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PG&E CEO Patti Poppe on Data Centers, Energy Rates and the Stock
Patti Poppe discusses data center demand, energy rate strategy and implications for PG&E’s stock in an interview with Barron’s Andy Serwer (filmed Oct 2, 2026).
Editorial companion
What stands out
PG&E CEO Patti Poppe laid out how rising demand from data centers and the company’s approach to energy rates fit together, explaining why rate design and infrastructure upgrades matter for peak loads and company cash flow. She spoke plainly about balancing customer affordability with the need to invest in the grid, and she addressed questions about how those choices show up in the stock. The clip matters because it moves the conversation from abstract climate or tech demand stories to concrete utility decisions about rates and capacity that influence near-term earnings and investor expectations.
Bullish Gator Snapshot
Current ratings and signals
PG&E Corporation (PCG)
Bearish
PCG rates Bearish overall. The fundamental read is bearish: the company passes 4 of 9 quality tests on the Piotroski F-Score; balance sheet is flagged Distress (Altman Z = 0.51); revenue is growing about 4.9% per year; net income is growing about 14.4% per year. The technical picture is bearish: price is 19.9% below the 200-day moving average; 6.7% below the 50-day; the 50/200 relationship is in a Death cross. Sentiment is bearish (composite 28/100), based on 8 news articles from recent coverage.