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PPL · NYSE · STOCK

PPL (PPL) Stock Analysis

Utilities Updated August 24, 2026
$35.03
52W $33.17 – $40.11
51/100
$25.87B
27.1
0.59
AI Committee Verdict
Watch
51/100
Conviction: Contested · 33% agreement · 6 analysts
+2.2%
-3.3%
0.68:1
Contested

Is PPL Bullish or Bearish?

Mixed. Innellis AI committee rates PPL Corporation (PPL) Watch with a composite score of 51/100 , based on 6 analysts with 33% agreement. Last updated August 24, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.99 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.01 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.53 across 15 articles, 14d). Growth Analyst remains cautious — revenue declining -58.8% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 3.6% pays you to wait — Value
  • News sentiment is positive (+0.53 across 15 articles, 14d) — News
Bear Case
  • Revenue declining -58.8% YoY -- this is not a growth story right now — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Price structure making lower highs and lower lows — Technical
  • RSI at 28 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 24, 2026
Overall Committee Score
51/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 64%
of 56 Utilities peers
Value Analyst neutral
58 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 3.6% pays you to wait
Growth Analyst bearish
25 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -58.8% YoY -- this is not a growth story right now
Technical Analyst bearish
31 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− Price structure making lower highs and lower lows
Risk Analyst neutral
52 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Current ratio of 0.86 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
75 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.53 across 15 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 51.0 to 51.0.

Comparing 2026-08-23 to 2026-08-24 (1 day apart).

Technical Analysis

RSI (14)
27.9
Oversold
MACD Histogram
-0.042
Bearish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$33.24
Resistance
$35.14
Bollinger %B
-0.04
Below Lower Band
Price vs Moving Averages
EMA 9
$35.28 Below
EMA 21
$35.45 Below
EMA 50
$35.75 Below
EMA 200
$36.15 Below

Fundamental Analysis

Valuation
80
Growth
29
Profitability
42
Financial Health
34
Cash Flow
70
Valuation
P/E Ratio 27.1×
P/B Ratio 2.31×
PEG Ratio 1.01
Dividend Yield 3.54%
52W High $40.11
52W Low $33.17
Quality & Growth
ROE 793.6%
ROA 261.0%
Gross Margin 3463.1%
Operating Margin 2402.4%
Revenue Growth YoY
Debt / Equity 1.32
AI Fundamental Assessment
P/E ratio of 27.1 (moderate relative to a 15-40x range); Price-to-book of 2.3x; PEG ratio of 1.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 7.9%; Return on assets of 2.6%; Net margin of 13.5%; Gross margin of 34.6%; Current ratio of 0.91 (tight short-term liquidity); Debt-to-equity of 1.32; Free cash flow per share is positive (0.46); Most recent quarter missed estimates by 5.0%; EPS growth decelerating (+53.7% -> -47.6% QoQ); Average YoY EPS growth of 3.1%; Analyst estimates falling over recent quarters
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