| LNT |
Report |
Ongoing EPS (Q2 2026) |
BEAT |
pred ~$0.60 vs. cons $0.585 (Visible Alpha, Jul 29 2026) |
MEDIUM |
| LNT |
Report |
New ESA / Pipeline Update |
BEAT |
pred >=1 new ESA announced; pipeline described as progressing well |
HIGH |
| LNT |
Report |
FY 2026 EPS Guidance Reaffirmation |
IN-LINE |
pred reaffirm $3.40-$3.50 vs. cons $3.42 (Visible Alpha, Jul 29 2026) |
HIGH |
| LNT |
Guide |
FY 2026 Ongoing EPS (FY 2026) |
UNCHANGED |
guide ~$3.45 midpoint vs. cons $3.42 (Visible Alpha, Jul 29 2026) |
HIGH |
| LNT |
Guide |
Pipeline / ESA Commentary (qualitative, FY 2026) |
BETTER |
guide >=1 new ESA + Q3 resource plan tease vs. no new ESA expectation |
HIGH |
| LNT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| LNT |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implied H2 math (+14.7% above consensus H2) drives upward estimate revisions; elevated short base (28M shares, 12.75 DTC) amplifies any sustained positive price action |
MEDIUM |