American Electric Power (AEP)
NASDAQUtilitiesUtilities - Regulated ElectricSnapshot 2026-07-07
$137.53+1.14%
Close 2026-07-07 · 1-day change
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Track AEP free→NASDAQUtilitiesUtilities - Regulated ElectricSnapshot 2026-07-07
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Track AEP free→American Electric Power aims to grow earnings with a 2026 EPS target of $6.15 to $6.45. Operating income rose from $1.11B in 2025-Q4 to $1.36B in 2026-Q1. Investments in renewables and data center infrastructure support steady revenue growth near 7%. The company serves over five million customers in 11 states, providing a stable base.
Earnings guidance was recently cut despite past beats, signaling risks to growth. Restructuring and data-center load surges may pressure margins and earnings. The sector faces headwinds, and management has shown volatility, which could hurt execution.
The market expects about 7% revenue growth and prices the stock roughly 19% above our valuation model. Our model is about 16% below the Street median estimate. The price reflects optimism on growth, but recent guidance cuts and sector headwinds suggest caution.
Breaks if: EPS falls below $6.15 in FY26
AEP continues to reaffirm its full-year 2026 operating earnings guidance of $6.15 to $6.45 per share.
Stated in 3 of last 3 quarters. AEP reaffirmed its 2026 EPS guidance of $6.15 to $6.45 per share. Revenue grew from $5.32B in 2025-Q4 to $6.02B in 2026-Q1, indicating progress towards the earnings outlook. The trajectory is delivering as expected.
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“AEP reaffirms full-year 2026 operating earnings guidance of $6.15 to $6.45 per share.”
“AEP reaffirmed its 2026 operating earnings outlook of $6.15 to $6.45 per share.”
“AEP expects operating earnings per share to increase at a 9% compounded annual growth rate over the five-year period.”
Breaks if: Significant cuts or delays in infrastructure investments
Breaks if: Operating income falls below $1.11B (2025-Q4 level) in future quarters
AEP aims to increase operating earnings, reaffirming guidance and focusing on growth.
Stated in 3 of last 3 quarters. Operating income increased from $1.11B in 2025-Q4 to $1.36B in 2026-Q1, supporting the goal to increase operating earnings. The trajectory is delivering as expected.
“AEP reaffirmed its 2026 operating earnings outlook of $6.15 to $6.45 per share.”
“AEP reaffirmed its 2026 operating earnings outlook of $6.15 to $6.45 per share.”
“AEP expects operating earnings per share to increase at a 9% compounded annual growth rate over the five-year period.”
Breaks if: Revenue growth falls below 5% YoY next year
AEP aims to increase operating earnings, reaffirming guidance and focusing on growth.
Stated in 3 of last 3 quarters. Operating income increased from $1.11B in 2025-Q4 to $1.36B in 2026-Q1, supporting the goal to increase operating earnings. The trajectory is delivering as expected.
“AEP reaffirmed its 2026 operating earnings outlook of $6.15 to $6.45 per share.”
“AEP reaffirmed its 2026 operating earnings outlook of $6.15 to $6.45 per share.”
“AEP expects operating earnings per share to increase at a 9% compounded annual growth rate over the five-year period.”