UBS Analyst Reaffirms Buy Rating on DTE Energy, Adjusts Price Target

DTE Energy Company (NYSE:DTE) remains a strong contender in the electrical infrastructure sector, as noted by a recent analysis from UBS. On December 17, 2025, UBS analyst William Appicelli reiterated a Buy recommendation for the company’s shares but adjusted the price target from $155 to $151. This adjustment reflects ongoing analysis of the company’s market position and future growth potential.

In a separate development, on December 11, 2025, Jefferies upgraded DTE Energy from a Hold to a Buy rating, increasing its price objective from $149 to $150. Analyst Julien Dumoulin-Smith revised expectations for the company’s earnings per share (EPS), projecting an 8.1% compound annual growth rate for the period between 2026 and 2030. This outlook is particularly buoyed by anticipated growth associated with data center demand, with Jefferies adding an estimated 1.5 gigawatts of data center-related demand to its forecasts for early 2026.

Despite these positive developments, not all analysts share the same optimistic outlook. On the same day as Jefferies’ upgrade, JPMorgan adjusted its price target for DTE Energy, lowering it to $145 from $151 while maintaining a Neutral rating. The firm cited a need to update its models in response to shifts within the North American utilities sector.

DTE Energy operates two regulated utilities in Michigan, which together account for approximately 90% of the company’s earnings. Its subsidiary, DTE Electric, serves over 2.3 million customers in southeastern Michigan, including the city of Detroit.

While DTE Energy demonstrates potential as an investment, some analysts caution that certain artificial intelligence stocks may offer even greater returns within a shorter time frame. Investors seeking high-growth opportunities may consider exploring alternatives within the AI sector, which some reports suggest could yield returns of up to 10,000%.

As the landscape for energy and technology investments continues to evolve, DTE Energy’s position will likely remain under close scrutiny from analysts and investors alike.