NYSEUtilitiesUtilities - Regulated ElectricSnapshot 2026-07-08
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Track PEG free→Warn: Management is running behind on a stated commitment.
PSEG grows earnings to about $4.34 per share in 2026. Revenue rose from $2.46B in 2024-Q4 to $3.85B in 2026-Q1. The stock trades cheap with a P/E of 17.9 versus peers at 24.4. Profit and revenue growth support steady dividends.
Insider selling and executive retirements raise leadership concerns. Earnings guidance was cut despite a recent beat. Revenue growth is slow at about 1.4% expected next year. These risks could hurt profit and share price.
The price is about 5% above our fair value near $78. Analysts expect about 1% revenue growth. Our fair value is 12% below the Street median, showing some caution.
Breaks if: EPS falls below $4.0 in 2026
Focus on increasing non-GAAP Operating Earnings through strategic initiatives.
Stated in 5 of last 5 quarters. Revenue grew from $2.46B in 2024-Q4 to $3.85B in 2026-Q1, indicating progress towards increasing non-GAAP Operating Earnings. However, the status remains behind, suggesting limited progress in achieving the desired earnings growth.
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.
“PSEG maintained 2026 non-GAAP Operating Earnings guidance of $4.28 - $4.40 per share.”
“PSEG initiated full year 2026 non-GAAP Operating Earnings guidance in the range of $4.28 to $4.40 per share.”
“Narrow our 2025 non-GAAP Operating Earnings guidance to the upper half of the range at $4.00 to $4.06 per share.”
“Confidently deliver on our full-year 2025 non-GAAP Operating Earnings guidance of $3.94 to $4.06 per share.”
“Maintains 2025 Non-GAAP Operating Earnings Guidance of $3.94 - $4.06 Per Share.”
Breaks if: Significant insider selling or key executive retirements
Breaks if: Revenue growth falls below 1% annually
Focus on increasing non-GAAP Operating Earnings through strategic initiatives.
Stated in 5 of last 5 quarters. Revenue grew from $2.46B in 2024-Q4 to $3.85B in 2026-Q1, indicating progress towards increasing non-GAAP Operating Earnings. However, the status remains behind, suggesting limited progress in achieving the desired earnings growth.
“PSEG maintained 2026 non-GAAP Operating Earnings guidance of $4.28 - $4.40 per share.”
“PSEG initiated full year 2026 non-GAAP Operating Earnings guidance in the range of $4.28 to $4.40 per share.”
“Narrow our 2025 non-GAAP Operating Earnings guidance to the upper half of the range at $4.00 to $4.06 per share.”
“Confidently deliver on our full-year 2025 non-GAAP Operating Earnings guidance of $3.94 to $4.06 per share.”
“Maintains 2025 Non-GAAP Operating Earnings Guidance of $3.94 - $4.06 Per Share.”
Breaks if: P/E rises above 24.44 without earnings growth
