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PCPCG

PG&E Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 15% YoY at strong marginsRecent insider buyingConsistent chatter on X (157/wk), no spike
$PCG·$35B·Regulated Electric·Utilities
$13.09+1.0%YTD-23.7%1Y-20.7%
Price updated 6h ago·X counts updated 5d ago
PCPCG
$PCGPG&E Corporation
$13.09+1.00%157 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PCG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

157X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $PCG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-15

A $3.3M call order for the 1/15/2027 $16 strike lands alongside 45-50% swing wins on $PCG calls and analyst 'significantly undervalued' framing. Virtual-power-plant tests with TSLA, Google and Carrier add AI-power-demand narrative.

Read what X is saying about $PCG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PCG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

PG&E at 5% of 52-week range — 15% revenue growth, 12.7x P/E, Virtual Power Plant with Tesla/Google adds AI-power narrative.

PG&E Corporation operates California's largest electric and natural gas utility — a regulated utility with ongoing wildfire-liability and rate-case overhang. The stock is at 5% of its 52-week range after a 25% YTD decline, trading well below both moving averages.

  • The P&L is accelerating: revenue grew 15% YoY to $6.88B last quarter at a 21.4% operating margin and 46% gross margin — the rate-base growth plus NEM 3.0 (net metering) regulatory wins is the specific tailwind, with EPS $0.39 showing the earnings-power recovery.
  • The Virtual Power Plant tests with Tesla, Google, and Carrier are a specific AI-power-demand narrative extension — distributed-energy-resources (DER) orchestration becomes revenue if the pilots scale into commercial programs.
  • Director Larsen's $91K open-market buy at $12.20 is the specific insider conviction signal; a $3.3M January 2027 $16-strike call order plus 45-50% swing wins on $PCG calls are the Options-market speculation that bulls lean on.

Breaking-down holds unless Oct 22 earnings confirm wildfire-liability-reserve stability and the rate-case progress. Another wildfire-event-related charge, or any specific CPUC regulatory setback, is what seals the de-rating; a signed major Virtual Power Plant commercial contract plus a FY27 EPS guide above $1.80 is what breaks the tape higher.

Agrees with X sentimentX bulls on the $3.3M January $16 call order, 45-50% swing wins on $PCG calls, analyst significantly-undervalued framing, and the Virtual Power Plant tests with TSLA/Google/Carrier have the specific thesis right — this is a legitimate turnaround-plus-AI-power narrative at a cheap multiple.

What to watch: Oct 22 earnings — wildfire-liability-reserve stability, rate-case progress, Virtual Power Plant pilot-to-commercial conversion, and FY27 EPS guide. Another wildfire-event charge or CPUC regulatory setback is what seals the breaking-down tape.

On the calendar: 2026-10-22 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

AI data-center load growth is re-rating regulated electric utility earnings power — utilities with exposure to hyperscaler cluster siting (Dominion Virginia, AEP Texas, Duke Southeast) are securing direct long-term power purchase agreements at premium rates. Renewable capacity additions (solar, wind) compress fuel costs while stranded-cost recovery of coal retirements is the regulatory negotiation variable.

What this means for $PCG

Direct beneficiary — Regulated electric and gas utility serving Northern California, investing heavily in wildfire mitigation and grid hardening.

Industry benchmark

26-name peer basket
-2.6%YTD
-3.8%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
Q2 2026Jul 23, 2026$0.40$0.36+11.6%
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%
Next earningsThu, Oct 22·consensus EPS $0.42

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$26.2B$25.0B – $26.7B$1.65$1.64 – $1.749
FY27$27.2B$26.1B – $27.8B$1.80$1.78 – $1.849
FY28$28.2B$27.2B – $29.6B$1.96$1.90 – $2.0011
FY29$28.7B$27.4B – $29.8B$2.12$2.00 – $2.235
FY30$29.8B$28.5B – $31.0B$2.33$2.20 – $2.455

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.0.5×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.18%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.-10.0%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.-20.1%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 today1.0% 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.β0.285-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

BuySep 30John O LarsenDirector7.5K sh$92KSellSep 4Fugate William CraigDirector6.5K sh$89KSellJul 22Cooper Kerry WhortonDirector1.3K sh$23KSellJul 22Marlene SantosEVP, Enterprise Transformation158.3K sh$2.8MSellJun 15Carla J PetermanPresident31.8K sh$530KSellApr 28Jason M GlickmanEVP, Strategy and Growth47.3K sh$773KSellApr 28Patricia K PoppeCEO31.3K sh$512K
+ 24 other (22 awards · 1 inkind · 1 gift) 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-KPress release / Reg FDAug 318-K — Item 7.01: Press release / Reg FD
AI summary

Pacific Gas and Electric Company (PCG) filed an 8-K under Item 7.01 (Reg FD) on September 1, 2026, but the body excerpt available contains only inline XBRL metadata with no readable narrative content from the Reg FD item. Body unavailable; see the SEC filing directly for the full Reg FD disclosure.

8-KPress release / Reg FDJul 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

PCG filed an 8-K disclosing financial results for the reported period under Item 2.02. Results were simultaneously disclosed under Regulation FD (Item 7.01), indicating simultaneous public release. This is a routine earnings disclosure; investors should review the accompanying press release (Exhibit 99.1) for revenue, earnings, and guidance details.

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.

+ 10 other (4 13Gs · 2 routine 8-Ks · 2 10-Qs · 1 S-8) in window

Recent news

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

PG&E to Report Q3 Earnings: What's in the Cards for the Stock?zacks.com·17h agoAnalysts Estimate PG&E (PCG) to Report a Decline in Earnings: What to Look Out forzacks.com·2d agoPG&E Urges Customers to Prepare as Planned Public Safety Power Shutoff Approachesprnewswire.com·2d agoWith Change Statewide Fire Weather Forecast, Planned PG&E Public Safety Power Shutoff Event Now Includes 88,000 Customers in Portions of Twenty-Nine Countiesprnewswire.com·3d agoHigh Winds, Dry Conditions Mean PG&E May Need to Proactively Turn Off Power for Safety Wednesday Evening in Portions of Twenty-Nine Countiesprnewswire.com·3d 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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