Sempra (NYSE:SRE) is one of the stocks Jim Cramer recently talked about. Answering a caller’s query during the lightning round, Cramer remarked: “Jeff Martin pulled it off. You know, he missed the quarter real bad, and I was worried. I said, Jeff, you know, I don’t know. I was going to put it in the book. I felt like wow… It came right back. He’s done a great job.” Sempra (NYSE:SRE) develops and operates energy infrastructure, providing natural gas and electric services through regulated utilities and ...

The first energy stock we’ll look at here, Sempra Energy, is an electric and natural gas utility operating in California and Texas. The San Diego-based company was founded in 1998 and today is one of the largest utility-scale energy networks in North America, with approximately 40 million customers. Sempra has some 20,000 employees and boasted nearly $100 billion in total assets at the end of last year.With that bullish setup in mind, Pourreza isn’t just speaking in general terms – he pinpoints two utility ...

On CNBC's “Mad Money Lightning Round,” on Tuesday, Jim Cramer said Sempra (NYSE:SRE) is a buy.Supporting his view, Wells Fargo analyst Shahriar Pourreza initiated coverage of Sempra on Tuesday with an Overweight rating and a price target of $115.“You can own it, they've got to figure out something,” Cramer said when asked about Pfizer Inc. (NYSE:PFE). “That yield will protect you for a while though.”Pfizer announced on Oct. 14 the initial results from a clinical trial called HER2CLIMB-05.  This trial tested ...

关键在于，富国银行表示，支撑其对该行业看涨观点的，是市场供需的基本面。该行称："这种增长是 非周期性的，代表着一种结构性的变化，是公用事业和独立发电公司增长的引擎。" 该银行将Constellation Energy(CEG.US)列入了独立电力生产商的最佳投资建议名单，认为这是把握超大 规模企业机遇以及资源充足性趋势的最佳方式;同时还将Sempra(SRE.US)列入了公用事业公司的最佳投 资建议名单，认为其在2月这一关键调整期之前是理想的买入时机，尤其是考虑到当前的估值水平，该 股票仍处于折价状态，且增长处于最高四分位水平。 由Shahriar Pourreza领导的富国银行分析师团队写道："这并非一时的潮流!"他们表示，那种认为公用事 业行业是规避风险型投资或收益型投资的旧观念已不再适用——该行业的防御性特征仅仅为市场提供了 一个底部支撑，限制了下跌空间，而上涨的灵活性则完全存在于多个主题中，这些主题应当继续吸引广 大投资者的兴趣，包括增长、价值、基础设施、普通投资者等常规领域。 富国银行的分析师周二表示，受一系列利好因素的共同推动，美股公用事业板块的估值被严重低估了。 该板块"本质上更具结构性特征，而 ...

Core Insights - Sempra Energy is a significant player in the U.S. energy infrastructure sector, focusing on utility growth and strategic asset sales, which are crucial for its long-term success [1] - The company has a market capitalization of approximately $59.8 billion, highlighting its substantial presence in the industry [1] Financial Performance - Morgan Stanley maintained an "Overweight" rating for Sempra Energy, raising the price target from $93 to $99, indicating confidence in the company's future performance [2][6] - The current stock price of Sempra Energy is $91.68, reflecting a slight decrease of 0.66% or $0.61, with fluctuations between $91.62 and $93.24 during the trading day [4] Strategic Moves - Sempra is executing a $10 billion deal to sell a 45% stake in Sempra Infrastructure, which is expected to strengthen its balance sheet and enhance projected earnings per share from 2027 onwards [3][6] - The company's long-term growth is supported by major LNG agreements and utility investments, despite facing regulatory and geopolitical challenges [5][6]

