Update shared on13 Oct 2025
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.
Analyst Commentary
Recent street research on Exelon highlights a range of opinions regarding the company's valuation, growth prospects, and ongoing execution. The majority of analysts have focused on updated price targets and the stability of Exelon’s earnings profile. Select firms continue to caution investors about potential headwinds.
Bullish Takeaways- Bullish analysts cite Exelon's stable and predictable earnings growth, supported by reaffirmed guidance for full-year EPS and consistent quarterly performance.
- The company's exposure to favorable regulatory environments and the ability to recover a significant portion of its rate-base expansion through forward-looking mechanisms are seen as key growth drivers.
- Valuation discipline remains intact, with some analysts suggesting Exelon now trades at or above its historical industry multiple, attributing this to perceived long-term advantages in nuclear and regulated utility operations.
- Positive trends in large-scale renewables and residential solar, as well as upside data points from recent IPP earnings, are viewed as supporting the investment case for Exelon.
- Bearish analysts are cautious about Exelon’s current valuation, arguing that its shares are trading at too steep of a discount compared to peers despite the company's defensive profile.
- There are concerns about margin compression as risk appetite in the sector returns and as the "ultra defensive" trade becomes less appealing in changing market conditions.
- Some believe Exelon's wires-only business model, while perceived as lower risk, may provide limited upside if macroeconomic or sector-specific headwinds persist.
What's in the News
- ComEd, an Exelon company, launched a new application period for the Low-Income Home Energy Assistance Program (LIHEAP). The company is expanding income eligibility to help more customers access bill support and related programs. (Key Developments)
- ComEd customers approved for LIHEAP grants through December 31 will be automatically enrolled in the Low-Income Discount (LID) program. This program is set to launch in January 2026 and is aimed at reducing the long-term energy burden for eligible households. (Key Developments)
- Exelon Corporation reaffirmed its operating earnings per share growth guidance of 5% to 7% compounded annually from 2024 to 2028. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from $47.00 to $47.93.
- Discount Rate remains unchanged at 6.78%.
- Revenue Growth expectation has dipped marginally, moving from 3.32% to 3.32%.
- Net Profit Margin has improved, rising from 12.36% to 12.41%.
- Future P/E multiple has risen modestly, increasing from 18.09x to 18.39x.
Disclaimer
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