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EXEXC

Exelon Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 8% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.7K/wk), no spike
$EXC·$48B·Regulated Electric·Utilities
$46.90+0.2%YTD+7.4%1Y+9.2%
Mentions · last 7 days
2026-07-09: 215 posts2026-07-10: 281 posts2026-07-11: 116 posts2026-07-12: 216 posts2026-07-13: 327 posts2026-07-14: 205 posts2026-07-15: 283 posts1,666+6%
Price updated 15m ago·X counts updated 2d ago
EXEXC
$EXCExelon Corporation
$46.90+0.24%1.7k posts+6%
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 $EXC, 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 numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Regulated Illinois/PA utility with earnings in fifteen days — the AI datacenter power tailwind is the underappreciated lever.

Exelon Corporation is the diversified regulated electric utility (ComEd, PECO, BGE, Pepco) serving Illinois, PA, MD, and DC. Earnings hit in fifteen days and the setup is coiled with the datacenter-power-demand tailwind that hasn't fully shown up in the multiple.

  • The core regulated business is executing at scale: Q1 2026 revenue grew 7.9% YoY to $7.2B, operating margin held at 22%, and Q1 EPS of $0.90 was ahead of consensus — this is a rate-base utility earning steady returns with a $2/year+ dividend, quiet compounder pattern.
  • The datacenter demand tailwind is a real lever: US power companies are scrambling to secure equipment as datacenter demand strains supplies, and Exelon's service territory covers Data Center Alley (Northern Virginia + Chicago) where AI capacity is being sited — real underlying demand that supports rate-base growth into the next decade.
  • Valuation is defensible for a utility: 17x TTM P/E, 1.9x sales, and 0.71 beta puts Exelon at a modest premium to the regulated-electric group, and the FCF yield of -4.6% reflects the capex-heavy transmission investment cycle — the trade-off is durable rate-base growth and dividend safety.

The July 30 Q2 earnings are the near-term event. Rate-case progression, datacenter-load commentary, and any FY26 EPS guide movement extend the setup toward $50. Regulatory pushback or a weather-driven Q2 volume miss stalls the tape near $45.

What to watch: The July 30 Q2 earnings. Watch rate-case progression across ComEd/PECO/BGE, specific datacenter-load commentary from the Illinois and Northern Virginia territories, and FY26 EPS guide movement. Regulatory pushback or a weather-driven Q2 miss stalls the tape.

On the calendar: 2026-07-30 — Q2 earnings

Read the AI verdict + X sentiment for $EXC

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What it does

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

Operates regulated electric and gas distribution utilities across six US states focused on transmission and delivery.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $EXC

Partial — Operates regulated electric and gas distribution utilities across six US states focused on transmission and delivery; 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
+426.9%YTD
+7.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
16.9How 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
3.9%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
21.0%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
-4.6%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
1.9Same 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
9.8%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
24.1%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
1.7Total 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 6, 2026$0.91$0.88+2.9%
Q4 2025Feb 12, 2026$0.59$0.55+7.9%
Q3 2025Nov 4, 2025$0.86$0.78+10.5%
Q2 2025Jul 31, 2025$0.39$0.37+6.2%
Next earningsThu, Jul 30·consensus EPS $0.48

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.2B+7.9%28.3%22.2%$0.90$-634.0M
Q4 FY25$5.4B-1.1%-21.6%21.8%$0.58$-1.2B
Q3 FY25$6.7B+9.0%43.1%22.4%$0.87$163.0M
Q2 FY25$5.4B+1.2%40.7%17.1%$0.39$-502.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.3B$25.1B – $25.6B$2.86$2.85 – $2.8812
FY27$26.0B$25.6B – $26.5B$3.03$3.02 – $3.0711
FY28$26.9B$26.7B – $27.0B$3.26$3.23 – $3.3014
FY29$27.3B$26.8B – $28.0B$3.46$3.36 – $3.579
FY30$28.2B$27.6B – $28.8B$3.71$3.61 – $3.8313

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.1.0×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.53%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.+2.2%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.+1.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β0.415-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.

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.

+ 32 other (23 awards · 3 inkinds · 3 exempts · 3 returns) in window

See when $EXC 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

8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

EXC reported period ending 2026-05-06 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KShareholder voteApr 308-K — Item 5.07: Shareholder vote
AI summary

EXC held its Annual Meeting of stockholders around 2026-04-30 (8-K Item 5.07). Stockholders elected 8 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDApr 168-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

EXC filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-16. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KMaterial agreementFeb 208-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
424B5Prospectus supplement (offering)Feb 19424B5
8-KPress release / Reg FDFeb 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 43
8-K/AOfficer or director change (amended)Feb 38-K/A — Item 5.02: Officer or director change
+ 10 other (4 13Gs · 2 proxys · 1 11-K · 1 10-Q) in window

Recent news

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

Exelon on Affordability and Reliability: “We Hear You” and Here's How We're Stepping Upbusinesswire.com·2d agoComEd Programs Help Hundreds of Thousands of Northern Illinois Small Businesses Cut Costs and Save Energygurufocus.com·3d agoComEd Commissions Two New Substations, Unlocking Up To 550MW of Wind Energy to the Gridbusinesswire.com·8d agoUS power companies scramble to secure equipment as surging data center demand strains suppliesreuters.com·8d agoExelon to Announce Second Quarter Results on July 30businesswire.com·11d 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 $EXC on X in the last 7 days.

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