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What Is The One Risk Every Venture Global Investor Should Know?

For questions about this article or underlying research, email help@trefis.com.

Yahoo·14:15

Buy, Hold or Sell GE Vernova Stock? Key Insights Ahead of Q3 Earnings

GEV's Q3 outlook reflects surging power demand, a $176 billion backlog and grid investments, while wind weakness and tariff uncertainty pose challenges.

Yahoo·07:11

Earnings Preview: What to Expect From Sempra’s Report

Sempra is scheduled to report its third-quarter earnings next month, with analysts expecting single-digit EPS growth year over year.

Yahoo·07:56SRE

Should You Buy Venture Global Stock At This Price?

For questions about this article or underlying research, email help@trefis.com.

Yahoo·04:02

HSBC Initiates Coverage On Sempra with Buy Rating, Announces Price Target of $97.5

HSBC analyst Meike Becker initiates coverage on Sempra (NYSE:SRE) with a Buy rating and announces Price Target of $97.5.

Benzinga·03:57SRE

ONCOR TO RELEASE THIRD QUARTER 2026 RESULTS NOVEMBER 5

Oncor Electric Delivery Company LLC ("Oncor") plans to release its third quarter 2026 results on November 5, prior to Sempra's (NYSE: SRE) third quarter 2026 results conference call. Oncor's earnings release will be available on Oncor's website, oncor.com.

Yahoo·08:00SRE

Sempra to Report Third-Quarter 2026 Earnings on November 5

Sempra (NYSE: SRE) plans to release its third-quarter 2026 earnings results by 8 a.m. ET on Thursday, November 5.

Yahoo·16:07SRE

3 Utility Stocks Riding The US AI Power Demand Boom

Artificial intelligence is pulling huge amounts of electricity into data centers just as the Fed is warning that this kind of heavy capex could keep rates higher for longer, and that tension is now spilling into power and grid stocks. Investors who ignore where that spending meets real-world infrastructure risk missing a key story. This piece walks through three U.S. utilities and grid players that sit squarely in the path of that AI-driven demand shock. The three stocks below are only a...

Yahoo·11:12

Truist Securities Maintains Buy on Sempra, Lowers Price Target to $94

Truist Securities analyst Richard Sunderland maintains Sempra (NYSE:SRE) with a Buy and lowers the price target from $96 to $94.

Benzinga·09:40SRE

Barclays Maintains Overweight on Sempra, Lowers Price Target to $90

Barclays analyst Nicholas Campanella maintains Sempra (NYSE:SRE) with a Overweight and lowers the price target from $103 to $90.

Benzinga·11:50SRE

JP Morgan Maintains Overweight on Sempra, Lowers Price Target to $99

JP Morgan analyst Aidan Kelly maintains Sempra (NYSE:SRE) with a Overweight and lowers the price target from $102 to $99.

Benzinga·08:44SRE

What Changed In PG&E's Story?

PG&E (PCG) stock is priced at 8.8 times earnings, compared with 21.5 for the S&P 500. Even at that low multiple, shareholders need to understand what they are holding. The complication is that the company's focus has shifted. PG&E executives have pressed for wildfire liability reform since at least the fiscal Q4 2024 call, alongside updates on their safety work. On the July 2026 call, management said the reform is top of mind. Today, management leads with something else entirely. So what is it.

Yahoo·19:35

3 US Dividend Stocks For Higher Rates Including Verizon Stock

Fed Governor Waller’s message is clear: higher rates may stick around longer, and that reshapes where steady income and reasonable valuations matter most. Investors who only chased high growth during the easy money years risk missing potential value in solid cash payers that might hold up differently when borrowing stays expensive. This article unpacks three large cap dividend stocks from our US Value & Dividend screener that are especially exposed to this rate story, showing how each could...

Yahoo·06:09

Los Angeles Mayor Karen Bass, Public Officials, Business and Community Leaders Join SoCalGas to Celebrate New Downtown Headquarters

Los Angeles Mayor Karen Bass today joined Southern California Gas Company (SoCalGas), a subsidiary of Sempra (NYSE: SRE), public officials and community leaders for a ceremony celebrating SoCalGas' new headquarters in downtown Los Angeles.

Yahoo·16:15SRE

US LNG may lose competitive edge as gas prices climb, Fulcrum CEO says

Investing.com -- US liquefied natural gas projects face a competitiveness challenge as domestic natural gas prices continue to rise, according to Fulcrum LNG CEO Jesus Bronchalo.

