Exelon's transmission pipeline deals could boost its stock back to $50 after Q3 earnings on Oct 30.

Exelon is set to report its Q3 earnings on October 30, with a key focus on its transmission pipeline contracts. The company reduced its data center pipeline from 43 to 36 gigawatts but maintained a $41 billion capital plan through 2029. Signed agreements cover 4 gigawatts backed by $1 billion collateral, and management expects more contracts to be secured, potentially driving stock growth. Regulatory decisions on major grid plans are expected by year-end, and successful contract conversions could re-rate Exelon as a grid growth leader, pushing its stock toward $50.

Exelon stock trades at USD 44.59 on Pluang as of Oct 26, 2026 20:11 WIB, near its 52-week high of USD 50.29. The stock shows a modest 1-day gain of 0.36%, with a market cap of $45.77 billion. Its dividend yield stands at 3.78%, reflecting steady investor interest in the utilities sector.