How the Street's calls on power & grid played out
Sell-side price targets on power & grid names over the last two years, checked over each firm's own horizon: 140 of 293 resolved targets (48%) were reached while they stood, 143 were replaced by the same firm first, and 10 fell short at their deadline.
5 names · 13 firms with 8+ resolved targets here · checked through 2026-10-29. Rebuilt every morning.
Firm by firm on power & grid
| # | Firm | Targets reached | Replaced early | Short | Resolved | Ratings vs sector | Names |
|---|---|---|---|---|---|---|---|
| 1 | Barclays | 13 (41%) | 19 | 0 | 32 | 3 of 4 | CEG GEV NRG TLN |
| Morgan Stanley | 11 (41%) | 16 | 0 | 27 | 3 of 4 | CEG GEV NRG TLN VST | |
| Wells Fargo | 4 (15%) | 23 | 0 | 27 | 3 of 5 | CEG GEV NRG TLN VST | |
| BMO Capital | 13 (52%) | 12 | 0 | 25 | 3 of 3 | CEG GEV NRG VST | |
| JPMorgan | 11 (50%) | 11 | 0 | 22 | 4 of 4 | CEG GEV TLN VST | |
| UBS | 9 (45%) | 11 | 0 | 20 | 3 of 4 | CEG GEV NRG TLN VST | |
| Jefferies | 11 (58%) | 8 | 0 | 19 | 2 of 2 | CEG GEV NRG TLN VST | |
| Citigroup | 10 (77%) | 2 | 1 | 13 | 1 of 1 | CEG GEV NRG | |
| Susquehanna | 4 (40%) | 6 | 0 | 10 | 1 of 1 | GEV | |
| Bank of America | 7 (78%) | 2 | 0 | 9 | 4 of 4 | CEG GEV TLN VST | |
| Guggenheim | 7 (78%) | 2 | 0 | 9 | 2 of 2 | GEV NRG | |
| TD Cowen | 1 (12%) | 7 | 0 | 8 | 1 of 1 | CEG GEV TLN VST | |
| Goldman Sachs | 4 (50%) | 4 | 0 | 8 | 2 of 2 | CEG GEV NRG TLN VST |
Numbered firms have 30+ resolved targets in this sector and are ordered by the share reached; the rest are listed by volume, unranked. A record inside one sector is a slice of a slice: none of these counts is a measure of skill, and none carries a letter. How targets and ratings are checked →
The names
Other sectors
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
Get the calls before they're checked
Our take, the S&P 500 Pulse, the Street's calls and today's docket — one email, weekdays, 9 AM ET, 30 minutes before the open.