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IDIDA

IDACORP, Inc.

$IDA·$8.3B·Regulated Electric·Utilities
$152.76+1.1%YTD+19.5%1Y+27.4%
Mentions · last 7 days
2026-07-09: 42 posts2026-07-10: 50 posts2026-07-11: 14 posts2026-07-12: 35 posts2026-07-13: 36 posts2026-07-14: 10 posts2026-07-15: 8 posts198+6%
Price updated 2h ago·X counts updated 2d ago
IDIDA
$IDAIDACORP, Inc.
$152.76+1.09%198 posts+6%
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 numbersEvent coming upAI verdict · as of 2026-07-17

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

IDACORP is the Idaho utility at 90% of range on data-center-driven load growth — July 30 has to confirm the ramp.

IDACORP is the Idaho-based regulated electric utility whose service territory has become the specific target for data-center-driven load growth. The stock is at 90% of its 52-week range going into July 30 earnings.

Why the setup reads:

  • Fundamentals are utility-quality: 20% operating margin and 3.6% return on invested capital at 23x TTM P/E — the specific numbers that let IDACORP earn a stable multiple with a durable dividend.
  • The demand backdrop is category-defining: Idaho has become one of the fastest-growing data-center regions in the country, meaning IDACORP's rate base is specifically expanding as new hyperscaler capacity comes on-line.
  • The tape confirms institutional positioning: sitting 4.5% above the 50-day and 9.7% above the 200-day at 90% of the 52-week range — the specific pattern of a defensive-quality name being repositioned into on the data-center thesis.
  • The check is capex intensity: -10% free cash flow yield reflects specific project-cost commitments — meaning any specific project-cost overrun or interconnection-queue slippage compresses the multiple.

July 30 earnings is the trigger. A number confirming rate-base expansion plus specific data-center-driven load-growth commentary extends the leg; a specific cost-overrun commentary or interconnection delay is the specific downside for a leveraged utility name.

What to watch: The July 30 print — rate-base expansion trajectory, data-center-driven load-growth commentary, and any capex-and-interconnection commentary. Above-consensus rate-base expansion extends the leg; a project-cost overrun activates the compression risk.

On the calendar: 2026-07-30 — Q2 earnings

Read the AI verdict + X sentiment for $IDA

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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

Partial — Regulated electric utility serving southern Idaho and Oregon, generating most power from run-of-river hydroelectric dams; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

23-name peer basket
+426.4%YTD
+6.6%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
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%
Q2 2025Jul 31, 2025$1.76$1.760.0%
Next earningsThu, Jul 30·consensus EPS $1.79

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$2.1B – $2.2B$6.95$6.90 – $7.026
FY28$2.4B$2.3B – $2.4B$7.61$7.31 – $7.938
FY29$2.6B$2.5B – $2.7B$8.27$7.85 – $8.627
FY30$2.8B$2.7B – $2.9B$8.90$8.44 – $9.277

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.0.7×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.90%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.+4.5%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.+9.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 55.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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$211KSellFeb 23Julia A HiltonVP and General Counsel1.0K sh$143KSellFeb 23Mitchel D ColburnVP of Plan, Eng, & Const (IPC)1.3K sh$185K
+ 31 other (20 awards · 11 inkinds) 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-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.

8-KPress release / Reg FDFeb 198-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 10 other (4 13Gs · 2 proxys · 1 11-K · 1 10-Q) in window

Recent news

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

IDACORP, Inc. Declares Dividendbusinesswire.com·21h agoIDACORP Schedules Second Quarter 2026 Earnings Release & Conference Callbusinesswire.com·1d agoDo Options Traders Know Something About IDACORP Stock We Don't?zacks.com·3d ago2 Retirement Income Powerhouses For Inflationary Timesseekingalpha.com·6d agoIDA vs OGE: Which Electric Utility Stock Offers Better Return?zacks.com·14d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

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