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Sempra Energy (SRE) Stock Analysis

Utilities Updated August 24, 2026
$84.57
52W $78.97 – $101.04
52/100
$54.19B
23.9
0.58
AI Committee Verdict
Watch
52/100
Conviction: Contested · 50% agreement · 4 analysts
+0.7%
-3.4%
0.21:1
Contested

Is SRE Bullish or Bearish?

Mixed. Innellis AI committee rates Sempra Energy (SRE) Watch with a composite score of 52/100 , based on 4 analysts with 50% agreement. Last updated August 24, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.81 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.19 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • News sentiment is positive (+0.15 across 13 articles, 14d) — News
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Price structure making lower highs and lower lows — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
  • Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 24, 2026
Overall Committee Score
52/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 51%
of 56 Utilities peers
Growth Analyst bearish
35 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
46 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
63 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.15 across 13 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 52.6 to 52.2.

Analyst-level changes:
  • Growth Analyst: score 32->35 (+3).
  • Value Analyst abstained (was neutral at 58).

Comparing 2026-08-23 to 2026-08-24 (1 day apart).

Technical Analysis

RSI (14)
32.0
Neutral
MACD Histogram
0.041
Bullish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$80.12
Resistance
$83.47
Bollinger %B
0.08
Inside Bands
Price vs Moving Averages
EMA 9
$85.73 Below
EMA 21
$87.06 Below
EMA 50
$89.17 Below
EMA 200
$89.93 Below

Fundamental Analysis

Valuation
87
Growth
48
Profitability
46
Financial Health
70
Cash Flow
15
Valuation
P/E Ratio 23.9×
P/B Ratio 1.66×
PEG Ratio -1.46
Dividend Yield 3.14%
52W High $101.04
52W Low $78.97
Quality & Growth
ROE 581.1%
ROA 165.7%
Gross Margin 4171.4%
Operating Margin 2686.4%
Revenue Growth YoY
Debt / Equity 1.12
AI Fundamental Assessment
P/E ratio of 23.9 (inexpensive relative to a 15-40x range); Price-to-book of 1.7x; PEG ratio of -1.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 5.8%; Return on assets of 1.7%; Net margin of 16.8%; Gross margin of 41.7%; Current ratio of 1.64 (healthy short-term liquidity); Debt-to-equity of 1.12; Free cash flow per share is negative (-9.01); Most recent quarter beat estimates by 8.5%; EPS growth decelerating (+18.0% -> -23.2% QoQ); Analyst estimates falling over recent quarters
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