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Idacorp

IDA Utilities Unknown Updated August 01, 2026
$143.25
52W $122.30 – $154.91
52/100
$7.92B
23.1
0.48
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+1.6%
-5.4%
0.30:1
Contested

Is IDA Bullish or Bearish?

Mixed. Innellis AI committee rates Idacorp (IDA) Watch with a composite score of 52/100 , based on 7 analysts with 57% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.43 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.57 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Risk Analyst remains cautious — current ratio of 0.93 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 3 consecutive earnings beats -- consistent execution — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Revenue declining -0.4% YoY -- this is not a growth story right now — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.93 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 01, 2026
Overall Committee Score
52/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 66%
of 45 Utilities peers
Value Analyst neutral
58 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
Growth Analyst neutral
43 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 3 consecutive earnings beats -- consistent execution
− Revenue declining -0.4% YoY -- this is not a growth story right now
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.93 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2535.03)
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Investment Thesis Evolution

Committee score strengthened from 48.4 to 51.6.

Analyst-level changes:
  • Growth Analyst: +1 bearish signal(s).
  • Macro Analyst: stance neutral->bullish; score 58->70 (+12).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: stance bearish->neutral; score 38->48 (+10).

Comparing 2026-07-31 to 2026-08-01 (1 day apart).

Technical Analysis

RSI (14)
34.2
Neutral
MACD Histogram
-0.970
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$135.52
Resistance
$145.55
Bollinger %B
0.03
Inside Bands
Price vs Moving Averages
EMA 9
$145.95 Below
EMA 21
$147.13 Below
EMA 50
$146.24 Below
EMA 200
$138.78 Above

Fundamental Analysis

Valuation
57
Growth
63
Profitability
0
Financial Health
36
Cash Flow
8
Valuation
P/E Ratio 23.1×
P/B Ratio 2.11×
PEG Ratio 2.75
Dividend Yield 0.02%
52W High $154.91
52W Low $122.30
Quality & Growth
ROE 9.1%
ROA 3.0%
Gross Margin 21.7%
Operating Margin 21.4%
Revenue Growth YoY
Debt / Equity 1.06
AI Fundamental Assessment
P/E ratio of 23.1 (inexpensive relative to a 15-40x range); Price-to-book of 2.1x; PEG ratio of 2.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.2%; Gross margin of 0.2%; Current ratio of 0.00 (tight short-term liquidity); Debt-to-equity of 1.06; Free cash flow margin of -3.2% (thin cash generation); Free cash flow per share is negative (-19.82); Most recent quarter beat estimates by 0.1%; 3 consecutive earnings beats; EPS growth decelerating (+55.1% -> +47.9% QoQ); Average YoY EPS growth of 1.7%; Analyst estimates rising over recent quarters
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Explore IDA Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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