Yahoo·14:43

ConocoPhillips Joins Venture Global's Long-Term LNG Buyers

ConocoPhillips agreed to buy one million metric tons a year of liquefied natural gas from Venture Global for 20 years from 2030.

Yahoo·12:26

Edison International’s Dividend Holds Steady Despite 23% Stock Plunge

Edison International's stock shed nearly a quarter of its value in a month, yet the quarterly dividend arrived unchanged and management confirmed guidance. Whether that income stream survives depends on one question Sacramento has not answered.

Yahoo·13:45

Scotiabank Initiates Coverage On Sempra with Sector Perform Rating, Announces Price Target of $83

Scotiabank analyst Ian Rapp initiates coverage on Sempra (NYSE:SRE) with a Sector Perform rating and announces Price Target of $83.

Benzinga·10:47SRE

3 Defensive US Stocks For Higher Inflation and Rate Pressure

Inflation is no longer just a headline story about oil and tariffs; it is seeping into freight, food, financing costs and the way companies set prices. That creates real winners and clear weak spots. If you want to avoid being caught on the wrong side of higher-for-longer rates and stretched equity valuations, this article walks through three high-quality defensive stocks that appear well placed for this new phase of Trumpflation. The three stocks highlighted below are a small sample of the...

Yahoo·20:10

Sempra's Dividend Analysis

This article first appeared on GuruFocus. Sempra (NYSE:SRE) recently announced a total dividend of $0.66 per share, with the ex-dividend date set for 2026-09-24. This includes a $0.66 per share cash dividend payable on 2026-10-15.

Yahoo·07:00SRE

Sempra: A Solid Margin Of Safety For A High-Growth Utility (Rating Upgrade)

Sempra (SRE) upgraded to Buy: discounted valuation, Texas/LNG growth and 7–9% EPS outlook support a 3.24% yield. See here for more details.

SeekingAlpha·17:47SRE

Sempra (SRE) Adds a 20-Year LNG Agreement. How Much Commercial Risk Does it Remove?

Sempra (NYSE:SRE) added a long-term customer commitment on September 14, when its infrastructure subsidiary announced a 20-year sales and purchase agreement with Petróleo Brasileiro S.A. – Petrobras (NYSE:PBR). The agreement covers approximately 0.8 million tonnes annually of liquefied natural gas, or LNG. Supply will come from the subsidiary’s contracted liquefaction capacity at Port Arthur LNG […]

Yahoo·13:37SRE

Sempra (SRE) Just Locked In Two Decades of LNG Demand

On September 14, Sempra Infrastructure, a subsidiary of Sempra (NYSE:SRE), signed a 20-year deal to sell roughly 0.8 million tonnes of liquefied natural gas a year to Petrobras, marking the first time a South American company has signed on as an LNG customer. The gas will flow from Port Arthur LNG Phase 2, a Texas […]

Yahoo·14:34SRE

Morgan Stanley Maintains Overweight on Sempra, Lowers Price Target to $100

Morgan Stanley analyst David Arcaro maintains Sempra (NYSE:SRE) with a Overweight and lowers the price target from $104 to $100.

Benzinga·08:21SRE

Sempra (SRE) Stock May Be About Right After Fresh LNG Deal

Sempra has delivered a solid 45.6% gain over the past 5 years, yet its recent share pullback and new long-term projects put fresh focus on what investors are really paying for its earnings today. With the stock around US$81.20 at the last close, the key issue is how that price lines up with the cash the utility business is actually generating. A 45.6% return over 5 years has rewarded long term holders. This raises the question of whether current earnings are carrying most of that performance...

Yahoo·09:12SRE

Shares of Brazilian companies are trading higher, possibly amid the country's fiscal framework.

Benzinga·23:56

Sempra Locks In Petrobras for 20-Year U.S. LNG Supply Deal

Petrobras has signed a 20-year agreement for LNG from Sempra’s expanding Port Arthur export facility in Texas.

Yahoo·20:33SRE

Sempra Infrastructure Announces Long-Term LNG Supply Agreement with Petrobras

Sempra Infrastructure, a subsidiary of Sempra (NYSE: SRE), today announced a 20-year sales and purchase agreement (SPA) with Petrobras, under which Sempra Infrastructure will supply approximately 0.8 million tonnes per annum (Mtpa) of liquefied natural gas (LNG). LNG will be sourced from Sempra Infrastructure's contracted liquefaction capacity at the Port Arthur LNG Phase 2 project, currently under construction in Jefferson County, Texas.

