PG&E Corporation

NYSE:PCG Voorraadrapport

Marktkapitalisatie: US$29.4b

PG&E Toekomstige groei

Future criteriumcontroles 1/6

PG&E zal naar verwachting groeien in winst en omzet met respectievelijk 10.8% en 3.5% per jaar. De winst per aandeel zal naar verwachting groeien met 10.6% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 11% zijn.

Belangrijke informatie

10.8%

Groei van de winst

10.59%

Groei van de winst per aandeel

Electric Utilities winstgroei10.5%
Inkomstengroei3.5%
Toekomstig rendement op eigen vermogen11.02%
Dekking van analisten

Good

Laatst bijgewerkt04 Sep 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • Sep 17

PCG: Wildfire Reform Stalemate Will Shape Capital Review And Multiple Repricing

Analysts have trimmed their fair value estimate for PG&E from about $20.78 to $19.66, reflecting updated wildfire policy risk, a slightly lower future P/E assumption near 12.0x, and modestly softer long term revenue growth and profit margin inputs after recent research updates and the company's revised capex plans. Analyst Commentary Recent research on PG&E shows a split view among Wall Street firms, with some seeing value after recent price target resets and others focused on wildfire policy risk, the new capex plan, and the extended timing around any potential reform in California.
Nieuw narratief • Sep 15

Data Center Load And Wildfire Reforms Will Reshape Long-Term Prospects

Catalysts About PG&E PG&E provides regulated electric and gas service to customers in California, including the Silicon Valley region. What are the underlying business or industry changes driving this perspective?
Narratiefupdate • Sep 03

PCG: Wildfire Liability Stalemate Will Shape Capital Plan Reset And Repricing

Analysts have reduced their consolidated fair value estimate for PG&E from about $22.59 to $20.78, reflecting lower Street price targets, which now range from around $13 to $28, and a renewed focus on wildfire liability and capital allocation risks. Analyst Commentary Recent research on PG&E shows a clear split between analysts who see value at current levels and those who are more cautious after the latest legislative developments in California.
Seeking Alpha • Sep 02

PG&E: 20% Drop Proves The Wildfire Liability Thesis

Summary PG&E fell 20% since my previous bearish article, validating my worries around California's unresolved wildfire liability framework. Q2 earnings and operational execution remain solid; the legal and other risks remain of significant weight, which leads me to say that valuation needs to be low/discounted. At ~$13–14, PCG is more attractive, but my HOLD remains - the company is not yet attractive enough. Read the full article on Seeking Alpha
Nieuw narratief • Sep 01

Wildfire Reform And Grid Hardening Will Shape Long-Term Earnings Stability

Catalysts About PG&E PG&E provides regulated electric and gas utility service to customers in California, including the Silicon Valley area. What are the underlying business or industry changes driving this perspective?
Narratiefupdate • Jun 25

PCG: Data Center Power Demand And Grid Upgrades Will Drive Future Repricing

PG&E's consensus analyst price target has edged lower to around $22 per share. This reflects recent cuts of $1 per share at several firms as analysts refresh their utility sector models and incorporate updated views on relative performance versus the broader market and growing data center related power demand.
Analyse-artikel • Jun 19

PG&E (PCG) Stock Could Be 27.1% Undervalued on Its Grid Modernization Narrative

PG&E (PCG) shares opened Friday at US$16.48, putting fresh attention on how investors weigh the utility’s latest financial profile, recent share performance, and its role supplying power across northern and central California. See our latest analysis for PG&E. At a US$16.48 share price, PG&E’s recent moves have been fairly mixed, with a small 1 day share price gain alongside a 7 day decline and a modest year to date share price return of 1.29%. The 1 year total shareholder return of 18.24%...
Narratiefupdate • Jun 05

PCG: Wildfire Liability Reforms And Clean Energy Projects Will Drive Future Repricing

Narrative Update The updated analyst price target for PG&E edges down by $0.12 to $22.59. This reflects recent Street revisions that trim targets to around $22 to $23 as analysts refresh utility sector models and factor in broader market underperformance for utilities.
Narratiefupdate • May 17

