| CNP |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$0.38 vs. cons $0.37 |
MEDIUM |
| CNP |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$2.14B vs. cons $2.12B |
LOW |
| CNP |
Report |
Firmly committed Houston industrial load |
BEAT |
pred ~12.8 GW vs. cons 12.2 GW |
MEDIUM |
| CNP |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$1.90 vs. cons $1.91 (FY2026) |
HIGH |
| CNP |
Guide |
Capital investment plan |
UNCHANGED |
guide ~$6.8B vs. cons $6.8B (FY2026) |
HIGH |
| CNP |
Guide |
Houston data-center load expected to be energized |
UNCHANGED |
guide ~8.0 GW vs. cons 8.0 GW (by year-end 2029) |
MEDIUM |
| CNP |
Guide |
ERCOT-approved committed Houston load |
BETTER |
guide/update ~4.2 GW vs. cons 3.2 GW (Q2 2026) |
MEDIUM |
| CNP |
Guide |
Long-term capital plan |
UNCHANGED |
guide ~$65.5B vs. cons $65.5B (2026–2035) |
HIGH |
| CNP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| CNP |
Return |
5-day cumulative residual |
+0.6% (FADE) |
The predicted +1.4% day-1 residual fades toward +0.6% by day 5 because a small EPS beat and stronger ERCOT approvals support sentiment, but unchanged ~$1.90 FY2026 guidance versus $1.91 consensus limits estimate revisions while financing and equity-dilution concerns cap out-period upside. |
MEDIUM |