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Solid earnings and a resilient economy could keep the rally going—even if the Fed starts thinking about interest rate hikes.

Retail earnings to offer glimpse at household spending, NextEra-Dominion tie up would capitalize on AI power boom, the Warsh era begins, and more news to start your day.

June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran. The price of WTI crude rose over +1% on Monday amid prospects of a prolonged closure of the Strait of Hormuz. U.S. President Donald Trump said on Sunday on his social media platform that “For Iran, the Clock is Ticking, and they better get moving, FAST, or there won’t be anything left of them.” The remarks heightened concerns that the conflict could shift back into a more active military phase, delaying any normalization of traffic through the waterway. Iran’s Islamic Republic News Agency quoted the Defense Ministry spokesman as saying the Iranian Armed Forces are “fully prepared to confront any new potential attack by the U.S. and the Israeli regime against the country.” Meanwhile, a drone ignited a fire in a power station at the United Arab Emirates’ Barakah nuclear plant on Sunday, while Saudi Arabia said it had intercepted three drones. Nokia Shares Jumped After Cisco’s Strong Quarterly Results. NOK Could Be the Next Networking Winner. Dear Dell Stock Fans, Mark Your Calendars for May 28 NVDA Earnings, Alphabet Conference and Other Can't Miss Items this Week Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! The 10-year T-note yield rose one basis point to 4.61% on Monday as higher oil prices fueled inflation concerns. Investors now see a 70% chance of a 25 basis point Fed rate hike by year-end and are fully pricing in a move by March 2027. Investor focus this week is on an earnings report from chip giant Nvidia, the minutes of the Federal Reserve’s latest policy meeting, and a fresh batch of U.S. economic data. In Friday’s trading session, Wall Street’s major equity averages closed sharply lower. Chip stocks sank, with Arm Holdings (ARM) slumping over -8% to lead losers in the Nasdaq 100, and Micron Technology (MU) sliding more than -6%. Also, cryptocurrency-exposed stocks slid after Bitcoin dropped more than -2%, with Coinbase Global (COIN) falling over -7% and MARA Holdings (MARA) declining more than -6%. In addition, travel stocks fell as oil prices climbed, with United Airlines (UAL)...

In early May 2026, Dominion Energy reported first-quarter 2026 sales of US$5,019 million and net income of US$621 million, modestly below the prior year, while also affirming a quarterly dividend of US$0.6675 per share and filing a US$3.00 billion floating-rate demand notes shelf registration with a dividend reinvestment feature. At the same time, shareholders voted down proposals on tying executive pay more closely to ESG and DEI metrics, mandating an independent chair, and expanding engagement reporting, underscoring continued support for the current governance and compensation framework even as the company emphasizes long-term regulated growth. We’ll now examine how Dominion’s reaffirmed outlook, alongside shareholder rejection of ESG-linked pay changes, may influence its existing investment narrative. This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality. To own Dominion Energy, I think you need to believe in long-term, regulated utility growth supported by rising power demand and ongoing infrastructure investment, while accepting regulatory and capital cost uncertainty. The latest earnings and AGM outcomes do not materially change the near term focus on executing major projects like Coastal Virginia Offshore Wind or the key risk around securing full and timely cost recovery from regulators. Among the recent announcements, the US$3.0 billion floating rate demand notes shelf with a dividend reinvestment feature stands out, as it underscores how Dominion is preparing funding capacity for its large capital program. For investors, that financing flexibility sits alongside the reaffirmed operating earnings outlook as an important piece of the story around managing balance sheet pressure while continuing to invest in regulated growth. Yet behind the reaffirmed outlook, investors still need to be aware of how rising project costs and uncertain regulatory recovery could... Read the full narrative on Dominion Energy (it's free!) Dominion Energy's narrative projects $19.7 billion revenue and $3.8 billion earnings by 2029. This requires 6.0% yearly revenue growth and a $0.8 billion earnings increase from $3.0 billion today. Uncover how Dominion Energy's forecasts yield a $66.35 fair value, a 6% upside to its current price. Two Simply Wall St Community fair value estimates for Dominion span from about US$66...

