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SRE

Sempra

NYSEUtilitiesUtilities - DiversifiedSnapshot 2026-05-08

$91.53-0.04%
Close 2026-05-08 · 1-day change
The bottom line

As of May 8, 2026, SRE has a composite score of 5.4 and a signal label of "mixed." The valuation score increased significantly by 37.6 points to 51.5, while the company momentum score rose by 34.0 points to 12.3. The valuation label changed from "expensive" to "fair," indicating improved perceptions of value. This analysis is provisional.

Composite +5.4as of 2026-05-08

Price

Daily closes from AlphaVantage. Earnings/event dots are placed inline.

Close 2026-05-08
Daily closes. Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event

Factor signals

Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.

L1

Thesis

is this a strong company over a 1–3 year hold?
F1 · Recent financial performance
strong
Top 20% of utilities cohort
Why this rank
  • Direction share
    1.00
  • Slope (norm)
    0.10
  • Bonus
    0.00
Operating income, last 4 quarters ($M)
8394672931114
F2 · Value
expensive
Most expensive 10% of utilities cohort
Why this rank
Price
$91.53
TTM EPS
$3.09
Earnings yield
3.4%
P/E (TTM)
29.6

Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3

F3 · Earnings quality
fragile
Bottom 20% cash conversion in utilities cohort
Why this rank
TTM NI ($M)
2,862
TTM CFO ($M)
4,907
CFO/NI
1.71
L2

Watch

has something changed worth re-reading?
F4 · Management stability
stable
Top 20% activity in utilities cohort· see deep-dive ↓
capital unfriendlyBottom 20% — net capital-unfriendly direction
Earnings setup · pre-print positioning
forward-looking
neutral0 positive, 2 negative material events / 30dfor period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $0.99 → $1.01 (+1.9% / 30d). 2 raised, 3 cut, 12 covering analysts.

Rating actions

0 upgrades, 0 downgrades / 30d, 2 maintained. 74% of analysts rate Buy.

Price target activity

4 PT revisions / 30d. Avg target 15.7% above current price.

Material events

0 positive, 2 negative / 30d. See F4 management tile for the event list.

F4 · Management deep-dive — recent events, stated priorities, guidance track record
1

Recent 8-K events

1 material event in the last 24 months — top 1 listed below.

2

Stated priorities

3 priorityies extracted from earnings transcripts (as of 2026-05-08).

  1. 1.Affirm full-year 2026 EPS guidancegrowthbehind30% progress
    5/7: Sempra is affirming its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30.
    Why this status

    Stated in 5 of last 5 quarters. Sempra has consistently affirmed its full-year 2026 EPS guidance range of $4.80 to $5.30. Despite an earnings miss reported on 2026-05-07, the company maintains this guidance, indicating a focus on achieving these targets. The trajectory shows persistent affirmation, but financial performance needs to align with guidance.

  2. 2.Affirm full-year 2027 EPS guidancegrowthmixed65% progress
    5/7: affirming its full-year 2027 EPS guidance range of $5.10 to $5.70
    Why this status

    Stated in 2 of last 2 quarters. Sempra has affirmed its full-year 2027 EPS guidance range of $5.10 to $5.70. The company continues to project growth into 2027, despite recent financial challenges such as the earnings miss reported on 2026-05-07. The trajectory is focused on future growth, but current financials need to support this outlook.

  3. 3.Issue full-year 2030 EPS Outlookgrowthmixed65% progress
    2/26: Sempra is also issuing full-year 2030 Outlook in an EPS range of $6.70 to $7.50.
    Why this status

    Newly stated in 2025-Q4. Sempra has issued a full-year 2030 EPS Outlook in the range of $6.70 to $7.50. This long-term projection indicates a strategic focus on sustained growth. However, current financials, including a recent earnings miss, suggest that achieving this long-term target will require significant progress.

3

Guidance track record

Insufficient guidance history for this ticker.

