Alliant Energy (LNT)
NASDAQUtilitiesRegulated ElectricSnapshot 2026-09-04
$67.97-0.04%
Close 2026-09-04 · 1-day change
NASDAQUtilitiesRegulated ElectricSnapshot 2026-09-04
QuarterlyIQ Insights · LNT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 9.3% |
| Our one-year growth estimate | diamond | 2.9% |
Growth built into the price is above our model estimate.
The price assumes 6.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 31 industry peers · Company calendar date is not available
LNT — debt issuance
Dated 2026-08-21
Other Events. On August 18, 2026, Interstate Power and Light Company (“IPL”), a subsidiary of Alliant Energy Corporation, entered into an Underwriting Agreement (the “Underwriting Agreement”) with Mizuho Securities USA LLC, PNC Capital Markets LLC, U.S. Bancorp Investments, Inc., and Wells Fargo Securities, LLC, as representatives of the several underwriters listed therein (the “Underwriters”), pursuant to which IPL agreed to sell, and the Underwriters agreed to purchase, subject to the terms…
Why it matters: The earnings report will provide insights into financial health and future outlook. It can shift investor sentiment.
Watch forThe earnings report shows results that are better than expected. It also confirms guidance.
Also watch forThe earnings report shows results that are worse than expected. It also lowers guidance.
Why it matters: If sector revenue growth speeds up, it could boost Alliant Energy's performance. It shows a healthier market.
Supportive ifSector revenue growth exceeds 5% year over year.
Worry ifSector revenue growth stays below 5% year over year.
Why it matters: If it drops below this level, it may mean problems with annual earnings.
Worry ifQ3 ongoing EPS reported below $3.36 per share.
Less concerning ifQ3 ongoing EPS reported at or above $3.36 per share.
Why it matters: A successful debt offering shows financial health. It helps fund capital projects.
Supportive ifCompletion of the $500 million debt offering with no issues reported.
Worry ifProblems come up during the debt offering process. This can delay or cancel it.
Why it matters: Approval is important for Alliant Energy. It helps them meet spending plans and growth goals.
Supportive ifThey granted approval for at least one major construction project.
Worry ifApproval is denied or delayed for important projects.
Why it matters: Sales trends affect revenue and are key for earnings.
Worry ifRetail electric and gas sales are rising or steady.
Less concerning ifRetail electric and gas sales continue to decline.
Why it matters: The success of this agreement is crucial for data center growth and overall revenue. It reflects Alliant's ability to meet customer demand.
Supportive ifNew customers or expansions are announced for the 370 MW agreement.
Worry ifThere are no new updates. There are also no cancellations for the electric service agreement.
Why it matters: Growing load supports revenue increases and shows demand for services.
Supportive ifLoad growth reaches or exceeds the expected 60% by 2031.
Worry ifLoad growth falls short of the expected 60% by 2031.
Why it matters: Sales trends show customer demand and affect overall revenue growth.
Watch forRetail electric and gas sales show growth year over year.
Also watch forRetail electric and gas sales decline year over year.
Why it matters: New contracts show strong demand and growth in data center capacity.
Supportive ifThey announced new electric service deals for over 370 MW.
Worry ifNo new electric service agreements announced in the next quarter.
Why it matters: This agreement is crucial for Alliant's growth in the data center market.
Supportive ifA public announcement confirms that the 370 MW agreement is active and working.
Worry ifNo news about the agreement could mean problems are coming.
Why it matters: This agreement is key for Alliant's growth in data center demand and overall revenue.
Supportive ifWatch for an official announcement about the 370 MW deal.
Worry ifNo news or cancellation of the agreement.
Why it matters: A big drop would mean customers are buying less. This would hurt earnings.
Worry ifQ2 retail electric and gas sales decline more than 5% year over year.
Less concerning ifRetail electric and gas sales decline less than 5% year over year.
Why it matters: Progress on energy projects is key for future load growth. It also helps earnings.
Supportive ifCompletion of at least one major energy project on schedule.
Worry ifThere are delays or cost overruns on energy projects.
Why it matters: Updates on spending may show progress in energy investments and growth.
Watch forHigher spending on renewables and energy storage would show growth.
Also watch forLess planned spending may mean delays or problems.
Why it matters: More spending may show plans for strong growth. This could affect future earnings.
Supportive ifCapital spending for 2026 is over $3.2 billion.
Worry ifCapital spending is below $3.2 billion.
Why it matters: New agreements show that demand for data centers is still growing. This supports revenue.
Supportive ifAnnouncement of at least one new electric service agreement for over 100 MW.
Worry ifNo new electric service agreements announced in the next quarter.
Why it matters: Better retail electric sales mean stronger customer demand. This helps keep revenue stable.
Supportive ifRetail electric sales rise year-over-year in Q2 or Q3.
Worry ifRetail electric sales keep going down compared to last year.
Why it matters: Meeting or exceeding the EPS guidance shows strong financial health. It reassures investors about growth potential.
Supportive ifQ3 EPS results meet or exceed the ongoing guidance range of $3.36 - $3.46.
Worry ifQ3 EPS results fall below the ongoing guidance range of $3.36 - $3.46.
Why it matters: Finishing capital projects on time helps grow revenue. It also improves how the company runs.
Supportive ifKey energy projects were completed on time. They finished by their planned in-service dates.
Worry ifThere are delays in finishing projects or reports of cost overruns.
Why it matters: The recent debt issuance affects how flexible the finances are and the cost of capital.
Watch forThe $500 million debt issuance helped the capital structure. It also improved credit ratings.
Also watch forThere was a negative effect on capital structure or credit ratings after the debt issuance.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$84 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $167 loss on $10,000 · 1.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,319 loss on $10,000 · 13.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.