PG&E to Report Q4 Earnings: What's in the Cards for the Stock?

Core Viewpoint - PG&E Corporation (PCG) is expected to report its fourth-quarter 2025 results on February 12, with a prior earnings surprise of 13.64% in the last quarter [1] Factors Impacting Q4 Results - Increased electric load driven by electric vehicle adoption, data center expansion, and building electrification is anticipated to enhance energy consumption, supporting the company's growth [2] - The completion of 1,000 miles of underground power lines in high fire-risk areas is expected to significantly reduce wildfire-related outages and improve service reliability [4] - A partnership with Nissan and Fermata Energy to launch a pilot program integrating electric vehicles with a microgrid aims to enhance grid reliability and energy resilience [3] Financial Expectations - The Zacks Consensus Estimate for Q4 sales is $7.21 billion, indicating an 8.8% year-over-year growth [6] - The consensus estimate for earnings is 36 cents per share, reflecting a year-over-year increase of 16.1% [6] - Higher sales expectations and reduced non-fuel operating and maintenance expenses are likely to support PG&E's earnings for the quarter [5] Earnings Prediction Insights - The company's Earnings ESP is -0.46%, indicating that the model does not predict an earnings beat for this quarter [7] - PG&E currently holds a Zacks Rank of 3 (Hold), which does not favor an earnings beat [8]