- Price is above Fair Value, showing premium demand versus the model.
- Next-week expectancy is positive at 55.75% based on similar historical setup states.
CMS
NYSE
Week ended 07 Aug 2026
Weekly Investor Report
CMS Energy Corporation · Utilities · Utilities - Regulated Electric
Latest close
71.03 USD
-0.5%
latest week
Weekly setup
Weak trend
The weekly trend is not active. Price is -4.3% below the Trend Line and sits at 28.3% of its 52-week range. The latest completed week returned -0.5%, after a -5.0% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is bullish with 46/100 conviction, while the latest news-sentiment score is 51/100.
Setup score
42
out of 100
Latest Close
71.03 USD
7 Aug 2026
1W Return
-0.5%
latest completed week
4W Return
-5.0%
short-term follow-through
12W Return
-0.4%
quarterly tape
Trend Breadth
69.2%
36 of 52 weeks active
Volume Ratio
1.1x
vs 13-week average
- The trend backdrop is inactive, so price action has not confirmed a constructive regime.
- Price is below the Trend Line, which keeps downside pressure in focus.
- Activity pressure is negative, which weakens the current setup.
- 5 reversal markers appear in the recent smart-money tape.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-0.5%
Latest completed week; four-week move -5.0%.
Indicator stack
38/31
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Positive 55.75%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
Options pressure
Bullish
46/100 conviction; expected move 2.5%.
News sentiment
51/100
31 relevant articles in the latest sentiment read.
Event risk
30 Jul
Latest stored earnings date was 30 Jul 2026.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is not active. Price is -4.3% below the Trend Line and sits at 28.3% of its 52-week range. The latest completed week returned -0.5%, after a -5.0% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.1x the 13-week average. Participation is around or above normal and provides reasonable confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.4712-week average 0.53
12-week confirmation
Trend active6/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure0/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership1/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.47Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers55 reversal markers
No recent accumulation markers. 5 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is -5.0% over four weeks, -0.4% over 12 weeks, and -1.1% over one year. The current trend has remained active for 0 consecutive weeks.
Performance by holding period
Active trend streak0 weeks
Active weeks in one year36
Trend breadth69.2%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure-0.40Latest activity-pressure read.
Pressure change-154.2%Four-week change in activity pressure.
Leadership-13.13Latest relative-leadership reading.
RS change-75.8%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.
Factor week 09 Aug 2026
Financial statements through 30 Jun 2026
Field coverage 100%
Model confidence 100%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength68/100Blend of value, momentum, and quality. Underlying universe rank 33; rank 1 is best.
Value67/100Relative valuation strength. Underlying universe rank 34; rank 1 is best.
Quality71/100Profitability and accounting quality. Underlying universe rank 30; rank 1 is best.
Momentum29/100Medium-term price momentum. Underlying universe rank 72; rank 1 is best.
Growth28/100Revenue and earnings growth. Underlying universe rank 73; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Value-quality framework25/100Value and quality alignment from the Sharemaestro SVQF framework.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 21.4x Price divided by trailing earnings.
- Price / sales
- 2.5x Market value relative to trailing revenue.
- EV / EBITDA
- 13.4x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 14.8% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 45.8% Gross profit retained from each unit of revenue.
- Operating margin
- 22.0% Operating profit retained from revenue.
- Free-cash-flow margin
- 70.4% Free cash flow generated from revenue.
- Return on invested capital
- 5.3% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 9.9% Latest one-year revenue growth.
- EPS growth
- 0.3% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 10.5% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 6/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 3.2% Cash dividends relative to market value.
- Buyback yield
- -4.7% Net share repurchases relative to market value.
- Shareholder yield
- -1.5% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- 6.1x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Options positioningBullish
CMS shows bullish options pressure with a 46/100 conviction score, put-call volume ratio of 0.03, expected move of 2.5%, and Sharemaestro trend signal inactive.
Conviction46/100
Expected move2.5%
Put/call volume0.03
Insider activity12 / 8
12 acquisitions and 8 disposals in the latest 180-day insider tape.
Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.News sentiment51/100
Weighted news tone is neutral across 31 relevant articles.
8 positive · 19 neutral · 4 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings30 JulLatest stored earnings date was 30 Jul 2026.
Options expected move2.5%Nearest-chain priced movement where available.
