Idacorp (IDA)
NYSEUtilitiesRegulated ElectricSnapshot 2026-10-29
$145.38+1.23%
Close 2026-10-30 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-10-29
Research Workspace
Put IDA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electric Utilities is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 20%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskIDA’s case rests on industrial and customer growth supporting higher earnings guidance. Recent EPS results beat or matched, but revenue growth data is unavailable. Q3 2026 earnings beat estimates, and IDACORP raised its 2026 EPS guidance. IDA trades at 2× P/B versus a 2× peer median. The price reflects less growth than our forecast, despite valuation implying a price below where it trades. A next-quarter miss probability of 22% leaves guidance delivery as a specific risk. Peer multiples imply a price about 16% below where it trades; our read remains intact, and this read is provisional.
Trailing returns as of 2026-10-30. IDA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering IDA (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for IDA in the last 4 months.
Continue this research
Compare IDA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IDA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electric Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put IDA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $145.38
The last 12 months of price, then the range of analyst 12-month targets from today’s $145.38.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Raises 2026 EPS guidance above the stated range and forecasts strong long-term retail load growth.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Official earnings-call transcript reports an outlook increase, supporting guidance and growth objectives.
Advances: Customer growth and rate increases driving revenue and income
Industrial growth and an earnings beat support customer-driven growth and earnings objectives.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Reported earnings beat and raised outlook support the tracked 2026 EPS objective.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Earnings beat supports EPS delivery, though the revenue miss tempers the positive signal.
Advances: Maintain EPS guidance of $6.25 to $6.45 for 2026
Raised guidance supports EPS growth objectives.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Earnings-call coverage provides management commentary relevant to guidance and execution.
Advances: Maintain and increase 2026 EPS guidance to $6.30-$6.45
Transcript captures management's guidance and outlook directly for assessing EPS execution.