FirstEnergy (FE)
NYSEUtilitiesRegulated ElectricSnapshot 2026-10-29
$46.91+0.17%
Close 2026-10-30 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-10-29
Research Workspace
Put FE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electric Utilities is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve long-term Core EPS CAGR near 6-8% from 2026 to 2030: Direct metric needs a verified mapping.
View ThesisRevenue growth is accelerating — up about 12% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskFE’s case rests on expanding transmission and generation to serve rising electricity demand. Recent performance is strong, with non-GAAP EPS beating consensus in the third quarter. FE trades at 2× P/B versus a 2× peer median. The desk says expectations look modest relative to its view. Reported profits are not well backed by cash. Regulatory headwinds could pressure earnings guidance, and the model puts next-quarter miss risk near 20%. Peer multiples imply a price roughly in line with where it trades. The thesis is on watch because its long-term Core EPS growth pillar needs verified mapping.
Trailing returns as of 2026-10-30. FE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering FE (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for FE in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electric Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put FE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand transmission and generation to serve rising electricity demand
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $46.91
The last 12 months of price, then the range of analyst 12-month targets from today’s $46.91.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Transmission plan expansion and nearly 6 GW of demand support growth, though execution and returns remain uncertain.
Threatens: Maintain and reaffirm 2026 Core Earnings guidance
Regulatory headwinds may impact earnings guidance.
Threatens: Execute $36 billion Energize365 capital investment program
Rate increase may impact capital investment program execution.
Threatens: Execute $36 billion Energize365 capital investment program
Potential rate increase could impact capital investment program.
Advances: Support growth from increasing data center demand
Aligns with management's goal to support data center growth.
Advances: Maintain and reaffirm 2026 Core Earnings guidance
Reaffirmed earnings outlook supports growth objectives.
Advances: Execute $36 billion Energize365 capital investment program
Highlights support execution of Energize365 capital investment program.
Increased scrutiny could impact regulatory approvals and earnings.