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The Southern Company Stock Price

NYSE:SO Community·US$104.8b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 92 Fair Values set on narratives written by author

SO Share Price Performance

US$94.02
4.47 (4.99%)
US$101.34
Fair Value
US$94.02
4.47 (4.99%)
7.2% undervalued intrinsic discount
US$101.34
Fair Value
Price US$94.02
AnalystConsensusTarget US$101.34

SO Community Narratives

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Fair Value US$101.34 7.2% undervalued intrinsic discount

Analysts Lift Southern Price Target on Higher Revenue Growth Despite Lower Margins

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Trending Discussion

Updated Narratives

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SO: Future Dividend Strength Will Reflect Rate Cuts And Dam Safety Progress

Fair Value: US$101.34 7.2% undervalued intrinsic discount
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Snowflake Analysis

Average dividend payer with low risk.

3 Risks
1 Reward

The Southern Company Key Details

US$30.2b

Revenue

US$15.7b

Cost of Revenue

US$14.5b

Gross Profit

US$10.1b

Other Expenses

US$4.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.87
48.00%
14.46%
186.7%
View Full Analysis

About SO

Founded
1945
Employees
29651
CEO
Christopher Womack
WebsiteView website
www.southerncompany.com

The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers. In addition, the company is involved in the distribution of natural gas in Illinois, Georgia, Virginia, and Tennessee; distributes energy and resilience solutions; and invests in telecommunications. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.

Recent SO News & Updates

Seeking Alpha Jun 09

Southern Company: 11GW Of Contracted Large Load Demand Supports My Buy Rating

Summary I am rating Southern Company a buy because I believe large-load demand is changing its earnings profile. The growth is backed by physical infrastructure such as 10 GW of new state-regulated resources under construction, more than 500 miles of new transmission lines, and an $81 billion capital plan. My 2028 estimate for adjusted EPS is $5.25 and is supported by large-load demand, regulated infrastructure growth, DOE financing support, Southern Power capacity additions, and Southeast customer growth. My $105 price target represents a 15.5% upside potential. I compute by applying a 5-year average of FWD non-GAAP P/E multiple of 20.07x to my estimated adjusted EPS of $5.25. The main risks are slower data center load conversion and regulatory pushback. I still believe the risk-reward is attractive because the downside is supported by regulated earnings and dividends, while the upside is tied to one of the most important bottlenecks in AI: reliable power. Read the full article on Seeking Alpha

Recent updates

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