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TickerTalks›$SO
SOSO

The Southern Company

Strong FundamentalsStrong FundamentalsRevenue growing 8% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (190/wk), no spike
$SO·$99B·Regulated Electric·Utilities
$91.18+2.2%YTD-4.3%1Y-7.4%
Price updated 6h ago·X counts updated 5d ago
SOSO
$SOThe Southern Company
$91.18+2.24%190 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SO 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.

190X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-16

Southern Company appears through its PowerSecure subsidiary signing an integrated backup-resiliency agreement with Keel Infrastructure's Moses Lake data-center campus in Washington. The modular PowerBlocks setup supports 24/7 continuity as the campus expands and offers peak-shaving to protect the local grid. Bulls read the win as data-center-power exposure entering a mission-critical inflection. No bear voice.

Read what X is saying about $SO

  • 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 $SO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

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

A classic utility with a specific data-center-power callout — Southern's Q3 is where the AI-infra thesis gets priced in.

Southern Company is a diversified US regulated utility — Georgia Power, Alabama Power, Mississippi Power, PowerSecure, plus natural-gas distribution. The 2026 setup is less about the regulated base and more about the PowerSecure data-center-power callouts.

  • The P&L is quietly compounding: Q2 revenue grew 8% YoY to $8.4B at a 24% operating margin and $1.21 EPS, with trailing EPS beats of 12% and 9% — not spectacular, but consistent surprise cadence on a defensive utility is the compounding engine.
  • The PowerSecure data-center angle is a specific new growth vector: the Moses Lake, Washington backup-resiliency agreement with Keel Infrastructure's data-center campus is the kind of modular PowerBlocks win that scales — not a one-off headline, but a template for additional AI-era data-center partnerships.

At 11% of its 52-week range going into Nov 5 earnings, with treasury yields pressuring dividend-stock multiples, the setup is a quiet coil. A clean regulated-utility earnings print plus specific PowerSecure revenue callouts is the trigger; a soft Georgia Power rate-case outcome is the first regulatory risk.

Agrees with X sentimentThe bullish PowerSecure/data-center-power read is specific and grounded. The absence of a bear voice is accurate — this is a quiet utility compounder story, not a controversial one.

What to watch: Nov 5 Q3 earnings — regulated-utility earnings, PowerSecure segment revenue, Georgia Power rate-case commentary, and 2027 EPS guide. PowerSecure revenue breakout plus clean rate case is the trigger; soft rate case is the invalidation.

On the calendar: 2026-11-05 — Q3 earnings

event ahead 30dai power demand

Read the AI verdict on $SO

  • 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.

Large regulated electric utility serving Georgia and Alabama with nuclear generation (Vogtle) as a key long-term asset.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $SO

Direct beneficiary — Large regulated electric utility serving Georgia and Alabama with nuclear generation (Vogtle) as a key long-term asset.

Industry benchmark

26-name peer basket
-3.3%YTD
-4.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
23.9How 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
4.1%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
24.1%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
-3.7%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
3.5Same 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
12.3%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
43.1%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
2.0Total 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 30, 2026$1.13$1.01+11.9%
Q1 2026Apr 30, 2026$1.32$1.21+9.1%
Q4 2025Feb 19, 2026$0.55$0.56-1.4%
Q3 2025Oct 30, 2025$1.60$1.51+6.0%
Next earningsThu, Nov 5·consensus EPS $1.70

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$8.4B+8.0%46.5%24.0%$1.21$-1.7B
Q4 FY25$7.0B+10.1%18.8%13.0%$0.38$-1.9B
Q3 FY25$7.8B+7.5%55.0%33.2%$1.55$384.0M
Q2 FY25$7.0B+7.9%50.1%25.3%$0.80$-619.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$30.6B$30.4B – $31.0B$4.59$4.55 – $4.6212
FY27$32.4B$31.8B – $33.0B$4.93$4.85 – $4.9713
FY28$34.5B$31.8B – $37.8B$5.38$5.22 – $5.5014
FY29$36.5B$35.3B – $37.8B$5.77$5.52 – $6.038
FY30$38.9B$37.6B – $40.2B$6.19$5.92 – $6.4712

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.1.3×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.50%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.+3.8%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.-1.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.1B 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.β0.305-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

SellOct 1Matthew M. KimComptroller100 sh$8KSellSep 3Peter P SenaCEO4.3K sh$378KSellSep 3Matthew M. KimComptroller1.4K sh$124KSellSep 1Matthew M. KimComptroller100 sh$9KSellAug 6Sterling A SpainhourEVP & CLO3.3K sh$313KSellAug 3Matthew M. KimComptroller100 sh$9KSellJul 1Matthew M. KimComptroller100 sh$10KSellJun 1Matthew M. KimComptroller100 sh$9KSellMay 1Matthew M. KimComptroller100 sh$10K
+ 26 other (22 awards · 2 exempts · 2 inkinds) in window

See when $SO 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-KUnregistered equity saleAug 68-K — Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale
AI summary

Southern Company (SO) issued $2.731 billion in convertible senior notes on August 6, 2026: $833,750,000 of 2.125% Convertible Senior Notes (Series 2026A) due December 15, 2027, and $1,897,500,000 of 3.50% Convertible Senior Notes (Series 2026B) due September 15, 2029. These low-coupon convertible notes provide Southern Company with structured financing while offering investors equity upside through conversion features.

S-3ASRAuto-shelf registrationJun 5S-3ASR
AI summary

The Southern Company (SO) filed an automatic shelf registration statement (S-3ASR) with the SEC. The registration establishes a shelf to offer common stock, preferred stock, debt securities from time to time. As an S-3ASR (automatic shelf), this registration is immediately effective upon filing — a privilege reserved for well-known seasoned issuers (WKSIs) with large public floats. The shelf registration does not commit the company to any specific offering but provides flexible capital markets access for future transactions.

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
AI summary

SO held its Annual Meeting of stockholders around 2026-05-15 (8-K Item 5.07). Stockholders elected 5 directors to the board. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 12 other (3 routine 8-Ks · 2 earnings 8-Ks · 2 10-Qs · 2 13Gs) in window

Recent news

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

Here is What to Know Beyond Why Southern Company (The) (SO) is a Trending Stockzacks.com·17h agoTax-Free Utility Investing: How to Keep the IRS Away From Your Dividends247wallst.com·18h agoThe Average Electric Utility Bill Is $147 a Month. Here's How Much You'd Need in Utility Stocks to Cover It.fool.com·23h agoGeorgia Power highlights customer assistance and energy-saving resources during Energy Efficiency Monthprnewswire.com·2d agoWall Street's Most Accurate Analysts Give Their Take On 3 Utilities Stocks Delivering High-Dividend Yieldsbenzinga.com·2d 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 · top 1 · 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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