It's been a good week for Exelon Corporation (NASDAQ:EXC) shareholders, because the company has just released its latest full-year results, and the shares gained 4.0% to US$42.97. Results were roughly in line with estimates, with revenues of US$23b and statutory earnings per share of US$2.45. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

Check out our latest analysis for Exelon

Taking into account the latest results, the most recent consensus for Exelon from eleven analysts is for revenues of US$23.7b in 2025. If met, it would imply an okay 2.8% increase on its revenue over the past 12 months. Per-share earnings are expected to rise 9.7% to US$2.68. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$23.7b and earnings per share (EPS) of US$2.62 in 2025. So the consensus seems to have become somewhat more optimistic on Exelon's earnings potential following these results.

There's been no major changes to the consensus price target of US$43.46, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Exelon analyst has a price target of US$47.00 per share, while the most pessimistic values it at US$39.34. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Exelon's past performance and to peers in the same industry. One thing stands out from these estimates, which is that Exelon is forecast to grow faster in the future than it has in the past, with revenues expected to display 2.8% annualised growth until the end of 2025. If achieved, this would be a much better result than the 9.1% annual decline over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 5.1% annually for the foreseeable future. So although Exelon's revenue growth is expected to improve, it is still expected to grow slower than the industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Exelon's earnings potential next year. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Exelon's revenue is expected to perform worse than the wider industry. The consensus price target held steady at US$43.46, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Exelon going out to 2027, and you can see them free on our platform here..

Even so, be aware that Exelon is showing 2 warning signs in our investment analysis , and 1 of those is significant...

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.