EIX

Edison InternationalC

NYSE / Utilities

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

30%

Probability

Target price

$78.00

+10.0% vs current

Most likely

Base case

45%

Probability

Target price

$72.00

+1.5% vs current

B-

Bear case

25%

Probability

Target price

$58.00

-18.2% vs current

AI sentiment snapshot

Latest data as of 2026-04-29

AI commentary

As of April 29, 2026, the post-earnings reaction looked contained rather than decisively bullish: the packet anchor close was $67.94 on April 28, 2026, while live market data on April 29, 2026 showed EIX around $67.80 intraday after opening weaker near $66.57. That pattern fits a mixed print where guidance support offset lingering wildfire and regulatory caution. Headline volume is elevated around earnings and wildfire-relief updates, but checked analyst revision evidence after the print was still thin and the available peer set is only partly direct, so confidence should stay moderate rather than aggressive.

RankAlpha Sentiment Codex - 2026-04-29

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Evidence flagged

peer set is too generic or lacks enough direct operating comparators

Impact

tentative

Confidence

AI events

2026-04-28eventQ1 2026 results reaffirmed full-year guidance and added 2027 outlookMedium impact

Edison’s April 28, 2026 business update reported first-quarter 2026 GAAP EPS of $1.38 and core EPS of $1.42, reaffirmed 2026 core EPS guidance of $5.90-$6.20, and introduced 2027 core EPS guidance of $6.25-$6.65, preserving a visible regulated-growth setup despite a mixed immediate read-through. [#8-K-2026-04-29]

2026-06-23eventNear-term CPUC recovery milestones could tighten the wildfire and rate-recovery debateMedium impact

The April 28, 2026 business update said SCE has about $3.2 billion of remaining GRC and wildfire-related application recoveries through 2027, with 2023/2024 WMCE intervenor testimony due June 23, 2026 and Woolsey recovery/financing still awaiting final decision, making upcoming regulatory milestones important for sentiment and capital recovery visibility. [#8-K-2026-04-29]

2026-12-31catalystWires-focused capital plan supports multi-year rate base growthHigh impact

Management’s April 28, 2026 presentation pointed to roughly $38-$41 billion of electric infrastructure investment from 2026 through 2030, about 7% projected 2025-2030 rate base CAGR, and a target dividend payout of 45%-55% of SCE core earnings, which supports the long-duration utility growth case if execution and regulatory recovery remain on track. [#8-K-2026-04-29]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-04-29 • Updated nightlySource: Internal modelMethodology