Public Service Enterprise Group Inc is expected to report Q4 2025 revenue of approximately $2.58 billion and EPS of $0.73, while shares currently trade near $86.07 against a median price target of $91.18.
Investors are intensely focused on the company’s "large load" inquiry backlog, which has recently expanded to 9.4 gigawatts, signaling massive potential from AI-driven data center demand.
Supporting this growth is a significant upward revision in the 2026–2030 capital plan, now targeting up to $25.5 billion in regulated infrastructure investments.
Recent regulatory rate cases in New Jersey and steady performance in the nuclear segment provide visibility into management's long-term annual earnings growth target of 6% to 8%.