PCG: Evolving Wildfire Policy And Liability Reform Will Drive Future Repricing

Analysts trimmed their consolidated PG&E price target slightly to about $22.72 from $22.84 as updated models incorporated a modestly higher discount rate, slightly firmer revenue growth and profit margin assumptions, and a lower forward P/E multiple, reflecting a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research on PG&E reflects both optimism and caution, with target moves clustering around the low US$20s and a mix of rating upgrades, downgrades, and initiations.
Narratiefupdate • Apr 29

PCG: Wildfire Policy Reform And Liability Reduction Will Drive Future Repricing

Narrative Update The analyst price target for PG&E is nudged higher to $22.84 from $22.63, as analysts factor in updated assumptions around revenue growth, profitability, and future P/E multiples, along with a series of recent target raises and a new bullish initiation. Analyst Commentary Recent research on PG&E shows a mix of optimism around risk reduction and earnings potential, alongside ongoing caution about regulatory outcomes and valuation.
Narratiefupdate • Apr 11

PCG: Wildfire Policy Reform And Liability Reduction Will Drive Future Repricing

PG&E's analyst fair value estimate edges up by about $0.10 per share as analysts factor in updated wildfire policy developments, affordability considerations, and expectations that the stock's P/E discount could narrow with continued risk reduction. Analyst Commentary Recent Street research on PG&E points to a mix of optimism and caution, with several firms updating ratings and price targets as wildfire policy, affordability, and relative valuation stay in focus.
Narratiefupdate • Mar 27

PCG: Wildfire Policy Reform And Liability Legislation Will Drive Future Repricing

PG&E's analyst price targets have edged higher, with the average fair value estimate moving from $22.40 to about $22.53 as analysts factor in updated views on wildfire policy, affordability, and potential changes to utility liability in California. Analyst Commentary Recent research shows a mix of optimism and caution around PG&E, with several firms adjusting ratings and targets as they reassess wildfire policy, affordability, and California utility regulation.
Narratiefupdate • Mar 12

PCG: Wildfire Policy Reform And Liability Clarity Will Shape Future Returns

The analyst price target for PG&E has shifted modestly higher to $22.40, with analysts pointing to updated assumptions around wildfire policy risk, affordability, and a slightly higher future P/E multiple as key drivers of the change. Analyst Commentary Recent research has focused on how wildfire policy, affordability, and relative valuation tie into PG&E's updated price targets and ratings.
Narratiefupdate • Feb 26

PCG: Cost Of Capital And Wildfire Mitigation Partnership Will Shape Future Returns

Analysts have nudged their average price target for PG&E to about $22.13 from $21.27. This reflects updated views on fair value, expected profitability and future P/E assumptions following recent Street research.
Narratiefupdate • Feb 09

PCG: Cost Of Capital Decision Will Shape Future Returns Outlook

Analysts have raised their average price target for PG&E by US$1, citing updated assumptions around the California cost of capital decision, as well as modest adjustments to expected growth, margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts point to the US$1 price target increase as a sign that updated cost of capital assumptions and modest changes to growth and margins still support their valuation framework for PG&E.
Narratiefupdate • Jan 26

PCG: Cost Of Capital Decision Will Shape Future Earnings Power

Narrative Update Analysts have nudged their PG&E price target higher by about US$1 to roughly US$21.27. They cite updated assumptions for revenue growth, profit margins and future P/E following recent regulatory commentary on California utilities and cost of capital.
Narratiefupdate • Jan 12

PCG: Data Center Demand And Grid Investment Cycle Will Drive Future Upside

PG&E's consensus analyst price target has recently shifted higher into the low $20s, with analysts pointing to sector-wide target resets, TD's view of a significant long term grid investment cycle tied to data center demand, and expectations that PG&E's current valuation does not fully reflect these themes, even as California cost of capital debates continue. Analyst Commentary Recent research highlights a split view on PG&E, with some analysts focused on long term grid investment tied to data center demand and others emphasizing regulatory risk around California's cost of capital.
Narratiefupdate • Dec 26

PCG: Massive Transmission Spend Will Drive Data Center Power Demand Upside

Analysts have nudged their average price target for PG&E up to about $21.20. This reflects a slightly more optimistic view on long term revenue growth from data center driven demand and capital investment opportunities, partially offset by lower allowed returns on equity in California.
Analyse-artikel • Dec 15

