Sempra: A Solid Margin Of Safety For A High-Growth Utility (Rating Upgrade)

Impact · against what's priced in

The rating upgrade for Sempra is largely noise as the market is already discounting the growth catalysts cited. While the article highlights long-term EPS and Texas expansion, the current price is specifically refusing to pay for these growth propositions despite analyst targets.

SRE+0.00

Already priced in

The price assumes

near-term 2026–2027 EPS guidance of $4.80–$5.70

The article's mention of 7-9% long-term EPS growth and solid earnings aligns with guidance the market already assumes is achievable but does not treat as a catalyst for upside.

What SRE's price assumes · Sep 24

• valuation
• dividends
• PBR
• SRE
• analyst upgrade
• energy infrastructure
• eps growth
• lng
• texas
• utilities

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