FE Firstenergy Corp.

$FE is ranked #3 in utilities balanced with a score of 71. I used Stock Meadow’s scoring model to review the results.

$FE FirstEnergy Q3 core EPS came in at 0.98 dollars, up from 0.83 a year ago, on revenue of 4.6 billion dollars vs 4.1 billion. Guidance was reaffirmed at 2.62 to 2.82 dollars, with results expected at or slightly above the midpoint. Contracted demand from large-load customers is now 7.9 gigawatts, nearly double since the start of the year, with about 4 gigawatts more in active negotiations. That load is expected to drive at least a 25% increase in the current 19 billion dollar transmission plan when it rolls forward to 2027-2031.

$FE reported earnings after the close today. EPS beat estimates: $0.98 vs. $0.90 expected, according to Stock Meadow. What do you think?

$FE Is a transmission plan at least 25% bigger worth funding up to 35% of the extra spend with new equity? 🏢 FirstEnergy, an Akron, Ohio utility with more than 6 million customers and a roughly $26.78B market value at $46.29 a share at 16:00 ET on October 27, 2026, posted Q3 Core EPS of $0.98 vs $0.83 and expects its $19B 2026–2030 transmission plan to grow at least 25% when rolled forward to 2027–2031 🏦 At least 25% of $19B means at least about $4.75B of extra spending; FirstEnergy plans to fund up to 35% of incremental investments with equity or equity-like securities, about $1.66B on that $4.75B floor and more if the plan grows further 📈 In return, holders get more rate base, with 75% of planned investment in formula-rate recovery, Core EPS growth reaffirmed near the top of 6–8% through 2030 and a ~14% FFO/Debt target 📅 Next: FirstEnergy's analyst teleconference, Oct. 28, 2026, 9 a.m. EDT Source: PR Newswire release, Oct 27 + SEC 8-K, Oct 27

$FE Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.98 up 18.07% YoY • Reported revenue of $55M down -98.67% YoY • FirstEnergy reaffirmed its 2026 Core Earnings guidance range of $2.62 to $2.82 per share and expects results at or slightly above the midpoint for 2026.

$FE reports earnings today after the close. I used Stock Meadow’s earnings dashboard to review its history: FE has beaten EPS estimates in 4 of its last 8 reports. Analysts expect EPS of $0.90. What are you watching for?

$FE Alert! 🚨 OVERALL STANCE: BULLISH 🐂 🏢 What They Do: Major regulated electric utility holding company providing transmission & distribution services. 💰 Profitability: Solid cash generation ($3.68B Q2 rev, $0.50 EPS, 4.1% dividend yield). 📉 Technical Setup: Double bottom consolidating at $42.50 horizontal support! Rebound brewing right at lower channel trendline demand 👀 🎯 Key Technical Levels: • Bulls want: Reclaim $44.50 ➡️ $47.25 ➡️ $51.00 📈 • Bears want: Breakdown below $42.00 📉 📊 Fundamentals & Catalyst: • Last Earnings: $3.68B Revenue (+8.8% YoY) & $0.50 EPS. • Upcoming Catalyst: Q3 earnings late Oct 2026; reaffirmed 2026 Core EPS guidance of $2.62–$2.82. • Analyst Target: Consensus target of $48.00–$51.80 (~15–20%+ upside). Keep this utility bounce on your radar! 🔥🎯 #FE #hovdid

What's happening with $FE? I saw nearly 1,000 Nov 20 $43 calls swept at the ask Open interest was just 51 contracts so that's fresh upside exposure But let's not get too excited yet It's a flat, newsless tape This positioning looks modest and isn't enough for a high conviction trade on its own Keep an eye on price and volume in the next sessions to see if it confirms