MDU
MDU Resources GroupCNYSE / Utilities
Last Price
At close
2026-06-02
Current thesis
The post-earnings read-through is that core regulated operations were resilient enough to absorb unusually warm weather, with rate relief, Badger Wind recovery and customer growth helping offset lower volumes. Guidance was reaffirmed, and Bakken East now has tangible commercial interest rather than just concept-stage optionality.
Posture
Mixed
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta -5.3.
What can break
Bakken East has meaningful commercial interest but still lacks a final investment decision; the projected $2.7 billion to $3.2 billion cost is incremental to the current capital plan and could require balance-sheet, partnership or equity funding. [#8-K-2026-05-07]
Momentum
65
Value
41
Sentiment
50
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $22.00 · Bull $25.00 · Bear $19.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-02 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-09 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $22.00
Why
Momentum65 · Δ7d -5.3
Value41 · Δ7d +0.1
Sentiment50 · Δ7d +10.2
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Momentum · See technicals
Momentum
65
34% active weight
Current posture
7d trendSoftening
Δ7d
-5.3
Δ21d
-7.4
Value
41
32% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
+0.9
Sentiment
50
33% active weight
Current posture
7d trendImproving
Δ7d
+10.2
Δ21d
+17.7
Why this grade
Composite grade C. Momentum 64.7 / Value 40.6 / Sentiment 50.1
Fundamentals (TTM)As of 2026-06-02
Fundamentals (TTM)
As of 2026-06-02
Market Cap
$4.35B
Beta
0.82
Shares Out
204.38M
P/E (TTM)
56.0
P/S (TTM)
3.01
P/FCF (TTM) · Derived
-34.09
Rev YoY
+8.7%
EPS YoY
+17.3%
Gross Margin
+31.6%
Op Margin
+9.9%
Net Debt
$2.23B
Current Ratio
0.75
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

