Offshore Wind Risks And Grid Constraints Will Pressure Returns Over The Coming Years

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

13 Dec 25

Updated

26 Jun 26

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Shared on 26 Jun 26

Fair value Increased 40%

IBE: Premium To Peers Will Face Test From Data Center Demand

Iberdrola is getting a boost from rising electricity demand in the U.S. and UK, especially from data centers, and some analysts now see more room for the business to grow. But because the shares already trade above many other utilities, any stumble on big projects or weaker-than-expected demand could quickly hurt investor confidence.

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Fair Value vs Share Price

€17.3

vs €21.2122.6% overvalued

-0.6%

Revenue growth

17.8%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Solid track record average dividend payer.

Market cap€136.7b

PB2.7x

Estimated Growth4.1%

Dividend Yield3.2%

Full analysis

CEO & management

Pedro Azagra Blazquez

CEO

3.8yrs

CEO Tenure

Engages in the generation, production, transmission, distribution, and supply of electricity in Spain, the United Kingdom, the United States, Mexico, Brazil, Germany, France, and Australia.