Edison International research snapshot
EIX AI stock analysis currently reads Edison International as a regulated electric utility with a solid Q2 2026 core earnings beat but a stock that fell 6.81% on July 31, 2026 as investors weighed a revenue miss, a reaffirmed rather than raised 2026 guidance range, and the coming Eaton Fire bellwether trial. The business still has essential Southern California electric infrastructure, visible rate-base growth, 2026 core EPS guidance of $5.90 to $6.20, and a dividend yield near 4.8%. The offset is large wildfire exposure, heavy capital spending, negative free cash flow after capex, high debt, and a stock that traded to an $81.62 52-week high before pulling back to $73.37. The EIX AI stock forecast therefore uses scenario ranges, not a precise price prediction, and treats CPUC outcomes, wildfire liability recovery, financing costs, grid hardening execution, and customer affordability as the variables that matter most.
Current price
$73.37
Market cap
$28.23 billion verified market cap
AI score
62 / 100
Rating
Regulated California utility with a Q2 2026 earnings beat but a post-earnings pullback and wildfire watch
Trend status
Below the 50-day moving average after the July 31 pullback, still above the 200-day average
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Edison International owns Southern California Edison, an essential electric utility serving a large Southern California territory with regulated infrastructure and recurring demand. | High |
| Moat | The moat comes from a regulated service territory, transmission and distribution assets, scale, grid reliability knowledge, and the practical difficulty of duplicating the network. | High |
| Management | Management has emphasized safety, affordability, wildfire mitigation, grid hardening, and a 5% to 7% core EPS growth target through 2030, and Q2 2026 core EPS of $1.54 beat consensus, but execution is being tested by wildfire recovery, affordability politics, and financing needs. | Medium-high |
| Financial trend | H1 2026 core earnings rose to $1.142 billion from $902 million a year earlier, Q2 2026 core EPS was $1.54, and the company reaffirmed 2026 core EPS guidance of $5.90 to $6.20, but Q2 revenue of about $4.36 billion missed the roughly $4.82 billion consensus. | High |
| Valuation | At $73.37, EIX screens at 7.57x trailing EPS, 11.65x forward earnings, 1.45x sales, 1.62x book, a negative FCF yield, and a 4.78% dividend yield, with a consensus price target near $76.75. | High |
| Technical trend | The stock closed at $73.37 on July 31, 2026, down 6.81%, below the 50-day average near $74.19 but above the 200-day average near $67.07, with RSI near 39.39. | Medium |
| Risk level | Main risks are wildfire liabilities, adverse CPUC decisions, the January 2027 Eaton Fire bellwether trial, higher interest rates, equity or debt financing pressure, customer affordability politics, and negative free cash flow during the capex cycle. | Medium-high |
| AI confidence | Descriptive confidence is high because source data is rich and cross-checked. Return confidence is lower because the investment case depends on legal, regulatory, and financing outcomes. | High data confidence |
| Investment certainty | EIX is a durable utility franchise with a credible recovery path, but the stock needs constructive wildfire recovery, rate-base growth, and balance-sheet discipline to justify upside from the post-earnings pullback. | Medium-low |
EIX AI stock forecast
The EIX AI stock forecast is scenario-based because regulated utility value depends on allowed returns, core EPS growth, wildfire liability outcomes, the Eaton Fire trial result, financing cost, and investor appetite for dividend yield. Using the $73.37 price reference, normalized 2026 core EPS midpoint of $6.05, and the audited three-year model, the mechanical range points to about $57 in a bear case, $82 in a base case, and $103 in a bullish case before dividends. The range is not a promise. A higher outcome needs constructive CPUC recovery, steady 5% to 7% core EPS growth, wildfire risk containment, and stable bond yields.
$95 to $105 before dividends
More likely if EIX compounds core EPS near 7%, the Eaton Fire bellwether trial and wildfire claims stay within recoverable or already reserved ranges, the CPUC supports grid hardening recovery, debt markets stay open, and investors value the dividend and rate-base growth at a mid-teens earnings multiple.
$78 to $85 before dividends
More likely if core EPS grows in the low to mid single digits, the market values EIX near 12x normalized earnings, wildfire uncertainty fades slowly, and negative free cash flow is accepted as part of regulated infrastructure investment.
$54 to $60 before dividends
More likely if the Eaton Fire bellwether trial or other wildfire losses exceed recovery assumptions, regulators disallow meaningful costs, interest rates rise, debt or equity funding pressures increase, or investors demand a lower multiple for California utility risk.
