Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Idacorp (IDA)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
$147.17-0.21%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
6.94 → 6.99 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for IDA yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain EPS guidance of $6.25 to $6.45 for 2026 | Idacorp keeps steady earnings with EPS guidance of $6.25 to $6.45 for 2026. | Intact | EPS falls below $6.25 or above $6.45 in FY26 | Diluted EPS: $2.73 per share FY2026-Q3; GAAP. Published target: EPS between $6.25 and $6.45. Annual target cannot be compared with a quarterly or TTM observation. Oct 29, 20262.73 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
IDA is a regulated utility with a steady-growth profile, supported by customer additions and long-term infrastructure work. Its long-term thesis is intact, but its latest earnings miss shifted the near-term signal from mildly favorable to mixed.
Valuation is broadly aligned with the evidence, with an expectations gap near zero and a modest premium versus peers. The evidence does not point to unusually high fragility in what the market assumes.
For the multi-year view, customer growth, large-contract revenue, and ongoing infrastructure investment support the business, while management has raised its 2026 earnings guidance. Near term, the October earnings miss and falling company momentum are concerns, despite reported strong recent financial performance and low stated miss risk.
The thesis depends on management delivering its infrastructure plans and sustaining customer and large-contract revenue growth. Near term, a reversal and cut to recently raised guidance would damage credibility; lower interest rates and continued strength among major utility peers could support the sector backdrop.
Over the next one to three years, IDA’s long-term thesis remains intact, but the latest miss makes execution and guidance credibility important near-term tests. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit margins remain stable with a PE near peers. |
| Intact |
| Profit margin falls significantly below mid-teens percentage |
Operating margin: 29.07% FY2026-Q3; GAAP. Published target: Profit margin near current mid-teens percentage. Target percentage unit is not explicit. Oct 29, 202629.068979 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Growth from strategic investments and customer base expansion | The company benefits from strategic investments and customer growth. | Intact | Customer growth stalls or strategic investments fail to generate returns | 8.9% retail load growth CAGR vs positive growth target Q3 2026 earnings beat with raised guidance; 8.9% retail load growth CAGR forecast through 2032. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$6.96 → $6.99 · observed estimates
$2.16B → $2.21B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $6.96 | $2,159,909,410 | 9 / 8 |
| 2026-07-25 | $6.95 | $2,150,633,657 | 6 / 6 |
| 2026-07-26 | $6.96 | $2,159,909,410 | 9 / 8 |
| 2026-07-27 | $6.96 | $2,154,039,328 | 6 / 6 |
| 2026-07-28 | $6.96 | $2,159,909,410 | 9 / 8 |
| 2026-07-29 | $6.96 | $2,159,909,410 | 9 / 8 |
| 2026-07-30 | $6.96 | $2,159,909,410 | 9 / 8 |
| 2026-07-31 | $6.95 | $2,183,290,880 | 10 / 9 |
| 2026-08-01 | $6.96 | $2,181,077,238 | 7 / 6 |
| 2026-08-02 | $6.95 | $2,180,401,990 | 10 / 9 |
| 2026-08-03 | $6.95 | $2,180,401,990 | 10 / 9 |
| 2026-08-04 | $6.95 | $2,180,401,990 | 10 / 9 |
| 2026-08-05 | $6.96 | $2,180,419,770 | 10 / 9 |
| 2026-08-06 | $6.96 | $2,177,827,238 | 7 / 6 |
| 2026-08-07 | $6.96 | $2,177,827,238 | 7 / 6 |
| 2026-08-08 | $6.96 | $2,180,419,770 | 10 / 9 |
| 2026-08-09 | $6.96 | $2,180,419,770 | 10 / 9 |
| 2026-08-10 | $6.96 | $2,177,827,238 | 7 / 6 |
| 2026-08-12 | $6.96 | $2,180,419,770 | 10 / 9 |
| 2026-08-13 | $6.96 | $2,177,827,238 | 7 / 6 |
| 2026-08-14 | $6.96 | $2,177,827,238 | 7 / 6 |
| 2026-08-15 | $6.96 | $2,177,827,238 | 7 / 6 |
| 2026-08-16 | $6.96 | $2,177,827,238 | 7 / 6 |
| 2026-08-17 | $6.96 | $2,177,827,238 | 7 / 6 |
| 2026-08-18 | $6.96 | $2,177,827,238 | 6 / 6 |
| 2026-08-19 | $6.96 | $2,177,827,238 | 6 / 6 |
| 2026-08-20 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-21 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-22 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-23 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-24 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-25 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-26 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-27 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-28 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-29 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-30 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-08-31 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-01 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-02 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-03 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-04 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-05 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-06 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-07 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-08 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-09 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-10 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-11 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-12 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-13 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-14 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-15 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-16 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-17 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-18 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-19 | $6.95 | $2,187,721,353 | 6 / 6 |
| 2026-09-20 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-09-21 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-09-22 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-09-23 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-09-24 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-09-25 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-09-26 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-09-27 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-09-28 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-09-29 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-09-30 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-01 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-02 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-03 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-04 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-05 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-06 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-07 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-08 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-09 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-10 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-11 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-12 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-13 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-14 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-15 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-16 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-17 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-18 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-19 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-20 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-21 | $6.94 | $2,187,721,353 | 6 / 6 |
| 2026-10-22 | $6.94 | $2,186,019,310 | 6 / 6 |
| 2026-10-23 | $6.95 | $2,186,019,310 | 6 / 6 |
| 2026-10-24 | $6.95 | $2,186,019,310 | 6 / 6 |
| 2026-10-25 | $6.95 | $2,186,019,310 | 6 / 6 |
| 2026-10-26 | $6.95 | $2,186,019,310 | 6 / 6 |
| 2026-10-27 | $6.95 | $2,186,019,310 | 6 / 6 |
| 2026-10-28 | $6.95 | $2,186,019,310 | 6 / 6 |
| 2026-10-29 | $6.95 | $2,186,019,310 | 6 / 6 |
| 2026-10-30 | $6.95 | $2,200,852,644 | 6 / 6 |
| 2026-10-31 | $6.96 | $2,206,802,266 | 6 / 6 |
| 2026-11-01 | $6.96 | $2,206,802,266 | 6 / 6 |
| 2026-11-02 | $6.96 | $2,206,802,266 | 6 / 6 |
| 2026-11-03 | $6.99 | $2,207,825,409 | 6 / 5 |
| 2026-11-04 | $6.99 | $2,207,825,409 | 6 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
2 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.