PG&E to Announce Q4 Earnings on February 12
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy PCG?
Source: seekingalpha
- Earnings Announcement Date: PG&E is set to release its Q4 2023 earnings report on February 12 before the market opens, with a consensus EPS estimate of $0.36, reflecting a 16.1% year-over-year increase, which could positively impact the stock price.
- Performance Expectation Analysis: Over the past two years, PG&E has exceeded EPS estimates 75% of the time, although it has only surpassed revenue estimates 25% of the time, indicating stability in profitability but a need for stronger revenue growth.
- Estimate Revision Dynamics: In the last three months, PG&E's EPS estimates have seen two upward revisions and four downward revisions, while revenue estimates experienced no upward revisions and one downward revision, suggesting fluctuating market confidence in the company's future performance.
- Investor Attention: ClearBridge Dividend Strategy Fund increased its stake in PG&E during Q4, indicating institutional investors' recognition of its potential value, despite challenges related to capital expenditure plans and data center pipelines.
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Analyst Views on PCG
Wall Street analysts forecast PCG stock price to rise
11 Analyst Rating
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 17.560
Low
18.00
Averages
21.36
High
25.00
Current: 17.560
Low
18.00
Averages
21.36
High
25.00
About PCG
PG&E Corporation is a holding company. The Company's primary operating subsidiary is Pacific Gas and Electric Company (the Utility), a public utility operating in Northern and Central California. The Utility is engaged in the sale and delivery of electricity and natural gas to customers. The Utility generates electricity and provides electric transmission and distribution services throughout its service area in northern and central California to residential, commercial, industrial, and agricultural customers. The Utility provides electricity, transmission, and distribution services in its service area. The Utility owns approximately 18,000 circuit miles of interconnected transmission lines operating at voltages ranging from 60 kilovolts (kV) to 500 kV. The Utility also operates 33 electric transmission substations with a capacity of approximately 67,000 megavolt amperes (MVA). Customers can also obtain electricity from alternative providers such as municipalities (CCAs).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Safety and Reliability Improvements: In 2025, the company achieved a 43% reduction in serious injuries and fatalities, alongside a 19% improvement in system reliability, enhancing customer satisfaction and building greater brand trust.
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- Emergency Response Planning: PG&E is activating its Emergency Operations Center and developing resource and preparedness plans to ensure a safe and efficient response to weather-related damage, demonstrating the company's strong commitment to customer safety.
- AI Utilization: PG&E's expanded use of AI and machine-learning enhanced weather models integrates real-time atmospheric data and historical outage patterns to strategically pre-position electric equipment and crews, thereby improving restoration efficiency.
- Customer Communication and Safety Tips: PG&E encourages customers to monitor weather updates, prepare for possible outages, and take necessary safety precautions, ensuring safety during the storm while providing updates on outage status and estimated restoration times.
See More
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- Winter Storm Warning: A powerful winter storm is forecasted to begin on February 16, 2026, bringing widespread rain and low-elevation snow, prompting PG&E to pre-position resources to address potential damage to electric equipment and power outages, ensuring customer safety.
- Meteorological Predictions: PG&E meteorologists predict wind gusts up to 60 mph and rainfall ranging from 0.5 to 3 inches, particularly in mountainous and coastal regions, which could lead to outages in areas not typically affected by such weather.
- AI Utilization: PG&E's expanded use of artificial intelligence and machine-learning enhanced weather models provides early insights into storm impacts on electric infrastructure, allowing for strategic pre-placement of crews and equipment to streamline restoration efforts.
- Customer Safety Tips: PG&E encourages customers to monitor weather updates and prepare for outages, providing safety recommendations such as using flashlights instead of candles during outages to mitigate fire hazards.
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Cultural References: Various playful terms have emerged to describe the situation, such as "SaaSpocalypse," highlighting the dramatic nature of the declines.
Timing of Declines: The downturn in software stocks began in January, indicating that the issues are not solely recent developments.
Naming Challenges: Attempts to create catchy phrases to describe the selloff, like "Valentine’s Day SaaSsacre" and "SaaSquatch," have faced challenges in relevance and accuracy.
See More
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- 2026 Guidance Raised: The company tightened its 2026 core EPS guidance to a range of $1.64 to $1.66, implying a 10% growth, further solidifying its growth outlook with expectations of over 9% annual growth from 2027 through 2030.
- Customer Bill Reductions: PG&E achieved its fourth electric rate reduction in two years, resulting in bundled residential electric rates being 11% lower than January 2024, which is expected to enhance customer satisfaction and strengthen market competitiveness.
- New Technology Partnership: PG&E launched the Emberpoint initiative in collaboration with Lockheed Martin to accelerate the deployment of wildfire solutions at the lowest societal cost, which is anticipated to provide long-term cost savings and service improvements for customers.
See More
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- Significant Revenue Growth: PG&E reported income available for common shareholders of $2.593 billion in 2025, translating to a diluted EPS of $1.18, which is an increase from $2.475 billion and $1.15 in 2024, reflecting the company's positive progress in customer capital investment and operational savings.
- Non-GAAP Core Earnings Increase: The company's non-GAAP core earnings reached $3.307 billion, or $1.50 per diluted share in 2025, compared to $2.923 billion and $1.36 per share in 2024, indicating a sustained improvement in financial performance when excluding non-core items.
- Electricity Price Reduction Strategy: PG&E has lowered electric prices four times over the past two years, bucking the national trend of rising prices, which not only enhances customer satisfaction but also strengthens the company's appeal in a competitive energy market.
- Tightened 2026 Earnings Guidance: PG&E has adjusted its 2026 non-GAAP core earnings guidance to a range of $1.64 to $1.66 per share, reflecting confidence in future earnings while indicating ongoing efforts in customer capital investment and cost management.
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