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Alliant Energy Corp

Alliant Energy Corp

LNT
$74.82USD↓-1.23%-0.93 today

MARKET CAP

19.3B

P/E (TTM)

23.2x

FWD P/E

20.9x

DAY RANGE

$75 – $77

52W RANGE

$62
$79

AI Summary

Stalk
TrimHigh

Yesterday’s bullish medium-term bias was invalidated by a decisive support failure and breakdown of the HH/HL sequence, marking a transition into Stage 3 distribution. Active distribution with price below the 9/21 EMAs and rolling downtrend confirms a bearish medium-term posture. Short-term timing is neutral as price nears the 50 DMA, warranting deferred execution into a potential retest of the broken support zone for rejection. The long-term uptrend remains intact but faces risk of further degradation if distribution persists.

  • ↑Forecasting 7% CAGR earnings through 2029, backed by five data center agreements totaling 3.4 GW demand
  • ↑Capital plan of $13.4 B through 2029 focused on renewables and grid upgrades
  • ↓Profitability factor negative, reflecting compressed margins from higher O&M costs
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Alliant Energy Corporation (NASDAQ: LNT) is a leading utility provider serving electric and natural gas customers primarily in Iowa and Wisconsin. The company has established itself in the growing renewable energy sector while focusing on meeting the evolving energy demands driven by significant partnerships with data centers. As it embarks on a transformational capital investment strategy estimated at $13.4 billion for 2026–2029, Alliant positions itself well within the energy transition theme, aiming for sustainable growth while ensuring affordability and reliability for its customer base.

Bull says

  • ↑Forecasting 7% CAGR earnings through 2029, backed by five data center agreements totaling 3.4 GW demand
  • ↑Capital plan of $13.4 B through 2029 focused on renewables and grid upgrades
  • ↑Revenue grew 5% YoY to $1.18 B in Q1 2026, beating estimates
  • ↑Dividend yield of 3.6% with consecutive annual increases supports income profile
  • ↑Regulatory framework in Iowa enables stable base electric rates through 2030
  • ↑Strong leverage capacity facilitates financing of strategic infrastructure investments

Bear says

  • ↓Profitability factor negative, reflecting compressed margins from higher O&M costs
  • ↓Weather-related margin headwinds cut earnings by ~$0.04/share in Q1 2026
  • ↓Elevated leverage increases debt service risk amid rising interest rates
  • ↓Negative growth factor warns of unsustainable long-term earnings momentum
  • ↓Significant short interest underscores investor skepticism on stock outlook
  • ↓Execution risk in $13.4 B infrastructure projects could delay revenue targets

Investment themes with LNT

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-02-2026bullish

Transcript signals

Bull points

  • So think of it as incrementally better,
  • Yesterday we announced solid first quarter 2026 gap and ongoing earnings of 87 cents and 82 cents, respectively.
  • We are reaffirming our 2026 earnings guidance, with slide six reflecting several of our key 2026 assumptions.

Bear points

  • These positive drivers were offset by higher operations and maintenance expenses related to new energy resources and planned maintenance at existing generating facilities, as well as higher depreciation and financing costs.
  • Temperatures in the first quarter of 2026 reduced electric and gas margins by approximately 4 cents per share compared to a reduction of 3 cents in the prior year.
  • 720 megawatt CT
Read full transcript analysis ›