Equity Profile

IDA

IDACORP, Inc.

UtilitiesElectric Utilities$8.4B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

IDACORP, Inc. is a utility company that provides electricity to customers in Idaho and parts of Oregon....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for future investments.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

IDA Q2-2026 Earnings Preview

Context

Company Snapshot

IDACORP, Inc. is a utility company that provides electricity to customers in Idaho and parts of Oregon. As a player in the electric utilities sector, it plays a crucial role in supporting energy needs and infrastructure development, especially as the demand for reliable energy sources continues to grow.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+7.56%

Avg Stock Reaction

+0.66%

Last Quarter Recap

In Q1-2026, IDACORP reported an EPS of $1.21, surpassing estimates by 8.04%. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, given the company's strong track record of beating EPS estimates. However, uncertainties around revenue growth remain a concern.

Bull Case

If IDACORP continues its trend of beating EPS estimates, it could signal strong operational efficiency and customer demand, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about its growth prospects, leading to a negative stock reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given IDACORP's history of beating EPS estimates, the actual EPS figure will be crucial in determining market sentiment.

How is customer growth trending?

Customer growth is vital for future revenue and profitability, and any insights on this will be closely watched by investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating IDACORP's potential for customer growth, especially in a time of increasing energy demand.

Supporting Evidence

IDACORP has consistently beaten EPS estimates, suggesting strong operational management.

The options market is pricing a smaller move than historical averages, indicating a potential mispricing of volatility.

Recent trends in energy consumption indicate a growing demand that IDACORP could capitalize on.

Key Risk

If customer growth exceeds expectations, it could significantly alter the market's perception of IDACORP's future prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around IDACORP's ability to maintain its growth trajectory and profitability in a competitive utility market.

Bull Confirmed If

An EPS of $1.30 or higher would confirm strong operational performance and growth.

Bear Confirmed If

An EPS below $1.10 could indicate potential issues with profitability or customer retention.

Pre-Earnings Positioning

Options Market

Implied Move

±1.21%

Historical Avg

±2.1%

Pricing cheap

The options market is pricing in a modest move of about 1.21%, indicating that investors are expecting limited volatility around the earnings announcement.

Options are pricing ±1.2% while IDA has averaged ±2.1% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.2%

30d HV

19.1%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options pricing cheap in Utilities

n=30

Fade rate: 7 of 30 (23%)

This setup has occurred 30 times across Utilities in the last 2 years. 23 of 30 (77%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 1.5%, with a raw directional average of -0.7% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If IDACORP beats expectations, history suggests the stock could rise by about 0.57%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see limited movement as investors await further guidance.

Miss

A miss could lead to a decline of around 1.29%, raising concerns about the company's growth prospects.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition strategies and their effectiveness.
2Insights into operational efficiencies that may impact profitability.
3Comments on regulatory changes that could affect the utility sector.
4Details on capital expenditures and future infrastructure investments.
5Management's outlook on energy demand trends in the coming quarters.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

IDACORP, Inc. is a utility company that provides electricity to customers in Idaho and parts of Oregon....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for future investments.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

IDA Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+7.56%

Avg Stock Reaction

+0.66%

Last Quarter Recap

In Q1-2026, IDACORP reported an EPS of $1.21, surpassing estimates by 8.04%. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, given the company's strong track record of beating EPS estimates. However, uncertainties around revenue growth remain a concern.

Bull Case

If IDACORP continues its trend of beating EPS estimates, it could signal strong operational efficiency and customer demand, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may raise concerns about its growth prospects, leading to a negative stock reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given IDACORP's history of beating EPS estimates, the actual EPS figure will be crucial in determining market sentiment.

How is customer growth trending?

Customer growth is vital for future revenue and profitability, and any insights on this will be closely watched by investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating IDACORP's potential for customer growth, especially in a time of increasing energy demand.

Supporting Evidence

IDACORP has consistently beaten EPS estimates, suggesting strong operational management.

The options market is pricing a smaller move than historical averages, indicating a potential mispricing of volatility.

Recent trends in energy consumption indicate a growing demand that IDACORP could capitalize on.

Key Risk

If customer growth exceeds expectations, it could significantly alter the market's perception of IDACORP's future prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around IDACORP's ability to maintain its growth trajectory and profitability in a competitive utility market.

Bull Confirmed If

An EPS of $1.30 or higher would confirm strong operational performance and growth.

Bear Confirmed If

An EPS below $1.10 could indicate potential issues with profitability or customer retention.

Pre-Earnings Positioning

Options Market

Implied Move

±1.21%

Historical Avg

±2.1%

Pricing cheap

The options market is pricing in a modest move of about 1.21%, indicating that investors are expecting limited volatility around the earnings announcement.

Options are pricing ±1.2% while IDA has averaged ±2.1% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.2%

30d HV

19.1%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options pricing cheap in Utilities

n=30

Fade rate: 7 of 30 (23%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If IDACORP beats expectations, history suggests the stock could rise by about 0.57%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see limited movement as investors await further guidance.

Miss

A miss could lead to a decline of around 1.29%, raising concerns about the company's growth prospects.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition strategies and their effectiveness.
2Insights into operational efficiencies that may impact profitability.
3Comments on regulatory changes that could affect the utility sector.
4Details on capital expenditures and future infrastructure investments.
5Management's outlook on energy demand trends in the coming quarters.