Eversource Energy (ES)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
$71.05-0.59%
Close 2026-09-04 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
Research Workspace
Put ES beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electric Utilities is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue growth is slowing — up about 8% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskEversource Energy needs to maintain its EPS growth to justify its price. The company aims for 5% to 7% EPS growth through a $2.2 billion project. Revenue grew 1.73 in Q1 FY2026 and missed in Q2 FY2026. It trades at 1.6 times price-to-book, below the 2.0 peer median. This suggests the price reflects modest growth expectations compared to our view. Management is behind on commitments, which raises concerns about future performance. Our read remains provisional.
Trailing returns as of 2026-09-04. ES is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering ES (as of Sep 2026).
Based on 3 Wall Street analysts offering 12-month price targets for ES in the last 4 months.
Continue this research
Compare ES with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ES Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electric Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put ES next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Execute $26.5 billion 5-year investment plan (2026-2030)
New project win supports $26.5 billion investment plan.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $71.05
The last 12 months of price, then the range of analyst 12-month targets from today’s $71.05.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Execute $26.5 billion 5-year investment plan (2026-2030)
Weaker results may hinder execution of investment plan.
Threatens: Pursue regulatory actions to restore transmission ROE
Q2 income drop impacts regulatory ROE restoration efforts.
Advances: Pursue regulatory actions to restore transmission ROE
Positive outlook on transmission supports regulatory actions.
Advances: Maintain EPS guidance for 2026
Path to EPS growth aligns with 2026 guidance.
Threatens: Reaffirm 2025 EPS guidance
Missed forecasts could impact 2025 EPS guidance.
Threatens: Pursue regulatory actions to restore transmission ROE
Blocked charges affect regulatory actions.
Threatens: Strengthen balance sheet via Aquarion Water Company sale
Water-fee hikes may impact Aquarion sale proceeds.
