$ED

Goldman Sachs Adjusts PT on Consolidated Edison to $106 From $105, Maintains Sell Rating

Goldman Sachs raised its price target on Consolidated Edison to $106 from $105 and kept a Sell rating, according to the firm. The article also notes Barclays adjusted its Consolidated Edison target to $106 from $112.

Original reporting
Published Aug 13, 2026, 10:39 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 13, 2026, 12:03 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefFinancial news
Primary signal
$ED
Bearish
medium confidence
Mentioned
$ED
Relevance
4/10
alphai data visualization · based on marketscreener.com
Decision brief

The 30-second read

$EDBearishLow
01

Why it matters

A small PT increase with a maintained Sell rating is more consistent with risk management than a fundamental reversal.

02

Market read

This is a modest analyst target adjustment without a rating change, so it is unlikely to be a major catalyst by itself.

03

What to watch

The article provides no thesis details behind the PT change, so traders may need to check the underlying note for drivers (rates, load growth, capex, or risk assumptions).

Relevance 4/10Novelty 3/10Timing: pre-market today

Background

The piece is a sell-side note update summarizing Goldman’s PT change and rating for Consolidated Edison.

Company-level read

Ticker impact

$EDBearishMedium confidence
Context

Goldman Sachs raised its Consolidated Edison price target to $106 from $105 while keeping a Sell rating, signaling continued downside risk.

Expected impact

Near-term bias likely remains bearish or range-bound, with limited upside follow-through given the unchanged Sell.

Evidence & confidence

The only disclosed change is a small PT increase ($105 to $106) alongside an unchanged rating (Sell), which typically moderates but does not reverse bearish positioning.

Market effects

Minor read-through for US regulated utilities sentiment, but no new sector catalyst is provided.

None indicated beyond US utility coverage.

None indicated.

Counterpoint

The PT increase could attract incremental dip-buying if investors interpret it as a valuation floor despite the Sell.

Key entities

  • Consolidated Edison

    US regulated utility covered by Goldman Sachs; PT raised to $106 from $105, rating kept at Sell.

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Consolidated Edison (NYSE: ED) reported 2026 Q2 net income for common stock of $308 million, or $0.83 per share, versus $246 million, or $0.68 per share in Q2 2025. Adjusted earnings were $308 million, or $0.83 per share, versus $240 million, or $0.67 per share. For 2026, it reaffirmed adjusted EPS guidance of $6.00 to $6.20.

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Morgan Stanley Reiterates Underweight on Consolidated Edison (ED) Following Target Cut

Morgan Stanley reiterated an Underweight rating on Consolidated Edison (ED) and cut its price target to $99 from $105, citing its April update of targets for North American regulated utilities and noting utility stocks underperformed the S&P in May. Con Edison’s CFO Kirk Andrews said the company is executing its 2026 investment plan, reaffirming 2026 adjusted EPS guidance, after settling a forward sale of 7 million shares and completing a $357.5 million sale of its Mountain Valley Pipeline stake