L3

Position context

how violent might the path be while I hold it?
Risk profile · realized
backward-looking
moderateworst 12m loss −9%, typical day ±0.8%
Why this risk level

Recent vol — 30d annualized 18%; 252d 20%.

Drawdown — Max 1y −9%. Bad day move −2%.

Beta to sector ETF (XLU) 0.03 over 1y.

Liquidity — score 100/100.

Sub-scores — vol 68/100, drawdown 82/100, beta 3/100, earnings vol .

Sector regime
headwind-6.6%sector vs S&P 500, 60d

via XLU

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.

AI cycle regime · market-wide
2-axis classifier
HeatingManiaSquallCrisisEarnings →Mood ↑
HeatingE +0.13 · M +0.71
Single-axisCHASEz +2.97+1.285d

Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-05-08.

3

What changed

The most important moves since the prior daily snapshot.

  1. score change · valuation_score
    severity 75

    Valuation rose by 37.6 points (from 13.9 to 51.5).

  2. score change · company_momentum_score
    severity 57

    Company momentum rose by 34.0 points (from -21.7 to 12.3).

  3. score change · composite_insight_score
    severity 34

    Composite insight rose by 16.9 points (from -11.5 to 5.4).

  4. label change · signal_label
    severity 20

    Signal changed from 'cautious' to 'mixed'.

  5. label change · valuation_label
    severity 20

    Valuation label changed from 'expensive' to 'fair'.

As of 2026-05-08, the valuation score for SRE rose by 37.6 points, changing from 13.9 to 51.5. The company momentum score increased by 34.0 points, moving from -21.7 to 12.3. The signal label changed from 'cautious' to 'mixed', and the valuation label changed from 'expensive' to 'fair'. The composite insight score also rose by 16.9 points, from -11.5 to 5.4.

as of 2026-05-08

4

Management scorecard

How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.

Composite26.4 / 100
Capital allocation18
Earnings discipline31
Margin discipline35
Balance sheet19
Guidance credibility
Post-call reaction53
as of 2026-05-08
4

What management is focused on

Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.

  • #1

    Affirm full-year 2026 EPS guidance

    GrowthNew since 2026-05-07

    Sempra continues to affirm its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30.

    Behind

    Stated in 5 of last 5 quarters. Sempra has consistently affirmed its full-year 2026 EPS guidance range of $4.80 to $5.30. Despite an earnings miss reported on 2026-05-07, the company maintains this guidance, indicating a focus on achieving these targets. The trajectory shows persistent affirmation, but financial performance needs to align with guidance.

    30%
    CEO/CFO:Sempra is affirming its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30.
    Multiple sourcesSource dated 2026-05-07Stated 5 of last 8 quartersFirst seen 2026-05-07
    Show history (5)
    • 2026-Q1Multiple sources

      Sempra is affirming its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30.

    • 2025-Q4Multiple sources

      Sempra is affirming its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30.

    • 2025-Q3Multiple sources

      affirming its full-year 2026 EPS guidance range of $4.80 to $5.30.

    • 2025-Q2Multiple sources

      affirming its full-year 2026 EPS guidance range of $4.80 to $5.30

    • 2025-Q1Multiple sources

      affirming its full-year 2026 adjusted EPS guidance range of $4.30 to $4.70

  • #2

    Affirm full-year 2027 EPS guidance

    GrowthNew since 2026-05-07

    Sempra is affirming its full-year 2027 EPS guidance range of $5.10 to $5.70.

    Mixed

    Stated in 2 of last 2 quarters. Sempra has affirmed its full-year 2027 EPS guidance range of $5.10 to $5.70. The company continues to project growth into 2027, despite recent financial challenges such as the earnings miss reported on 2026-05-07. The trajectory is focused on future growth, but current financials need to support this outlook.

