CMSUtilities · Utilities - Regulated ElectricThe 16 Wall Street analysts covering CMS Energy Corp. hold a median 12-month price target of $81 — +12.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 35 of 100 as at 1 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores CMS Energy Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (92): The share price has been relatively steady.
Issuance (28): The company has been issuing shares or taking on financing, diluting existing holders.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own CMS Energy Corp. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on CMS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +12.9% from it.
Of the 20 most recent actions, 3 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 July 2026 | Mizuho | Maintains | Neutral | $78 → $77 |
| 23 July 2026 | Keybanc | Downgrade | Sector Weight | — |
| 22 July 2026 | BMO Capital | Maintains | Outperform | $86 → $82 |
| 20 July 2026 | BMO Capital | Maintains | Outperform | — |
| 20 July 2026 | BMO Capital | Maintains | Outperform | $81 → $86 |
| 16 July 2026 | JP Morgan | Maintains | Overweight | — |
| 16 July 2026 | JP Morgan | Maintains | Overweight | $82 → $85 |
| 14 July 2026 | Barclays | Maintains | Overweight | — |
| 14 July 2026 | Barclays | Maintains | Overweight | $79 → $81 |
| 4 June 2026 | BMO Capital | Maintains | Outperform | — |
| 4 June 2026 | Jefferies | Downgrade | Hold | — |
| 18 May 2026 | Truist Securities | Maintains | Buy | — |
| 14 May 2026 | JP Morgan | Maintains | Overweight | — |
| 11 May 2026 | BMO Capital | Maintains | Outperform | — |
| 29 Apr 2026 | Barclays | Maintains | Overweight | — |
| 21 Apr 2026 | B of A Securities | Maintains | Buy | — |
| 21 Apr 2026 | Truist Securities | Initiates | Buy | — |
| 17 Apr 2026 | BMO Capital | Maintains | Outperform | — |
| 13 Apr 2026 | BMO Capital | Maintains | Outperform | — |
| 8 Apr 2026 | Barclays | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 36% of US stocks
Cheaper than 46% of US stocks
Cheaper than 40% of US stocks
Cheaper than 26% of US stocks
Higher than 28% of US stocks
Higher than 12% of US stocks
Higher than 48% of US stocks
Higher than 77% of US stocks
Higher than 73% of US stocks
Higher than 62% of US stocks
Higher than 66% of US stocks
Higher than 67% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CMS appears on the weeks it earns a place.
CMS Energy Corporation held its Q2 2026 earnings call, and Seeking Alpha published the transcript of the call.
Why it matters — The earnings call transcript provides direct insight into CMS's financial performance and management commentary for the second quarter of 2026.
CMS Energy's second-quarter adjusted EPS matched analyst estimates but fell 47.9% year over year, while revenues slipped and operating income declined.
Why it matters — The significant year-over-year drop in adjusted earnings and declining revenues signal operational headwinds for CMS Energy in the second quarter.
CMS Energy reaffirmed its 2026 earnings outlook, introduced 2027 guidance, and announced plans to exit non-utility renewable development via its NorthStar business to focus on regulated utility investments in Michigan.
Why it matters — This strategic shift signals a clear pivot to regulated utility operations, which could affect CMS's growth profile and risk exposure going forward.
CMS Energy reported second-quarter earnings of $0.37 per share, meeting the Zacks Consensus Estimate. This is down from $0.71 per share in the same quarter last year.
Why it matters — The earnings report shows CMS Energy matched analyst expectations, giving investors a benchmark for the company's current financial performance.
CMS Energy forecast 2027 adjusted earnings below Wall Street estimates and announced it will exit non-utility renewables development, pivoting to focus on its regulated business while investing to meet growing electricity demand.
Why it matters — The profit forecast miss and the exit from non-utility renewables signal a strategic shift in CMS's business mix and growth outlook that investors should track.
The 16 Wall Street analysts covering CMS Energy Corp. have a median 12-month price target of $81, with estimates ranging from $68 to $87. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering CMS Energy Corp., 7 rate it a Buy, 8 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks CMS Energy Corp. 35 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, CMS Energy Corp. ranks 35 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (92 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +12.9% from the last close, and Ticker Nerd's factor model ranks CMS Energy Corp. 35 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering CMS Energy Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CMS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $68 to $87 over the next 12 months.
CMS Energy Corp. returned -0.2% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
CMS Energy Corporation is an energy holding company that primarily operates regulated utility and clean energy businesses in the United States. Through its main subsidiary, Consumers Energy, the company provides electric and natural gas service to residential, commercial, and industrial customers across Michigan, supporting core power and heating needs for a large share of the state’s population.
The most recent item we track (Seeking Alpha, 28 July 2026): "CMS Energy Corporation (CMS) Q2 2026 Earnings Call Transcript". CMS Energy Corporation held its Q2 2026 earnings call, and Seeking Alpha published the transcript of the call.
CMS Energy Corporation is an energy holding company that primarily operates regulated utility and clean energy businesses in the United States. Through its main subsidiary, Consumers Energy, the company provides electric and natural gas service to residential, commercial, and industrial customers across Michigan, supporting core power and heating needs for a large share of the state’s population. CMS Energy’s utility operations cover electricity generation, transmission, and distribution, as well as natural gas distribution and related infrastructure. In addition, the company operates NorthStar Clean Energy, which focuses on wholesale power generation, including contracted renewable energy projects that supply energy to utilities and large buyers. CMS Energy plays a significant role in the U.S. utilities sector by delivering essential energy services, managing regulated utility assets, and participating in the transition toward cleaner generation sources. Founded in 1987 and headquartered in Jackson, Michigan, CMS Energy today is a key provider of integrated energy solutions in its regional market.
CEO Mr. Garrick J. Rochow · 8,350 employees · United States · https://www.cmsenergy.com