Investment Strategy: OGE Energy Corp is focusing on capital investments and carbon-reduction initiatives, planning to spend $6.50 billion from 2025 to 2029 to enhance grid reliability and support sustainable growth.
Renewable Energy Expansion: The company is expanding its renewable energy portfolio, operating wind farms and solar sites, and aims to capture incentives from clean-energy investments while offering voluntary renewable programs to customers.
Supply Chain Risks: OGE Energy faces challenges from supply-chain disruptions, including raw material inflation and logistical issues, which may delay construction and equipment deliveries for its capital projects.
Market Performance: Despite a 2.8% rise in shares over the past year, OGE Energy's growth lags behind the industry average of 18.9%, with rising production costs posing additional risks to its profitability.
Wall Street analysts forecast CNP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CNP is 42.73 USD with a low forecast of 39.00 USD and a high forecast of 46.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast CNP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CNP is 42.73 USD with a low forecast of 39.00 USD and a high forecast of 46.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
8 Hold
0 Sell
Moderate Buy
Current: 39.310
Low
39.00
Averages
42.73
High
46.00
Current: 39.310
Low
39.00
Averages
42.73
High
46.00
UBS
Buy
downgrade
$45 -> $43
Al Analysis
2025-12-17
Reason
UBS
Price Target
$45 -> $43
Al Analysis
2025-12-17
downgrade
Buy
Reason
UBS lowered the firm's price target on CenterPoint Energy to $43 from $45 and keeps a Buy rating on the shares.
Morgan Stanley
David Arcaro
Equal Weight
downgrade
$39 -> $36
2025-12-16
Reason
Morgan Stanley
David Arcaro
Price Target
$39 -> $36
2025-12-16
downgrade
Equal Weight
Reason
Morgan Stanley analyst David Arcaro lowered the firm's price target on CenterPoint Energy to $36 from $39 and keeps an Equal Weight rating on the shares. Utility performance will be heavily driven by data centers and growth upside in 2026, the analyst tells investors in a year-ahead note.
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KeyBanc
Sophie Karp
Sector Weight -> Overweight
upgrade
$41
2025-12-12
Reason
KeyBanc
Sophie Karp
Price Target
$41
2025-12-12
upgrade
Sector Weight -> Overweight
Reason
KeyBanc analyst Sophie Karp upgraded CenterPoint Energy to Overweight from Sector Weight with a $41 price target as part of its 2026 outlook for the utilities group. CenterPoint offers an "uncorrelated thesis with no measurable exposure" to the artificial intelligence theme, but it still has "premium growth characteristics and attractive recovery mechanisms," the analyst tells investors in a research note. The firm sees no near-term negative catalyst for the shares.
JPMorgan
Neutral
downgrade
$43 -> $41
2025-12-11
Reason
JPMorgan
Price Target
$43 -> $41
2025-12-11
downgrade
Neutral
Reason
JPMorgan lowered the firm's price target on CenterPoint Energy to $41 from $43 and keeps a Neutral rating on the shares. The firm updated models in the North American utilities group.
About CNP
CenterPoint Energy, Inc. is an energy delivery company. The Company, through its subsidiaries, owns and operates electric transmission, distribution and generation facilities and natural gas distribution systems. Its segments include Electric and Natural Gas. The Electric segment includes electric transmission and distribution services that are subject to rate regulation in Houston Electric's and Indiana Electric's service territories. The Natural Gas segment includes intrastate natural gas sales to, and natural gas transportation and distribution for residential, commercial, industrial and institutional customers in Indiana, Minnesota, Ohio, and Texas; permanent pipeline connections through interconnects with various interstate and intrastate pipeline companies; and home appliance maintenance and repair services to customers in Minnesota and home repair protection plans to natural gas customers in Indiana, Ohio and Texas through a third party.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