PG&E (NYSE:PCG) Is Increasing Its Dividend To $0.05

PG&E Corporation ( NYSE:PCG ) will increase its dividend from last year's comparable payment on the 15th of January to...
Narratiefupdate • Dec 11

PCG: Massive Transmission Spend Will Support Data Center Driven Demand Upswing

Analysts modestly increased their price target for PG&E, citing the stock's persistent valuation discount despite top tier expected EPS and rate base growth, improving wildfire risk profile, and a once in a generation demand uplift from data centers, which together support potential multiple expansion toward the low $20s per share range. Analyst Commentary Bullish analysts highlight that PG&E is still trading at a sizable discount to the utility sector, even as expectations for rate base and EPS growth move toward the top end of the peer group.
Narratiefupdate • Nov 27

PCG: Upcoming $73 Billion Transmission Spend Will Meet Surging Power Demand

PG&E’s analyst price target has increased to $21, up from $19.50. Analysts point to continued strong rate base and earnings growth potential, supported by elevated electricity demand and ongoing regulatory developments.
Narratiefupdate • Nov 12

PCG: Future Power Demand From Data Centers Will Drive New Transmission Investments

PG&E’s average analyst price target has increased notably in recent weeks. Updated forecasts now range between $20 and $25 per share as analysts cite improving growth prospects, demand tailwinds from data centers, and constructive regulatory developments.
Narratiefupdate • Oct 29

Surging Data Center Demand Will Drive Major Utility Infrastructure Upgrades

Analysts have raised PG&E's fair value price target from $20.69 to $21.23 per share, citing the company's positioning amid robust electricity demand, a positive regulatory environment, and ongoing upgrades to utility assets. Analyst Commentary Recent research from multiple firms highlights both positive momentum and lingering concerns for PG&E, shaping a nuanced outlook on the company's share price and future potential.
Narratiefupdate • Oct 15

Robust California Data Centers Will Boost Grid Modernization

PG&E’s analyst fair value target has risen by approximately $0.30 to $20.69, as analysts cite improved profit margins, slightly higher revenue growth, and expectations for multiple expansion. These expectations are driven by ongoing operational improvements and positive regulatory developments.
Narratiefupdate • Sep 19

Robust California Data Centers Will Boost Grid Modernization

PG&E’s consensus price target saw a slight downward revision to $20.39 as, despite legislative progress reducing near-term regulatory risks, ongoing wildfire liability uncertainties and affordability issues continue to temper investor sentiment. Analyst Commentary Improved legislative outlook with the passage and strengthening of wildfire fund-related bills has reduced near-term regulatory uncertainties and relieved concerns about shareholder funding requirements.
Seeking Alpha • Apr 28

PG&E: An Unpopular Utility Is Improving Its Portfolio

Summary PG&E is improving its portfolio, cash flow, and shareholder returns despite high rates, wildfire risks, and capital costs. The company targets 9% annual EPS growth and plans to increase its dividend by 2028. A massive 8.7 GW datacenter pipeline will help spread transmission costs and stabilize customer bills. Heavy investment in infrastructure aims to modernize the grid, reduce wildfire risks, and drive long-term shareholder returns. Read the full article on Seeking Alpha
Seeking Alpha • Feb 20

PG&E Corporation: Robust Earnings Growth Outlook

Summary PG&E Corporation is transitioning from a low-growth utility to a high-growth company, driven by rising power demand and a 5.5GW data center pipeline. The fully funded $63 billion capex plan through 2028 supports a 10% CAGR in rate base and >9% earnings growth. Despite strong earnings growth prospects, PCG stock trades at a ~42% discount to peers, offering a potential 70% upside if valuation aligns with peers. Wildfire liabilities remain a risk, but active legislative engagement and strong execution on growth plans could mitigate these concerns. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Investors Are Overly Discounting PG&E's Financial And Legal Protections

Summary There is press speculation that one of the Southern California fires, Eaton, may have been related to transmission equipment owned by SoCal Edison. California passed a bill called AB1054 which protects the state’s investor-owned utilities from these liabilities. PG&E is now trading slightly below 10x 2026 earnings, versus regulated utility peers trading above 15x. We believe PCG investors are overly discounting the financial and legal protections provided by AB 1054. Read the full article on Seeking Alpha
Seeking Alpha • Jan 07