EIX AI technical analysis
EIX AI technical analysis turned negative short-term after the July 30, 2026 earnings release. StockAnalysis showed a July 31, 2026 close of $73.37, down 6.81%, a 50-day moving average near $74.19, a 200-day moving average near $67.07, RSI near 39.39, and 20-day average volume near 2.38 million shares. The stock is now below its 50-day average after reaching an $81.62 52-week high earlier in 2026, so the 200-day average near $67.07 is the next meaningful trend test.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $73.37 | StockAnalysis listed the July 31, 2026 close at $73.37, down 6.81%, after Q2 2026 results released on July 30, 2026. |
| Immediate support | $72 to $73 | This area brackets the lower end of the July 31 trading range and is the first stop for the post-earnings pullback. |
| Major support | $66 to $68 | This range overlaps the 200-day moving average near $67.07 and is the key longer-term trend test after the pullback. |
| Deeper support | $51 to $54 | This area sits near the lower part of the 52-week range, with StockAnalysis listing a 52-week low of $51.01. |
| Near resistance | $74 to $75 | The 50-day moving average near $74.19 and the gap left by the July 31 decline form the first resistance zone. |
| Upper resistance | $78 to $82 | This range includes the pre-earnings close near $78.73 and the $81.62 52-week high, and would need strong earnings, wildfire, or regulatory news to reclaim. |
| Moving averages | 50-day near $74.19, 200-day near $67.07 | Price below the 50-day average is a short-term negative. The 200-day average still marks the broader uptrend. |
| Momentum | RSI near 39.39 | Momentum turned weak after the drop. A bounce back above $75 with volume would improve confirmation. |
| Volume | 20-day average near 2.38 million shares | The July 31 decline came on well above-average volume of about 6.2 million shares. Volume confirmation matters around wildfire, CPUC, and trial news. |
| Volatility | Watch wildfire, Eaton Fire trial, CPUC, bond-yield, and earnings news | Utility stocks can look calm until legal, regulatory, or financing assumptions change. |
| Invalidation | Close below $67, then below $51 | A sustained break below the 200-day average would weaken the recovery trend. A break below the 52-week low would challenge the broader rebound thesis. |
EIX AI trading strategy
The EIX AI trading strategy below is a rules-based research framework, not personal advice. It connects chart levels with the Eaton Fire bellwether trial, CPUC decisions, wildfire claim recovery, grid hardening execution, bond yields, core EPS guidance, dividend coverage, and free cash flow.
Watch for EIX to reclaim the $74 to $75 area and then hold above the $78 pre-earnings zone with stable bond yields, no adverse wildfire update, and management reaffirming core EPS guidance.
A failed reclaim followed by a close below $67 should reduce trend confidence, especially if management signals higher wildfire costs, weaker recovery assumptions, or more expensive financing.
If EIX pulls back toward $66 to $68 while the CPUC recovery and core EPS guidance remain intact, compare the lower price with the dividend yield, normalized earnings power, and rate-base growth plan.
Do not treat a lower price as automatically attractive if wildfire liabilities expand, free cash flow remains deeply negative, or regulators shift more costs to shareholders.
Track Q3 2026 earnings, 2026 core EPS guidance, the Eaton Fire bellwether trial scheduled for January 2027, wildfire settlement progress, CPUC proceedings, capital expenditure updates, debt issuance, equity needs, customer affordability data, and Treasury yields.
Position sizing should reflect that EIX is a capital-intensive utility with legal and regulatory tail risk, not a guaranteed-income instrument or a substitute for personal portfolio planning.
Investment research summary
Customers pay Edison International because homes, businesses, and public infrastructure in Southern California need reliable electricity delivery. The business converts regulated electric infrastructure, grid hardening, and approved capital investment into earnings.
EIX has a regulated local utility franchise, dense transmission and distribution assets, scale, operational knowledge, and rights of way. The moat is strong, but returns are capped by regulators and threatened by wildfire, affordability, and climate resilience costs.
The thesis fails if the Eaton Fire bellwether trial or other wildfire losses exceed recoveries, regulators disallow costs, interest expense rises faster than rate-base earnings, customers face political bill pressure, or negative free cash flow requires more financing than shareholders expect.
Pedro Pizarro has framed EIX around safety, affordability, grid hardening, wildfire mitigation, and 5% to 7% core EPS growth through 2030, and Q2 2026 core EPS of $1.54 beat consensus. The key test is funding a large capital plan while keeping regulatory trust and balance-sheet strength.
