9 analysts' median target is $76[FMP target], stock is $72, +5.9% upside potential. After Q1 +0.0% EPS beat[FMP earnings], the stock moved +0.9%.
B- = MoonshotScore 46[9-pillar formula] + Council 2/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q1 consensus: revenue $988.0M[FMP est], EPS $0.69[FMP est]. 0 consecutive quarters of beat[FMP earnings].
Q1 EPS +0.0% beat[FMP] but the stock +0.9% D+1[FMP D+1]. Robert J. Durian promised $414.0M CapEx + a sequential decline in Q1 during the Q1 earnings call[Robert J. Durian capex transcript].
Watchlist
Earnings Growth Outlook
earnings_growth_outlook
Alliant Energy expects its compound annual earnings growth rate across 2027 through 2029 to be 7% plus, based on its current plan.
"Our longer-term earnings outlook remains intact, and based on our current plan, we expect our compound annual earnings growth rate across 2027 through 2029 to be 7% plus."
- Robert J. Durian, Executive Vice President and Chief Financial Officer - Q1 FY26 Earnings Call - May 1, 2026
Large Load Opportunities
large_load_opportunities
Alliant Energy is making strong progress on the 2 to 4 gigawatts of large load opportunities and has five fully executed data center agreements.
"Looking ahead, we continue to make strong progress on the 2 to 4 gigawatts of future large load opportunities we first announced six months ago. We now have five fully executed data center agreements representing approximately 3.4 gigawatts of contracted demand, with three of these projects under active construction."
- Lisa M. Barton, President and Chief Executive Officer - Q1 FY26 Earnings Call - May 1, 2026
Equity Financing
equity_financing
Alliant Energy has already raised approximately $1.3 billion of the approximately $2.4 billion of expected common equity needs over the next four years.
"As shown on slide eight, of the approximately $2.4 billion of expected common equity needs over the next four years, we have already raised approximately $1.3 billion through forward equity agreements."
- Robert J. Durian, Executive Vice President and Chief Financial Officer - Q1 FY26 Earnings Call - May 1, 2026
2026 Earnings Outlook
2026_earnings_outlook
Alliant Energy is on track to achieve its 2026 earnings targets while executing on its strategic priorities.
"We remain firmly on track to achieve our 2026 earnings targets while executing on our strategic priorities."
- Lisa M. Barton, President and Chief Executive Officer - Q1 FY26 Earnings Call - May 1, 2026
Iowa Electric Rates
iowa_electric_rates
Alliant Energy can keep base electric rates stable in Iowa for at least four more years due to its regulatory framework.
"In Iowa, our regulatory framework enables us to keep base electric rates stable through at least the end of the decade-that is at least four more years of no retail electric base rate reviews in Iowa-while earning our authorized return through retaining tax credits and energy margins from new generation investments."
- Lisa M. Barton, President and Chief Executive Officer - Q1 FY26 Earnings Call - May 1, 2026
Stock Expert AI - Methodology
9-pillar methodology. Revenue Growth strong. Operating Leverage weak.
How is it calculated? ->6 investor frameworks. 2 bullish (Ray Dalio, Buffett), 1 bearish (Ken Griffin), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 (May 1, 2026): EPS $0.82 vs $0.82 est[FMP], +0.0% beat. D+1 movement: +0.9%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $0.82 vs $0.82 beat[FMP], stock +0.9% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $414.0M[FMP cashflow]. Q1 op margin 21.0%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q1 EPS threshold $0.69[FMP], CapEx threshold "below $414.0M"[Robert J. Durian]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This LNT (LNT) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.