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Surging Data Center Demand Will Drive Major Utility Infrastructure Upgrades

Published
20 Aug 24
Updated
29 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
-19.9%
7D
3.4%

Author's Valuation

US$21.2322.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 29 Oct 25

Fair value Increased 2.61%

Analysts have raised PG&E's fair value price target from $20.69 to $21.23 per share, citing the company's positioning amid robust electricity demand, a positive regulatory environment, and ongoing upgrades to utility assets. Analyst Commentary Recent research from multiple firms highlights both positive momentum and lingering concerns for PG&E, shaping a nuanced outlook on the company's share price and future potential.

Shared on 15 Oct 25

Fair value Increased 1.47%

PG&E’s analyst fair value target has risen by approximately $0.30 to $20.69, as analysts cite improved profit margins, slightly higher revenue growth, and expectations for multiple expansion. These expectations are driven by ongoing operational improvements and positive regulatory developments.

Shared on 19 Sep 25

Fair value Decreased 0.35%

PG&E’s consensus price target saw a slight downward revision to $20.39 as, despite legislative progress reducing near-term regulatory risks, ongoing wildfire liability uncertainties and affordability issues continue to temper investor sentiment. Analyst Commentary Improved legislative outlook with the passage and strengthening of wildfire fund-related bills has reduced near-term regulatory uncertainties and relieved concerns about shareholder funding requirements.

Shared on 07 May 25

Fair value Decreased 1.71%

Shared on 30 Apr 25

Fair value Increased 2.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.049%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 0.24%

AnalystConsensusTarget has increased revenue growth from 2.8% to 3.6%.