PPL Corporation PPL is expected to report first-quarter 2026 results on May 8, before market open. This utility benefits from systematic investment in infrastructure and strong performance from its domestic operations. The Zacks Consensus Estimate for earnings is pegged at 61 cents per share, indicating a year-over-year increase of 1.67%. Image Source: Zacks Investment Research The consensus mark for revenues is pinned at $2.62 billion, indicating growth of 4.65% from the year-ago reported figure. Image Source: Zacks Investment Research PPL’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed in the other two, delivering an average surprise of 0.42%. Image Source: Zacks Investment Research Our proven model predicts an earnings beat for PPL this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here as you will see below. Earnings ESP: The company’s Earnings ESP is +0.41%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Zacks Rank: Currently, PPL carries a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. Another utility, SOLV Energy Inc. MWH, also has the perfect combination of two factors to register an earnings beat this season. MWH currently has a Zacks Rank #3 and an Earnings ESP of +3.45%. A couple of stocks from the same industry that reported positive earnings surprise this season are Dominion Energy D and NextEra Energy NEE, among others. The Zacks Consensus Estimate for 2026 and 2027 earnings per share for Dominion Energy indicates year-over-year growth of 4.94% and 6.21%, respectively. The same for 2026 and 2027 earnings per share for NextEra Energy indicates year-over-year growth of 8.09% and 8.82%, respectively. PPL Corporation’s first-quarter earnings are expected to have benefited from continued economic development across the service territories, driving incremental demand for its services. Robust demand from data centers in Pennsylvania, coupled with increasing private-sector activity in Kentucky, is likely to have supported the company’s first-quarter revenues and earnings growth. PPL Corporation’s quarterly performance is likely to have benefited from ongoing cost reduction initiatives and energy...

NiSource Inc. NI reported first-quarter 2025 operating earnings per share (EPS) of $1.06, which matches the Zacks Consensus Estimate. The bottom line increased 8.2% from the year-ago quarter’s recorded figure. On a GAAP basis, the company reported an EPS of $1.06 compared with $1 in the prior-year quarter. Operating revenues of $2.37 billion lagged the Zacks Consensus Estimate of $2.42 billion by 2.5%. However, the top line increased 9.3% from the prior-year quarter’s figure of $2.17 billion. NiSource, Inc price-consensus-eps-surprise-chart | NiSource, Inc Quote Total operating expenses amounted to $1.54 billion, up 8.4% from the year-ago quarter’s $1.17 billion. The year-over-year increase in expenses was due to the higher cost of energy and an increase in operation and maintenance expenses. Operating income totaled $822.9 million, up 10.8% from the year-ago figure of $742.6 million. Net interest expenses amounted to $191.6 million, up 44.3% from the prior-year quarter’s $132.8 million. Total gas distribution in Sales and Transportation (excluding weather) was recorded at 124 Million British Thermal Units per day (MMDth), down 1.4% from the prior-year quarter’s 125.8 MMDth. Total electric sales (excluding weather) were recorded at 3,991.7 gigawatt-hours (GWh), down 0.5% from the prior-year quarter’s 4,011.7 GWh. NiSource's cash and cash equivalents as of March 31, 2026, were $71.9 million compared with $110.1 million as of Dec. 31, 2025. Long-term debts (excluding those due within a year) as of March 31, 2026, were $15.46 billion compared with $15.46 billion as of Dec. 31, 2025. Net cash flows from operating activities in first-quarter 2026 were $442.3 million compared with $686.4 million in first-quarter 2025. NI’s total liquidity as of March 31, 2026, was nearly $4.5 billion, which is sufficient to meet near-term obligations. The company reaffirmed its 2026 non-GAAP earnings in the range of $2.02-$2.07. The Zacks Consensus Estimate for 2026 earnings per share is pegged at $2.05, which is within the company’s guided range. NI now expects earnings to witness a CAGR of 9-10% through 2033, up from the previous prediction of 8-9%. NiSource anticipates a capital expenditure of $28.6 billion for 2026-2030. The consolidated capital expenditure plan includes utility system modernization initiatives and roughly $7.6 billion in strategic data center infrastructure i...

