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Southern Company (The) (SO) Stock Analysis

Range Bound setup

SellVALUE-TRAP 2/5High Confidence

Utilities · Utilities - Regulated Electric

Sell if holding. Analyst target reached at $95.85 — A.R:R is negative (-0.9) — 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 regulated utility holding company with electric operations in Alabama, Georgia, and Mississippi and natural gas distribution in Illinois, Georgia, Virginia, and Tennessee, plus wholesale power and infrastructure businesses. Revenue comes primarily from... Read more

$95.85+1.0% A.UpsideScore 4.8/10#28 of 38 Utilities - Regulated Electric
Stop $92.51Target $96.52(resistance)A.R:R -0.9:1
Analyst target$101.45+5.8%19 analysts
$96.52our TP
$95.85price
$101.45mean
$81
$114

Sell if holding. Analyst target reached at $95.85 — A.R:R is negative (-0.9) — 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: RSI 43 mid-range, Bollinger mid-band. Score 4.8/10, high confidence.

Passes 5/7 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Thesis

Rewards
No bull case signals
Risks
Analyst target reached - limited upside remaining
Leverage penalty (D/E 1.9): -1.0
Weak overall score: 4.8/10

Key Metrics

P/E (TTM)23.9
P/E (Fwd)19.0
Mkt Cap$105.4B
EV/EBITDA12.9
Profit Mgn14.7%
ROE11.0%
Rev Growth10.1%
Beta0.41
Dividend3.25%
Rating analysts32

Quality Signals

Piotroski F6/9

Options Flow

P/C0.98neutral
IV39%normal

Concentration Risks(10-K Item 1A)

  • LOWCommoditynuclear power (Alabama Power)22%
    10-K Item 1A: 'nuclear units ... represented approximately 22% and 36% of the total KWHs generated by Alabama Power and Georgia Power, respectively'
  • MEDIUMCommoditynuclear power (Georgia Power)36%
    10-K Item 1A: 'nuclear units ... represented approximately 22% and 36% of the total KWHs generated by Alabama Power and Georgia Power, respectively'
  • MEDIUMregulatoryAlabama PSC
    10-K Item 1A: 'Alabama PSC's approval of a plan to keep retail rates stable through 2027'
  • MEDIUMregulatoryGeorgia PSC
    10-K Item 1A: 'Georgia PSC's approval of a settlement agreement to extend the 2022 ARP through December 31, 2028'

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

Rating Breakdown

1 floor-breaker

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

Earnings Growth
0.0
Revenue Growth
5.0
GatesA.R:R -0.9=NEGATIVEMomentum 5.3<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.3>=4.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
43 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $91.60Resistance $98.49

Price Targets

$93
$97
A.Upside+0.7%
A.R:R-0.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-4.4% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-04-30 (nulld)

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 $95.85 — A.R:R is negative (-0.9) — 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: RSI 43 mid-range, Bollinger mid-band. Prior stop was $92.51. Score 4.8/10, high confidence.

What is the SO stock price target?

Take-profit target: $96.52 (+1.0% upside). Prior stop was $92.51. Stop-loss: $92.51.

What are the risks of investing in SO?

Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.9): -1.0; Weak overall score: 4.8/10.

Is SO overvalued or undervalued?

Southern Company (The) trades at a P/E of 23.9 (forward 19.0). TrendMatrix value score: 5.2/10. Verdict: Sell.

What do analysts say about SO?

32 analysts cover SO with a consensus score of 3.6/5. Average price target: $101.

What does Southern Company (The) do?Southern Company is a regulated utility holding company with electric operations in Alabama, Georgia, and Mississippi...

Southern Company is a regulated utility holding company with electric operations in Alabama, Georgia, and Mississippi and natural gas distribution in Illinois, Georgia, Virginia, and Tennessee, plus wholesale power and infrastructure businesses. Revenue comes primarily from retail and wholesale electric sales and regulated gas distribution under state-approved rate structures.

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