A Look At DTE Energy (DTE) Valuation After EPS Guidance Reaffirmation And Major Data Center Agreement

DTE Energy (DTE) is back in focus after reaffirming its 2025 adjusted EPS guidance, outlining an early 2026 outlook, and securing a 1.4 GW data center agreement that has drawn fresh regulatory scrutiny.

See our latest analysis for DTE Energy.

The reaffirmed 2025 guidance, early 2026 outlook and the 1.4 GW data center agreement all arrive as DTE Energy’s share price sits at US$135.51. The 30 day share price return is 5.14% and the 1 year total shareholder return is 13.28%, suggesting momentum has picked up recently after a softer 90 day share price return of 4.54%.

If this kind of earnings backed story has your attention, it could be a good moment to widen your watchlist with fast growing stocks with high insider ownership.

With the stock trading at US$135.51 and sitting at a small discount to both analyst targets and some intrinsic estimates, the real question is whether DTE is still mispriced or whether the market is already factoring in any expectations of future growth.

Most Popular Narrative: 8.7% Undervalued

The most followed narrative sees DTE Energy’s fair value at about US$148.42, above the last close of US$135.51, which puts its latest guidance and data center agreement into sharper focus.

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 how steady revenue growth, higher margins and a richer future P/E all come together to support that higher fair value? The full narrative walks through the earnings, the projected profit ramp, and the valuation multiple that have to line up for today’s price to make sense.

Result: Fair Value of $148.42 (UNDERVALUED)

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

However, there are still clear pressure points here, including execution risk on that US$30b capital plan, as well as the chance that future rate cases face tougher regulatory pushback.

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

Build Your Own DTE Energy Narrative

If you see the numbers differently or want to stress test these assumptions yourself, you can spin up your own narrative in just a few minutes with Do it your way.

A great starting point for your DTE Energy research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.

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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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