$PCG (PG&E Corporation) — investor discussion on X

Five-factor rating: Sell (sector percentile 15.1%)

Graded daily on value A-, growth C-, profitability B+, momentum D-, revisions A-. Sector-relative, identical for every user.

Most active credible voices on $PCG

@openoutcrier (Open Outcrier) — 34 mentions · 79.7K followers
@marketrebels (Market Rebellion) — 30 mentions · 367.8K followers
@schaeffers (Schaeffer's Investment Research) — 15 mentions · 14.7K followers

Recent headlines featuring $PCG

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$PCGPG&E Corporation · Regulated Electric · $35.1B

$13.11

-0.9%

Event thread

Key events, in time order

12 items

2026-10-22 → 10-23Earnings
PG&E Reaffirms 2026-27 Guidance, Advances Credit-Profile Strategic Review
Q3 core EPS $0.41; 9M core EPS $1.24 vs $1.14 y/y; cuts 2027 capex plan by $2B
D1 -1.3% · +5d +1.9%
2 waves of this story
- 2026-10-22 Revenue and adj. EPS missed estimates, down YoY, but FY26 guidance affirmed
- 2026-10-23 Q3 core EPS $0.41; 9M core EPS $1.24 vs $1.14 y/y; cuts 2027 capex plan by $2B
2026-10-22Earnings
Earnings report
重申2026年核心每股收益指引为1.64至1.66美元，较2025年增长10%；2027年指引为1.78至1.82美元，增长9%。
D1 -1.3% · +5d +1.9%

10 earlier events

2026-10-05Company
PG&E Weighs Strategic Overhaul as Wildfire Risks Threaten Credit Profile
Evaluating capital allocation and business structure changes to strengthen credit profile
D1 +0.2% · +5d +6.6%
2026-09-23Analyst
UBS downgrades to Neutral
D1 -3.6% · +5d -1.3%
2026-09-03Analyst
Truist Securities downgrades to Hold
D1 +4.7% · +5d -1.1%
2026-09-01Analyst
B of A Securities downgrades to Neutral
D1 +6.0% · +5d +0.9%
2026-08-31Analyst
3 analyst rating changes (0 up / 3 down)
D1 -20.1% · +5d +11.7%
2026-08-05 → 08-06CapitalBull
PG&E Options Activity Persists: Rising Call Volume and Implied Volatility
Multiple independent sources report persistent unusual options activity over two days, indicating sustained market attention
D1 -1.4% · +5d +1.0%
2 waves of this story
- 2026-08-05 Multiple independent sources report unusual call option activity and significant open interest changes, possibly reflecting market expectations around recent developments.
- 2026-08-06 Multiple independent sources report persistent unusual options activity over two days, indicating sustained market attention
2026-07-23EarningsBull
PG&E Q2 profit beats estimates on AI data center demand
Q2 profit of $761M beat estimates, driven by lower costs and AI-driven power demand
D1 -3.1% · +5d +1.4%
2026-07-23Earnings
Earnings report
2026年第二季度核心每股收益为40美分，上半年为83美分，预计全年核心每股收益为1.64美元至1.66美元，较2025年增长10%。
D1 -3.1% · +5d +1.4%
2026-07-23RegulationBull
PG&E Reiterates CA Wildfire Liability Reform as Key Catalyst
Management cites policymaker focus, vows to revisit capital allocation if reform passes
D1 -3.1% · +5d +1.4%
2 waves of this story
- 2026-07-23 Management encouraged by policymaker focus, resolute on revisiting capital allocation if reforms
- 2026-07-23 Management cites policymaker focus, vows to revisit capital allocation if reform passes
2026-07-23EarningsBull
PG&E Q2 Core EPS 40c Beats, Revenue $5.90B Misses
Multiple sources confirm EPS beat while revenue missed; FY guidance reaffirmed
D1 -3.1% · +5d +1.4%
2 waves of this story
- 2026-07-23 Adj EPS 40c beat, revenue miss, but lower costs and AI data center demand boosted profit
- 2026-07-23 Multiple sources confirm EPS beat while revenue missed; FY guidance reaffirmed

