EX EXC Exelon 로딩 중... : 애널리스트의 강세 및 약세 의견

Exelon reports that high probability data center load has fallen by 40 percent according.

Exelon reduces its forecast for new data center projects due to increasing opposition across.

Management reaffirmed FY2026 EPS guidance and the long-term 5-7% growth target, signaling confidence in its regulated and growth strategy despite weather and regulatory challenges.

FirstEnergy expects to allocate only ~4% of the PJM Reliability Resource Initiative (backstop) auction megawatts to its zone, reducing the cost burden on its customers and potentially signaling that the auction's risks are concentrated in other utilities' footprints. — This reveals that the backstop capacity costs will be unevenly distributed across the PJM footprint, potentially pressuring earnings or customer rates for utilities that receive larger allocations.

Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week.

Exelon, a major utility, went live on Oracle's industry-specific cloud platform, expanding Oracle's footprint in the energy vertical.

데이터 센터 부하 성장 가속화의 수혜를 입는 규제 유틸리티 기업으로서 Exelon을 주목하십시오.

Exelon's keynote appearance highlights interest in Emerson's grid management software (DGM/OVATION) as utilities modernize and expand power grids.

유틸리티 주시; 장기적 자본지출 성장은 긍정적이나, 단기적으로 규제 비용 배분 리스크가 프로젝트를 지연시킬 수 있음.

Management is confident, initiating 2026 guidance above prior expectations and raising the capex plan, driven by transmission investments and load growth. The tone is constructive with clear line of sight to projects.

NextEra and Exelon are jointly selected for a $1.7B transmission project in PJM, with final decision expected soon.