SRE - Sempra

NYSE · Utilities · Utilities—Diversified

$92.29

Market Closed

End of day · Jun 12, 2026, 12:00 AM

Active

Resolved

Bull

Bear

About

Sempra operates as an energy infrastructure company in the United States and internationally. It operates through four segments: San Diego Gas & Electric Company, Southern California Gas Company, Sempra Texas Utilities, and Sempra Infrastructure. The San Diego Gas & Electric Company segment provides to San Diego and southern Orange counties; and natural gas service to San Diego County. It generates electricity through wind, solar, and other resources. As of December 31, 2022, it offered electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that covers 4,100 square miles. The Southern California Gas Company segment owns and operates a natural gas distribution, transmission, and storage system that supplies natural gas. As of December 31, 2022, it serves a population of 21.1 million covering an area of 24,000 square miles. The Sempra Texas Utilities segment engages in the regulated electricity transmission and distribution. As of December 31, 2022, its transmission system included 18,268 circuit miles of transmission lines; 1,207 transmission and distribution substations; interconnection to 146 third-party generation facilities totaling 48,430 MW; and distribution system included approximately 3.9 million points of delivery and consisted of 123,500 miles of overhead and underground lines. The Sempra Infrastructure segment develops, builds, operates, and invests in energy infrastructure to help enable the energy transition in North American markets and worldwide. The company was formerly known as Sempra Energy and changed its name to Sempra in May 2023. Sempra was founded in 1998 and is based in San Diego, California.

https://www.sempra.com

SRE - Sempra

Utilities

The past year for SRE has been anything but smooth. Looking at the chart, it's had some big swings dropped to about 74 last June, then a slow grind higher and a pretty strong October push. Since early spring, though, it's mostly been bouncing around this 90 96 zone. It's not running away, but it's not rolling over either. I'm leaning bullish here, but not chasing it. There's a good defensive base utilities are still in demand with all the uncertainty around rates and economic growth, so SRE should keep benefitting from stable cash flows and rate base growth. Plus, their infrastructure investments look like they'll actually show up in earnings over the next couple of quarters. If they guide for steady dividend raises again at the next update, that should be a solid sentiment boost too. That said, you can't ignore how quickly this stock rebounded from the fall lows. We're already up quite a bit in the last 12 months, so I'm not expecting fireworks. There's also the risk that if rates spike, SRE could retrace fast. If California or Texas hit them with new regulatory headaches, that's another possible drag. I’m setting my target at 106.00 over the next 16 weeks. It's not a huge upside from here but feels reasonable given the recent trend and the sector. The next earnings call could be the main catalyst especially if they lift guidance or talk up their project pipeline. Keeping my bets small and my stop tight, but this looks like one of the steadier setups in utilities right now.

Entry

$91.42

Above

$106.00

Sep 28, 2026

Karma

114 to 16457

Bullish

Open

Vote