Consensus revenue is expected at $814.84 million with an EPS of $3.12, while the current stock price of $334.10 remains well below the average analyst target of $476.45.
Investors are primarily focused on the operational ramp-up of the expanded power purchase agreement (PPA) with Amazon Web Services at the Susquehanna nuclear facility. Q2 2026 represents the first full reporting period since the AWS contract became active in April, following the completion of critical transmission reconfigurations.
Shareholders are also awaiting updates on the integration of 3.4 gigawatts of natural gas assets acquired for $3.45 billion, which significantly diversifies the company’s generation portfolio within the PJM market.