PCG PG&E Corporation Loading... : Bullish and Bearish Analyst Opinions
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04:25
Sep 11
Sep 11
PCG too cheap, California would bail it out
Author argues PG&E is too cheap given its low P/E and growing potential, and believes California would bail it out rather than let it go bankrupt. He lists it among his favorite value picks near 52-week lows. Main stated risk is bankruptcy, which he considers unlikely.
HIGH
20:58
Sep 03
Sep 03
Seeking Alpha highlights PG&E's virtual power plant pilot with Google, Tesla, and Sunrun.
Seeking Alpha highlights PG&E's virtual power plant pilot with Google, Tesla, and Sunrun, but maintains a HOLD rating on the stock.
00:02
Sep 03
Sep 03
PG&E value unlocks if wildfire reform passes
PG&E has already done the operational turnaround—reducing wildfire risk, lowering rates five times in two years, and improving reliability 30%—but the stock is held back by a fixable wildfire liability tail risk that raises debt costs and deters investors. A targeted legislative fix would allow PG&E to reach investment grade, restore the $2 billion capex cut, grow earnings 9%+ annually, continue dividend growth, and unlock value.
HIGH
23:55
Sep 02
Sep 02
PG&E setup hinges on California liability reform.
PG&E has already reduced wildfire risk dramatically, lowered rates, improved reliability and has a pathway to investment grade, but the stock fell about 20% after California wildfire liability reform collapsed. A simple legislative fix or special session could unlock capital, restore $2B of capex, support 9%+ EPS growth and dividend growth; until that happens the stock is a legislative event-driven watch.
MED
20:38
Sep 02
Sep 02
PG&E faces wildfire liability and earnings risk
PG&E plans to defer about $2 billion of investments next year after a proposed revamp of California's wildfire response did not do enough to protect the company. The stock has fallen sharply and there are ongoing questions about wildfire cost exposure and future earnings.
MED
16:35
Sep 02
Sep 02
PG&E plans to defer about two billion dollars of work following a business review after saying.
PG&E plans to defer about two billion dollars of work following a business review after saying California wildfire response revamp was insufficient.
12:03
Sep 02
Sep 02
PG&E will defer two billion dollars of planned work after California shelves a proposed fire.
PG&E will defer two billion dollars of planned work after California shelves a proposed fire liability bill.
12:03
Sep 02
Sep 02
PG&E will defer two billion dollars of work as California shelves a fire bill while reaffirming.
PG&E will defer two billion dollars of work as California shelves a fire bill while reaffirming full-year 2026 guidance and issuing 2027 adjusted core EPS guidance in line with estimates.
11:00
Sep 01
Sep 01
Piper Sandler, CFRA, Evercore ISI, Morgan Stanley, BTIG, BMO, UBS, BofA, DA Davidson.
Piper Sandler, CFRA, Evercore ISI, Morgan Stanley, BTIG, BMO, UBS, BofA, DA Davidson, and Jefferies issue multiple upgrades and downgrades with mixed price target adjustments across a broad range of stocks.
19:38
Aug 31
Aug 31
California utilities face unshifted wildfire liabilities
An effort by Governor Newsom to shift wildfire liabilities away from California utilities failed, leaving utilities exposed; PG&E, Edison International, and Sempra Energy are plunging and analysts are cutting recommendations on utility stocks.
MED
19:30
Aug 31
Aug 31
Bonds of PG&E and Edison International weakened after California lawmakers rejected part.
Bonds of PG&E and Edison International weakened after California lawmakers rejected part of Governor Newsom's plan to shift wildfire liabilities away from utilities.
17:53
Aug 31
Aug 31
Data center buildout benefits utilities.
Data center demand is real and supported by utility announcements: CenterPoint in Texas and PG&E in California each announced $5B initiatives funded in part by data center buildout, and 60% of planned 2027 data centers have not broken ground, benefiting data-center-exposed utilities.
MED
16:15
Aug 31
Aug 31
Shares of PG&E, Edison International and Sempra plunged after unfavorable California wildfire.
