Duke Energy

DUK CONSTRUCTIVE LOW EQUITY DEMO

$40.31 -1.22% 1-day change from the stored snapshot · 2 days ago

DEMO DATASET last stored bar 2026-10-23 · scores computed 2026-10-25 04:13:59 · every figure below is read from these rows, nothing is computed in the browser

Price · stored daily bars

126 bars ending 2026-10-23 · demo data

Indicators are computed from the same stored closes the score used; the forecast fan is drawn from qm_predictions, not from a live model call. how this is drawn

Open$40.83

Day range$41.08 / $40.07

Prev close$40.81

Volume8.21M

RVOL 30d1.34×session volume over stored 30-day average

Avg $ volume$248M

Market cap$20.2B

HV2019.4% ann.

Beta0.40

RSI(14)48.7

ATR %2.27%

Max drawdown-23.9%

52-week rangefrom $37.84 to $51.12

52-week low / high$37.84 / $51.12

From 52w high-21.1%

Liquiditynot storeddays of average volume to fill 1% of float

Forecast

Stored scenarios from the last pipeline run. The model that wrote them is named on each row; no forecast is generated when you look at this page.

Horizon	Ref	Bull high	Base range	Bear low	P10 → P90	P(up)	Confidence	Risk
1D 2026-10-25 04:13:59	40.31	40.71 +1.0%	40.11 → 40.51 -0.5% … +0.5%	39.91 -1.0%	40.11 → 40.71	54.0%	60 760 bars, blended vol 19%, score 59, coverage 100%%	LOW HV 18.7% ann. · 760 bars
5D 2026-10-25 04:13:59	40.31	41.52 +3.0%	39.91 → 40.71 -1.0% … +1.0%	39.50 -2.0%	39.50 → 41.12	54.0%	60 760 bars, blended vol 19%, score 59, coverage 100%%	LOW HV 18.7% ann. · 760 bars
1M 2026-10-25 04:13:59	40.31	42.33 +5.0%	39.50 → 41.12 -2.0% … +2.0%	38.70 -4.0%	39.10 → 41.92	54.0%	60 760 bars, blended vol 19%, score 59, coverage 100%%	LOW HV 18.7% ann. · 760 bars
3M 2026-10-25 04:13:59	40.31	43.94 +9.0%	39.10 → 42.12 -3.0% … +4.5%	37.29 -7.5%	37.89 → 43.33	54.0%	60 760 bars, blended vol 19%, score 59, coverage 100%%	LOW HV 18.7% ann. · 760 bars
6M 2026-10-25 04:13:59	40.31	45.75 +13.5%	38.50 → 42.73 -4.5% … +6.0%	36.08 -10.5%	37.29 → 44.54	54.0%	60 760 bars, blended vol 19%, score 59, coverage 100%%	LOW HV 18.7% ann. · 760 bars
12M 2026-10-25 04:13:59	40.31	47.36 +17.5%	38.29 → 43.33 -5.0% … +7.5%	34.26 -15.0%	35.27 → 46.36	54.0%	60 760 bars, blended vol 19%, score 59, coverage 100%%	LOW HV 18.7% ann. · 760 bars

Bull case

If RSI mid-range — room to extend, a volatility-compressed setup resolving upward would accelerate the move, the upside path is the 80–95th percentile band shown here.

band +0.5% … +1.0% · 40.31 – 40.31

Base case

mildly positive

band -0.5% … +0.5% · 40.31 – 40.31

Bear case

Downside triggers: a market-wide risk-off move alone can carry the 5–20th percentile band. Treat the 5–20th percentile band as the stress case for sizing, not as a worst case.

band -1.0% … -0.5% · 40.31 – 40.31

Catalysts the model is watching

Earnings report 2026-12-10 (after close)
Street target implies 11.5%

Key risks & invalidation

Binary event: 2026-12-10

Model assumptions

Realised volatility stays near its recent level (blended 18.7% annualised).
The scoring tilt persists over the window; no structural break (fraud, delisting, forced guidance cut).
Returns are approximated as lognormal; fat tails are handled by widening, not by point forecasts.
Index regime assumed: sideways.
Close below the 44.64 support band or the strategy stop.
Earnings or regulatory headline that changes forward estimates by more than the modelled window σ.
Volatility expanding beyond 30% annualised invalidates position sizing.
Loss of the fundamental pillars used in the score (guidance cut, covenant breach, auditor change).

