Sempra Stock After Earnings: $65 Billion Capital Plan, Affirmed Guidance, and a Discount
Sempra (SRE) reported Q1 2026 earnings with adjusted EPS up and revenue slightly down, affirming its full-year guidance and long-term EPS growth target of 7-9%. The company is executing a $65 billion capital plan, with the recent Oncor rate case approval and UTM filing strengthening its financial outlook and reducing regulatory lag. TIKR's model suggests Sempra stock is currently trading at a significant discount, implying a 58% upside, due to these favorable regulatory developments and the company's clear capital allocation strategy.
https://www.tikr.com/blog/sempra-stock-after-earnings-65-billion-capital-plan-affirmed-guidance-and-a-discount?