PG&E Corporation: 3 Key Catalysts Ahead for a Strong Buy

PG&E Corporation is expected to see three key catalysts in the next month that could support a buy recommendation. These include the resolution of wildfires, the potential sale of its liquefied natural gas business, and the upcoming quarterly earnings report. The company's recent share price has been affected by ongoing legal and regulatory issues.

PG&E Corporation (NYSE: PCG) is poised to experience several significant developments in the coming month that could support a buy recommendation for investors. These catalysts include the resolution of ongoing wildfire issues, the potential sale of its liquefied natural gas business, and the upcoming quarterly earnings report. The company's recent share price has been affected by ongoing legal and regulatory issues, but these upcoming events may provide a turnaround.

Wildfire Resolution

One of the most critical catalysts is the ongoing resolution of wildfire issues. PG&E has been actively working to mitigate wildfire risks, deploying over 10,000 sensors in high-risk areas and constructing 32 miles of underground powerlines [1]. The company's efforts align with California's clean energy goals and are expected to reduce electricity prices for all customers by 1–2% per gigawatt [1]. The recent earnings call underscored PG&E's focus on "performance is power," with CFO Carolyn Burke noting that non-fuel O&M cost reductions have exceeded $200 million annually [1]. This strategic resilience and operational progress could alleviate investor concerns and support a buy recommendation.

Potential Sale of Liquefied Natural Gas Business

The potential sale of PG&E's liquefied natural gas (LNG) business is another key catalyst. The company has been exploring strategic options to divest non-core assets, which could provide a significant cash infusion. While the specifics of the sale are not yet known, this move could enhance the company's financial health and provide investors with a clearer view of PG&E's core operations. The sale could also reduce the company's debt burden, making it a more attractive investment [1].

Upcoming Quarterly Earnings Report

The upcoming quarterly earnings report scheduled for July 31, 2025, is another significant event that could influence investor sentiment. Although PG&E's Q2 2025 earnings missed analyst expectations, the company reaffirmed its full-year guidance of $1.48–$1.52 EPS (10% growth over 2024) and its five-year plan of 9% annual EPS growth from 2026 to 2028 [1]. The reaffirmed guidance and the company's strategic focus on long-term growth drivers could provide investors with a sense of stability and support a buy recommendation.

Conclusion

In summary, PG&E Corporation is expected to see three key catalysts in the next month that could support a buy recommendation: the resolution of wildfire issues, the potential sale of its liquefied natural gas business, and the upcoming quarterly earnings report. These developments, coupled with the company's strategic resilience and operational progress, could alleviate investor concerns and provide a margin of safety for long-term investors.

References
[1] https://www.ainvest.com/news/pg-q2-2025-earnings-buying-opportunity-regulatory-clarity-long-term-growth-catalysts-2508/