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IDIDA

IDACORP, Inc.

$IDA·$8.2B·Regulated Electric·Utilities
$135.78-1.4%YTD+14.4%1Y+8.6%
Mentions · last 7 days
2026-08-19: 1 posts2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts60%
Price updated 13h ago·X counts updated 7d ago
IDIDA
$IDAIDACORP, Inc.
$135.78-1.42%6 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $IDA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Idaho electric utility IDACORP compounding on data-center-adjacent load growth — steady rather than exciting.

IDACORP is the parent of Idaho Power Company — the regulated electric utility serving southern Idaho and eastern Oregon. The story is a defensive utility with above-average load growth from data-center-adjacent customer demand (Meta, Micron facilities expanding in the service territory) plus regulated-rate-base expansion.

  • Revenue growth is steady if not exciting: Q1 revenue was down 7% year-on-year (weather-affected), but Q4 2025 was up 1.7% and prior quarters were near flat — the underlying rate-base compounding continues at the mid-single-digit pace typical of a growing regulated utility.
  • Q2 EPS beat was clean: EPS of $1.79 beat consensus by 0.6% following a 8% beat in Q1 — modest beats, but the FY26 consensus of $6.39 EPS puts the forward multiple at 22x, which is typical for a growing-service-territory utility.
  • The data-center-adjacent load-growth story is the multi-year kicker: Idaho Power serves the region where Meta's massive Kuna data center is being built plus Micron's Boise semiconductor expansion — these commercial customers add rate-base opportunity that the utility can grow into for years.

Trajectory is coiling at 57% of the 52-week range as the tape processes the modest beat pace; the Oct 29 Q3 print needs continued rate-base commentary plus a positive weather-normalized comparison to sustain the setup — a soft weather comparison or a regulatory-review negative outcome breaks the setup back toward $130.

What to watch: Oct 29 Q3 earnings — continued rate-base commentary plus positive weather-normalized comparison sustains the setup; a soft weather comparison or an Idaho PUC regulatory-review negative outcome breaks the setup back toward $130.

On the calendar: 2026-10-29 — Q3 2026 earnings

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Read the AI verdict + X sentiment for $IDA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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What it does

Plain-English summary of the business — what they sell and how they make money.

Regulated electric utility serving southern Idaho and Oregon, generating most power from run-of-river hydroelectric dams.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $IDA.

Regulated Electric · Utilities

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

What this means for $IDA

Direct beneficiary — Regulated electric utility serving southern Idaho and Oregon, generating most power from run-of-river hydroelectric dams; core revenue tied directly to the primary demand driver in regulated electric.

Industry benchmark

23-name peer basket
+5.3%YTD
+0.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-10.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.79$1.78+0.6%
Q1 2026Apr 30, 2026$1.21$1.12+8.0%
Q4 2025Feb 19, 2026$0.78$0.74+5.4%
Q3 2025Oct 30, 2025$2.26$2.23+1.3%
Next earningsThu, Oct 29·consensus EPS $2.47

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$402.5M-6.9%12.8%12.6%$1.24$-295.7M
Q4 FY25$404.7M+1.7%18.1%17.5%$0.80$-216.2M
Q3 FY25$524.4M-0.8%25.6%25.4%$2.30$-127.9M
Q2 FY25$450.9M-0.0%22.4%22.3%$1.77$-156.4M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0B$1.9B – $2.0B$6.39$6.34 – $6.436
FY27$2.2B$2.2B – $2.2B$6.96$6.92 – $7.056
FY28$2.4B$2.3B – $2.5B$7.65$7.47 – $7.928
FY29$2.6B$2.5B – $2.8B$8.44$7.89 – $9.117
FY30$2.9B$2.7B – $3.0B$9.16$8.57 – $9.897

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.41%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 57.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.485-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 10Adam J RichinsCOO1.5K sh$213KSellMay 29James Bo HancheyVP of Cust Op & CSO (IPC)1.5K sh$211KSellMar 3Timothy E TatumVP Regulatory Affairs (IPC)1.5K sh$211K
+ 1 other (1 award) in window

See when $IDA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

IDACORP Inc (parent of Idaho Power Company) filed Q2 2026 financial results for the quarter ended June 30, 2026 on July 30, 2026, with both IDACORP Inc and Idaho Power Company as named registrants. Management also furnished investor presentation slides (Exhibit 99.2) to accompany a teleconference, disclosed under Reg FD. No headline EPS, customer load growth, or regulatory update figures appear in the body text. This is a routine quarterly earnings disclosure for the Idaho-based electric utility, with rate case outcomes and data center load growth the investor focus in the full release.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
AI summary

IDACORP, Inc. and Idaho Power Company (IDA) filed a joint 8-K on May 21, 2026 disclosing annual shareholder meeting vote results (Item 5.07). IDACORP is a Boise, Idaho-based electric utility company listed on the NYSE. Annual meeting results are routine administrative governance disclosures for a regulated utility.

3New insider — initial holdingsMay 213
AI summary

Sharon L. Miller filed an initial Form 3 for IDACORP, Inc. (IDA) as a new Director on May 21, 2026, disclosing direct beneficial ownership of 0 shares of common stock. This is a routine initial ownership filing required upon joining the board of IDACORP, the Boise, Idaho-based electric utility holding company.

8-KMaterial agreementMay 158-K — Item 1.01: Material agreement
AI summary

IDA entered into a equity distribution agreement (8-K Item 1.01, dated 2026-05-15). Size: approximately $600,000,000. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)May 15424B5
AI summary

IDA filed a 424B5 prospectus supplement dated 2026-05-15, representing an active capital markets transaction. This represents immediate dilution to existing shareholders.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

IDA reported first quarter 2026 financial teleconference presentat financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 11 other (5 13Gs · 2 10-Qs · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

IdaCorp (IDA) Could Be a Great Choicezacks.com·3d agoBlackRock Inc. Makes New $1.03 Billion Investment in IDACORP, Inc. $IDAdefenseworld.net·7d agoBank of America Corp DE Lowers Stake in IDACORP, Inc. $IDAdefenseworld.net·16d agoIdaCorp (IDA) Could Be a Great Choicezacks.com·19d agoCalifornia State Teachers Retirement System Boosts Holdings in IDACORP, Inc. $IDAdefenseworld.net·25d ago

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Voices on X · last 7 days

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