CenterPoint Energy (CNP)
NYSEUtilitiesUtilities - Regulated ElectricSnapshot 2026-07-07
$44.49+1.11%
Close 2026-07-07 · 1-day change
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Track CNP free→Warn: Management is running behind on a stated commitment.
CenterPoint Energy serves multiple U.S. states with regulated utilities. It targets full-year 2026 EPS near $1.9 per share. The company has a clear capital allocation plan including debt issuance. Earnings beats support its growth outlook despite recent guidance cuts.
The company faces volatile management and a recent guidance cut. Free cash flow yield is negative, and valuation is expensive versus peers. Revenue growth is modest and below some expectations.
The price is about 18% above our fair value near $38 and 20% below the Street median near $48. Analysts expect roughly 7% revenue growth, which is priced in. Our view is more cautious on valuation and growth.
Breaks if: Capital allocation deviates from stated strategy or increases financial risk
CenterPoint Energy entered into an Equity Distribution Agreement for debt issuance as part of its capital allocation strategy.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: EPS falls below $1.89 in FY26
CenterPoint Energy continues to emphasize its full-year 2026 EPS guidance range of $1.89-$1.91.
Stated in 3 of last 3 quarters. CenterPoint Energy has consistently reiterated its full-year 2026 EPS guidance range of $1.89-$1.91. The financials show a diluted EPS of $0.45 in 2025-Q3, indicating limited progress towards the full-year target. Persistent statement, limited substantive delivery this quarter.
“Reiterates 2026 non-GAAP EPS guidance range of at least the midpoint of $1.89-$1.91.”
“Reiterates its 2026 non-GAAP EPS guidance range of at least the midpoint of $1.89-$1.91.”
“Reiterates its 2026 non-GAAP EPS guidance range of at least the midpoint of $1.89-$1.91.”
Breaks if: Revenue growth falls below 7% YoY next year
CenterPoint Energy continues to emphasize its full-year 2026 EPS guidance range of $1.89-$1.91.
Stated in 3 of last 3 quarters. CenterPoint Energy has consistently reiterated its full-year 2026 EPS guidance range of $1.89-$1.91. The financials show a diluted EPS of $0.45 in 2025-Q3, indicating limited progress towards the full-year target. Persistent statement, limited substantive delivery this quarter.
“Reiterates 2026 non-GAAP EPS guidance range of at least the midpoint of $1.89-$1.91.”
“Reiterates its 2026 non-GAAP EPS guidance range of at least the midpoint of $1.89-$1.91.”
“Reiterates its 2026 non-GAAP EPS guidance range of at least the midpoint of $1.89-$1.91.”