Southern Company Q4 Earnings Forecast
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy SO?
Source: seekingalpha
- Earnings Expectations: Southern Company is projected to report Q4 earnings per share of $0.56, reflecting a 12% year-over-year increase, with revenues expected to reach $6.3 billion, indicating robust growth potential amid rising electricity demand.
- Financing Activities: The company raised $2 billion through an equity units offering to refinance debt and support corporate needs, which not only alleviates short-term obligations but also provides funding for future capital expenditures.
- Subsidiary Developments: Georgia Power is advancing new generation capacity plans and has reached an agreement with the Georgia Public Service Commission to lower residential customer costs, reflecting proactive strategies to address growing electricity demand from large users.
- Analyst Ratings: Despite Southern Company exceeding EPS estimates 88% of the time over the past two years, analysts have rated the stock as Hold, primarily due to valuation misalignment with the stock price, indicating a cautious market outlook on future growth.
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Analyst Views on SO
Wall Street analysts forecast SO stock price to rise
17 Analyst Rating
4 Buy
11 Hold
2 Sell
Hold
Current: 92.000
Low
45.00
Averages
92.34
High
109.00
Current: 92.000
Low
45.00
Averages
92.34
High
109.00
About SO
The Southern Company is an energy provider. The Company owns three traditional electric operating companies, Southern Power Company and Southern Company Gas. The traditional electric operating companies-Alabama Power, Georgia Power and Mississippi Power-are operating public utility companies providing electric service to retail customers in three Southeastern states in addition to wholesale customers in the Southeast. The Southern Power Company develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects, and sells electricity at market-based rates in the wholesale market. The Southern Company Gas is an energy services holding company whose primary business is the distribution of natural gas in four states - Illinois, Georgia, Virginia, and Tennessee, through the natural gas distribution utilities. Southern Company Gas is also involved in several other businesses that are complementary to the distribution of natural gas.
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.
Southern Company Q4 Earnings Forecast
- Earnings Expectations: Southern Company is projected to report Q4 earnings per share of $0.56, reflecting a 12% year-over-year increase, with revenues expected to reach $6.3 billion, indicating robust growth potential amid rising electricity demand.
- Financing Activities: The company raised $2 billion through an equity units offering to refinance debt and support corporate needs, which not only alleviates short-term obligations but also provides funding for future capital expenditures.
- Subsidiary Developments: Georgia Power is advancing new generation capacity plans and has reached an agreement with the Georgia Public Service Commission to lower residential customer costs, reflecting proactive strategies to address growing electricity demand from large users.
- Analyst Ratings: Despite Southern Company exceeding EPS estimates 88% of the time over the past two years, analysts have rated the stock as Hold, primarily due to valuation misalignment with the stock price, indicating a cautious market outlook on future growth.
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- Construction Progress: Construction is currently underway, with microgrid facilities being established at Taos Ski Valley, El Rito West, and Penasco, ensuring support for critical loads during severe events and providing reliable local power solutions.
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Southern Company Q4 Earnings Forecast
- Earnings Expectations: Southern Company is projected to report Q4 earnings per share of $0.56, reflecting a 12% year-over-year increase, with revenues expected to reach $6.3 billion, indicating robust growth potential amid rising electricity demand.
- Financing Activities: The company raised $2 billion through an equity units offering to refinance debt and support corporate needs, which not only alleviates short-term obligations but also provides funding for future capital expenditures.
- Subsidiary Developments: Georgia Power is advancing new generation capacity plans and has reached an agreement with the Georgia Public Service Commission to lower residential customer costs, reflecting proactive strategies to address growing electricity demand from large users.
- Analyst Ratings: Despite Southern Company exceeding EPS estimates 88% of the time over the past two years, analysts have rated the stock as Hold, primarily due to valuation misalignment with the stock price, indicating a cautious market outlook on future growth.
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- Carvana Earnings Expectations: Analysts forecast Carvana to report earnings of $1.10 per share on revenue of $5.26 billion, with strong year-over-year growth in retail units and gross profit per unit, although investor concerns linger over a recent short-seller report alleging accounting irregularities.
- Walmart Earnings Focus: Walmart is expected to report earnings on Thursday, with estimates of $0.72 per share and revenue of $190.24 billion, as investors will closely monitor the growth of high-margin segments and commentary on consumer health.
- Opendoor Earnings Outlook: Opendoor is set to release its Q4 results after Thursday's close, with investors looking for updates on its turnaround plans and progress towards profitability by 2026, particularly regarding improvements in gross margins and the success of its AI-driven “capital-light” platform.
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- Microgrid Project Collaboration: PowerSecure is collaborating with Kit Carson Electric Cooperative (KCEC) to develop a project that includes three new microgrids and battery energy storage systems (BESS), aimed at enhancing community readiness and resilience against extreme weather events, ensuring reliable power supply.
- Battery Storage Capacity: The project will add 7.5 MW (38.25 MWh) of battery storage capacity, enabling KCEC to maintain critical power loads during public safety power shutoffs, significantly improving the reliability and sustainability of local power supply.
- Construction Progress: Construction is currently underway, with microgrid facilities being established at Taos Ski Valley, El Rito West, and Penasco, ensuring support for critical loads during catastrophic events and enhancing community power resilience.
- Strategic Partnership Significance: KCEC CEO Luis A. Reyes emphasized that this collaboration not only showcases a commitment to innovative energy solutions but also highlights the importance of safeguarding Northern New Mexico communities during extreme events, ensuring members benefit from a stronger and more reliable energy future.
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PowerSecure Partners with KCEC to Develop Microgrid Project
- Microgrid Project Collaboration: PowerSecure is collaborating with Kit Carson Electric Cooperative (KCEC) to develop a project that includes three new microgrids and battery energy storage systems (BESS), aimed at enhancing community readiness and improving grid resilience against catastrophic events.
- Increased Energy Storage Capacity: The project will add 7.5 MW (38.25 MWh) of battery storage capacity, ensuring that KCEC can maintain critical power loads and services during extreme weather and wildfire events, thereby safeguarding public safety.
- Construction Progress: Construction is currently underway, with microgrid facilities being established at Taos Ski Valley, El Rito West, and Penasco, ensuring support for critical loads during severe events and providing reliable local power solutions.
- Community Commitment: KCEC CEO Luis A. Reyes emphasized that this partnership not only showcases a commitment to innovative energy solutions but also highlights the determination to protect Northern New Mexico communities during extreme events, ensuring members benefit from a stronger and more reliable energy future.
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White House Considers Cost Burden on Data Centers
- Cost Internalization for Data Centers: White House trade advisor Peter Navarro stated that data center builders must absorb costs related to electricity and water usage, highlighting the government's concern over economic pressures that could impact companies like Meta.
- Rising Electricity Prices: With electricity prices spiking 6.9% year-over-year in 2025, public anxiety about the economy is increasing, as Navarro attempts to blame former President Biden, indicating the current administration's challenges in addressing inflation.
- Policy Response Measures: The Trump administration has signed a pact with several states urging major tech companies to finance $15 billion for new power plants to alleviate the strain data centers place on the grid, demonstrating proactive government intervention in energy policy.
- Election Outlook Impact: As the November 2026 midterms approach, polls show Democrats leading by 5.2 points, reflecting voter concerns over economic issues that could affect Trump's and the Republican Party's electoral prospects.
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- Market Performance: Equities experienced a decline last week, with all three major indexes falling by at least 1.2%.
- Economic Indicators: This downturn occurred despite a better-than-expected jobs report from the Bureau of Labor Statistics and a relatively stable inflation report.
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