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PCPCG

PG&E Corporation

Trending onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$PCG·$38B·Regulated Electric·Utilities
$17.32-1.2%YTD+8.3%1Y+33.2%
Mentions · last 7 days
2026-07-09: 39 posts2026-07-10: 67 posts2026-07-11: 30 posts2026-07-12: 37 posts2026-07-13: 161 posts2026-07-14: 140 posts2026-07-15: 240 posts717+30%
Price updated just now·X counts updated 2d ago
PCPCG
$PCGPG&E Corporation
$17.32-1.20%717 posts+30%
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 $PCG, 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 2026-07-16

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

PG&E at 12.7x P/E with a double inside-bar setup — earnings in seven days.

PG&E Corporation is the California electric + gas utility whose 2026 tape has been +8% YTD despite wildfire-liability overhangs. The stock is coiled at 73% of the 52-week range with earnings hitting July 23.

  • The core business is executing cleanly: Q1 2026 revenue grew 15% YoY to $6.9B, gross margin at 85%, and operating margin was 21% — this is a rate-base utility earning steady returns, and 12.7x TTM P/E is at the low end of the regulated-utility range.
  • The California-AI-datacenter power-demand thesis is a real tailwind: PG&E's service territory covers the Bay Area + Silicon Valley where AI datacenter siting is real, so the rate-base-growth catalyst is genuine — but the wildfire-liability overhang is what keeps the multiple compressed.
  • The technical setup is coiled: PG&E prints a double inside-bar setup on the daily chart and $17-strike weekly calls generate 105-147% intraday gains as posters run repeated call plays — real technical structure and options-flow interest into the July 23 print.

The July 23 Q2 earnings are the near-term arbiter — Q2 revenue trajectory, wildfire-liability commentary, and any specific commentary on datacenter-load agreements extend the setup toward $20. A wildfire-liability update or datacenter-agreement delay stalls the tape near current levels.

Agrees with X sentimentX is bullish, notes PG&E prints a double inside-bar setup on the daily chart, $17-strike weekly calls generate 105-147% intraday gains as posters run repeated call plays, and weekly technicians look for a 4-hour close over recent highs as confirmation. Mechanics validate the event-ahead read: 12.7x P/E, Q1 revenue +15% YoY at 21% operating margin, and the California AI-datacenter siting is real. The July 23 print has to affirm.

What to watch: The July 23 Q2 earnings. Watch Q2 revenue trajectory, wildfire-liability commentary, and datacenter-load agreement commentary. Wildfire-liability update or datacenter-agreement delay stalls the tape near current levels; steady growth + datacenter affirmation extends toward $20.

On the calendar: 2026-07-23 — Q2 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-30

PG&E prints a double inside-bar setup on the daily chart and $17-strike weekly calls generate 105-147% intraday gains as posters run repeated call plays. Weekly technicians look for a 4-hour close over recent highs as confirmation. The name is featured in option-alert flows as a play on utility strength.

Read the AI verdict + X sentiment for $PCG

  • 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 Northern California, investing heavily in wildfire mitigation and grid hardening.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $PCG

Partial — Regulated electric and gas utility serving Northern California, investing heavily in wildfire mitigation and grid hardening; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

23-name peer basket
+426.9%YTD
+6.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
12.7How 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
3.8%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
19.4%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
-11.2%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
1.5Same 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
9.2%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
45.9%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
1.9Total 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 2026Apr 23, 2026$0.43$0.40+8.0%
Q4 2025Feb 12, 2026$0.36$0.36-1.1%
Q3 2025Oct 23, 2025$0.50$0.42+17.9%
Q2 2025Jul 31, 2025$0.31$0.32-1.9%
Next earningsThu, Jul 23·consensus EPS $0.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.9B+15.0%85.0%21.4%$0.39$-926.0M
Q4 FY25$6.8B+2.6%18.0%18.0%$0.29$-1.2B
Q3 FY25$6.3B+5.2%39.4%19.3%$0.37$-80.0M
Q2 FY25$5.9B-1.5%39.5%18.6%$0.24$-2.0B

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.5B$24.8B – $27.4B$1.65$1.64 – $1.7410
FY27$27.4B$26.1B – $28.6B$1.80$1.79 – $1.8410
FY28$28.4B$28.4B – $28.5B$1.97$1.79 – $2.0211
FY29$28.8B$27.2B – $30.0B$2.14$1.99 – $2.265
FY30$30.0B$28.4B – $31.3B$2.34$2.17 – $2.475

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.0.8×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.74%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.+4.9%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.+5.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β0.275-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

SellJun 15Carla J PetermanPresident31.8K sh$530KSellApr 28Jason M GlickmanEVP, Strategy and Growth47.3K sh$773KSellApr 28Patricia K PoppeCEO31.3K sh$512KSellMar 17Cooper Kerry WhortonDirector2.5K sh$47KSellMar 16Carla J PetermanPresident31.8K sh$582KSellMar 5Sumeet SinghCEO55.7K sh$1.0M
+ 60 other (39 awards · 16 inkinds · 5 gifts) in window

See when $PCG 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-KMaterial agreementJun 238-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

PCG entered into a material agreement on 2026-06-23 for $25, $25. Narrative: ipal executive offices) (Zip Code) (Address of principal executive offices) (Zip Code) ( 415 ) 973-1000 ( 415 ) 973-7000 (Registrant’s telephone number, including area code) (Registrant’s telephone number, including area code) Check the appropriate box below if the Form 8-K filing is intended to sim... PCG disclosed: ipal executive offices) (Zip Code) (Address of principal executive offices) (Zip Code) ( 415 ) 973-1000 ( 415 ) 973-7000 (Registrant’s telephone number, including area code) (Registrant’s telephone number, including area code) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐ Written communications pursuant to Rule 425 under the Securiti.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

PCG reported period ending 2026-04-23 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

424B5Prospectus supplement (offering)Feb 17424B5
8-KPress release / Reg FDFeb 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 11 other (3 routine 8-Ks · 2 13Gs · 2 proxys · 1 11-K) in window

Recent news

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

PG&E (PCG) Earnings Expected to Grow: Should You Buy?zacks.com·1d agoPG&E Monitoring High Wind Event, Is Preparing for Possible Public Safety Power Shutoff for Portions of 10 Countiesprnewswire.com·3d agoReactor Restarts Add New Layer to Nuclear Renaissanceetftrends.com·5d agoHere's Why PG&E (PCG) is a Strong Value Stockzacks.com·7d agoPG&E Surpasses 2030 Methane Reduction Goal Five Years Ahead of Planprnewswire.com·9d ago

In themes

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

The Power Grid

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Voices on X · last 7 days

No standout posts about $PCG 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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