DailyIQ
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Sector:UtilitiesAll sectors
Last updated 1 minute ago

FE·FirstEnergy Corp.

$.
+. (+.%)
After Hours
High
$49.45
Open
$48.57
Market Cap
28.49B
52W High
$52.34
Low
$48.56
P. Close
$49.09
P/E
26.75
52W Low
$40.01
Fwd P/E
82.33
DailyIQ Est.
$52.94
Technical Score (1D)
77
BUY
News Sentiment
50
MIXED
FirstEnergy’s latest narrative suggests the company may be undervalued by about 7 % as investors focus on its grid‑modernization push, a development that has already spurred short‑term momentum beyond its 90‑day trend. The company’s strong 3‑ and 5‑year shareholder returns reinforce the long‑term upside, but traders should monitor the Q2 2026 earnings release for guidance on capital allocation and any updates on rate‑setting decisions. Analysts point to rising revenue and EBITDA that underpin a $36 B growth strategy, with data‑center demand expected to add tailwinds; this dovetails with the Energize365 grid investment program that aims to support new high‑density power sites. UBS’s recent lift of the price target to $53 from $51 reflects optimism about improved earnings and a favorable regulatory backdrop, while Morgan Stanley’s upgrade to $52 and overweight rating underscores confidence in the company’s exposure to EV‑charging infrastructure and its short‑share position. The upcoming Q2 2026 earnings are projected to show single‑digit bottom‑line growth driven by modest revenue increases and stable operating margins, so any deviation could signal a shift in cost structure or capital‑spending plans. A consumer advisory issued ahead of an extreme heat wave highlights FE’s proactive customer engagement, which may temporarily boost demand but also signals the company’s readiness to manage peak‑load risks. The installation of a new transformer at the Lakewood Substation marks a tangible step toward grid reliability, potentially catalyzing further infrastructure upgrades in the region. Finally, the appointment of a new Chief Ethics & Compliance Officer and Chief Information Officer signals a renewed focus on governance and data security, which could influence regulatory scrutiny and operational resilience.
Earnings Summary
FirstEnergy Corp. is a U.S. regulated electric utility that delivers electricity through a broad network of distribution and transmission lines across Ohio, Pennsylvania, New Jersey, West Virginia, Maryland, and New York, positioning it as a key player in the regulated electric sector. In the most recent reporting cycle, the company posted revenue of $3.797 billion in Q4 2025 and $4.202 billion in Q1 2026, both up from $3.380 billion and $4.148 billion in the preceding quarters, while EPS rose from $0.52 to $0.83 and then to $0.72, reflecting a consistent upward trend; the firm beat analyst estimates in four of the last six quarters, with Q1 2025, Q2 2025, Q3 2025, and Q1 2026 exceeding expectations, and missed only in Q4 2024 and Q4 2025. Over the past year, FirstEnergy has maintained a steady revenue expansion trajectory, with each quarter showing growth versus the same quarter a year earlier, and has delivered EPS growth that aligns with the revenue trend, even when a few quarters fell short of guidance; this pattern underscores the utility’s resilience amid regulatory and market shifts. Recent news highlights the company’s grid‑modernization agenda and a $36 billion capital allocation plan that is expected to support data‑center power demand, both of which dovetail with the earnings narrative of rising operating income and a low‑leverage structure, both likely to influence short‑term sentiment. Investors should watch for the next earnings release for concrete data on capital expenditures, regulatory progress, and the status of the Energize365 grid investment program, as these factors will clarify the company’s ability to sustain revenue growth and maintain its earnings trajectory in the coming quarter.

EPS

EstBeatMiss
$0.44$0.55$0.66$0.77$0.88Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.59 - -
Q1'26$0.72$0.72+0.6%
Q4'25$0.57$0.53-6.6%
Q3'25$0.77$0.83+7.5%
Q2'25$0.49$0.52+6.9%
Q1'25$0.59$0.67+13.1%

Revenue

EstBeatMiss
$3.1B$3.4B$3.7B$4.0B$4.3BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$3.7B - -
Q1'26$3.8B$4.2B+9.4%
Q4'25$3.3B$3.8B+16.6%
Q3'25 - $4.1B -
Q2'25 - $3.4B -
Q1'25 - $3.8B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

FE Stock Snapshot

FE is currently trading at $49.11, giving FirstEnergy Corp. a market cap of 28.49B and a P/E ratio of 26.8. Today's range spans $48.56–$49.45, with shares opening at $48.57 and moving up $0.02 (0.0%) from the prior close. DailyIQ's technical score sits at 77/100 (BUY) with a news sentiment reading of 50/100.

Over the past year FE has traded between $40.01 and $52.34 - the current price is +22.7% off the 52-week low and -6.2% from the high. 27 analysts cover the stock with a Buy consensus and a mean 12-month target of $52.38 (range $48.00–$56.00), implying upside of +6.7%.

Algorithmic and quant fund activity in FE tends to intensify when the technical score crosses the 77/100 threshold - systematic models in large-cap Utilities names trigger entry signals at these levels, adding momentum to what may have started as fundamental-driven buying. Signal: BUY. Sentiment: neutral (50/100). Price: $49.11 (in the upper portion of its 52-week range). The current P/E ratio stands at 26.8. Annual range: $40.01–$52.34.

Earnings revision cycles in large-cap Utilities names tend to compound: when technicals confirm a BUY thesis (77/100) and news sentiment (50/100, neutral) supports the narrative, analyst upgrades follow price rather than lead it. At $49.11 (in the upper portion of its 52-week range), FE's position within the $40.01–$52.34 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.