| LNT |
Report |
Ongoing EPS |
MISS |
pred ~$0.63 vs. cons $0.66 |
MEDIUM |
| LNT |
Report |
Total Revenue |
IN-LINE |
pred ~$1.00B vs. cons $1.00B |
MEDIUM |
| LNT |
Report |
Total Electricity Delivered (GWh) |
BEAT |
pred ~7,930 GWh vs. cons 7,838 GWh |
LOW |
| LNT |
Guide |
FY2026 Ongoing EPS Guidance |
UNCHANGED |
guide ~$3.36-$3.46 (midpoint $3.41) vs. cons $3.40 (FY2026) |
HIGH |
| LNT |
Guide |
Contracted Data Center Load (GW) |
BETTER |
guide ~3.7 GW vs. cons/prior 3.4 GW (as of Q2 2026 update, ahead of Q3 resource-plan refresh) |
LOW |
| LNT |
Guide |
2027-2029 Ongoing EPS CAGR |
UNCHANGED |
guide ~7%+ vs. cons ~7% (2027-2029 CAGR, reiterated pending Q3/EEI refresh) |
MEDIUM |
| LNT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.2% |
— |
MEDIUM |
| LNT |
Return |
5-day cumulative residual |
-0.4% (FADE) |
A likely modest EPS miss (negative Zacks ESP, storm/O&M drag from the April WI ice storm and June severe weather) triggers a negative day-1 reaction, but reaffirmed $3.36-$3.46 FY26 guidance and the unchanged 7%+ 2027-2029 CAGR keep the long-term data-center thesis intact; with the full resource-plan refresh and any bigger EPS algorithm reset deferred to Q3/EEI, investors are likely to look through the one-off storm costs and financing/depreciation drag, causing the initial selloff to partially fade over the next week rather than compound into sustained downward estimate revisions. |
LOW |