Sempra's (NYSE:SRE) management has increased focus on Texas, which "should drive earnings upside in the medium-term," according to Goldman Sachs. • SRE is trading near recent highs. Get the market research here.The Sempra Analyst: Analyst Carly Davenport upgraded the rating from Neutral to Buy, while raising the price target from $88 to$106.The Sempra Thesis: The company's Texas utility, Oncor, seems well-positioned to benefit from growth in data center load in the region and "higher business, infrastructu ...