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EXC·Exelon Corporation

$.
+. (+.%)
After Hours
High
$46.98
Open
$46.45
Market Cap
47.86B
52W High
$50.65
Low
$46.40
P. Close
$46.79
P/E
17.22
52W Low
$42.47
Fwd P/E
15.41
DailyIQ Est.
$49.16
Technical Score (1D)
55
BUY
News Sentiment
76
BULLISH
The Q2 2026 earnings release is scheduled for later this month, with analysts projecting double‑digit growth in net income, which could signal a stronger earnings trajectory for Exelon. The projected improvement in operating margin, driven by higher generation revenues, suggests that the company is benefiting from a more favorable mix of power sales and potentially lower fuel costs. If the earnings report confirms these expectations, it may prompt a reassessment of Exelon’s valuation multiples and support a bullish bias for the next trading week. Investors should closely monitor the reported earnings per share, as any deviation from the consensus could alter the market’s perception of the company’s profitability. Guidance on future capital expenditures is also critical, because it informs the company’s investment plans and potential impact on cash flows. The earnings announcement will provide insight into generation revenue trends, which are sensitive to weather patterns and regulatory changes in the energy market. A stronger‑than‑expected generation revenue figure could reinforce the narrative that Exelon’s power portfolio is resilient to market volatility. Conversely, a weaker generation revenue report might raise concerns about the company’s exposure to fuel price swings and policy shifts. Traders should watch the earnings call for any forward‑looking commentary on regulatory developments, such as potential changes to renewable energy mandates or carbon pricing, as these could influence the company’s long‑term growth prospects.
Earnings Summary
Exelon Corporation operates as a regulated utility holding company that distributes and transmits electricity and natural gas to residential, commercial, industrial, governmental, and transportation customers, positioning itself as a key provider of essential energy infrastructure. In its most recent reporting, Exelon posted Q4 2025 earnings per share of $0.59 against an estimate of $0.88236 and revenue of $5.412 billion, while Q1 2026 EPS rose to $0.91 versus an estimate of $0.8944 with revenue climbing to $7.242 billion, reflecting a 54% EPS increase and a 33% revenue jump year‑over‑year; compared to the prior two quarters (Q2 2025 $5.427B and Q3 2025 $6.705B), revenue growth accelerated, though the Q4 2025 quarter missed analyst expectations. Historically, the company has delivered a 33% YoY revenue increase and a 54% YoY EPS rise, with a pattern of revenue expansion tempered by EPS volatility, as evidenced by the Q4 2025 miss and Q1 2026 beat. Recent news highlights CEO Calvin Butler’s remarks on heat‑wave‑induced grid stress and the need for capacity expansion, the successful restoration of power to 297,000 customers by ComEd, and a Morgan Stanley price‑target upgrade to $54, all underscoring confidence in Exelon’s grid resilience and potential capital spending; these developments also point to heightened regulatory scrutiny of grid reliability and rate‑setting authority. Investors should watch for the Q2 2026 earnings call for guidance on capital expenditures, rate adjustments, and regulatory updates, as these factors will shape the company’s cash‑flow outlook and dividend policy in the near term.

EPS

EstBeatMiss
$0.28$0.46$0.64$0.82$1.00Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.48 - -
Q1'26$0.89$0.91+1.7%
Q4'25$0.88$0.59-33.1%
Q3'25$0.78$0.86+10.5%
Q2'25$0.37$0.39+6.1%
Q1'25$0.86$0.92+6.9%

Revenue

EstBeatMiss
$5.1B$5.7B$6.3B$6.9B$7.6BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$5.7B - -
Q1'26$7.0B$7.2B+3.5%
Q4'25$7.3B$5.4B-25.6%
Q3'25 - $6.7B -
Q2'25 - $5.4B -
Q1'25 - $6.7B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

EXC Stock Snapshot

EXC is currently trading at $46.73, giving Exelon Corporation a market cap of 47.86B and a P/E ratio of 17.2. Today's range spans $46.40–$46.98, with shares opening at $46.45 and moving down $0.06 (0.1%) from the prior close. DailyIQ's technical score sits at 55/100 (HOLD) with a news sentiment reading of 76/100.

Over the past year EXC has traded between $42.47 and $50.65 - the current price is +10.0% off the 52-week low and -7.7% from the high. 28 analysts cover the stock with a Hold consensus and a mean 12-month target of $49.44 (range $41.00–$58.00), implying upside of +5.8%.

EXC trades at $46.73 (in the middle of its 52-week range within $42.47–$50.65) - and the HOLD signal (55/100) reflects a market that's fairly priced relative to near-term expectations rather than one that's mispriced in either direction. (P/E: 17.2) At 47.86B in Utilities market cap, bullish sentiment (76/100) confirms the lack of near-term narrative catalyst. The thesis is intact; the timing is patient.

In neutral phases, large-cap Utilities names like EXC are often where sector rotation debates play out quietly — at 47.86B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 55/100 (HOLD) and bullish sentiment (76/100) at $46.73 (in the middle of its 52-week range) describe a stock that is being considered rather than avoided.