Exelon stock faces lower targets after Q2 earnings miss

Published on 09/28/2026 at 10:28 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Exelon stock was last at USD 40.34 on Nasdaq on September 25, 2026, 20.36 percent below its 52-week high. Q2 revenue rose 10.0 percent year over year.

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Exelon Corporation (ISIN US30161N1019) stock was last at USD 40.34 on Nasdaq on September 25, 2026 at 4:00 p.m. ET, up 0.35 percent on the session. The latest analyst actions and second-quarter figures point to a split picture for the regulated utility.

Lower targets set the tone

According to Investing.com on September 22, 2026, Argus reduced its Exelon target from USD 52.00 to USD 49.00 while maintaining a Buy rating. The report attributed the cut to higher interest-rate pressure, a relevant counterweight for a capital-intensive utility.

MarketScreener reported on September 18, 2026, that Morgan Stanley lowered its target from USD 53.00 to USD 50.00 and kept an Equalweight rating. The two reductions leave the latest targets above the September 25 price, but they also show a more cautious valuation debate.

Revenue beats while EPS misses

Exelon's second-quarter 2026 revenue reached USD 5.97 billion, up 10.0 percent from the same quarter a year earlier, according to MarketBeat. Adjusted earnings per share came in at USD 0.43 versus consensus of USD 0.44, a USD 0.01 shortfall, while the revenue result exceeded the USD 5.44 billion estimate.

The company maintained fiscal 2026 adjusted EPS guidance of USD 2.81 to USD 2.91, as reported by Exelon on its investor website. That range makes the earnings miss a near-term issue, while the 10.0 percent revenue increase supports the utility's regulated growth profile.

Stock stays near yearly low

At USD 40.34, Exelon stock stood USD 10.31 below its 52-week high of USD 50.65, equal to a 20.36 percent gap, and only USD 0.61 above its 52-week low of USD 39.73. The company had a market capitalization of USD 41.6 billion and volume of 6,910,496 shares on September 25, 2026.

Nasdaq price snapshot

Exelon stock was last at USD 40.34 on Nasdaq on September 25, 2026 at 4:00 p.m. ET, with a daily change of 0.35 percent. For investors, the central trade-off is visible in the numbers: revenue growth and fiscal guidance remain intact, while analyst targets have moved lower.