52-week drawdown-10.9%Distance below the 52-week high.
13-week volatility3.0%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher10 of 2616 weeks finished lower.
Best week+7.4%Week of 26 Jun.
Worst week-4.4%Week of 20 Mar.
Latest week-0.5%Week of 7 Aug.
Shape of recent returns
Strong gains3
Modest gains7
Flat weeks0
Modest losses15
Sharp losses1
Recent vol3.0%13-week weekly-return volatility.
Base vol2.4%52-week weekly-return volatility.
Up/down split25/27Count of positive and negative weeks in the 52-week window.
Average skew2.0% / -1.8%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Utilities
4-week rank72 / 100
Group average-2.4%
Trend breadth40.0%
Trend40.0%active weekly trend signals
MD32.0%positive activity pressure
RS6.0%positive relative leadership
Four-week leaders
IndustryUS Utilities - Regulated Electric
4-week rank30 / 43
Group average-3.0%
Trend breadth58.1%
Trend58.1%active weekly trend signals
MD30.2%positive activity pressure
RS4.7%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape41/100
Trend, activity pressure, participation, and risk combine to a 41/100 tape read.
Indicator analysis23/100Latest 12-week confirmation: trend 6/12, activity pressure 0/12, relative leadership 1/12.
Activity pressure 0.47; 5 reversal markers Next-Week ExpectancyPositive 55.75%Next-week expectancy is positive with a 55.75% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors59/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 82 SVQF25/100Value and quality alignment from the Sharemaestro SVQF framework.
Composite rank 767.5 of 1018 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Options44/100CMS shows bullish options pressure with a 46/100 conviction score, put-call volume ratio of 0.03, expected move of 2.5%, and Sharemaestro trend signal inactive.
Bullish · Call-side pressure · Expected move 2.5% Sentiment51/100Weighted news tone is neutral across 31 relevant articles.
Vistra Q2 Earnings Beat Estimates on Pricing and Lotus, Revenues Miss Insiders12 / 812 acquisitions and 8 disposals in the latest 180-day insider tape.
Earnings30 JulLatest stored earnings date was 30 Jul 2026.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 71.03 USD | -0.5% | 74.21 USD | 64.77 USD | -0.40 | -13.13 | 18.7M | Off |
| 31 Jul 2026 | 71.42 USD | -3.6% | 74.14 USD | 64.66 USD | -0.30 | -9.95 | 20.6M | Off |
| 24 Jul 2026 | 74.11 USD | 1.4% | 74.07 USD | 64.54 USD | -0.21 | -5.90 | 20.6M | On |
| 17 Jul 2026 | 73.06 USD | -2.3% | 73.90 USD | 64.42 USD | -0.09 | -7.96 | 15.3M | On |
| 10 Jul 2026 | 74.80 USD | -3.0% | 73.74 USD | 64.32 USD | -0.16 | -7.47 | 15.2M | On |
| 3 Jul 2026 | 77.11 USD | -1.7% | 73.54 USD | 64.20 USD | -0.16 | -3.51 | 13.0M | On |
| 26 Jun 2026 | 78.43 USD | 7.4% | 73.30 USD | 64.05 USD | -0.27 | 0.15 | 19.6M | On |
| 19 Jun 2026 | 73.03 USD | -0.3% | 73.16 USD | 63.89 USD | -0.65 | -9.01 | 12.2M | Off |
| 12 Jun 2026 | 73.22 USD | 2.1% | 73.16 USD | 63.76 USD | -0.67 | -8.19 | 20.6M | Off |
| 5 Jun 2026 | 71.70 USD | -0.7% | 73.14 USD | 63.64 USD | -0.90 | -9.87 | 21.9M | Off |
| 29 May 2026 | 72.22 USD | -2.6% | 73.16 USD | 63.54 USD | -0.95 | -11.75 | 12.4M | Off |
| 22 May 2026 | 74.17 USD | 4.0% | 73.15 USD | 63.42 USD | -0.60 | -8.40 | 12.0M | On |
| 15 May 2026 | 71.30 USD | -1.3% | 73.11 USD | 63.27 USD | -0.30 | -11.47 | 10.8M | On |
| 8 May 2026 | 72.26 USD | -3.7% | 73.17 USD | 63.16 USD | 0.17 | -10.43 | 13.9M | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.