- Corvex Management increases its stake in Sempra, signaling confidence in the company.
- Analysts predict a moderate upside potential for Sempra's stock, with price targets indicating growth.
- Sempra's market value is expected to rise based on GuruFocus' GF Value estimates.
Corvex Management's Strategic Investment
In a notable move, Corvex Management, under the leadership of Keith Meister, has considerably bolstered its investment in Sempra (NYSE: SRE). By March 31, 2025, the firm had acquired around 1.06 million shares, translating to a market value of $75.4 million. This strategic acquisition highlights a significant shift in Corvex's portfolio strategy during the first quarter.
Analyst Predictions for Sempra
Delving into the forecasts by Wall Street analysts, Sempra's stock exhibits considerable potential. The average price target, as proposed by 15 analysts, stands at $81.13, with projections ranging from a high of $89.00 to a low of $70.00. This implies a possible upside of 6.09% from the current trading price of $76.47. For more in-depth estimate data, visit the Sempra (SRE, Financial) Forecast page.
Brokerage Recommendations
The consensus recommendation from 19 brokerage firms places Sempra in an "Outperform" category with an average score of 2.3 on a scale where 1 signifies a "Strong Buy" and 5 indicates a "Sell". This rating suggests a positive outlook from the broader financial community about Sempra's future performance.
Sempra's GF Value Insights
According to GuruFocus' projections, Sempra's one-year GF Value is estimated at $79.58. This suggests a potential upward trajectory of 4.07% from the present price of $76.47. The GF Value, a proprietary metric, represents GuruFocus' fair value evaluation, which takes into account the historical trading multiples, past growth, and anticipated future performance of the business. For more detailed insights, explore the Sempra (SRE, Financial) Summary page.
