$SRE

SEMPRA

AlphAI earnings readsecond-quarter 2026 · AUG 6Sempra Reports Strong Second-Quarter 2026 ResultsVerdict: strong

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Goldman Sachs Adjusts Price Target on Sempra to $103 From $110

Goldman Sachs reduced its price target for Sempra from $110 to $103. The stock is currently trading at $81.99, with a 5-day change of -0.46% and a year-to-date change of +2.89%. BofA also adjusted its target to $88 from $101.

Goldman Sachs updates utility estimates ahead of Q3 earnings

Goldman Sachs adjusted utility sector estimates, lowering its baseline multiple by 0.5x due to higher interest rates. It expects 20% total return to updated price targets. The firm anticipates Q3 updates from Xcel Energy, American Electric Power, Ameren, and WEC Energy Group, with potential EPS growth outlook raises. Sempra Energy is seen outperforming consensus, while Eversource Energy may underperform.

Sempra director Yardley acquires 160 phantom shares

Sempra (SRE) director James C. Yardley acquired 160 phantom shares on October 1, 2026, according to an SEC Form 4 filing. The shares were valued at $78.05 each, and Yardley indirectly owns 43,448.6 shares following the transaction.

SRE sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 2 news stories mentioning SRE (SEMPRA). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.

Recent SRE coverage spans financial news, sector analysis and corporate actions.

What's driving SRE

AlphAI scores every news story that mentions SRE with an AI model for sentiment and relevance, and aggregates insider trades from SEMPRA's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SRE

Score
$XELMed

Goldman Sachs updates utility estimates ahead of Q3 earnings

Goldman Sachs adjusted utility sector estimates, lowering its baseline multiple by 0.5x due to higher interest rates. It expects 20% total return to updated price targets. The firm anticipates Q3 updates from Xcel Energy, American Electric Power, Ameren, and WEC Energy Group, with potential EPS growth outlook raises. Sempra Energy is seen outperforming consensus, while Eversource Energy may underperform.

$SREMed

Analysis-Alternative capital powers America’s next wave of LNG and pipeline projects

Alternative asset managers like Apollo, Blackstone, and KKR are financing U.S. LNG and pipeline projects, with $20.35B invested in 2026. Insurance capital is backing projects like Sempra's Port Arthur LNG, Williams' power projects, and ONEOK's acquisitions. LNG projects now attract diverse investors, including infrastructure funds and sovereign wealth funds, due to long-term revenue stability.

Sempra (SRE) Just Locked In Two Decades of LNG Demand

Sempra (SRE) signed a 20-year LNG deal with Petrobras, its first South American customer, for 0.8M tonnes/year. The gas will come from Port Arthur LNG Phase 2, expected online in 2030-2031. Sempra's Q2 2026 earnings rose to $1.21/Share, and it raised full-year EPS guidance to $5.02-$5.55. The company faces funding challenges and regulatory hurdles for its growth plans.

$SREMed

SDBJ Insider

Sempra (SRE) CEO and board rang the NYSE opening bell, announcing a $65B capital plan. Sempra completed the sale of Ecogas México for $500M and is selling a 45% stake in Sempra Infrastructure Partners. WD-40 (WDFC) announced Keth Stauffer as new CFO, effective Nov. 2, with Sara Hyzer transitioning to division president.

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