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AnalystConsensusTarget updated the narrative for SRE

Update shared on 23 Oct 2025

Fair value Increased 4.07%
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AnalystConsensusTarget's Fair Value
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Analysts have raised their price target for Sempra from $90.46 to $94.14, citing improved profit margins, which more than offset a modestly lower revenue growth outlook.

What's in the News

  • Sempra has updated its earnings guidance for the full year 2025, with a GAAP EPS range of $3.29 to $3.69. (Key Developments)
  • The company is reaffirming its commitment to achieve or exceed the high end of its projected long-term EPS compound annual growth rate of 7% to 9% from 2025 through 2029. (Key Developments)
  • For 2026, Sempra expects its GAAP EPS to be between $4.80 and $5.30. (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target has risen from $90.46 to $94.14, reflecting increased optimism regarding the company's valuation.
  • Discount Rate remains unchanged at 6.78%, indicating steady risk and return assumptions.
  • Revenue Growth outlook has fallen from 3.03% to 2.20%. This suggests tempered expectations for top-line expansion.
  • Net Profit Margin has increased from 24.56% to 26.32%, pointing to improved profitability.
  • Future P/E Ratio is nearly unchanged and has moved slightly lower from 21.92x to 21.81x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.