What's moving this stock lately
3 direct · 1 2nd-order · 0 thematicRanked by relevance and recency.
Its Georgia Power unit operates the Vogtle nuclear plant; Google's long-term offtake bolsters demand visibility for regulated assets.
Also named: CEG · VST · GOOGL · GOOG
As the named party, Georgia Power's Google offtake reinforces its regulated load-growth story, though SO typically beats only modestly and the increment is limited
Also named: VST · CEG · GOOGL · GOOG · SMR · OKLO
Direct signatory with Google for new nuclear capacity; a hyperscaler offtake supports this regulated utility, though incremental to $28.9B revenue base
Also named: CEG · VST · OKLO · SMR · CCJ · GOOGL
- #4Impact0.51%bearish2nd-orderStates That Gave Data Centers Billions in Tax Breaks Are Now Ripping Up the Deals29d ago
Several large data center projects in its service territory relied on state tax incentives; the rollback may delay realization of associated electricity demand
Also named: AMZN · GOOGL · META · MSFT · VRT · ETN
🎯 Market expectations
Estimate coverage Medium · 69/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$1.13 vs $1.01+11.88%
- Mar 2026$1.32 vs $1.21+9.09%
- Dec 2025$0.55 vs $0.56-1.79%
- Sep 2025$1.60 vs $1.50+6.67%
The takeaway
Recent results have exceeded consensus by an average of +6.5%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $28.9B · latest quarter up 5.9% YoY · profitable (FY net income $4.3B) · short activity above its recent average — bears adding.
FY revenue
$28.9B
2025-12
Latest Q YoY
+5.9%
FY net income
$4.3B
Diluted EPS
$3.94
Short volume
78.9%
20d avg 53.5% · shorts building
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-05-14passive (13G)Capital World Investors
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🕰️ Price × news · analysis history
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📜 Call history (newest first
12 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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