FirstEnergy (FE)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
$46.77-0.57%
Close 2026-09-04 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
Research Workspace
Put FE 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.
Primary pillar under pressure — Maintain 2026 Core EPS guidance of $2.62 to $2.82: FY26 EPS guidance $2.62-$2.82 vs $2.62 target.
View ThesisRevenue growth is accelerating — up about 13% over the past year.
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 RiskFirstEnergy's growth depends on rising data center electricity demands and strategic investments. Revenue growth has been strong, with a recent earnings beat of 2%. It trades at 1.9× price-to-book, below the 2.0× peer median. This suggests the price reflects less growth than expected. A specific risk is the potential for guidance cuts, with a 20% miss probability. Peer multiples imply a price about 3% above where it trades. Our read remains intact.
Trailing returns as of 2026-09-04. FE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering FE (as of Sep 2026).
Based on 3 Wall Street analysts offering 12-month price targets for FE in the last 4 months.
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Compare FE 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 |
|---|---|---|---|---|---|
| FE 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 FE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Execute $36 billion Energize365 capital investment program
Potential rate increase could impact capital investment program.
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 $46.77
The last 12 months of price, then the range of analyst 12-month targets from today’s $46.77.
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.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Support growth from increasing data center demand
Aligns with management's goal to support data center growth.
Advances: Maintain and reaffirm 2026 Core Earnings guidance
Reaffirmed earnings outlook supports growth objectives.
Advances: Execute $36 billion Energize365 capital investment program
Highlights support execution of Energize365 capital investment program.
Increased scrutiny could impact regulatory approvals and earnings.
Probe into outages may affect reputation and regulatory standing.
Undervaluation suggests potential for growth and aligns with objectives.
Regulatory complaint could impact earnings guidance.