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

21 analysts

Options Flow (P/C)

—

Avg Consensus PT

$19

+60.0%

Highest Price Target

$26

+114.2%

Mizuho

Lowest Price Target

$14

+15.3%

UBS

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
Sep 23, 2026	UBS	Gregg Orrill—	+15.3%	$19 → $14	Downgrade	Buy→Neutral
Sep 18, 2026	Morgan Stanley	David Arcaro—	+64.7%	$22 → $20	Maintained	Equal-Weight
Sep 4, 2026	B of A Securities	Ross Fowler—	+15.3%	$13 → $14	Maintained	Neutral
Sep 3, 2026	Barclays	Nicholas Campanella—	+48.3%	$23 → $18	Maintained	Overweight
Sep 3, 2026	Mizuho	Anthony Crowdell—	+15.3%	$16 → $14	Maintained	Neutral
Sep 3, 2026	Truist Securities	Richard Sunderland—	+40.0%	$21 → $17	Downgrade	Buy→Hold
Sep 2, 2026	JP Morgan	Aidan Kelly—	+48.3%	$25 → $18	Maintained	Overweight
Sep 1, 2026	B of A Securities	Ross Fowler—	+7.1%	$24 → $13	Downgrade	Buy→Neutral
Aug 31, 2026	Wells Fargo	Shahriar Pourreza—	+97.7%	$25 → $24	Downgrade	Overweight→Equal-Weight
Aug 31, 2026	Mizuho	Anthony Crowdell—	+31.8%	$21 → $16	Downgrade	Outperform→Neutral
Aug 31, 2026	BMO Capital	James Thalacker—	+73.0%	$28 → $21	Downgrade	Outperform→Market Perform
Aug 21, 2026	Morgan Stanley	David Arcaro—	+81.2%	$23 → $22	Maintained	Equal-Weight
Aug 4, 2026	Truist Securities	Richard Sunderland—	+73.0%	$23 → $21	Maintained	Buy
Jul 24, 2026	BMO Capital	James Thalacker—	+130.6%	$27 → $28	Maintained	Outperform
Jul 22, 2026	BMO Capital	James Thalacker—	+122.4%	$28 → $27	Maintained	Outperform
Jul 16, 2026	JP Morgan	Aidan Kelly—	+105.9%	$23 → $25	Maintained	Overweight
May 18, 2026	Truist Securities	Richard Sunderland—	+81.2%	$23 → $22	Maintained	Buy
May 15, 2026	JP Morgan	Aidan Kelly—	+89.5%	$24 → $23	Maintained	Overweight
Apr 21, 2026	Truist Securities	Richard Sunderland—	+89.5%	$23	Initiate	Buy
Mar 23, 2026	Jefferies	Julien Dumoulin-Smith—	+56.5%	$20 → $19	Downgrade	Buy→Hold
Mar 18, 2026	JP Morgan	Richard Sunderland—	+97.7%	$21 → $24	Maintained	Overweight
Mar 9, 2026	UBS	Gregg Orrill—	+89.5%	$20 → $23	Upgrade	Neutral→Buy
Feb 20, 2026	UBS	Gregg Orrill—	+64.7%	$18 → $20	Maintained	Neutral
Feb 18, 2026	Barclays	Nicholas Campanella—	+89.5%	$21 → $23	Maintained	Overweight
Jan 28, 2026	Jefferies	Julien Dumoulin-Smith—	+64.7%	$21 → $20	Maintained	Buy