Shares of PG&E, Edison International and Sempra plunged after unfavorable California wildfire legislation triggered a wave of analyst downgrades.
13:54
Aug 31
Aug 31
California liability cap failure hits PG&E.
PG&E shares sank 16% after California lawmakers blocked a proposal that would have capped the amount individuals could seek from utilities whose equipment ignited wildfires; several Wall Street analysts downgraded the stock following the legislative result.
MED
13:40
Aug 31
Aug 31
PG&E shares plunge 20 percent on wildfire litigation risk while Edison International falls 23.
PG&E shares plunge 20 percent on wildfire litigation risk while Edison International falls 23 percent on similar concerns.
13:32
Aug 31
Aug 31
PG&E shares plunge 20 percent on wildfire litigation risk while Edison International falls 23.
PG&E shares plunge 20 percent on wildfire litigation risk while Edison International falls 23 percent on similar concerns.
11:56
Aug 31
Aug 31
Premarket movers show Mag 7 mixed with NVDA up, BioMarin rising on patent settlement.
Premarket movers show Mag 7 mixed with NVDA up, BioMarin rising on patent settlement, energy stocks higher on Middle East tensions, Kaiser upgraded to buy, PG&E and Edison falling on wildfire bill, Pinterest down on CFO departure, SAIC up on guidance, and SLB acquiring Kelvion.
10:35
Aug 31
Aug 31
Short PCG hedge against preferred
Short PCG common as the hedge leg of a convertible preferred arbitrage against long PCGPRX, capturing the preferred's discount to conversion value and dividend carry.
MED
10:10
Aug 31
Aug 31
Macquarie and Baird raise price targets on multiple industrial and financial names while BMO.
Macquarie and Baird raise price targets on multiple industrial and financial names while BMO, Wells Fargo, Mizuho, and HSBC downgrade utilities and other stocks with reduced targets.
00:17
Aug 01
Aug 01
PG&E announces the successful completion and results of its cash tender offers.
PG&E announces the successful completion and results of its cash tender offers, a routine corporate financing event with no directional market call.
16:20
Jul 28
Jul 28
PG&E reports it has 12.7 gigawatts in its data center pipeline as it courts smaller loads.
PG&E reports it has 12.7 gigawatts in its data center pipeline as it courts smaller loads for power supply.
20:25
Jul 23
Jul 23
PG&E reported a 7.6-gigawatt increase in its data center pipeline during the second quarter.
PG&E reported a 7.6-gigawatt increase in its data center pipeline during the second quarter as the AI build-out gains momentum.
11:00
Jul 23
Jul 23
Management reaffirmed full-year EPS guidance and long-term growth targets, expressing confidence in the plan despite uncertainty around wildfire liability legislation. The tone is bullish on execution and earnings trajectory.
HIGH
10:15
Jul 23
Jul 23
PG&E reports mixed Q2 2026 results with adjusted core EPS beating estimates but operating.
PG&E reports mixed Q2 2026 results with adjusted core EPS beating estimates but operating revenue missing expectations while maintaining full-year guidance.
23:55
Apr 23
Apr 23
PG&E growth story awaits liability reform.
PG&E is a great growth story with double-digit earnings growth, rate reductions for customers, and huge data center demand (4.5 GW in final engineering). The stock is a single-issue play on California wildfire liability reform. Cramer believes the stock should be $25, not $17, and urges patience.
MED
11:00
Apr 23
Apr 23
Management reaffirmed double-digit EPS growth guidance for 2026 and beyond, citing operational progress, rate reductions, and a constructive regulatory outlook.
HIGH
11:00
Feb 12
Feb 12
Management raised 2026 EPS guidance (low end up 2c), reaffirmed 9%+ long-term growth, and highlighted a new 0-3% bill trajectory — all signaling confidence in execution and cost control.
HIGH
About PCG Analyst Coverage
Buzzberg tracks PCG (PG&E Corporation) across 11 sources. 4 bullish vs 1 bearish calls from 16 analysts. Sentiment: predominantly bullish (11%). 27 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: u/Apprehensive_Two1528, SeekingAlpha, Patti Poppe.