Yahoo·19:00SRE

Street Calls of the Week

Monday - Lumentum Holdings What’s the full story? Evercore initiates Lumentum Lumentum Holdings Inc (NASDAQ:LITE) at Outperform with an $1,100 target. The AI revolution has a supply-chain coronary: silicon processors run fast, but data can’t move between them. Connecting these compute clusters requires Indium Phosphide lasers—a scarce, capital-intensive material where demand outpaces supply by 30%. LITE holds the choke point, shifting pricing power and margin upstream to vertically integrated in

Yahoo·06:30

NYSE + Korea Exchange Agree to MOU for Business Collaboration: NYSE Content Update

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

Yahoo·09:55

Truist Securities Maintains Buy on Sempra, Lowers Price Target to $96

Truist Securities analyst Richard Sunderland maintains Sempra (NYSE:SRE) with a Buy and lowers the price target from $100 to $96.

Benzinga·08:45SRE

Sempra Declares Common Dividend

Sempra (NYSE: SRE) today announced that its board of directors has declared a $0.6575 per share quarterly dividend on the company's common stock, which is payable Oct. 15, 2026, to common stock shareholders of record at the close of business on Sept. 24, 2026.

Yahoo·17:10SRE

JP Morgan Maintains Overweight on Sempra, Lowers Price Target to $102

JP Morgan analyst Aidan Kelly maintains Sempra (NYSE:SRE) with a Overweight and lowers the price target from $113 to $102.

Benzinga·10:12SRE

California Lawmakers Shelve Wildfire Bill. What It Means For PG&E Stock.

California lawmakers shelve a key wildfire bill and PG&E stock recovers somewhat after a brutal selloff on Monday.

Yahoo·08:27

CRC completes pipelines acquisition, says it may use 2,000-mile network for CO2 transport

There might be more than just crude riding on California's biggest oil pipeline transaction in years. Kern County oil producer California Resources Corp. said Tuesday its completion of a previously announced acquisition of Crimson Midstream Holdings LLC gives it a "broader set of options" for sending carbon dioxide from industrial sources to depleted oil and gas reservoirs, where the gas would ...

Yahoo·00:59

Jefferies Upgrades Sempra (SRE)

Fintel·22:56SRE

PG&E Shares Trim Losses Ahead of High-Stakes Wildfire Bill Vote

PG&E and Edison International both rise with California lawmakers expected to vote on wildfire legislation that doesn’t include liability protection for utilities.

Yahoo·14:27

Jefferies Upgrades Sempra to Buy, Lowers Price Target to $97

Jefferies analyst Julien Dumoulin-Smith upgrades Sempra (NYSE:SRE) from Hold to Buy and lowers the price target from $101 to $97.

Benzinga·10:06SRE

Cramer’s Stop Trading: Sempra

CNBC’s Jim Cramer explains why he is keeping an eye on shares of Sempra.

CNBC·06:00SRE

Sempra (SRE) Could Be 21% Undervalued As California Wildfire Liability Rules Shift

News shock to California utilities puts Sempra in focus California utility stocks reacted after Governor Gavin Newsom and legislators agreed on a bill limiting insurer wildfire liabilities. Sempra (SRE), parent of San Diego Gas & Electric, fell about 3% in the broad sector move. The latest policy headlines arrive after a weaker period for Sempra’s share price, which is down 7.7% over the past month and 8.9% year to date, even though its 1-year and 5-year total shareholder returns of 1.8% and...

Yahoo·23:16SRE

Sempra (SRE) Stock Looks Fairly Priced Despite Strong Returns And Richer Earnings

Sempra stock has delivered a gain of 43.3% over the past five years, yet on broad valuation checks it still leans expensive rather than clearly cheap. Recent share price weakness adds another wrinkle for investors trying to judge whether the current level fairly reflects the utility group's prospects. The 43.3% return over five years points to solid longer term value creation, which now raises the question of how much of that progress is already reflected in the share price. The recent sale...

Yahoo·21:22

Mizuho Downgrades Sempra (SRE)

Fintel·13:34SRE

Oil Jumps Near $90 On Iran Risk, California Utilities Crater: Stock Market Today

Brent climbed after new U.S.-Iran strikes, pushing the 10-year yield to a 19-month high; Edison and PG&E collapsed on a wildfire bill.

