Key Highlights

● EXC shares ended 9 October 2026 at $41.76.

● Market data consensus target is $49.33, implying about 18.1% upside.

● The second data set shows a mean of $48.53 and a median of $48.00.

● Argus lowered its target from $52 to $49 on 22 September.

Exelon (NASDAQ:EXC), a regulated US electricity and gas utility holding company and a member of both the S&P 500 and the Nasdaq-100, closed at $41.76 on Friday 9 October 2026. Hold is the dominant rating, and recent target revisions have been downward.

What Is the Latest Analyst Price Target?

Market data reports a consensus price target of $49.33 from 18 analysts with ratings in the last 12 months, with a high target of $58.00 and a low of $41.00. Compared with the $41.76 close, the consensus target suggests potential upside of about 18.1%. A separate text section of the market data quotes $49.81, so figures within a single data set can vary slightly.

The second data set, which uses third-party data, shows a lower mean target of $48.53 and a median of $48.00, with the same $58.00 high and $41.00 low, based on 21 analysts. The named broker targets seen on market data over the past three months, at $48, $49 and $50, sit close to both data sets' averages.

What Are Wall Street Analysts Saying?

On market data the consensus rating is Hold: four analysts rate the stock Buy, thirteen Hold and one Sell. The second data set shows a similar picture, with a Hold consensus, four Strong Buy, one Buy, fourteen Hold and two Strong Sell ratings.

Recent named broker actions have been modest target reductions. Argus lowered its target from $52 to $49 on 22 September 2026 with a Buy rating. Morgan Stanley cut its target from $53 to $50 on 18 September while keeping an Equal Weight rating, and Truist Financial lowered its target from $50 to $48 on 13 August with a Hold rating. Market data also shows an independent ratings service reiterating a Buy (B-) rating on 6 October, though that is a quantitative rating without a price target.

What Could Help the Stock Reach the Price Target?

The consensus target suggests analysts see scope for the shares to rise from the current level, which sits near the lower end of the 52-week range of $39.73 to $50.65 shown by market data. For a regulated utility, supportive factors could include constructive rate-case outcomes, investment in the regulated network being added to the rate base, and a more favourable interest-rate backdrop, which tends to benefit income-oriented stocks.

What Could Prevent the Stock Reaching the Target?

All three named target changes in the past three months were reductions, suggesting that analyst enthusiasm has cooled. Hold is the dominant rating, which implies that many analysts see limited near-term catalysts. Regulatory decisions that fall short of expectations, higher borrowing costs, rising capital spending needs or higher interest rates could weigh on utility valuations.

What Should Investors Watch Next?

No next earnings date or recent earnings and guidance details appear in the data. Investors may wish to monitor further target revisions from Argus, Morgan Stanley, Truist and other brokers, any change in the rating split, and moves in bond yields and regulatory decisions affecting the company's utilities.

Exelon's Hold Consensus and Cooling Targets

Exelon closed at $41.76 on 9 October 2026, with the market data consensus of $49.33 implying about 18.1% upside. All three named target changes in the past three months were reductions, from Argus, Morgan Stanley and Truist.