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CMS Stock Forecast: CMS Energy Corp. Price Predictions for 2026-2027

Last close, 24 Aug 2026
$68
+0.22% on the day

The 15 Wall Street analysts covering CMS Energy Corp. hold a median 12-month price target of $80 — +16.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 32 of 100 as at 22 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$21.4B
Ticker Nerd rank
32 / 100
Median analyst target
$80
Analysts covering
15
Total return, dividends reinvested
1W
−4.2%
1M
−7.7%
YTD
+0.1%
1Y
−3.5%
From 52W high
−13.1%
From 52W low
+1.2%
$68
$79
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

CMS stock analysis: one number for the whole business

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.

Where the model ranks itAs at 22 Aug 2026
32 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
95
Revisions
67
Quality
56
Growth
47
Momentum
44
Accruals
35
Value
34
Issuance
27
Size
10

Volatility (95): The share price has been relatively steady.

Issuance (27): 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.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

CMS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on CMS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$70$75$80$85$90Oct 25Jan 26Apr 26Jul 26CMSHigh $87Median $80Low $68

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says15 analysts
7 Buy8 Hold0 Sell
Low $68Median $80High $87

The green dot is the last close — the median target sits +16.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 4 moved it down.

DateFirmActionRatingTarget
21 Aug 2026Morgan StanleyMaintainsEqual-Weight$80 → $79
4 Aug 2026Truist SecuritiesMaintainsBuy—
4 Aug 2026Truist SecuritiesMaintainsBuy$85 → $81
29 July 2026MizuhoMaintainsNeutral$78 → $77
29 July 2026MizuhoMaintainsNeutral—
23 July 2026KeybancDowngradeSector Weight—
23 July 2026KeybancDowngradeSector Weight—
22 July 2026BMO CapitalMaintainsOutperform—
22 July 2026BMO CapitalMaintainsOutperform$86 → $82
20 July 2026BMO CapitalMaintainsOutperform$81 → $86
20 July 2026BMO CapitalMaintainsOutperform—
16 July 2026JP MorganMaintainsOverweight$82 → $85
16 July 2026JP MorganMaintainsOverweight—
14 July 2026BarclaysMaintainsOverweight—
14 July 2026BarclaysMaintainsOverweight$79 → $81
4 June 2026BMO CapitalMaintainsOutperform—
4 June 2026JefferiesDowngradeHold—
18 May 2026Truist SecuritiesMaintainsBuy—
14 May 2026JP MorganMaintainsOverweight—
11 May 2026BMO CapitalMaintainsOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Estimates

CMS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−0.3%
Analysts raising
0
Analysts cutting
8
Fundamentals

CMS Energy Corp. (CMS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
20.8×

Cheaper than 37% of US stocks

Price / sales
2.5×

Cheaper than 48% of US stocks

Price / book
2.3×

Cheaper than 43% of US stocks

EV / EBITDA
13.9×

Cheaper than 26% of US stocks

Growth & margins
Revenue growth (YoY)
−0.5%

Higher than 27% of US stocks

Earnings growth (YoY)
−40.3%

Higher than 12% of US stocks

Gross margin
37.7%

Higher than 47% of US stocks

Operating margin
17.2%

Higher than 75% of US stocks

Net margin
11.6%

Higher than 73% of US stocks

Returns & dividend
Return on equity
9.2%

Higher than 61% of US stocks

Return on assets
3.0%

Higher than 65% of US stocks

Dividend yield
3.3%

Higher than 70% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

CMS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelUtilities - Regulated Electric
CompanyMarket capTKN rank
CMSCMS Energy Corp.$21.4B
32
EVRGEvergy, Inc.$18.7B
52
LNTAlliant Energy Corp.$17.5B
35
CNPCenterPoint Energy, Inc.$25.3B
42
PPLPPL Corp.$25.8B
41
ESEversource Energy$26.4B
65
FEFirstEnergy Corp.$26.6B
60

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own CMS Energy Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest CMS news & analysis

Peter Thiel's $418 Million Bet On These 8 Companies Reveals AI's Biggest Bottleneck

24/7 Wall Street · 24 Aug 2026neutral

According to 13f.info's rendering of its filing, Peter Thiel's Thiel Macro LLC resurfaced in mid-August with a $418.7 million portfolio spread across exactly eight positions as of June 30, 2026. The headline ties this holding to what the article identifies as AI's biggest bottleneck.

Why it matters — The article connects Peter Thiel's eight-position portfolio to AI's biggest bottleneck, a theme around power and energy that is relevant to utility-sector observers such as CMS watchers.

CMS Energy: Preferred Stock Still Preferred

Seeking Alpha · 20 Aug 2026neutral

CMS Energy holds a Hold rating, attributed to uncertainties around electricity affordability, data center positioning, and a recent CFO transition, despite solid regulatory support. The company plans to sell most of its non-regulated renewables to target about $500M in net proceeds to fund regulated rate base expansion and refocus on core utility operations.

Why it matters — A CMS watcher would care because the company is reshaping its portfolio toward regulated operations while facing high storm damage costs, an aggressive $25.8B capital plan, and regulatory risks in an election year.

CMS Energy Declares Quarterly Dividend on Cumulative Redeemable Perpetual Preferred Stock

PRNewsWire · 6 Aug 2026neutral

CMS Energy's Board of Directors declared a quarterly dividend on the 4.200% Cumulative Redeemable Perpetual Preferred Stock, Series C.

Why it matters — The dividend declaration confirms CMS Energy continues to meet its obligations to preferred stockholders, which is a routine but important signal of financial stability for income-focused investors.

Consumers Energy, the Principal Subsidiary of CMS Energy, Declares Quarterly Dividend on Preferred Stock

PRNewsWire · 6 Aug 2026neutral

The Board of Directors of Consumers Energy, CMS Energy's principal subsidiary, declared a quarterly dividend on the utility's preferred stock, based on a PRNewswire announcement dated Aug. 6, 2026.

Why it matters — A CMS watcher would care because it confirms Consumers Energy is continuing regular preferred-stock distributions, a routine but relevant signal for the utility subsidiary's shareholder return activity.

FAQ

Frequently asked questions about CMS stock

What is the CMS stock price forecast for 2026-2027?

The 15 Wall Street analysts covering CMS Energy Corp. have a median 12-month price target of $80, with estimates ranging from $68 to $87. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is CMS stock a buy right now?

Of the 15 analysts covering CMS Energy Corp., 7 rate it a Buy, 8 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks CMS Energy Corp. 32 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CMS?

As at 22 Aug 2026, CMS Energy Corp. ranks 32 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 (95 of 100).

Will CMS stock go up?

No one can know that. What the data says: the median 12-month target from 15 analysts implies +16.9% from the last close, and Ticker Nerd's factor model ranks CMS Energy Corp. 32 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the CMS stock forecast for 2030?

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.

How has CMS stock performed over the past year?

CMS Energy Corp. returned -3.5% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does CMS Energy Corp. do?

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.

What is the latest news on CMS?

The most recent item we track (24/7 Wall Street, 24 Aug 2026): "Peter Thiel's $418 Million Bet On These 8 Companies Reveals AI's Biggest Bottleneck". According to 13f.info's rendering of its filing, Peter Thiel's Thiel Macro LLC resurfaced in mid-August with a $418.7 million portfolio spread across exactly eight positions as of June 30, 2026. The headline ties this holding to what the article identifies as AI's biggest bottleneck.

Company

About CMS Energy Corp.

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