Reference price 40.31 at 2026-10-25 04:13:59 · regime at generation sideways · data demo · freshness 112439s. These bands are conditional distributions from stored inputs, not advice or a promise about outcomes.

Fundamentals

Latest stored period · FY2026 · filed 2026-12-31

snapshot JSON

Revenue$6.85BYoY +0.2%

EPS (TTM)2.49growth +1.8%

Net income$1.25B

Free cash flow$1.39Bmargin 19.7%

Gross margin40.7%

Operating margin19.4%

ROE36.2%

ROIC13.4%

Debt / equity0.94

Current ratio2.00

Interest cover21.33×

Net debt$2.73B

P/E15.95×

P/E forward15.72×

PEG10.69

P/S · P/B · EV/EBITDA2.91 · 5.78 · 11.00

Dividend yield3.75%payout 47%

Buyback yield1.77%

Profit margin18.3%

Cash$2.64B

Stored periods (raw rows, newest first)

Period	Revenue	Revenue YoY	EPS	Gross margin	Op margin	FCF margin	ROE	Filed
FY2026 FY	$6.85B	+0.2%	2.49	40.7%	19.4%	19.7%	36.2%	2026-12-31
FY2025 FY	$6.82B	+0.8%	2.48	37.4%	21.3%	21.1%	17.1%	2025-12-31
FY2024 FY	$6.90B	+2.5%	2.51	34.9%	18.5%	13.5%	18.2%	2024-12-31
FY2023 FY	$6.48B	+0.9%	2.36	38.8%	20.1%	21.0%	35.5%	2023-12-31
Q4 2026 Q	$1.62B	+0.9%	0.59	38.8%	20.1%	21.0%	35.5%	2026-07-01

Earnings and estimates

Next stored report 2026-12-10 · 33 day(s) away

Implied move8.3%from the stored option chain

EPS estimate0.59

Revenue estimate$1.71B

Consensus index69.6stored on 0–100 in the snapshot; higher = more constructive

% buy ratingsnot storednull on this row — the snapshot job did not store it

Target upsidenot stored

Gap risk0.27%median overnight gap

Time of dayamc

Report	EPS est	EPS actual	Surprise	Rev est	Rev actual	Guidance	Source
2026-12-10	0.59	not stored	not stored	$1.71B	not stored	none	synthetic_demo
2026-10-23	0.60	not stored	not stored	$1.71B	not stored	none	synthetic_demo
2026-07-19	0.59	0.56	-5.6%	$1.71B	$1.66B	lower	synthetic_demo
2026-06-01	0.66	0.57	-12.7%	$1.71B	$1.76B	raise	synthetic_demo
2026-04-14	0.65	0.74	+13.7%	$1.71B	$1.74B	lower	synthetic_demo
2026-02-25	0.66	0.69	+4.8%	$1.71B	$1.68B	lower	synthetic_demo
2026-01-08	0.67	0.60	-10.3%	$1.71B	$1.78B	lower	synthetic_demo
2025-11-21	0.65	0.57	-12.4%	$1.71B	$1.65B	raise	synthetic_demo

As of	Horizon	EPS avg	EPS high	EPS low	Revenue	Analysts	90d revisions
2026-10-25	FY1	2.76	3.30	2.53	$7.27B	15	7 / 3
2026-10-25	FY2	2.79	3.07	2.47	$7.40B	22	4 / 0
2026-10-25	Q1	0.70	0.80	0.62	$1.76B	37	4 / 0
2026-10-25	Q2	0.69	0.82	0.54	$1.82B	18	0 / 7
2026-10-24	FY1	2.76	3.30	2.53	$7.27B	15	7 / 3
2026-10-24	FY2	2.79	3.07	2.47	$7.40B	22	4 / 0
2026-10-24	Q1	0.70	0.80	0.62	$1.76B	37	4 / 0
2026-10-24	Q2	0.69	0.82	0.54	$1.82B	18	0 / 7

Analyst actions

Stored rating changes and targets. The consensus numbers are the same ones the sentiment component read.