Benzinga·10:00

This Sempra Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page. Mizuho analyst

Benzinga·05:18SRE

Snowflake To Rally More Than 23%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. BMO Capital cut the price

Benzinga·04:16

Mizuho Downgrades Sempra to Neutral, Lowers Price Target to $84

Mizuho analyst Anthony Crowdell downgrades Sempra (NYSE:SRE) from Outperform to Neutral and lowers the price target from $104 to $84.

Benzinga·03:05SRE

SoCalGas Program Provides More Than $10 Million in Energy Efficiency Upgrades to Schools and Local Governments

Southern California Gas Co. (SoCalGas), a subsidiary of Sempra (NYSE: SRE), announced today that schools, local governments, and other public-sector facilities received more than $10 million in no-cost energy efficiency upgrades through the Public Direct Install Program (PDIP) in 2025, with an additional $32 million in utility bill savings expected over the lifetime of the equipment. The program helps eligible participants identify and implement energy-saving improvements, including high-efficie

Yahoo·07:45SRE

PCG Passed Our Value-Trap Test. Now What?

A major California utility is trading at a steep discount to the market, forcing investors to decide if the price reflects a temporary fear or a permanent flaw.

Yahoo·17:46

Texas Data Center Moratorium: Key Meeting Next Week; Watch These S&P 500 Stocks

Texas Gov. Greg Abbott went from being one of the biggest boosters of data centers to becoming the second governor to impose a data center moratorium, on Aug. 3. Last November, Abbott announced a $40 billion investment by Google parent Alphabet that would make Texas the "epicenter of AI development." Recent polls show a close race for governor against state Democratic Rep. Gina Hinojosa, who has seized on public opposition to data centers.

Yahoo·15:28

The Global Gas Market Has Shifted. Now Wall Street Loves These 5 Energy Stocks For August

A military strike on Qatar's LNG facilities sent global gas buyers scrambling for alternatives almost overnight, and Wall Street wasted no time identifying which American energy companies stand to capture that demand.

Yahoo·10:00

Truist Securities Maintains Buy on Sempra, Lowers Price Target to $100

Truist Securities analyst Richard Sunderland maintains Sempra (NYSE:SRE) with a Buy and lowers the price target from $107 to $100.

Benzinga·08:39SRE

Record 811 Participation Helps Drive Lowest Infrastructure Damage Rate on Record Across SoCalGas Service Territory

Southern California Gas Company (SoCalGas), a subsidiary of Sempra (NYSE: SRE), is recognizing National 811 Day by celebrating a record-low infrastructure damage rate and encouraging Californians to continue the safe-digging practices that are helping prevent damage to critical underground utility infrastructure.

Yahoo·07:55SRE

Sempra Energy Q2 Earnings Call Highlights

Sempra Energy (NYSE:SRE) affirmed its 2026 and 2027 earnings guidance as management highlighted higher earnings across its business segments, a planned asset-sale strategy and growing transmission investment opportunities in Texas during its second-quarter earnings call. The company reported second

Yahoo·04:03SRE

Is Sempra (SRE) Undervalued Following Q2 Earnings And Updated 2026 Guidance?

Q2 2026 earnings event puts Sempra in focus Sempra (SRE) has moved into the spotlight after reporting 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 also updated its full year 2026 GAAP EPS guidance to a range of US$5.02 to US$5.55 and affirmed its 2027 outlook. That keeps investor attention on how closely future reported results align with these targets. See our latest analysis...

Yahoo·06:09SRE

Compared to Estimates, Sempra (SRE) Q2 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Sempra (SRE) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Yahoo·14:00SRE

Sempra Stock: Is Wall Street Bullish or Bearish?

Although Sempra has underperformed relative to the SPX over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

Yahoo·08:23SRE

SoCalGas Board of Directors Approves Retirement of All Outstanding Shares of Preferred Stock

Southern California Gas Company ("SoCalGas") today announced that its board of directors has approved the retirement (the "Retirement") of all outstanding shares of the company's 6% Preferred Stock, $25 par value ("Preferred Stock"), and 6% Preferred Stock, Series A, $25 par value ("Series A Preferred Stock"). SoCalGas is effecting the Retirement to simplify its capital structure while delivering immediate value to shareholders, all as part of its efforts to modernize its business and serve its

Yahoo·07:45

Oncor weighs impact of Texas data center freeze on nearly 300-GW load pipeline

Executives at parent company Sempra said they support the governor's pause on new data center interconnection approvals, citing a need for durable long-term outcomes amid growing public opposition.

Yahoo·04:00SRE