37/100BConsolidated Edison stock forecast 2026–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Consolidated Edison is 105.40, 11.6% below the current price of 119.19. Their targets range from 87.00 to 118.00.
Of the 10 firms that rated Consolidated Edison in the past 12 months, 1 rate it buy or strong buy, 5 hold and 4 sell or strong sell (each firm at its latest rating): a Hold consensus.
Analysts' 1-year price targets range from 87.00 to 118.00, with an average of 105.40.
| Buy | 1 | |
| Hold | 5 | |
| Sell | 4 |
12-month price target
| Highest target | 118.00 |
| Average target | 105.40 |
| Lowest target | 87.00 |
| Current price | 119.19 |
Consolidated Edison price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Consolidated Edison price target and rating?
How analysts rate Consolidated Edison, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
1 of 10 firms rate it buy now, against 2 of 11 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Consolidated Edison analyst upgrades, downgrades and price targets
The latest rating change came on 1 October 2026, when Wells Fargo upgraded Consolidated Edison from Equal Weight to Overweight. Its price target is 118.00, from 98.00. The most recent new target came from HSBC on 22 October 2026: 104.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 22 Oct 2026 | HSBC Meike Becker | — | 104.00 | — | 111.82 |
| 13 Oct 2026 | KeyBanc Sophie Karp | Reiterated · Underweight | 94.00 → 87.00 | -7.4% | 107.20 |
| 7 Oct 2026 | Mizuho Securities Anthony Crowdell | — | 114.00 → 108.00 | -5.3% | 105.12 |
| 6 Oct 2026 | Jefferies Julien Dumoulin-Smith | — | 105.00 | — | 104.23 |
| 1 Oct 2026 | Wells Fargo | Upgraded · Equal Weight → Overweight | 98.00 → 118.00 | +20.4% | 102.21 |
| 18 Sept 2026 | Morgan Stanley David Arcaro | Reiterated · Underweight | 101.00 → 97.00 | -4.0% | 105.69 |
| 21 Aug 2026 | Morgan Stanley | Reiterated · Underweight | 99.00 → 101.00 | +2.0% | 108.10 |
| 17 Aug 2026 | Evercore ISI Nicholas Amicucci | Reiterated · In Line | 116.00 → 112.00 | -3.4% | 108.80 |
| 7 Aug 2026 | Barclays | Reiterated · Underweight | 110.00 → 106.00 | -3.6% | 108.95 |
| 27 Jul 2026 | Mizuho Securities Anthony Crowdell | — | 105.00 → 114.00 | +8.6% | 112.97 |
| 23 Jul 2026 | KeyBanc | Reiterated · Underweight | 97.00 → 94.00 | -3.1% | 112.09 |
| 23 Jun 2026 | Argus Research | — | 112.00 | — | 107.63 |
| 2 Jun 2026 | Mizuho Securities | Downgraded · Outperform → Neutral | 118.00 → 105.00 | -11.0% | 103.60 |
| 21 May 2026 | Morgan Stanley | — | 105.00 → 99.00 | -5.7% | 107.52 |
| 14 May 2026 | Goldman Sachs | — | 105.00 | — | 106.16 |
| 11 May 2026 | Evercore ISI Nicholas Amicucci | — | 116.00 | — | 106.53 |
| 21 Apr 2026 | Morgan Stanley David Arcaro | Reiterated · Underweight | 102.00 → 105.00 | +2.9% | 108.84 |
| 21 Apr 2026 | KeyBanc | Reiterated · Underweight | 86.00 → 97.00 | +12.8% | 109.67 |
| 21 Apr 2026 | Wells Fargo Shahriar Pourreza | — | 95.00 → 98.00 | +3.2% | 109.67 |
| 25 Feb 2026 | Tigress Financial | — | 104.00 | — | 111.01 |
| 24 Feb 2026 | Barclays | Reiterated · Underweight | 166.00 → 110.00 | -33.7% | 112.14 |
| 23 Feb 2026 | Mizuho Securities Anthony Crowdell | — | 118.00 | — | 109.82 |
| 20 Feb 2026 | Morgan Stanley | — | 96.00 → 102.00 | +6.3% | 110.46 |
| 20 Feb 2026 | Scotiabank | Reiterated · Sector Perform | 106.00 → 117.00 | +10.4% | 109.66 |
| 23 Jan 2026 | RBC Capital Stephen D'Ambrisi | — | 118.00 | — | 103.91 |
| 23 Jan 2026 | UBS William Appicelli | Reiterated · Neutral | 105.00 → 112.00 | +6.7% | 103.18 |
| 22 Jan 2026 | Barclays | Reiterated · Underweight | 105.00 → 166.00 | +58.1% | 103.84 |
| 21 Jan 2026 | Morgan Stanley | — | 92.00 → 96.00 | +4.3% | 104.29 |
| 20 Jan 2026 | Wells Fargo | Reiterated · Equal Weight | 99.00 → 95.00 | -4.0% | 103.81 |
| 7 Jan 2026 | UBS | Reiterated · Neutral | 104.00 → 105.00 | +1.0% | 100.11 |
| 17 Dec 2025 | UBS | Reiterated · Neutral | 104.00 | — | 98.90 |
| 16 Dec 2025 | Morgan Stanley | — | 98.00 → 92.00 | -6.1% | 99.16 |
| 12 Dec 2025 | KeyBanc | Reiterated · Underweight | 90.00 → 86.00 | -4.4% | 95.62 |
| 20 Nov 2025 | Morgan Stanley David Arcaro | — | 100.00 → 98.00 | -2.0% | 100.68 |
Consolidated Edison EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Analysts expect Consolidated Edison's EPS to grow 7.1% a year until 2028. Over the last 5 years it grew 11.5% a year, and over the last 3 years 6.5%.
