A Look At DTE Energy (DTE) Valuation After Solid Annual Results And Confirmed EPS Guidance

DTE Energy earnings results and guidance in focus

DTE Energy (DTE) has drawn fresh attention after reporting full year 2025 results, with revenue and net income figures updated, and confirming 2026 operating EPS guidance in the US$7.59 to US$7.73 range.

See our latest analysis for DTE Energy.

Against this backdrop of full year 2025 results and confirmed 2026 EPS guidance, DTE Energy’s 1 month share price return of 8.58% and year to date share price return of 11.88% suggest momentum has been building. The 1 year total shareholder return of 13.89% and 5 year total shareholder return of 69.67% point to a solid longer term record.

If this latest earnings update has you thinking about other regulated and infrastructure focused names, it could be a good time to scan 24 power grid technology and infrastructure stocks as a starting list of ideas.

With DTE Energy now trading near US$145.85, sitting only about 4% below the average analyst price target and roughly 2% below an intrinsic estimate, you have to ask: is there still upside here, or has the market already priced in future growth?

Most Popular Narrative: 3.7% Undervalued

With DTE Energy closing at $145.85 against a narrative fair value of $151.50, the current setup hinges on how future earnings and funding needs unfold.

The company's accelerated renewable energy investment program building ~900 megawatts of renewables annually, supported by favorable regulatory settlements and the ability to safe harbor ITCs positions DTE to benefit from ongoing consumer and policy driven decarbonization trends. This transition will expand the regulated asset base, enhance rate recovery visibility, and support steady long term EPS growth.

Read the complete narrative.

Curious what is sitting behind that fair value gap and EPS path. The narrative leans heavily on steadier margins, measured growth and a richer future earnings multiple. Want to see exactly how those moving parts are wired together into $151.50.

Result: Fair Value of $151.50 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this depends on major capital projects being completed on time and within budget, as well as regulators ultimately approving the rate cases needed to recover those costs.

Find out about the key risks to this DTE Energy narrative.

Next Steps

Seen enough to form an early opinion, or still on the fence about how the risks stack up against the potential rewards? Take a moment to review the data for yourself and move quickly from headline to your own view using our breakdown of 3 key rewards and 2 important warning signs.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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