Electric Infrastructure Will Expand As Demand And Regulatory Stability Shape Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

10 Dec 25

Views

127

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

16.7%

7D

-0.7%

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1Y

16.7%

7D

-0.7%

You can edit this narrative until Dec 11 4:05 PM. Then, changes will post as Updates.

Author's Valuation

US$49.7512.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

EXC: Future Earnings Will Reflect Pennsylvania Regulatory Upside And Defensive Power Demand Trends

Analysts have nudged their average price target on Exelon modestly higher, reflecting increased conviction that its favorable regulatory jurisdictions, expected PECO step up in Pennsylvania, and stable earnings profile support upside, even as views diverge on how quickly the current valuation discount should close. Analyst Commentary Street research on Exelon remains mixed, with a growing cohort of bullish analysts highlighting improving fundamentals and valuation upside, while more cautious voices question how durable the current defensive premium and regulatory tailwinds will be as risk appetite normalizes.

Shared on 26 Nov 25

Fair value Decreased 0.25%

EXC: Future Earnings Will Reflect Regulatory Dynamics And Power Demand Trends

Exelon’s analyst price target has been modestly reduced by $0.13 to $49.75. Analysts note slightly stronger revenue growth, but see near-term valuation constraints following recent sector coverage initiations and recalibrated market positioning.

Shared on 11 Nov 25

Fair value Increased 1.10%

EXC: Future Earnings Will Depend On Regulatory Environments And Market Demand

Exelon’s analyst price target has increased modestly from $49.33 to $49.88 per share. Analysts point to the company's resilient fundamentals and prospects for steady earnings growth, despite mixed views on regulatory headwinds and valuation discounts.

Shared on 28 Oct 25

Fair value Increased 2.93%

Exelon's analyst price target has risen from $47.93 to $49.33, reflecting analysts' growing confidence in the company's regulatory stability and earnings outlook, even though projected growth rates have been slightly reduced. Analyst Commentary Recent research coverage of Exelon has focused on both the company's solid regulatory positioning and changing expectations for growth and valuation.

Shared on 13 Oct 25

Fair value Increased 1.98%

Exelon's analyst price target has increased modestly. It has risen by approximately $1 to $47.93, as analysts expect steady earnings growth and reaffirmed guidance to support valuation.

Shared on 07 May 25

Fair value Decreased 0.63%

Shared on 30 Apr 25

Fair value Increased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 0.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 6.58%

AnalystConsensusTarget has increased revenue growth from 2.7% to 3.2%.

AnalystConsensusTarget Fair Value

US$49.75

12.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.92%

Electric Utilities revenue growth rate

0.16%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$3.34b

Earnings '28

x

18.70x

PE Ratio '28

=

US$62.39b

Market Cap '28

US$62.39b

Market Cap '28

/

1.03b

No. shares '28

=

US$60.83

Share Price '28

US$60.83 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$49.72

Fair Value '25