| CNP |
Report |
Q2 2026 Non-GAAP EPS |
BEAT |
pred ~$0.38 vs. cons $0.37 |
MEDIUM |
| CNP |
Report |
Q2 2026 Revenue |
IN-LINE |
pred ~$2.10B vs. cons $2.12B |
MEDIUM |
| CNP |
Report |
Firmly Committed Industrial/Data-Center Load (GW) disclosed |
BEAT |
pred ~15 GW vs. implied run-rate expectation ~13 GW |
HIGH |
| CNP |
Guide |
FY2026 Non-GAAP EPS Guidance |
UNCHANGED |
guide ~$1.89-$1.91 (midpoint $1.90) vs. cons $1.91 (FY2026) |
HIGH |
| CNP |
Guide |
2027 EPS Growth Rate off 2026 base |
UNCHANGED |
guide ~8-9% vs. cons ~8.9% (FY2027) |
MEDIUM |
| CNP |
Guide |
Adjusted FFO-to-Debt exit trajectory |
UNCHANGED |
guide ~13.5-14% exit vs. cons ~13.5% implied high-end-of-150bp cushion (YE2026) |
MEDIUM |
| CNP |
Guide |
10-Year Capital Plan Size (post transmission study preview) |
BETTER |
guide ~$67-68B vs. cons prior $65.5B (2027-2036 plan) |
MEDIUM |
| CNP |
Guide |
Indiana Large-Load (Southern Indiana ~1.5GW) Signed Agreement |
UNKNOWN |
guide ~0 GW signed this quarter vs. cons ~0 GW signed (Q2 2026 update) |
LOW |
| CNP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.4% |
— |
MEDIUM |
| CNP |
Return |
5-day cumulative residual |
+1.0% (FOLLOW-THROUGH) |
An EPS beat plus reaffirmed/high-end FY26 guidance removes downside risk, while incremental disclosures (higher committed GW, likely upsized 10-yr capex plan from the H2 transmission study, and continued avoidance of new equity issuance via ATM) give sell-side analysts fresh reasons to nudge price targets and 2027-28 estimates higher over the following days rather than fade a 'sell-the-news' pop; the main drag limiting a larger follow-through is the stock's already-elevated valuation near 52-week highs, which caps how much further re-rating can occur without a truly transformational catalyst (e.g., signed Indiana large-load deal) materializing in the print itself. |
MEDIUM |