Date	Firm	Action	From	To	Target	Consensus	% buy
2026-10-16	Blue Harbor Capital Research	maintained	Hold	Hold	$47.07	2.74	45%
2026-08-30	Halcyon Partners	maintained	Hold	Hold	$43.14	2.74	40%
2026-07-06	Northgate Securities	downgrade	Buy	Buy	$46.05	2.74	54%
2026-06-04	Halcyon Partners	initiated	Hold	Hold	$39.31	2.74	54%
2026-04-09	Meridian Research	upgrade	Hold	Neutral	$49.09	2.74	37%

Ownership, insiders and short interest

Inst. position change-70.3%reported change vs the prior stored quarter

Net insider (USD)$270k

Short % of float3.9%

Days to cover6.6

Period end	Holder	Type	Shares	Value	% float	Change
2026-09-01	Capital Research Global	fund	22.2M	$894M	7.1%	not stored
2026-09-01	Capital Research Global	fund	22.2M	$894M	7.1%	not stored
2026-09-01	Capital Research Global	fund	22.2M	$894M	7.1%	not stored
2026-09-01	Capital Research Global	fund	22.2M	$894M	7.1%	not stored
2026-09-01	Capital Research Global	fund	22.2M	$894M	7.1%	not stored
2026-09-01	Capital Research Global	fund	22.2M	$894M	7.1%	not stored
2026-09-01	Capital Research Global	fund	22.2M	$894M	7.1%	not stored
2026-09-01	Capital Research Global	fund	22.2M	$894M	7.1%	not stored

Trade date	Owner	Title	Type	Shares	Price	Value	Owned after
2026-09-11	Demo Officer 0F9E0C	Chief Executive Officer	Buy - Open Market	6.69k	$43.41	$270k	75.5k
2026-04-04	Demo Officer BF7B2F	Chief Executive Officer	Sale - Tax	172k	$45.72	$6.95M	5.94M
2026-02-26	Demo Officer B5E7E1	VP, Product	Sale - Open Market	47.3k	$39.39	$1.91M	195k

Dividends and splits

Ex-date	Pay date	Amount	Frequency	Yield at ex
2026-09-13	2026-10-01	$0.378	quarterly	3.75%
2026-09-12	2026-09-30	$0.378	quarterly	3.75%
2026-09-11	2026-09-29	$0.378	quarterly	3.75%
2026-06-07	2026-06-25	$0.379	quarterly	3.75%
2026-06-06	2026-06-24	$0.379	quarterly	3.75%
2026-06-05	2026-06-23	$0.379	quarterly	3.75%
2026-03-01	2026-03-19	$0.381	quarterly	3.75%
2026-02-28	2026-03-18	$0.381	quarterly	3.75%
2026-02-27	2026-03-17	$0.381	quarterly	3.75%
2025-12-07	2025-12-25	$0.382	quarterly	3.75%

Nothing stored yet.

Options

No chain stored for this symbol

Full chain Flow

No option chain stored.

Chains are only stored for symbols the options job covers, and only for the expiry it snapshots.

Open the flow page for a symbol that has data, or run the options ingestion.

News mentioning DUK

Stored headlines linked to this security, newest first. Sentiment scores come from the stored scorer, not from this page.

No stored headline mentions this symbol.

Score

qm_ai_scores row #1467

59.1

composite / 100 · model score-1.0.0

CONSTRUCTIVE risk LOW confidence 55

Technical 25 46.9

Fundamental 25 64.3

Momentum 15 42.1

Sentiment 10 79.5

Institutional 10 38.4

Risk 15 87.8

Why the model scored it this way

SENTIMENT Analyst Distribution 96
96% Buy/Strong Buy · 2% Hold · 4% Sell/Short
RISK Liquidity 96
Average $247.7M traded per session
RISK Sector Risk 95
Sector average volatility 15.6%
SENTIMENT Sentiment Delta 95
30-day sentiment change 37.6 pts
RISK Gap Risk 95
Median overnight gap 0.27% — position sizing must survive opens
SENTIMENT Estimate Revisions 92
Net EPS estimate revisions (90d): 15
RISK Correlation 92
Correlation to benchmark 0.63-year rolling: 0.49
FUNDAMENTAL Return On Equity 88
ROE 36.2%
TECHNICAL Trend Structure 14
Price vs 20/50/200-day moving averages: strong down
RISK Market Risk 85
Benchmark volatility 20.1% · regime: Sideways · normal vol · risk-off
RISK Beta 84
Beta 0.4 vs the reference index
RISK Drawdown History 82
Max drawdown in stored history -24%
FUNDAMENTAL Coverage 82
Interest coverage 21.3×
FUNDAMENTAL Peg 18
PEG 10.69

Scored on synthetic demonstration data. Directionally realistic, not a forecast of any real market.

Category ranks

Position among scored securities in each evidence category.

