Sempra reported second quarter 2026 results with net income and earnings per share from continuing operations higher than a year ago, while sales stayed broadly flat. The company updated its full-year 2026 GAAP EPS guidance to a range of US$5.02 to US$5.55 and affirmed its 2027 outlook. The most followed valuation narrative points to a fair value of $103.50 per share compared with the latest close at $83.88, suggesting the stock is 19% undervalued, though a separate discounted cash flow model estimates fair value at $46.26, indicating overvaluation. Key swing factors include potential regulatory shifts in California or Texas and earnings sensitivity to long-term LNG demand and policy changes.
Sempra EnergyEarnings beat and guidance update, but valuation estimates conflict, making overall impact unclear.
