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SOSouthern Company (The)Sell5.2·$94.00+0.78%
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Southern Company (The) (SO) Stock Analysis

Breakout setup

SellVALUE-TRAP 2/5Moderate Confidence

Utilities · Utilities - Regulated Electric

Sell if holding. Analyst target reached at $94.00 — A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.9): -1.0.

Southern Company is a utility holding company with regulated electric service through Alabama Power, Georgia Power, and Mississippi Power in three Southeastern states, and natural gas distribution via Southern Company Gas in Illinois, Georgia, Virginia, and Tennessee. Revenue is... Read more

$94.00-0.9% A.UpsideScore 5.2/10#23 of 40 Utilities - Regulated Electric
QualityF-score6 / 9FCF yield-3.73%
IncomeYield3.23%(5y avg 3.64%)Payout75.70%
Stop $90.38Target $93.16(resistance)A.R:R -0.6:1
Analyst target$101.34+7.8%19 analysts
$93.16our TP
$94.00price
$101.34mean
$81
$114

Sell if holding. Analyst target reached at $94.00 — A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.9): -1.0. Chart setup: Golden cross, above all MAs, RSI 48, MACD bullish. Score 5.2/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 46d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-13
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 30, 202646d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Positive momentum
Risks
Analyst target reached - limited upside remaining
Leverage penalty (D/E 1.9): -1.0
Weak growth

Key Metrics

P/E (TTM)24.0
P/E (Fwd)19.1
Mkt Cap$106.0B
EV/EBITDA13.2
Profit Mgn14.5%
ROE11.0%
Rev Growth8.0%
Beta0.34
Dividend3.23%
Rating analysts33

Quality Signals

Piotroski F6/9

Options Flow

P/C1.61bearish
IV30%normal

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
1.8
Revenue Growth
4.5
GatesA.R:R -0.6=NEGATIVEMomentum 8.8>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 46d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
48 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $89.02Resistance $95.06

Price Targets

$90
$93
A.Upside-0.9%
A.R:R-0.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-3.0% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-30 (46d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SO stock a buy right now?

Sell if holding. Analyst target reached at $94.00 — A.R:R is negative (-0.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.9): -1.0. Chart setup: Golden cross, above all MAs, RSI 48, MACD bullish. Prior stop was $90.38. Score 5.2/10, moderate confidence.

What is the SO stock price target?

Take-profit target: $93.16 (-0.9% upside). Prior stop was $90.38. Stop-loss: $90.38.

What are the risks of investing in SO?

Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.9): -1.0; Weak growth.

Is SO overvalued or undervalued?

Southern Company (The) trades at a P/E of 24.0 (forward 19.1). TrendMatrix value score: 5.2/10. Verdict: Sell.

What do analysts say about SO?

33 analysts cover SO with a consensus score of 3.5/5. Average price target: $101.

What does Southern Company (The) do?Southern Company is a utility holding company with regulated electric service through Alabama Power, Georgia Power, and...

Southern Company is a utility holding company with regulated electric service through Alabama Power, Georgia Power, and Mississippi Power in three Southeastern states, and natural gas distribution via Southern Company Gas in Illinois, Georgia, Virginia, and Tennessee. Revenue is earned through state PSC-approved retail rates and FERC wholesale rates; the 2026 system-wide construction program totals approximately $15.9B.

Related stocks: PCG (Pacific Gas & Electric Co.) · PEG (Public Service Enterprise Group) · DUK (Duke Energy Corporation (Holdin) · NEE (NextEra Energy, Inc.) · PNW (Pinnacle West Capital Corporati)
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