Sempra's Strategic Position Amid Utility Sector Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 21 Jan 26
Source: Coinmarketcap
Sempra (SRE) has hit a 20-day low, reflecting current market pressures despite broader gains in the Nasdaq-100 and S&P 500 indices.
The utility sector has faced a 10% correction recently, with Sempra's long-term growth narrative focusing on steady rate base growth and increasing power demand. This context highlights the company's strategic position in energy delivery markets, even as it navigates short-term challenges. Analysts have shown confidence in Sempra, as indicated by its A rating in EPS revisions, suggesting potential for recovery.
Despite the current price decline, Sempra's fundamentals remain strong, and the ongoing demand for energy delivery could provide a pathway for future growth.
Analyst Views on SRE
Wall Street analysts forecast SRE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SRE is 100.58 USD with a low forecast of 89.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 87.100
Low
89.00
Averages
100.58
High
115.00
Current: 87.100
Low
89.00
Averages
100.58
High
115.00
About SRE
Sempra is a North American energy infrastructure company. The Company's businesses invest in, develop and operate energy infrastructure, and provide electric and gas services to customers. Its segments include Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. The Sempra California segment provides natural gas and electric service to Southern California and part of central California through its subsidiaries, SDG&E and SoCalGas. The Sempra Texas Utilities segment holds its investment in Oncor Holdings, which owns an over 80.25% interest in Oncor, a regulated electric transmission and distribution utility serving customers in the north-central, eastern, western and panhandle regions of Texas, and its indirect 50% interest in Sharyland Holdings, which owns Sharyland Utilities, a regulated electric transmission utility serving customers near the Texas-Mexico border. The Sempra Infrastructure segment develops, builds, operates and invests in energy infrastructure.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