    65%
    CEO/CFO:affirming its full-year 2027 EPS guidance range of $5.10 to $5.70
    Multiple sourcesSource dated 2026-05-07Stated 2 of last 8 quartersFirst seen 2026-05-07
    Show history (2)
    • 2026-Q1Multiple sources

      affirming its full-year 2027 EPS guidance range of $5.10 to $5.70

    • 2025-Q4Multiple sources

      Sempra is also announcing a full-year 2027 EPS guidance range of $5.10 to $5.70.

  • #3

    Issue full-year 2030 EPS Outlook

    Growth

    Sempra is issuing a full-year 2030 EPS Outlook in the range of $6.70 to $7.50.

    Mixed

    Newly stated in 2025-Q4. Sempra has issued a full-year 2030 EPS Outlook in the range of $6.70 to $7.50. This long-term projection indicates a strategic focus on sustained growth. However, current financials, including a recent earnings miss, suggest that achieving this long-term target will require significant progress.

    65%
    CEO/CFO:Sempra is also issuing full-year 2030 Outlook in an EPS range of $6.70 to $7.50.
    Multiple sourcesSource dated 2026-02-26Stated 1 of last 8 quartersFirst seen 2026-02-26
    Show history (1)
    • 2025-Q4Multiple sources

      Sempra is also issuing full-year 2030 Outlook in an EPS range of $6.70 to $7.50.

as of 2026-05-08
5

How this stock is priced

Two ways to read price: against peers in the same business, and against the company's own history.

Compared to peers
66higher = cheaper

Roughly priced in line with peers.

Compared to its own history
77higher = cheaper

Cheaper than its own typical valuation.

P/E
19.1x
EV/EBITDA
21.3x
FCF yield
-10.1%

P/E over the last 5 years

26 monthly points
fairas of 2026-05-08
7

How this compares

A side-by-side read on composite, valuation, and risk versus peers.

StockCompositeValuationRisk
SRE
Sempra
+5.4fairmoderate
NEE
NextEra Energy
+19fullmoderate
CEG
Constellation Energy
+16fullelevated
SO
Southern Company
+19fairmoderate
DUK
Duke Energy
+28inexpensivemoderate
8

Risk — how this stock moves

What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.

A typical day
How much price usually moves either way.
0.8%
A bad day (95th %ile)
A rough but not unusual down day.
-1.9%
Worst 12-month loss
Deepest peak-to-trough drop in the last year.
-8.8%
Earnings-day move
How much price usually moves on earnings day.
moderateas of 2026-05-08
9

What could change this view

Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.

Upside triggers
  • If utilities sector trend rises from -0.04 into 'improving' (>= +0.20)+5.0 pts
  • If next-quarter guidance is raised (currently REAFFIRMED as of 2026-05-07)+4.0 pts
Downside triggers
  • If next-quarter guidance is cut (currently REAFFIRMED as of 2026-05-07)-8.0 pts
  • If rates state reverses from -0.37 (negative) to +0.37 (positive)-7.3 pts
  • If utilities sector trend falls from -0.04 into 'weakening' (<= -0.20)-5.0 pts
10

Material updates

Recent SEC 8-K filings ranked by likely impact, confidence, and recency.

  1. 2026-05-072d agoItem 2.02

    and in Exhibit 99.1 shall not be deemed to be “filed” for purposes of the Securities Exchange Act of 1934, nor shall it be deemed to be incorporated by reference in any filing of Sempra, whether made before or after the date hereof, regardless of any general incorporation language in such filing.

    earnings preannouncementnegativescore 76
  2. 2026-04-1722d agoItem 7.01

    shall not be deemed to be “filed” for purposes of the Securities Exchange Act of 1934, nor shall it be deemed to be incorporated by reference in any filing of Sempra, whether made before or after the date hereof, regardless of any general incorporation language in such filing. Forward-Looking Statements This report contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on assumptions about the future…

    legal regulatorynegativescore 31
11

Score history

The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.

60 snapshots
Data freshness · As of 2026-05-08 · Macro 2026-05-08 · Sector 2026-05-07 · Fundamentals 2026-02-26 · Price 2026-05-07 · Generated 2026-05-08 · Spec 2.3

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.