Core Insights - Sempra is a San Diego-based energy infrastructure company with a market cap of $60.5 billion, serving over 40 million consumers in the U.S. and Mexico, focusing on modernizing utility systems and expanding renewable energy initiatives [1] Financial Performance - Sempra is expected to announce its fiscal Q3 2025 earnings on November 5, with analysts predicting an adjusted EPS of $0.90, a 1.1% increase from $0.89 in the same quarter last year [2] - For fiscal 2025, the expected adjusted EPS is $4.53, down 2.6% from $4.65 in fiscal 2024, but projected to grow 12.1% year-over-year to $5.08 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, Sempra shares have gained 8.7%, underperforming the S&P 500 Index's 15.1% return and the Utilities Select Sector SPDR Fund's 11% gain [4] - Following the Q2 results announcement on August 7, Sempra shares rose 1.8% after reporting adjusted earnings of $0.89 per share, exceeding Wall Street's estimate of $0.83, with revenue at $3 billion [5] Analyst Ratings - The consensus view on Sempra stock is cautiously optimistic, with a "Moderate Buy" rating from 17 analysts, including seven recommending a "Strong Buy," one a "Moderate Buy," and nine "Holds" [6]

Core Insights - Oncor Electric Delivery Company LLC plans to release its third quarter 2025 results on November 5, prior to Sempra's third quarter 2025 results conference call [1][2] - The conference call will be hosted by Sempra executives at 12 p.m. ET on November 5, discussing Oncor's operational and financial results [2] - Oncor operates the largest transmission and distribution system in Texas, delivering electricity to over 4 million homes and businesses [3] Company Overview - Oncor is a regulated electricity transmission and distribution business headquartered in Dallas, Texas [3] - The company operates more than 144,000 circuit miles of transmission and distribution lines in Texas [3] - Oncor is owned by Sempra (indirect majority owner) and Texas Transmission Investment LLC (minority owner), with management by a Board of Directors comprised of a majority of disinterested directors [3]

Group 1 - The stock of Sempra (NYSE: SRE) has increased by approximately 25% since July, indicating strong market performance and potential undervaluation in a vital industry [1] - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology, which enhances the credibility of the insights provided [1] - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, showcasing a commitment to in-depth company research [1] Group 2 - The analyst expresses a beneficial long position in Sempra shares, indicating confidence in the company's future performance [2] - The article reflects the analyst's personal opinions and is not influenced by external compensation, ensuring an unbiased perspective [2]

Group 1 - The stock of Sempra (NYSE: SRE) has increased by approximately 25% since July, indicating positive market sentiment and potential undervaluation in the industry [1] - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology, which enhances the credibility of the insights provided [1] - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, showcasing a commitment to in-depth research on numerous companies [1] Group 2 - The analyst expresses a beneficial long position in Sempra shares, indicating confidence in the company's future performance [2] - The article reflects the analyst's personal opinions and is not influenced by external compensation, ensuring an unbiased perspective [2]

Core Insights - The U.S. Supreme Court's decisions in Citizens United v. FEC and SpeechNow.org v. FEC have significantly altered the political contributions landscape, leading to the rise of dark money, which allows unlimited contributions without disclosure requirements [1][2]. Group 1: Dark Money Usage - A study covering S&P 500 firms from 2008 to 2022 indicates a marked increase in dark money contributions, with nearly 25% of these firms reporting such contributions totaling $2.1 billion across 23,483 transactions [2][4]. - Dark money complements rather than replaces traditional political activities like PAC contributions and lobbying, with dark money expenditures reaching nearly $300 million annually by 2022 [5]. Group 2: Characteristics of Firms - Firms that disclose dark money contributions tend to be larger, older, carry more debt, and pay lower taxes compared to those that do not disclose [12]. - The likelihood of a firm disclosing dark money increases if industry peers disclose similar contributions, indicating peer effects in voluntary disclosure [8]. Group 3: Benefits of Dark Money - Firms contributing to dark money groups are 25% more likely to secure federal procurement contracts, with average contract amounts more than doubling compared to those not involved in dark money [10]. - Dark money contributors also receive more government subsidies, including grants and tax credits, while PAC contributions show no significant effect on these benefits [10]. Group 4: Political Activity and Resource Allocation - Dark money is positively related to industrywide subsidies, suggesting that contributions can enhance the flow of subsidies across entire sectors [11]. - Lobbying is more strongly correlated with the distribution of federal contracts across industries, indicating that long-term relationships facilitated by lobbyists may be more critical for procurement contracts [11].