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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. |
|---|---|---|---|
| Julien Dumoulin-Smith | Jefferies | 13 | 0% |
| Travis Miller | Morningstar | 11 | 0% |
| Ryan Levine | Citigroup | 7 | 0% |
| Shar Pourreza | Wells Fargo | 6 | 0% |
| Paul Patterson | Glenrock Associates | 5 | 0% |
| Chris Ellinghaus | Siebert Williams Shank | 5 | 0% |
| Nick Campanella | Barclays | 5 | 0% |
| Fei She | Barclays | 5 | 0% |
| Steve Ambrisi | RBC Capital Markets | 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 | 3 | 14 | 0% |
| Jefferies | 1 | 13 | 0% |
| Morningstar | 1 | 11 | 0% |
| Citigroup | 1 |
| 7 |
| 0% |
| Wells Fargo | 1 | 6 | 0% |
| RBC Capital Markets | 1 | 5 | 0% |
| Siebert Williams Shank | 1 | 5 | 0% |
| Glenrock Associates | 1 | 5 | 0% |
Pinnacle West earned $0.27 per share versus a loss of $0.04 in the prior year, with weather-normalized sales growth of 9.4% driven by C&I at 14.6% as TSMC expanded to four fabs under development. The data center pipeline grew to 28.3 GW, up 12%, and Kentucky load nearly doubled to 3.5 GW. Management reaffirmed all 2026 guidance including $4.55-$4.75 EPS while completing all equity funding needs with $850 million in forward contracts.
Capex Investment | Regulation Policy | Demand | Guidance Reliability | Revenue Growth | Margin | Innovation & R&D | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 1 | 1 | 1 | |||
| 2025Q1 | 6 | 5 | 3 | 2 | 2 | 3 | 2 | |
| 2025Q2 | 6 | 3 | 4 | 2 | 2 | 1 | ||
| 2025Q3 | 8 | 3 | 4 | 3 | 4 | 2 | ||
| 2025Q4 | 5 | 6 | 5 | 3 | 3 | 3 | 1 | 1 |
| 2026Q1 | 6 | 6 | 6 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 4 | 6 | 6 | 8 | 5 | 6 |
| Regulation Policy | 4 | 5 | 3 | 3 | 6 | 6 |
| Demand | 3 | 4 | 4 | 5 | 6 | |
| Guidance Reliability | 1 | 2 | 2 | 3 | 3 | 2 |
| Revenue Growth | 1 | 2 | 4 | 3 | 2 | |
| Margin | 3 | 2 | 2 | 3 | 1 | |
| Innovation & R&D | 1 | 1 | 1 | 1 | ||
| Cost Pressure | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PNW Pinnacle West | 8 | +11.4% | |
| 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% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| 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% |