Analysts expect Consolidated Edison's revenue to grow 4.1% a year until 2028, about as fast as over the last 5 years (6.7% a year) and the last 3 years (2.6%).
Revenue
EPS
Does Consolidated Edison beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 5.4% off the result, either way, and their revenue estimate 5.5%, over the last 12 quarters.
- EPS beats
- 84 / 136
- Revenue beats
- 75 / 120
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +4.6%
- Since
- January 1993
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 5 Nov 2026 | 2.03 | 2.07 | +2.0% | 4.75B | 4.91B | +3.5% |
| Q2 FY2026 | 6 Aug 2026 | 0.76 | 0.83 | +9.8% | 3.60B | 4.07B | +13.1% |
| Q1 FY2026 | 7 May 2026 | 2.28 | 2.17 | -4.8% | 5.22B | 5.10B | -2.4% |
| Q4 FY2025 | 19 Feb 2026 | 0.86 | 0.89 | +4.0% | 3.61B | 4.00B | +10.6% |
| Q3 FY2025 | 6 Nov 2025 | 1.74 | 1.90 | +9.2% | 4.22B | 4.53B | +7.4% |
| Q2 FY2025 | 7 Aug 2025 | 0.64 | 0.67 | +4.5% | 3.46B | 3.60B | +3.9% |
| Q1 FY2025 | 1 May 2025 | 2.21 | 2.25 | +1.8% | 4.26B | 4.80B | +12.6% |
| Q4 FY2024 | 20 Feb 2025 | 0.97 | 0.98 | +1.0% | 3.68B | 3.67B | -0.3% |
| Q3 FY2024 | 7 Nov 2024 | 1.59 | 1.68 | +5.7% | 4.06B | 4.09B | +0.7% |
| Q2 FY2024 | 1 Aug 2024 | 0.57 | 0.59 | +3.5% | 3.18B | 3.22B | +1.3% |
| Q1 FY2024 | 2 May 2024 | 1.88 | 2.15 | +14.4% | 4.40B | 4.28B | -2.7% |
| Q4 FY2023 | 15 Feb 2024 | 0.96 | 1.00 | +4.2% | 3.70B | 3.44B | -7.0% |
Consolidated Edison stock price 2026–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If Consolidated Edison's earnings keep growing at the 6.6% a year analysts expect to FY2028, it would earn about 7.88 a share in FY2030. At the P/E it has traded at over the last five years (12.6 to 22.1) that is 98.98 to 174.12 a share, or 142.48 at its average P/E of 18.1. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 6.11 | 76.76 | 110.49 | 135.03 |
| FY2027 | 6.49 | 81.59 | 117.46 | 143.54 |
| FY2028 | 6.93 | 87.02 | 125.27 | 153.09 |
| FY2029 (extrapolated) | 7.39 | 92.81 | 133.60 | 163.26 |
| FY2030 (extrapolated) | 7.88 | 98.98 | 142.48 | 174.12 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 6.6% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (12.6, 18.1, 22.1).
Is Consolidated Edison stock undervalued or overvalued?How does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
Consolidated Edison's P/E of 19.0 is around the middle of its 5-year range (11.7 to 25.9, median 18.8). It is in line with its own history. Buyers pay more for each point of growth than usual: a PEG of 2.7 on expected growth against 1.6 on its median P/E and past five years' growth. At its usual P/E (18.8 × EPS of 6.28), Consolidated Edison's fair value is 118.36, close to the price of 119.19. Its forward P/E, on the consensus for FY2026, is 19.5.
Fair value is the usual (median) P/E of the last five years times the earnings per share of the last twelve months; the ends of the bar are the same earnings at its lowest and highest P/E of those years (11.7 and 25.9). The price against its P/E range
- Price to earnings ratio (TTM)What is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 18.98
- Five-year median P/EWhat is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 18.85
- Five-year P/E range
- 11.7 – 25.9
- Forward P/E (FY2026)What is the forward P/E ratio? Forward P/E divides a share's price by the earnings per share analysts expect in the coming year, rather than last year's actual earnings.
- 19.51
- PEG ratioWhat is the PEG ratio? The PEG ratio divides the P/E by the yearly earnings growth analysts expect, to show how much you pay for each point of growth.
- 2.86
- To the average targetWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
- -11.6%
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 64.525 | 127.9762Price 64.53185 | +98.3% | |
| 28.410 | 56.3234Price 28.4196 | +98.2% | |
| 153.725 | 297.58169Price 153.73471 | +93.6% | |
| 243.002 | 464.71205Price 243.00627 | +91.2% | |
| 160.085 | 305.52160Price 160.09396 | +90.8% | |
| 37.565 | 71.4258Price 37.57193 | +90.1% | |
| 160.240 | 300.28225Price 160.24375 | +87.4% |
Furthest below the fair value on each stock's page, updated every day.