①

Bull vs bear

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

12 items

2026-10-22 → 10-23Earnings
PG&E Reaffirms 2026-27 Guidance, Advances Credit-Profile Strategic Review
Q3 core EPS $0.41; 9M core EPS $1.24 vs $1.14 y/y; cuts 2027 capex plan by $2B
D1 -1.3% · +5d +1.9%
2 waves of this story
- 2026-10-22 Revenue and adj. EPS missed estimates, down YoY, but FY26 guidance affirmed
- 2026-10-23 Q3 core EPS $0.41; 9M core EPS $1.24 vs $1.14 y/y; cuts 2027 capex plan by $2B
2026-10-22Earnings
Earnings report
重申2026年核心每股收益指引为1.64至1.66美元，较2025年增长10%；2027年指引为1.78至1.82美元，增长9%。
D1 -1.3% · +5d +1.9%
2026-10-05Company
PG&E Weighs Strategic Overhaul as Wildfire Risks Threaten Credit Profile
Evaluating capital allocation and business structure changes to strengthen credit profile
D1 +0.2% · +5d +6.6%
2026-09-23Analyst
UBS downgrades to Neutral
D1 -3.6% · +5d -1.3%
2026-09-03Analyst
Truist Securities downgrades to Hold
D1 +4.7% · +5d -1.1%

7 earlier events

2026-09-01Analyst
B of A Securities downgrades to Neutral
D1 +6.0% · +5d +0.9%
2026-08-31Analyst
3 analyst rating changes (0 up / 3 down)
D1 -20.1% · +5d +11.7%
2026-08-05 → 08-06CapitalBull
PG&E Options Activity Persists: Rising Call Volume and Implied Volatility
Multiple independent sources report persistent unusual options activity over two days, indicating sustained market attention
D1 -1.4% · +5d +1.0%
2 waves of this story
- 2026-08-05 Multiple independent sources report unusual call option activity and significant open interest changes, possibly reflecting market expectations around recent developments.
- 2026-08-06 Multiple independent sources report persistent unusual options activity over two days, indicating sustained market attention
2026-07-23EarningsBull
PG&E Q2 profit beats estimates on AI data center demand
Q2 profit of $761M beat estimates, driven by lower costs and AI-driven power demand
D1 -3.1% · +5d +1.4%
2026-07-23Earnings
Earnings report
2026年第二季度核心每股收益为40美分，上半年为83美分，预计全年核心每股收益为1.64美元至1.66美元，较2025年增长10%。
D1 -3.1% · +5d +1.4%
2026-07-23RegulationBull
PG&E Reiterates CA Wildfire Liability Reform as Key Catalyst
Management cites policymaker focus, vows to revisit capital allocation if reform passes
D1 -3.1% · +5d +1.4%
2 waves of this story
- 2026-07-23 Management encouraged by policymaker focus, resolute on revisiting capital allocation if reforms
- 2026-07-23 Management cites policymaker focus, vows to revisit capital allocation if reform passes
2026-07-23EarningsBull
PG&E Q2 Core EPS 40c Beats, Revenue $5.90B Misses
Multiple sources confirm EPS beat while revenue missed; FY guidance reaffirmed
D1 -3.1% · +5d +1.4%
2 waves of this story
- 2026-07-23 Adj EPS 40c beat, revenue miss, but lower costs and AI data center demand boosted profit
- 2026-07-23 Multiple sources confirm EPS beat while revenue missed; FY guidance reaffirmed

$PCG (PG&E Corporation) — investor discussion on X

Five-factor rating: Sell (sector percentile 15.1%)

Most active credible voices on $PCG

Recent headlines featuring $PCG

$PCG (PG&E Corporation) — investor discussion on X

Five-factor rating: Sell (sector percentile 15.1%)

Most active credible voices on $PCG

Recent headlines featuring $PCG

PG&E Reaffirms 2026-27 Guidance, Advances Credit-Profile Strategic Review

Earnings report

PG&E Weighs Strategic Overhaul as Wildfire Risks Threaten Credit Profile

UBS downgrades to Neutral

Truist Securities downgrades to Hold

B of A Securities downgrades to Neutral

3 analyst rating changes (0 up / 3 down)

PG&E Options Activity Persists: Rising Call Volume and Implied Volatility

PG&E Q2 profit beats estimates on AI data center demand

Earnings report

PG&E Reiterates CA Wildfire Liability Reform as Key Catalyst

PG&E Q2 Core EPS 40c Beats, Revenue $5.90B Misses

Bull vs bear

Discussion

PG&E Reaffirms 2026-27 Guidance, Advances Credit-Profile Strategic Review

Earnings report

PG&E Weighs Strategic Overhaul as Wildfire Risks Threaten Credit Profile

UBS downgrades to Neutral

Truist Securities downgrades to Hold

B of A Securities downgrades to Neutral

3 analyst rating changes (0 up / 3 down)

PG&E Options Activity Persists: Rising Call Volume and Implied Volatility

PG&E Q2 profit beats estimates on AI data center demand

Earnings report

PG&E Reiterates CA Wildfire Liability Reform as Key Catalyst

PG&E Q2 Core EPS 40c Beats, Revenue $5.90B Misses