BofA cuts target for Southern Company stock to USD 92.00

Published on 10/14/2026 at 10:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

JPMorgan cut its target from USD 101.00 to USD 94.00 on October 13, 2026. Southern Company stock costs EUR 78.63 on October 14, 2026.

Analyst reset before earnings

BofA lowered its Southern Company target to USD 92.00 on October 13, 2026.
Southern Company reported USD 6.98 billion in revenue for the second quarter of 2026.
Southern Company stock was trading at EUR 78.63 at 10:34 a.m. CEST at Lang & Schwarz on October 14, 2026.

Börsen-Editorialfoto mit Händlern und Energiesektor-Charts auf Bildschirmen — Southern Company US8425871071 zeigt ein Börsen-Editorial mit Händlern auf dem Handelsparkett vor Energiechart-Bildschirmen, Illustration mit AI erstellt.

Southern Company (ISIN US8425871071) faces a fresh valuation reset after BofA lowered its price target from USD 100.00 to USD 92.00 on October 13, 2026, while keeping a Neutral rating, according to Markets Insider. The change puts the utility's third-quarter earnings preview at the center of the stock story.

Three recent operating markers

On July 29, 2026, Southern Company reported adjusted earnings per share of USD 1.13 for the second quarter of 2026, compared with a USD 1.01 consensus estimate, while revenue reached USD 6.98 billion, according to MarketBeat.

On October 10, 2026, Southern Company's electric utilities had restored power to approximately 420,000 customers after Hurricane Isaias, while about 80,000 outages remained, PR Newswire reported. The figures show the operating scale behind the regulated utility, but they also underline the exposure to weather-related costs and execution demands.

On October 13, 2026, JPMorgan also lowered its target from USD 101.00 to USD 94.00 and retained a Neutral rating, according to Markets Insider. Two target cuts in one preview cycle point to a more cautious valuation debate before the next report.

What does the target cut change?

The operating comparison remains mixed: second-quarter 2026 revenue of USD 6.98 billion was only 0.14 percent above the USD 6.97 billion reported for the prior-year quarter, while adjusted earnings per share rose from USD 0.92 to USD 1.13, according to Insider Monkey. That contrast explains why analysts can retain Neutral ratings while still modeling higher earnings in the coming quarter.

November 5 earnings date

Southern Company plans to release third-quarter 2026 results on November 5, 2026, before the market opens, followed by a conference call at 1:00 p.m. ET, according to Yahoo Finance. MarketBeat lists consensus expectations of USD 1.65 in earnings per share and USD 8.26 billion in revenue for the third quarter of 2026, compared with USD 1.60 and USD 7.82 billion in the prior-year quarter.

Southern Company stock stays in review

Southern Company stock was trading at EUR 78.63 at Lang & Schwarz on October 14, 2026, at 10:34 a.m. CEST. The Southern Company has a market capitalization of USD 101.4 billion as of October 13, 2026.

The further course of trading is shown by the continuously updated real-time quote of Southern Company stock.