Key Highlights

● SRE closed at $81.32 on 9 October 2026.

● Market data consensus target is $100.00, implying about 23.0% upside.

● Targets range from $83.00 to $118.00.

● Truist set a $96 target on 3 September.

Sempra (NYSE:SRE), a member of the S&P 500, finished Friday 9 October 2026 at $81.32. Analyst targets sit well above that level, with the consensus implying upside of about 23.0%, and ratings lean positive.

What Is the Latest Analyst Price Target?

Market data reports a consensus 12-month price target of $100.00, with a high of $118.00 and a low of $83.00, from 15 analysts with ratings in the last 12 months. Against the $81.32 close, the consensus target suggests implied upside of about 23.0%. The second data set, using third-party data, shows a mean of $99.92, a median of $100.50, the same $118 high (attributed to Wells Fargo) and $83 low (Scotiabank) across about 20 analysts.

What Are Wall Street Analysts Saying?

Market data counts 10 Buy ratings (including one Strong Buy), 5 Hold and no Sell ratings, a consensus of Moderate Buy. The second data set's September 2026 split shows 12 Strong Buy, 4 Buy, 3 Hold and no Sell, even more positive.

Recent named broker actions reported by market data include Scotiabank initiating at Sector Perform with an $83 target on 29 September 2026, and Morgan Stanley lowering its target from $104 to $100 (Overweight) on 18 September. Truist set a $96 target (previously $100) with a Buy rating on 3 September, and JPMorgan lowered its target from $113 to $102 (Overweight) on 2 September. Jefferies upgraded the shares to Buy on 1 September with a $97 target, while Mizuho moved to Neutral with an $84 target on 31 August.

What Could Help the Stock Reach the Price Target?

The consensus target suggests analysts see scope for the shares to recover. Market data cites long-term earnings per share growth guidance of 7% to 9%, driven by investment in Texas and LNG, which, if delivered, could support higher valuations. Market data also reports the latest quarterly earnings per share of $1.16 against a $1.01 estimate.14 billion estimate.

What Could Prevent the Stock Reaching the Target?

Most recent broker revisions have lowered targets, and Mizuho's move to Neutral with a much lower target of $84 shows that not every analyst is convinced. Utilities and infrastructure companies are sensitive to interest rates, regulatory decisions and capital spending requirements, and large investment programmes can pressure cash flow and balance sheets. The shares were also near a 52-week low of $76.21 in September, according to market data, which indicates weak recent momentum.

What Should Investors Watch Next?

Investors may wish to watch further target revisions, any regulatory outcomes affecting the Texas utility business, progress on LNG projects and any update to the long-term growth guidance.

Sempra and the Gap to Analyst Targets

Sempra closed at $81.32 on 9 October 2026, against a market data consensus target of $100.00. Truist set a $96 target (previously $100) with a Buy rating on 3 September, and JPMorgan lowered its target from $113 to $102 (Overweight) on 2 September.