Electrification, grid modernization, wildfire resilience, and California clean-energy policy support long-term investment. The offset is that the same trend raises capital needs, debt load, customer bills, and regulatory scrutiny.
At $73.37, EIX trades at 7.57x trailing EPS and near a consensus price target of $76.75 after a post-earnings pullback from the $81.62 high. Margin of safety improves if the stock holds the 200-day average near $67 or if wildfire recovery and financing costs make the base-case $78 to $85 range more conservative.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| EIX quote reference | $73.37 close on July 31, 2026, down 6.81%, with a $78.73 previous close and $73.15 to $76.83 day range | StockAnalysis EIX overview | August 2, 2026 |
| Market capitalization verification | $28.23 billion reported and $28.23 billion calculated from $73.37 x 384.81 million shares | Pineify financial_rigor.py and StockAnalysis EIX market cap | August 2, 2026 |
| Shares outstanding | 384.81 million current shares outstanding, down 0.26% year over year | StockAnalysis EIX statistics | August 2, 2026 |
| Q2 2026 earnings | $534 million Q2 2026 net income, or $1.39 per share, compared with $343 million or $0.89 per share in Q2 2025, with Q2 2026 core earnings of $592 million or $1.54 per share beating the roughly $1.21 consensus | Edison International Q2 2026 earnings release | July 30, 2026 |
| Q2 2026 revenue context | Consolidated Q2 2026 operating revenue of about $4.36 billion against a consensus of roughly $4.82 billion, with H1 2026 revenue of about $8.46 billion versus $8.35 billion in H1 2025 | Edison International Q2 2026 Form 10-Q | June 30, 2026 |
| 2026 guidance | Reaffirmed 2026 core EPS guidance of $5.90 to $6.20 and 5% to 7% core EPS growth confidence from 2025 to 2030, with 2026 basic EPS guidance of $5.70 to $6.00 after about $0.20 of non-core items through June 30, 2026 | Edison International Q2 2026 earnings release | July 30, 2026 |
| H1 2026 core earnings | H1 2026 core earnings of $1.142 billion, or $2.97 per share, versus $902 million a year earlier, with core earnings used by management to exclude wildfire-related and other non-core items | Edison International Q2 2026 Form 10-Q | June 30, 2026 |
| Balance sheet | Cash and cash equivalents of $242 million at June 30, 2026, short-term debt of $1.521 billion, current portion of long-term debt of $3.797 billion, and total liabilities of $77.078 billion | Edison International Q2 2026 Form 10-Q | June 30, 2026 |
| TTM valuation inputs | TTM EPS $9.69, book value per share $45.34, FCF per share negative $1.01, dividend $3.51, and revenue per share about $50.47, with a $28.23 billion market cap and 7.57x trailing PE | StockAnalysis EIX statistics and Pineify financial_rigor.py | August 2, 2026 |
| Technical data | 50-day moving average $74.19, 200-day moving average $67.07, RSI 39.39, 20-day average volume 2.38 million shares, 52-week range $51.01 to $81.62 | StockAnalysis EIX statistics | August 2, 2026 |
| Capital plan and rate-base context | SCE forecasts total capital expenditures of $37.5 billion to $40.6 billion for 2026 to 2030 and weighted average annual rate base of $50.8 billion to $67.9 billion over the same period | Edison International Q2 2026 Form 10-Q | June 30, 2026 |
| Eaton Fire and wildfire risk context | A bellwether jury trial in the Eaton Fire litigation is set for January 2027, a District Attorney investigation is ongoing, SCE has offered more than $750 million through its Wildfire Recovery Compensation Program, and the 10-Q notes ongoing uncertainty around possible losses above accrued amounts | Edison International Q2 2026 Form 10-Q and SCE news releases | July 31, 2026 |
| Analyst context | Consensus rating of Hold with an average price target of $76.75 from 17 analysts, a low target of $62 and a high target of $86, with Mizuho raising its target to $86 on July 31 and Barclays downgrading to Equal Weight at $75 | StockAnalysis EIX forecast | July 31, 2026 |
This EIX AI stock analysis is an informational research tool only. It is not investment advice, a recommendation to buy or sell Edison International stock, or a guarantee of future returns. Forecast scenarios are based on available data as of August 2, 2026, can be wrong, and should be updated when new earnings, wildfire, Eaton Fire trial, CPUC, financing, interest-rate, or regulatory information changes.
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