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Last updated 1 hour ago

CMS·CMS Energy Corporation

$.
+. (+.%)
High
$76.34
Open
$74.63
Market Cap
23.02B
52W High
$80.36
Low
$74.26
P. Close
$74.53
P/E
20.80
52W Low
$68.37
Fwd P/E
17.86
Mean Target
-
Technical Score (1D)
77
BUY
News Sentiment
77
BULLISH
Consumers Energy is significantly increasing its line clearing operations, targeting over 9,000 miles of power lines this year to bolster grid reliability and enhance public safety across Michigan. This proactive measure addresses vegetation as the primary driver of power outages, aiming to mitigate risks from frequent severe weather events. The company's expanded efforts focus on reducing outage frequency and duration through diligent vegetation management. This initiative is crucial for improving grid resilience and preventing contact between trees and power infrastructure. Investors should watch for updates on the effectiveness of these line clearing efforts in reducing service disruptions.
Earnings Summary
CMS Energy Corporation, a Michigan-based energy provider, operates through its electric and gas utility segments, alongside its NorthStar Clean Energy division. The company is involved in the generation, transmission, and distribution of electricity and natural gas, serving approximately 1.9 million electric and 1.8 million gas customers. Its operations span a diverse energy portfolio, including traditional sources and a growing focus on renewable energy projects, positioning it within the regulated electric utilities sector. In its most recent reported quarter, Q1 2026, CMS Energy reported an actual EPS of $1.13 against an estimate of $0.72, significantly exceeding expectations, and revenue of $2.73 billion against an estimate of $1.92 billion. This contrasts with the prior two quarters, Q3 2025 and Q2 2025, where actual EPS of $0.93 and $0.71 respectively, also surpassed estimates of $0.86 and $0.68. Revenue trends show a notable increase in Q1 2026 compared to the preceding quarters, indicating a strong performance. Looking at the historical performance, CMS Energy has demonstrated a pattern of exceeding analyst EPS estimates in recent quarters, including Q1 2026, Q3 2025, and Q2 2025, with Q4 2024 also showing a slight beat. The company has shown a consistent ability to meet or exceed revenue expectations when reported, with a significant revenue beat in Q1 2026. Recent news highlights CMS Energy's reaffirmation of full-year and long-term financial targets during its Q1 2026 earnings call, supported by positive regulatory developments in Michigan and customer affordability initiatives. Analysts maintain a generally positive outlook, with several firms issuing 'Buy' ratings and raising price targets, though some price target adjustments have been minor. Investors will be watching for continued progress on clean energy project development and the ongoing impact of regulatory outcomes on the company's financial performance in upcoming quarters.

EPS

EstBeatMiss
$0.62$0.76$0.91$1.05$1.20Q4'24Q1'25Q2'25Q3'25Q1'26
QtrEstActual+/−
Q1'26$0.72$1.13+56.3%
Q3'25$0.86$0.93+8.4%
Q2'25$0.68$0.71+3.9%
Q1'25$1.01$1.02+1.2%
Q4'24$0.87$0.87-0.0%

Revenue

EstBeatMiss
$1.7B$2.0B$2.3B$2.6B$2.9BQ4'24Q1'25Q2'25Q3'25Q1'26
QtrEstActual+/−
Q1'26$1.9B$2.7B+42.5%
Q3'25 - $2.0B -
Q2'25 - $1.8B -
Q1'25 - $2.4B -
Q4'24 - $2.0B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CMS Stock Snapshot

CMS is currently trading at $74.72, giving CMS Energy Corporation a market cap of 23.02B and a P/E ratio of 20.8. Today's range spans $74.26–$76.34, with shares opening at $74.63 and moving up $0.19 (0.3%) from the prior close. DailyIQ's technical score sits at 77/100 (BUY) with a news sentiment reading of 77/100.

Over the past year CMS has traded between $68.37 and $80.36 - the current price is +9.3% off the 52-week low and -7.0% from the high.

The combination of bullish technicals and bullish sentiment for CMS Energy Corporation (CMS) is the kind of setup that shows up in systematic screens before the more discretionary investors arrive. Score 77/100 (BUY), price $74.72 (in the middle of its 52-week range), sentiment 77/100. The current P/E ratio stands at 20.8. At 23.02B in Utilities market cap, this large-cap name has the right size to matter to a wide range of buyers. Annual range: $68.37–$80.36.

Earnings revision cycles in large-cap Utilities names tend to compound: when technicals confirm a BUY thesis (77/100) and news sentiment (77/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $74.72 (in the middle of its 52-week range), CMS's position within the $68.37–$80.36 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.

Recent News Coverage

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