ED

Consolidated EdisonD

NYSE / Utilities

At close

2026-06-02

View Chart

AI scenario view

RankAlpha Sentiment AI

B+

Bull case

20%

Probability

Target price

$128.00

+23.3% vs current

Most likely

Base case

55%

Probability

Target price

$106.00

+2.1% vs current

B-

Bear case

25%

Probability

Target price

$86.00

-17.1% vs current

AI sentiment snapshot

Latest data as of 2026-02-20

AI commentary

Consensus is neutral-to-cautious: median target $106 with a wide high/low spread, leaving limited upside from the current anchor and focusing attention on regulatory timing and storm risk [#SERP-3][#SERP-2]. Analysts emphasize dividend durability and regulatory clarity; coverage skews toward 'Hold' until rate-case outcomes and capex execution are clearer [#SERP-6].

RankAlpha Sentiment AI - 2026-02-20

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-21eventQ1 2026 quarterly resultsMedium impact

Expected Q1 report and management commentary could drive re-rating around regulated earnings and capital spend assumptions [#SERP-3]. Assumed window end used for planning.

2026-05-21catalystDividend declaration / payout confirmationMedium impact

Quarterly dividend announcement and confirmation of payout policy remain key for income-focused holders; any cut or coverage concerns would be meaningful [#SERP-6].

2027-02-20catalystRegulatory rate case outcomes (state-level)High impact

Final decisions on pending rate cases or multi-year rate plans could materially affect allowed returns and long-term EPS trajectory; using a conservative 12-month horizon for potential rulings [#SERP-2].

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-02-20 • Updated nightlySource: Internal modelMethodology