| CEG |
Report |
Q2 2026 Adjusted Operating EPS |
BEAT |
pred ~2.55 vs. cons 2.45 |
MEDIUM |
| CEG |
Report |
Q2 2026 Total Revenue |
BEAT |
pred ~8.6B vs. cons 8.35B |
MEDIUM |
| CEG |
Report |
Nuclear Fleet Capacity Factor (ex-Salem/STP) |
IN-LINE |
pred ~94.5% vs. cons/prior-year proxy 94.1% |
LOW |
| CEG |
Guide |
FY2026 Adjusted Operating EPS Guidance |
UNCHANGED |
guide ~11.50 vs. cons 11.55 (FY2026) |
MEDIUM |
| CEG |
Guide |
2026-2027 Free Cash Flow Before Growth Framework |
UNCHANGED |
guide ~8.4B vs. cons 8.2B (2026-2027 cumulative) |
LOW |
| CEG |
Guide |
Base Earnings Growth Framework Through 2029 |
UNCHANGED |
guide ~20% CAGR vs. cons ~18% CAGR (2025-2029) |
LOW |
| CEG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.3% |
— |
MEDIUM |
| CEG |
Return |
5-day cumulative residual |
+3.2% (FOLLOW-THROUGH) |
An EPS/revenue beat plus reaffirmed $11-12 FY26 guidance, combined with the already-disclosed PJM capacity auction clearing at $325/MW-day and Crane's FERC waiver, gives the print concrete forward catalysts rather than just an in-line number to fade. Some of this is pre-priced from the July 14 auction disclosure and Aug 5 governance news, capping day-1 pop, but with the stock still ~28% off highs and short interest/skepticism elevated (7 of 9 recent revisions down per Seeking Alpha), a clean beat-and-hold quarter should trigger short covering and incremental analyst upgrades over the following days rather than a snap-back fade, unless management's tone on the PJM FERC filing timeline or H2 nuclear outage cadence implies back-half deceleration that forces analysts to trim Q3/Q4 estimates even as full-year guidance holds. |
LOW |