Idacorp (IDA)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
$147.48+1.63%
Close 2026-11-04 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
Research Workspace
Put IDA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electric Utilities is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 20%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskIdacorp's retail load growth has to keep compounding to justify the price. The company forecasts an 8.9% compound annual growth rate through 2032. Q3 2026 earnings beat estimates by 8.8%. Management raised 2026 EPS guidance to $6.40-$6.50. The stock trades at 2.1x book value. Peers trade at a 2.0x book value median. The price reflects less growth than we forecast. A guidance cut would hit credibility hard. Our model puts the next-quarter miss probability near 20%. Peer multiples imply a price about 15% below where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-04. IDA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering IDA (as of Nov 2026).
Based on 4 Wall Street analysts offering 12-month price targets for IDA in the last 4 months.
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Compare IDA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IDA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electric Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put IDA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $147.48
The last 12 months of price, then the range of analyst 12-month targets from today’s $147.48.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Raises 2026 EPS guidance above the stated range and forecasts strong long-term retail load growth.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Official earnings-call transcript reports an outlook increase, supporting guidance and growth objectives.
Advances: Customer growth and rate increases driving revenue and income
Industrial growth and an earnings beat support customer-driven growth and earnings objectives.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Reported earnings beat and raised outlook support the tracked 2026 EPS objective.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Earnings beat supports EPS delivery, though the revenue miss tempers the positive signal.
Advances: Maintain EPS guidance of $6.25 to $6.45 for 2026
Raised guidance supports EPS growth objectives.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Earnings-call coverage provides management commentary relevant to guidance and execution.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Transcript captures management's guidance and outlook directly for assessing EPS execution.