| CNP |
Report |
2Q26 non-GAAP EPS |
BEAT |
pred ~$0.39 vs. cons $0.37 |
MEDIUM |
| CNP |
Report |
2Q26 revenue |
BEAT |
pred ~$2.09B vs. cons $2.05B |
LOW |
| CNP |
Report |
Houston ERCOT-approved firmly committed load |
BEAT |
pred ~7.0 GW vs. cons 6.0 GW |
LOW |
| CNP |
Guide |
2026 non-GAAP EPS guidance |
UNCHANGED |
guide ~$1.90 vs. cons $1.91 (FY2026) |
HIGH |
| CNP |
Guide |
2026 capital-investment plan |
UNCHANGED |
guide ~$6.8B vs. cons $6.8B (FY2026) |
HIGH |
| CNP |
Guide |
Implied 2027 non-GAAP EPS growth outlook |
LOWER |
guide ~8.5% vs. cons 9.4% (FY2027) |
MEDIUM |
| CNP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| CNP |
Return |
5-day cumulative residual |
+0.3% (FADE) |
A modest ~$0.02 EPS beat and load-execution progress should support an initial ~+1.2% residual move, but maintained FY2026 EPS and capex guidance imply ~8.5% 2027 growth versus ~9.4% consensus, limiting out-period estimate revisions and fading the reaction toward ~+0.3% by day five. |
MEDIUM |