RICHMOND, Va., May 05, 2026--(BUSINESS WIRE)--The board of directors of Dominion Energy (NYSE: D) has declared a quarterly dividend of 66.75 cents per share of common stock. Dividends are payable on June 20, 2026, to shareholders of record at the close of business May 29, 2026. This is the 393rd consecutive dividend that Dominion Energy or its predecessor company has paid holders of common stock. The company’s last quarterly dividend was declared Jan. 23, 2026. News Category: Corporate & Financial View source version on businesswire.com: https://www.businesswire.com/news/home/20260505337427/en/ Contacts Media: Ryan Frazier, (804) 836-2083 or [email protected] Financial Analysts: David McFarland, (804) 819-2438 or [email protected]

Vistra Corp. VST is expected to deliver an improvement in both top and bottom lines when it reports first-quarter 2026 results on May 7, before market open. The Zacks Consensus Estimate for VST’s first-quarter revenues is pegged at $5.4 billion, indicating an increase of 38.5% from the year-ago reported figure. Image Source: Zacks Investment Research The consensus mark for VST’s first-quarter earnings is pegged at $2.21 per share, indicating a 380.43% increase from the year-ago reported figure. Image Source: Zacks Investment Research Our model predicts an earnings beat for Vistra this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is exactly the case here, as you can see below. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Earnings ESP: Vistra has an Earnings ESP of +4.79%. Zacks Rank: VST currently carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here. A couple of companies from the same sector with the right combination of the two factors for an earnings surprise this season are PPL Corporation PPL and SOLV Energy Inc. MWH. PPL and MWH both currently have a Zacks Rank #3. PPL and MWH’s Earnings ESP are pegged at +0.41% and +3.45%, respectively. A stock from the same industry that reported positive earnings surprise this season is Dominion Energy D, among others. The Zacks Consensus Estimate for 2026 and 2027 earnings per share for Dominion Energy indicates year-over-year growth of 4.94% and 6.21%, respectively. Vistra’s first-quarter results are likely to benefit from rising demand for clean electricity across its footprint, driven by the rapid expansion of U.S. data centers, continued industrial reshoring and ongoing electrification in the Permian Basin. The company’s core markets, including PJM and ERCOT, have been capturing an increasing share of overall load growth. Supported by a diversified generation mix and a high-quality nuclear fleet, the company is well positioned to capitalize on accelerating load growth. Vistra operates a 22-GW modern combined cycle gas fleet and its nuclear fleet, which have the ability to run at higher utilization rates. This allows the company to efficiently cater to rising demand in its service region. The highly efficien...

Evergy, Inc. EVRG is scheduled to release first-quarter 2026 results on May 7, before market open. The company delivered a negative earnings surprise of 26.32% in the last reported quarter. Let us discuss the factors that are likely to be reflected in the upcoming quarterly results. The Zacks Consensus Estimate for earnings is pegged at 63 cents per share, implying a year-over-year surge of 16.67%. The consensus estimate for revenues is pinned at $1.41 billion, indicating an increase of 2.82% from the year-ago reported figure. Evergy is likely to have benefited from economic expansion across its service areas, driving higher demand. Additionally, growing electricity needs from data centers are expected to have provided further support to its first-quarter earnings performance. Evergy’s quarterly results are expected to reflect the positive impact of continued investments in grid modernization and enhanced service reliability. Earnings are also likely to have been supported by energy efficiency initiatives and ongoing cost optimization efforts. Evergy is also expected to have benefited by maintaining affordable rates and high-quality services for its customers, which will result in customer and load growth. Our proven model does not conclusively predict an earnings beat for Evergy this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here as you will see below. Evergy Inc. price-eps-surprise | Evergy Inc. Quote Earnings ESP: The company’s Earnings ESP is 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Zacks Rank: Currently, Evergy has a Zacks Rank #3 (Hold).You can see the complete list of today’s Zacks #1 Rank stocks here. A couple of companies from the same sector with the right combination of the two factors for an earnings beat this season are PPL Corporation PPL and SOLV Energy Inc. MWH. PPL and MWH currently have a Zacks Rank #3 each. These companies’ Earnings ESP are pegged at +0.41% and +3.45%, respectively. A stock from the same industry that reported positive earnings surprise this season is Dominion Energy D, among others. The Zacks Consensus Estimate for 2026 and 2027 earnings per share for Dominion Energy indicates year-over-year growth of 4.94% and 6.21%, respectively. Wa...

