Post-earnings recap
Reported
Thu, Jul 30, 2026
EPS actual
$1.79
EPS est.
$1.75
EPS surprise
+2.29%
1-day move
-1.73%
IDACORP, Inc. is a utility company that provides electric power to customers in Idaho and parts of Oregon. As a key player in the electric utilities sector, it plays a vital role in supporting regional energy needs and infrastructure development.
Last quarter
In Q1-2026, IDACORP reported an EPS of $1.21, exceeding expectations by 8.04%. The stock reacted positively, gaining 2.42% the following day.
Management promises and guidance
EPS beat streak
7Q
EPS beat rate
88%
Avg EPS surprise
+4.75%
Avg 1-day reaction
-0.14%
Analysts are generally optimistic about IDACORP's upcoming earnings, expecting solid EPS and revenue figures. The consensus reflects confidence in the company's operational stability.
Bull case
If IDACORP beats EPS estimates, it could indicate strong demand for electricity and effective cost management, potentially leading to a positive stock reaction.
Bear case
Conversely, if the company misses expectations, it may raise concerns about rising costs or lower demand, which could negatively impact investor sentiment.
Key metrics to watch
Earnings Per Share (EPS)
$2.47EPS is a critical measure of profitability and indicates how much profit is attributed to each share of stock.
Revenue
$661MRevenue reflects the total income generated from operations, which is essential for assessing the company's growth and operational efficiency.
The print will turn on these.
Q1
Will IDACORP's EPS exceed the consensus estimate of $2.47?
A beat on EPS would reinforce confidence in the company's profitability and operational efficiency, potentially boosting the stock price.
Q2
What factors contributed to the expected revenue of $661M?
Understanding the drivers behind revenue expectations will provide insights into demand trends and operational performance.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±13.6%
Why consensus could be wrong
The consensus may underestimate the impact of recent infrastructure investments on operational efficiency, which could lead to better-than-expected results.
Supporting evidence
IDACORP has a strong track record of beating EPS estimates, with an 88% success rate over the last eight quarters.
The company's focus on cost management and infrastructure improvements could drive better performance than analysts anticipate.
Key risk
If operational costs are lower than expected, it could significantly boost profitability and challenge the current consensus.
Pre-commit to what would confirm each case.
This quarter, the focus is on IDACORP's ability to meet or exceed earnings expectations amid rising operational costs and demand fluctuations.
Bull confirmed if
An EPS of $2.50 or higher would confirm the bull case, indicating strong demand and effective cost management.
Bear confirmed if
An EPS below $2.40 would support the bear case, suggesting potential issues with demand or rising costs.
What the market is pricing for the move.
Implied Move
±1.21%
Historical Avg
±1.8%
The options market is pricing a modest move in IDACORP's stock, suggesting that investors expect limited volatility around the earnings report.
Options are pricing ±1.2% while IDA has averaged ±1.8% over the last 8 prints — setup is pricing cheap.
ATM IV
0.2%
30d HV
19.1%
Smart-money positioning from the most recent 13F filings.
Institutional
107.08%
of float
Insider
0.29%
of float
Holders
714
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
6,833,539 sh · $902.3M
11.81%
5.2%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If IDACORP beats expectations, history suggests a positive stock reaction of around +0.57%, confirming strong operational performance.
In line / cautious
An in-line result might lead to a muted reaction as investors await further commentary on future guidance.
Miss
If the company misses expectations, history suggests a potential downside move of around +1.29%, raising concerns about operational challenges.
The lines on the call that would change the story.
Vanguard Portfolio Management LLC
3,292,407 sh · $434.7M
5.69%
1.2%
Vanguard Capital Management LLC
2,495,175 sh · $329.5M
4.31%
2.1%
Wellington Management Group, LLP
2,452,290 sh · $323.8M
4.24%
-14.1%
FMR, LLC
2,207,405 sh · $291.5M
3.82%
53.1%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.