EXC Exelon Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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10:30
Aug 03
Aug 03
Exelon reports that high probability data center load has fallen by 40 percent according.
Exelon reports that high probability data center load has fallen by 40 percent according to the headline.
00:25
Jul 31
Jul 31
Exelon reduces its forecast for new data center projects due to increasing opposition across.
Exelon reduces its forecast for new data center projects due to increasing opposition across the United States to AI facilities.
14:00
Jul 30
Jul 30
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.
HIGH
13:00
Jul 29
Jul 29
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.
MED
22:34
Jul 26
Jul 26
Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week.
Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week, including mega caps like Apple, Amazon, and Microsoft.
17:00
Jun 10
Jun 10
Exelon, a major utility, went live on Oracle's industry-specific cloud platform, expanding Oracle's footprint in the energy vertical.
HIGH
00:18
May 28
May 28
Watch Exelon as a regulated utility beneficiary of accelerating data-center load growth.
Watch Exelon as a regulated utility beneficiary of accelerating data-center load growth; Dycom's active build confirmation supports higher distribution and transmission capex and stronger long-duration power demand.
MED
20:30
May 05
May 05
Exelon's keynote appearance highlights interest in Emerson's grid management software (DGM/OVATION) as utilities modernize and expand power grids.
HIGH
15:33
Apr 30
Apr 30
Watch utilities; long-term capex growth positive.
Watch utilities; long-term capex growth positive, but near-term regulatory cost-allocation risk may delay projects.
HIGH
15:00
Feb 12
Feb 12
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.
HIGH
09:00
Jan 27
Jan 27
NextEra and Exelon are jointly selected for a $1.7B transmission project in PJM, with final decision expected soon.
HIGH
About EXC Analyst Coverage
Buzzberg tracks EXC (Exelon) across 5 sources. 0 bullish vs 0 bearish calls from 9 analysts. Sentiment: evenly split. 11 total trade ideas tracked. Past 7 days: 3 watch. Latest voices: zerohedge, Bloomberg, Calvin Butler.