AI | Capex Investment | Revenue Growth | Demand | Cost Pressure | Competitive Dynamics | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 5 | 1 | 3 | 2 | 1 | 2 | |
| 2025Q1 | 11 | 6 | 3 | 2 | 3 | 4 | 2 | 1 |
| 2025Q2 | 12 | 6 | 3 | 2 | 3 | 1 | 2 | 1 |
| 2025Q3 | 8 | 5 | 6 | 4 | 3 | 3 | 2 | 2 |
| 2025Q4 | 7 | 1 | 5 | 6 | 2 | 1 | ||
| 2026Q1 | 11 | 2 | 6 | 2 | 3 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 9 | 11 | 12 | 8 | 7 | 11 |
| Cloud & AI | 5 | 6 | 6 | 5 | 1 | 2 |
| Capex Investment | 1 | 3 | 3 | 6 | 5 | 6 |
| Revenue Growth | 3 | 2 | 2 | 4 | 6 | 2 |
| Demand | 2 | 3 | 3 | 3 | 3 | |
| Cost Pressure | 1 | 4 | 1 | 3 | 2 | |
| Competitive Dynamics | 2 | 2 | 2 | 4 | ||
| Capital Allocation | 2 | 1 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PEG Public Service Enterprise Group | 9 | +19.4% | |
| 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% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| 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% |