PCG.PR.X: 6.00% Mandatory Convertible Preferred Stock IPO From PG&E Corporation

Summary PG&E Corp's new 6.00% Series A Mandatory Convertible Preferred Stock (PCG.PR.X) offers a cumulative annual dividend with a conversion clause based on the common stock price. PCG-X is currently trading at $50.11 with a Yield to Maturity of 5.92% but is overvalued compared to similar duration OTC bonds. PG&E's capital structure shows a poor coverage ratio, indicating a high risk for preferred shareholders if the company's reorganization falters. Conversion evaluation of PCG-X shows that at the moment there is no arbitrage with the common share. Read the full article on Seeking Alpha
Seeking Alpha • Dec 11

PG&E's New Convertible Preferred Offers Dual Benefit

Summary PG&E has a new series of 6% preferred stock that converts into common after three years. The conversion terms offer a potential 25% upside. There are more risks than with a conventional preferred. PG&E has been in an uptrend as its wildfire prevention efforts have succeeded for three straight fire seasons. Read the full article on Seeking Alpha

Winst- en omzetgroeiprognoses

NYSE:PCG - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202828,2454,261-3,18311,20611
12/31/202727,1463,87859110,95312
12/31/202626,1233,443-1,00410,30712
6/30/202625,8373,056-4,2638,147N/A
3/31/202625,8332,844-4,2108,298N/A
12/31/202524,9352,593-3,0718,716N/A
9/30/202524,7622,598-2,7718,688N/A
6/30/202524,4532,351-2,1658,968N/A
3/31/202524,5412,350-1,7448,622N/A
12/31/202424,4192,475-2,3348,035N/A
9/30/202424,8292,747-3,5746,580N/A
6/30/202424,7762,519-4,7115,259N/A
3/31/202424,0802,405-4,2415,823N/A
12/31/202324,4282,242-4,9674,747N/A
9/30/202322,7571,836-3,9955,279N/A
6/30/202322,2631,944-5,1834,542N/A
3/31/202322,0911,894-6,3173,245N/A
12/31/202221,6801,800-5,8633,721N/A
9/30/202221,5561,759-6,7112,921N/A
6/30/202221,627212-5,9372,671N/A
3/31/202221,724253-5,4962,725N/A
12/31/202120,642-102-5,4272,262N/A
9/30/202120,144-374-5,5412,142N/A
6/30/202119,561800-29,102-21,191N/A
3/31/202118,879-1,569-27,364-19,537N/A
12/31/202018,469-1,318-26,820-19,130N/A
9/30/202018,464-5,135-26,066-18,470N/A
6/30/202018,014-6,837-1,9525,350N/A
3/31/202017,424-7,418N/A4,177N/A
12/31/201917,129-7,656N/A4,816N/A
9/30/201916,474-10,912N/A4,583N/A
6/30/201916,423-8,729N/A4,756N/A
3/31/201916,714-7,160N/A5,484N/A
12/31/201816,759-6,851N/A4,752N/A
9/30/201816,771136N/A5,476N/A
6/30/201816,907122N/A5,974N/A
3/31/201816,9231,512N/A5,915N/A
12/31/201717,1351,646N/A5,977N/A
9/30/201717,7482,224N/A5,863N/A
6/30/201718,0412,062N/A5,350N/A
3/31/201717,9601,862N/A4,895N/A
12/31/201617,6661,393N/A4,409N/A
9/30/201617,120835N/A4,121N/A
6/30/201616,860754N/A3,736N/A
3/31/201616,908950N/A3,788N/A
12/31/201516,833874N/A3,780N/A
9/30/201516,974871N/A3,662N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei PCG ( 10.8% per jaar) ligt boven de spaarquote ( 3.7% ).

Winst versus markt: De winst van PCG ( 10.8% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 17.2% per jaar).

Hoge groeiwinsten: De winst van PCG zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van PCG ( 3.5% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 13.4% per jaar).

Hoge groei-inkomsten: De omzet van PCG ( 3.5% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen PCG zal naar verwachting over 3 jaar laag zijn ( 11 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/17 09:44
Aandelenkoers aan het einde van de dag2026/09/17 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

PG&E Corporation wordt gevolgd door 27 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays