PG&E Market Sentiment

Market sentiment signals for PG&E (PCG): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus— Overweight

Short Interest▼ 1.8% short float

Options Flow— N/A

Insider Activity▲ Net Buyer (30d)

Analyst Consensus

Overweight

20 analysts

Options Flow (P/C)

—

Avg Consensus PT

$19

+41.8%

Highest Price Target

$26

+94.0%

Mizuho

Lowest Price Target

$14

+4.5%

Wells Fargo

Short Interest

1.8%

Rising — Bearish

Insider Activity (30d)

Net Buyer

Short Interest — % of Float

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Oct 26, 2026	BMO Capital	James Thalacker—	+64.2%	$21 → $22	Maintained	Market Perform
Oct 23, 2026	Wells Fargo	Shahriar Pourreza—	+4.5%	$24 → $14	Maintained	Equal-Weight
Oct 21, 2026	Morgan Stanley	David Arcaro—	+56.7%	$20 → $21	Maintained	Equal-Weight
Oct 12, 2026	Barclays	Nicholas Campanella—	+26.9%	$18 → $17	Maintained	Overweight
Oct 12, 2026	JP Morgan	Aidan Kelly—	+26.9%	$18 → $17	Maintained	Overweight
Sep 23, 2026	UBS	Gregg Orrill—	+4.5%	$19 → $14	Downgrade	Buy→Neutral
Sep 18, 2026	Morgan Stanley	David Arcaro—	+49.3%	$22 → $20	Maintained	Equal-Weight
Sep 4, 2026	B of A Securities	Ross Fowler—	+4.5%	$13 → $14	Maintained	Neutral
Sep 3, 2026	Barclays	Nicholas Campanella—	+34.3%	$23 → $18	Maintained	Overweight
Sep 3, 2026	Mizuho	Anthony Crowdell—	+4.5%	$16 → $14	Maintained	Neutral
Sep 3, 2026	Truist Securities	Richard Sunderland—	+26.9%	$21 → $17	Downgrade	Buy→Hold
Sep 2, 2026	JP Morgan	Aidan Kelly—	+34.3%	$25 → $18	Maintained	Overweight
Sep 1, 2026	B of A Securities	Ross Fowler—	-3.0%	$24 → $13	Downgrade	Buy→Neutral
Aug 31, 2026	Wells Fargo	Shahriar Pourreza—	+79.1%	$25 → $24	Downgrade	Overweight→Equal-Weight
Aug 31, 2026	Mizuho	Anthony Crowdell—	+19.4%	$21 → $16	Downgrade	Outperform→Neutral
Aug 31, 2026	BMO Capital	James Thalacker—	+56.7%	$28 → $21	Downgrade	Outperform→Market Perform
Aug 21, 2026	Morgan Stanley	David Arcaro—	+64.2%	$23 → $22	Maintained	Equal-Weight
Aug 4, 2026	Truist Securities	Richard Sunderland—	+56.7%	$23 → $21	Maintained	Buy
Jul 24, 2026	BMO Capital	James Thalacker—	+109.0%	$27 → $28	Maintained	Outperform
Jul 22, 2026	BMO Capital	James Thalacker—	+101.5%	$28 → $27	Maintained	Outperform
Jul 16, 2026	JP Morgan	Aidan Kelly—	+86.6%	$23 → $25	Maintained	Overweight
May 18, 2026	Truist Securities	Richard Sunderland—	+64.2%	$23 → $22	Maintained	Buy
May 15, 2026	JP Morgan	Aidan Kelly—	+71.6%	$24 → $23	Maintained	Overweight
Apr 21, 2026	Truist Securities	Richard Sunderland—	+71.6%	$23	Initiate	Buy
Mar 23, 2026	Jefferies	Julien Dumoulin-Smith—	+41.8%	$20 → $19	Downgrade	Buy→Hold