Alliant Energy Corp Dossier
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SectorUtilities IndustryUtilities - Regulated Electric Beta (adjusted)0.70 Intrinsic Value $57.63median of 6 methods · middle span $51-$64based on filings through 31 Mar 2026 Market Price $63.30Price as of 30 Sep 2026 Near fair valueIntrinsic value is 9% below the market price −50% · IV below pricenear fair value ±15%IV above price · +50% Data confidence Sign in to view data confidence Market Cap $16.4B Enterprise Value $27.3B Shares Outstanding 259.4M diluted Moat Rating None Next Earnings Date5 Nov 2026 Last ex-dividend31 Jul 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Alliant Energy offers a constructive regulated-utility growth outlook supported by 2026 ongoing EPS guidance of $3.36-$3.46, results trending in the upper half of that range, expected 60% load growth by 2031 and three data centers making significant construction progress. The counterweight is a large, execution-intensive capital program exposed to regulatory recovery, project timing, customer-load realization, financing, operating-cost and weather risks. Valuation upside could not be verified and a Hold is more defensible than a directional Buy or Sell. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$73.00 Mean target$78.54 High · most bullish analyst$86.00 Street targets sit above today's price; our intrinsic value sits below it. Different horizons, different questions. Our research · scenarios, merits, risks, and invalidation triggersResearch as of 2 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $73.0023% Large customers delay or reduce planned facilities, leaving generation or transmission investments underutilized, while project costs, financing expense, maintenance expense or adverse regulatory outcomes prevent the utilities from earning authorized returns. These pressures could drive ongoing EPS below guidance and weaken the justification for the expanded capital program. Base CaseCentral scenario $78.5458% Matches the consensus meanAlliant Energy achieves its $3.36-$3.46 ongoing EPS guidance while progressing the $3.13 billion 2026 capital plan and serving gradually materializing large-customer demand. Higher rate-base revenue requirements offset increased operating, depreciation and financing expenses, but execution and regulatory dependencies limit conviction. Bull CaseUpside scenario $86.0019% The company finishes 2026 in the upper half of its ongoing EPS guidance, data-center construction and associated load arrive on schedule, and generation and storage investments enter service within approved cost and timing parameters. This would strengthen confidence that exceptional load growth can translate into durable regulated earnings growth without undermining affordability or reliability. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
Key Investment Risks
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |