| CEG |
Report |
Adj. Operating EPS (Q2 2026) |
BEAT |
pred ~$2.55 vs. cons $2.31 (+10.4%) |
MEDIUM |
| CEG |
Report |
Nuclear Capacity Factor (Q2 2026) |
BEAT |
pred ~87-88% vs. cons UNVERIFIED (structural +8pp beat pattern every quarter) |
MEDIUM |
| CEG |
Report |
Hyperscaler Deal Announcement |
MISS |
pred no new signed deal vs. elevated buy-side expectation |
MEDIUM |
| CEG |
Guide |
Adj. Operating EPS (FY2026) |
UNCHANGED |
guide affirm $11-$12 (mid $11.50) vs. cons $11.61; possible tighten floor to $11.50 |
MEDIUM |
| CEG |
Guide |
Hyperscaler pipeline / tone (Qualitative) |
UNCHANGED |
constructive update, no new signed deal, FERC clarity still pending |
MEDIUM |
| CEG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| CEG |
Return |
5-day cumulative residual |
-4.0% (FADE) |
FADE — revisions drift lower as market processes implicit H2 cut; no deal removes multiple re-rating catalyst |
MEDIUM |