Dominion reported Q1 operating EPS of $0.95 and GAAP EPS of $0.69, and reaffirmed prior guidance including long‑term earnings growth targeted at the midpoint of 5%–7% with a bias toward the upper half starting in 2028. The Coastal Virginia Offshore Wind project is now over 75% complete with a revised budget of $11.4 billion, the majority of turbines expected in service by end‑2026, and each quarter of delay past July 2027 could add roughly $150–200 million in costs. Virginia’s new laws raise grid‑scale storage targets to 20 GW by 2045 (from 3 GW by 2035), creating a multiyear regulated capital opportunity that Dominion estimates at about $2.5–3 billion per GW and will accelerate inclusion of storage in its capital plan. Interested in Dominion Energy Inc.? Here are five stocks we like better. Does Cheesecake Factory Stock Have Any Upside Left on the Menu? Dominion Energy (NYSE:D) reported first-quarter 2026 operating earnings of $0.95 per share and GAAP earnings of $0.69 per share, with management pointing to progress across its financial plan, execution on the Coastal Virginia Offshore Wind (CVOW) buildout, and ongoing regulatory proceedings. Executive Vice President and CFO Steven Ridge said the company remains focused on three priorities that were established following a business review more than two years ago: “consistent achievement of our financial commitments,” “continued achievement of major construction milestones” for CVOW, and “constructive achievement of regulatory outcomes.” Ridge said the company is “off to a strong start to the year” and affirmed all financial guidance previously provided on its fourth-quarter earnings call, including operating earnings, credit, dividend, and long-term growth guidance. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss Homebuilder Earnings: D.R. Horton Sticks Out as Pulte & NVR Sales Tank Ridge said Dominion continues to guide to annual earnings growth “at the midpoint of our 5%-7% range with a bias starting in 2028 toward the upper half of the range.” He added that the outlook reflects “disciplined financial management,” “attractive business fundamentals,” and the “strength of our growing regulated investment profile.” Ridge also noted management is “monitoring catalysts that could enhance and/or extend our long-term growth rate,” and said the company continues to see incremental opportunities to deplo...

Dominion Energy, Inc. D posted first-quarter 2026 operating earnings of 95 cents per share, up 2.2% year over year and ahead of the Zacks Consensus Estimate of 89 cents by 6.7%. Results benefited from favorable weather and renewable natural gas (“RNG”) tax credit income. Dominion Energy gained from the continued load momentum tied to data centers, a key demand lever in its regulated footprint. Dominion Energy reported GAAP earnings of 69 cents per share for the quarter, below the prior-year level of 77 cents. The company’s preferred performance yardstick remains operating earnings, which exclude several items that can swing reported results from period to period. The difference between GAAP and operating earnings was due to the impact of net market losses tied largely to the nuclear decommissioning trust fund and the impact from economic hedging activity. The quarter also reflected an item related to costs on the Coastal Virginia Offshore Wind (“CVOW”) project not expected to be recovered from customers, as well as charges tied to the impairment of certain nonregulated solar generation facilities. The quarter’s operating revenues rose 23.2% from the year-ago period to $5.02 billion and beat the consensus mark of $4.28 billion by 17.3%. Dominion Energy Inc. price-consensus-eps-surprise-chart | Dominion Energy Inc. Quote Dominion Energy Virginia delivered the largest contribution to consolidated operating earnings in the quarter, supported by constructive regulatory items and weather effects. The utility also benefited from continued customer growth and commercial demand strength, which management ties closely to data center expansion in its service territory. Other segments were more mixed. Dominion Energy South Carolina’s operating contribution declined from the prior-year period, while Contracted Energy improved modestly. Corporate and Other remained a drag, reflecting higher net interest expenses and other corporate-level items during the quarter. Operating expenses increased meaningfully year over year, with higher electric fuel and other energy-related purchases representing a major driver. Depreciation and amortization also rose, reflecting the expanding regulated investment base and ongoing project activity. Financing costs were another key pressure point. Interest and related charges climbed from the year-ago quarter, underscoring the higher-rate envi...

For the quarter ended March 2026, Dominion Energy (D) reported revenue of $5.02 billion, up 23.1% over the same period last year. EPS came in at $0.95, compared to $0.93 in the year-ago quarter. The reported revenue represents a surprise of +17.22% over the Zacks Consensus Estimate of $4.28 billion. With the consensus EPS estimate being $0.89, the EPS surprise was +6.95%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Dominion Energy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Total operating revenue- Dominion Energy Virginia: $2.79 billion versus the two-analyst average estimate of $3.02 billion. The reported number represents a year-over-year change of 0%. Total operating revenue- Contracted Energy: $307 million versus the two-analyst average estimate of $306.11 million. The reported number represents a year-over-year change of 0%. Total operating revenue- Dominion Energy South Carolina: $951 million compared to the $959.68 million average estimate based on two analysts. The reported number represents a change of 0% year over year. View all Key Company Metrics for Dominion Energy here>>> Shares of Dominion Energy have returned +2.8% over the past month versus the Zacks S&P 500 composite's +10.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dominion Energy Inc. (D) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research