Category	Score	Rank	Evidence
INCOME	62.7	1	Yield 3.75% · payout 47% · FCF margin 19.7%
INCOME	62.7	1	Yield 3.75% · payout 47% · FCF margin 19.7%
INCOME	62.7	1	Yield 3.75% · payout 47% · FCF margin 19.7%
INCOME	62.7	1	Yield 3.75% · payout 47% · FCF margin 19.7%
INCOME	62.7	1	Yield 3.75% · payout 47% · FCF margin 19.7%
INCOME	62.7	1	Yield 3.75% · payout 47% · FCF margin 19.7%
INCOME	62.7	1	Yield 3.75% · payout 47% · FCF margin 19.7%
INCOME	62.7	1	Yield 3.75% · payout 47% · FCF margin 19.7%
VALUE	52.1	2	P/E 16× · PEG 10.69 · P/B 5.8× with ROE 36.2%
VALUE	52.1	2	P/E 16× · PEG 10.69 · P/B 5.8× with ROE 36.2%
VALUE	52.1	2	P/E 16× · PEG 10.69 · P/B 5.8× with ROE 36.2%
VALUE	52.1	2	P/E 16× · PEG 10.69 · P/B 5.8× with ROE 36.2%
VALUE	52.1	2	P/E 16× · PEG 10.69 · P/B 5.8× with ROE 36.2%
VALUE	52.1	2	P/E 16× · PEG 10.69 · P/B 5.8× with ROE 36.2%
VALUE	52.1	2	P/E 16× · PEG 10.69 · P/B 5.8× with ROE 36.2%
VALUE	52.1	2	P/E 16× · PEG 10.69 · P/B 5.8× with ROE 36.2%

Levels

Stored support/resistance from the snapshot row, not drawn from the chart in the browser.

Resistance (stored): $43.69
Support (stored): $41.87
20-day SMA: $40.20
50-day SMA: $40.52
200-day SMA: $44.64
Trend: strong_down
Above SMA50 / SMA200: no / no
From 52w high: -21.1%
MACD histogram: 0.058
RSI(14): 48.7
Relative strength (3m): -7.8%
RS rank: not stored /100

Sentiment

Stored buckets (each row is one scoring run over the news window).

Bucket start	Score	Label	Mentions	Method
2026-10-22 04:00	+50%	positive	46	synthetic demo tone index — not real sentiment
2026-10-23 13:00	+4%	neutral	11	synthetic demo tone index — not real sentiment
2026-10-23 14:00	+4%	neutral	11	synthetic demo tone index — not real sentiment
2026-10-23 16:00	+4%	neutral	11	synthetic demo tone index — not real sentiment
2026-10-23 17:00	+4%	neutral	11	synthetic demo tone index — not real sentiment
2026-10-24 23:00	+4%	neutral	11	synthetic demo tone index — not real sentiment
2026-10-25 02:00	+4%	neutral	11	synthetic demo tone index — not real sentiment
2026-10-25 04:00	+4%	neutral	11	synthetic demo tone index — not real sentiment

Catalysts and risks

Stored catalysts

Earnings report 2026-12-10 (after close)
Street target implies 11.5%

Stored risks

Binary event: 2026-12-10

Same sector

Ranked by stored composite score.

Symbol	Price	1d	Score	Stance
AEP	$85.29	-0.01%	65.9	ACCUMULATE
SO	$3.35	-0.28%	60.6	CONSTRUCTIVE
NEE	$78.32	+0.33%	57.8	NEUTRAL
XLU	$88.00	-0.28%	55.1	NEUTRAL

Validation

Forecasts on this symbol whose horizon has matured, scored against the stored bars.

All models

Nothing to score yet: settle the matured forecasts with php bin/pipeline.php --cmd=settle and this table fills with realised-versus-forecast rows.

Peer comparison

Symbol	Price	1d	Cap	P/E	PEG	P/S	P/B	Rev growth	EPS growth	ROE	Gross	Op margin
SO	$3.35	-0.28%	$893M	21.96×	not stored	5.23×	4.59×	+0.6%	-0.0%	20.9%	52.7%	26.1%
NEE	$78.32	+0.33%	$43.4B	16.01×	9.84	2.84×	2.79×	+0.4%	+1.8%	17.4%	40.4%	18.2%
AEP	$85.29	-0.01%	$44.5B	16.51×	not stored	3.84×	4.75×	-0.8%	-0.9%	28.8%	53.3%	27.0%

What this page did not do.

It did not fetch a quote, call an external model, or extend the chart. It read 168800 stored bar rows in total across the universe (demo data, last trade 2026-10-23), and the score shown here was written at 2026-10-25 04:13 by model score-1.0.0.