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DD

Dominion Energy, Inc.

$D·$62B·Regulated Electric·Utilities
$71.67+1.0%YTD+21.7%1Y+25.5%
Mentions · last 7 days
2026-07-09: 70 posts2026-07-10: 133 posts2026-07-11: 62 posts2026-07-12: 108 posts2026-07-13: 206 posts2026-07-14: 158 posts2026-07-15: 199 posts940+19%
Price updated 5h ago·X counts updated 1d ago
DD
$DDominion Energy, Inc.
$71.67+0.99%940 posts+19%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $D, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Fresh all-time highs on data-center power demand — July 31 print sets the tone for whether the growth is one-quarter or structural.

Dominion Energy is the Virginia-based regulated electric utility with the single largest concentration of data-center electricity demand in the country — Northern Virginia's hyperscaler cluster. It's now at fresh all-time highs on that specific structural tailwind.

Where it sits:

  • Growth is exceptional for a utility: Q1 revenue grew 26% year-over-year to $5.14B at a 28% operating margin — that's not a rounding-error print, it's a genuinely large step-change from the mid-single-digit growth of a year ago, and the last three EPS prints beat consensus by 2-11%.
  • The valuation reflects the growth premium: 20x trailing PE for a utility is elevated vs the sector's 15-18x norm, but justified by the specific data-center customer mix and the 21% year-to-date move that suggests the market is now pricing this as a growth name.
  • The capital plan is being pre-financed: the $825M in June debt offerings and additional 424B5 filings show management pre-funding capex ahead of the demand — the FCF yield at -12% is uncomfortable but standard-utility during a build cycle.

July 31 earnings is the specific test: another 20%+ revenue quarter combined with any dollar-figure on new hyperscaler customer additions and a firm FY26 EPS guide would extend the run toward $80, while an in-line quarter with elevated capex guidance without matching topline would let the 98%-of-52w-range setup risk a first meaningful pullback since April.

Agrees with X sentimentThe small X sample is constructive — the NEE-Dominion merger context ($66.8B) and data-center-serving footprint framing are consistent with the fundamentals. Verdict backs the setup while naming July 31 as the specific test.

What to watch: July 31 earnings: revenue growth vs 20% base, hyperscaler customer additions, FY26 EPS guide, and capex trajectory. An elevated capex guide without topline offset triggers the first real pullback.

On the calendar: 2026-07-31 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-02

Dominion Energy benefits from record global M&A H1 2026 where the $66.8B NEE-Dominion merger led. Bulls view Dominion's data-center serving footprint as strategic and power-scarcity tailwind as key. Sentiment is limited but constructive on the merger deal.

Read the AI verdict + X sentiment for $D

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Regulated electric and gas utility serving ~7M customers in Virginia and South Carolina; rate-base growth driven by data center demand.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $D.

Regulated Electric · Utilities

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

What this means for $D

Partial — Regulated electric and gas utility serving ~7M customers in Virginia and South Carolina; rate-base growth driven by data center demand; this segment overlaps with the data center load growth and nuclear PPA re-rating of rate base but is not the dominant revenue driver.

Industry benchmark

23-name peer basket
+426.3%YTD
+6.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-12.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 1, 2026$0.95$0.90+5.3%
Q4 2025Feb 23, 2026$0.68$0.67+1.9%
Q3 2025Oct 31, 2025$1.06$0.95+11.0%
Q2 2025Aug 1, 2025$0.75$0.68+10.8%
Next earningsFri, Jul 31·consensus EPS $0.78

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.1B+26.2%51.6%28.0%$0.69$-2.1B
Q4 FY25$4.1B+20.4%44.9%18.5%$0.65$-2.4B
Q3 FY25$4.5B+14.9%50.2%29.6%$1.18$-1.1B
Q2 FY25$3.8B+9.3%50.4%28.8%$0.88$-1.8B

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.0B$17.7B – $18.7B$3.59$3.58 – $3.6210
FY27$19.2B$18.8B – $19.6B$3.81$3.78 – $3.8410
FY28$20.2B$20.2B – $20.2B$4.06$4.02 – $4.1012
FY29$21.2B$20.2B – $22.5B$4.34$4.09 – $4.6911
FY30$22.5B$21.5B – $23.9B$4.65$4.38 – $5.036

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.96%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 877.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.645-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 26 other (20 awards · 6 inkinds) in window

See when $D insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jun 8424B5
AI summary

D (D) filed a 424B5 prospectus supplement for an offering of notes. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

424B5Prospectus supplement (offering)Jun 3424B5
AI summary

D (D) filed a 424B5 prospectus supplement for an offering of senior notes. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Dominion Energy, Inc. (D) filed an 8-K on May 15, 2026 disclosing a material definitive agreement (Item 1.01) and a Regulation FD disclosure (Item 7.01), again with the Rule 425 box checked — confirming this relates to a pending acquisition or business combination. Dominion Energy is a Richmond, Virginia-based electric and gas utility. This is a second Rule 425-flagged filing within a week, reinforcing the materiality and activity around Dominion's pending M&A transaction; the agreement and investor presentation are central to the deal disclosure.

8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
AI summary

Dominion Energy Inc. (D) filed an 8-K reporting results of its annual shareholders' meeting under Item 5.07. Shareholders voted on standard matters including election of directors, ratification of the independent auditor, and advisory votes on executive compensation. All routine proposals passed as expected at the major regulated utility. Detailed vote tallies by proposal are included in the filing.

S-3ASRAuto-shelf registrationMay 6S-3ASR
AI summary

Dominion Energy Inc. (D) filed an S-3ASR automatic shelf registration statement, available to well-known seasoned issuers to register securities for potential future offerings. This shelf registration provides Dominion with the flexibility to issue equity, debt, or hybrid securities on short notice when market conditions are favorable. The filing does not represent an immediate offering but establishes the regulatory framework for future capital market transactions. Specific terms of any future offering will be disclosed in prospectus supplements.

8-KMaterial agreementApr 88-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Dominion Energy Inc. (D) filed an 8-K on or around April 7 under Items 1.01 (material definitive agreement) and 8.01 (other events) disclosing entry into a significant contract or arrangement. The regulated utility entered into an agreement that is material to the business, potentially involving generation, transmission, data center power supply, or infrastructure financing. The Item 8.01 may cover additional related announcements. Full agreement terms are filed as exhibits.

8-KOfficer or director changeFeb 38-K — Item 5.02: Officer or director change
8-KPress release / Reg FDJan 308-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 51 other (34 425s · 4 13Gs · 3 routine 8-Ks · 2 11-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

NextEra Energy and Dominion Energy file to combine, building a stronger company to meet growing power demand across four of America's fastest-growing states while keeping energy affordable and reliableprnewswire.com·1d agoThe AI-Driven Rise in Power Bills Are Causing a $25 Billion Problem for Utility Stocksfool.com·3d agoDominion Energy (D) Gains As Market Dips: What You Should Knowzacks.com·3d agoDominion Energy Schedules Second-Quarter 2026 Earnings Callbusinesswire.com·7d agoUS power companies scramble to secure equipment as surging data center demand strains suppliesreuters.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear RenaissanceThe Power Grid

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Voices on X · last 7 days

No standout posts about $D on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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