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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 | 12 | 8% |
| Carly Davenport | Goldman Sachs | 12 | 0% |
| Nick Campanella | Barclays | 9 | 0% |
| Steve Fleishman | Wolfe Research | 8 | 0% |
| Andy Weisel | Scotiabank | 8 | 25% |
| Paul Fremont | Ladenburg Thalmann | 8 | 0% |
| Jeremy Tonet | JPMorgan | 8 | 0% |
| Dave Arcaro | Morgan Stanley | 7 | 0% |
| Tony Crowdell | Mizuho Securities | 5 | 20% |
| Travis Miller | Morningstar | 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 | 1 | 12 | 8% |
| Goldman Sachs | 1 | 12 | 0% |
| Barclays | 1 | 9 | 0% |
| Wolfe Research | 1 |
| 8 |
| 0% |
| JPMorgan | 1 | 8 | 0% |
| Ladenburg Thalmann | 1 | 8 | 0% |
| Scotiabank | 1 | 8 | 25% |
| Morgan Stanley | 1 | 7 | 0% |
Southern Company reported Q1 2026 adjusted EPS of $1.32, up 9 cents from 2025 and 12 cents above its estimate, as data center demand accelerated sharply with large load contracting momentum intensifying. The company maintained its 7-8% EPS CAGR growth outlook and highlighted DOE loan agreements providing historic financing benefits, while Southern Power growth investments expanded. The Georgia RFP signaled a multi-year generation build, though higher financing costs and milder weather partially offset the underlying growth trajectory.
Demand | Capex Investment | Guidance Reliability | Regulation Policy | Revenue Growth | Capital Allocation | Competitive Dynamics | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 4 | 3 | 3 | 4 | 2 | 2 |
| 2025Q1 | 5 | 3 | 3 | 4 | 3 | 2 | 1 | 1 |
| 2025Q2 | 5 | 4 | 6 | 1 | 5 | 3 | 3 | 4 |
| 2025Q3 | 6 | 3 | 4 | 5 | 3 | 3 | 3 | 1 |
| 2025Q4 | 9 | 7 | 5 | 4 | 3 | 2 | 5 | 1 |
| 2026Q1 | 6 | 6 | 5 | 4 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 5 | 5 | 6 | 9 | 6 |
| Capex Investment | 5 | 3 | 4 | 3 | 7 | 6 |
| Guidance Reliability | 4 | 3 | 6 | 4 | 5 | |
| Regulation Policy | 3 | 4 | 1 | 5 | 4 | 5 |
| Revenue Growth | 3 | 3 | 5 | 3 | 3 | 4 |
| Capital Allocation | 4 | 2 | 3 | 3 | 2 | 2 |
| Competitive Dynamics | 2 | 1 | 3 | 3 | 5 | 2 |
| Supply Chain | 2 | 1 | 4 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SO Southern Company | 6 | +8.0% | |
| 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% | |
| 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% | |
| WEC WEC Energy Group | 7 | +9.0% | |
| XEL Xcel Energy | 6 | +2.9% |