{
  "report_rows": [
    {
      "kpi": "Operating EPS \u2014 Q2 2026",
      "prediction": "BEAT",
      "answer": "pred ~$1.22 vs. cons $1.14 (Visible Alpha, latest)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Energy Trading EPS \u2014 Q2 2026",
      "prediction": "BEAT",
      "answer": "pred ~$0.13 vs. cons $0.068 (Visible Alpha, latest)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Electric Utility EPS \u2014 Q2 2026",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.22 vs. cons $1.22 (Visible Alpha, latest)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Operating EPS (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide $7.59-$7.73 reaffirm vs. cons $7.71 (Visible Alpha, latest)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Google MPSC / Data Center Pipeline (qualitative, FY2026)",
      "prediction": "UNCHANGED",
      "answer": "reaffirm September MPSC timeline; no new signed deal announced",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Vantage 350 MW Behind-the-Meter Deal (qualitative)",
      "prediction": "BETTER",
      "answer": "deal announced or near-final vs. 'weeks away' on Apr 30 2026",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.8,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 modest positive drift as analysts rebuild Q3/Q4 estimates after the de facto H2 raise embedded in the FY reaffirm; energy trading beat limits revision magnitude and caps follow-through",
  "day5_confidence": "MEDIUM"
}