ED

Consolidated EdisonD

NYSE / Utilities

At close

2026-06-02

Current thesis

Steady regulated cash flows, successful rate-case outcomes, and resumed modest growth in capital returns support upside to the high analyst targets; dividend remains attractive to income investors.

Posture

Defensive

Lead driver

Value

What changed

1 setup hits (3d) with net bearish as of 2026-06-03.

What can break

Adverse state PSC rate-case rulings that lower allowed ROE

Momentum

Value

Sentiment

Setup hits (3d)

1 · Net Bearish

AI TargetsBase $106.00 · Bull $128.00 · Bear $86.00

Data freshness

Prices

As of 2026-06-02

Fundamentals

As of 2026-06-02 • Vendor: Data Vendor v1

Scores

As of 2026-06-02 • Model: HYBRID_IC_RP

AI Memo

As of 2026-02-20 • Model: RankAlpha Sentiment AI

Investment thesis

As of 2026-06-02

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net Bearish

Target $110.60

Why

Momentum41 · Δ7d -12.4

Value51 · Δ7d +0.7

Sentiment48 · Δ7d +8.1

So what

Weak posture (Net Bearish). Prioritize risk control and patience.

Lead driver: Value · See fundamentals

Momentum

34% active weight

Current posture

7d trendSoftening

Δ7d

-12.4

Δ21d

+5.9

Value

32% active weight

Current posture

7d trendFlat

Δ7d

+0.7

Δ21d

+0.8

Sentiment

33% active weight

Current posture

7d trendImproving

Δ7d

+8.1

Δ21d

+10.4

Why this grade

Composite grade D. Momentum 41.4 / Value 50.7 / Sentiment 47.6

Fundamentals (TTM)

As of 2026-06-02

Market Cap

$38.25B

Beta

0.38

Shares Out

360.94M

P/E (TTM)

17.2

P/S (TTM)

2.14

P/FCF (TTM) · Derived

-31.02

Rev YoY

+10.7%

EPS YoY

+12.4%

Gross Margin

+53.4%

Op Margin

+17.6%

Net Debt

Current Ratio

1.07

As of 2026-06-02 • Updated nightlySource: Internal modelMethodology