EXELON CORP
No SEC Form 4 filings for $EXC in the last 30 days.
See all $EXC insider activity →Exelon (EXC) reports Q3 results on Oct. 30, with shares trading at $44.42. Analysts expect EPS of $0.7951, down 7.5% YoY, and revenue of $6.82B. The company's data center demand and transmission projects are key growth drivers. Management aims for FY EPS of $2.81-$2.91. EXC stock is up 9.17% in the past month but down 3.24% YoY.
Exelon's ComEd unit received approval for its GRIT project, which includes new underground power lines and a substation. Construction begins this fall, with completion expected by Q2 2029. The project is part of Exelon's grid-hardening strategy, according to the company.
HSBC initiated coverage on Exelon (EXC) with a Hold rating and $44 price target. The stock trades at $43.05, slightly above fair value. HSBC projects 8% rate base growth (2026-2030) and 6% EPS growth (2030-2035), below peers. Exelon's transmission business shows 16% CAGR (2025-2029). Q2 2026 earnings missed estimates but revenue exceeded expectations. Argus maintains Buy rating with $49 target.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning EXC (EXELON CORP). Coverage has been balanced: 1 bullish, 2 neutral, and 1 bearish.
Recent EXC coverage spans financial news, sector analysis and earnings.
Exelon may see price upside if transmission projects convert to signed contracts and support growth near the top of its 5‑7% range.
Regulatory approval removes a key hurdle for Exelon’s grid‑hardening plan and may be reflected in future rate cases.
Analyst initiation and modest price target suggest limited upside, potential slight downside pressure.
The target reduction may weigh on the stock as expectations soften.
The plan could affect EXC's stock if investors view the generation push as value‑adding or risky.
AlphAI scores every news story that mentions EXC with an AI model for sentiment and relevance, and aggregates insider trades from EXELON CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Exelon (EXC) reports Q3 results on Oct. 30, with shares trading at $44.42. Analysts expect EPS of $0.7951, down 7.5% YoY, and revenue of $6.82B. The company's data center demand and transmission projects are key growth drivers. Management aims for FY EPS of $2.81-$2.91. EXC stock is up 9.17% in the past month but down 3.24% YoY.
2 min readExelon's ComEd unit received approval for its GRIT project, which includes new underground power lines and a substation. Construction begins this fall, with completion expected by Q2 2029. The project is part of Exelon's grid-hardening strategy, according to the company.
1 min readHSBC initiated coverage on Exelon (EXC) with a Hold rating and $44 price target. The stock trades at $43.05, slightly above fair value. HSBC projects 8% rate base growth (2026-2030) and 6% EPS growth (2030-2035), below peers. Exelon's transmission business shows 16% CAGR (2025-2029). Q2 2026 earnings missed estimates but revenue exceeded expectations. Argus maintains Buy rating with $49 target.
2 min readExelon Corporation's average stock price target was reduced from $48.6 to $48.31 by 16 analysts, with a range of $44 to $58. The new target suggests a 12% upside from the Oct. 21 closing price. The consensus rating remains 'Hold' among 24 analysts, with 5 'Buy', 17 'Hold', and 2 'Sell' ratings.
1 min readExelon, a regulated utility company, is expanding its transmission business and advocating for a larger role in power generation due to rising demand and capacity shortages. Executive Vice President Carim Khouzami highlights the need for state involvement in resource planning and potential utility-owned generation. Exelon plans $41.7 billion in capital expenditures from 2026 to 2029, with a significant focus on transmission.
2 min readMorgan Stanley reduced its price target for Exelon from $50 to $49. Barclays also lowered its target from $49 to $44. Exelon's stock is currently at $43.03, up 1.46% over 5 days.
1 min readUS utilities are demanding collateral and longer contracts from data center developers to prevent 'phantom' projects. Wood Mackenzie expects only 28% of 1,066GW requested connections to be committed. Exelon's high-probability load fell 40% after requiring security agreements. Grid costs are rising, impacting households, as utilities strive to ensure project viability.
3 min readJP Morgan maintained a Neutral rating on Exelon (EXC) but lowered its price target from $47.00 to $46.00. Other analysts also adjusted their targets downward. Exelon's stock is currently undervalued by 7.3% according to GuruFocus, with a GF Score of 72/100. The company operates as a regulated utility holding firm with a market cap of $43.78 billion.
2 min readBarclays reduced its price target for Exelon from $49 to $44. The stock has a 5-day change of +2.40% and a 1st Jan change of +4.17%. Goldman Sachs also adjusted its target to $44 from $45.
1 min readPJM announced increased transmission costs for several projects, totaling $783 million in Exelon's regions, $60 million in Dominion's, and $25 million in PPL's. The adjustments were due to changes in approved projects from previous Regional Transmission Expansion Plan windows.
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