XIFR logo

XPLR Infrastructure, LP Stock Price

NYSE:XIFR Community·US$1.1b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 77 Fair Values set on narratives written by author

XIFR Share Price Performance

US$12.35
3.38 (37.68%)
US$66.00
Fair Value
US$12.35
3.38 (37.68%)
81.3% undervalued intrinsic discount
US$66.00
Fair Value
Price US$12.35
ChuckN US$66.00
AnalystConsensusTarget US$11.57
AnalystHighTarget US$16.58

XIFR Community Narratives

Fair Value
·
Fair Value US$66 81.3% undervalued intrinsic discount

Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Cycle

3users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
·
Fair Value US$11.59 6.5% overvalued intrinsic discount

Redeploying Cash Flows Will Drive Attractive Future Returns In Renewable Energy Investments

0users have liked this narrative
0users have commented on this narrative
38users have followed this narrative
·
Fair Value US$16.58 25.5% undervalued intrinsic discount

Long-Term Clean Power Contracts And Recontracting Upside Will Support A Stronger Outlook

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$7.14
72.9% overvalued intrinsic discount
Revenue
0.26% p.a.
Profit Margin
9.31%
Future PE
8.53x
Price in 2029
US$10.12

Trending Discussion

Updated Narratives

XIFR logo

Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Cycle

Fair Value: US$66 81.3% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
XIFR logo

XIFR: Follow On Equity Offering Is Expected To Unlock Future Upside

Fair Value: US$16.58 25.5% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
XIFR logo

Future Power Price Dependence And Repowering Plans Will Likely Limit Long Term Resilience

Fair Value: US$7.14 72.9% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Good value with questionable track record.

2 Risks
2 Rewards

XPLR Infrastructure, LP Key Details

US$1.2b

Revenue

US$522.0m

Cost of Revenue

US$659.0m

Gross Profit

US$540.0m

Other Expenses

US$119.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.26
55.80%
10.08%
59.0%
View Full Analysis

About XIFR

Founded
2014
Employees
n/a
CEO
S. Liu
WebsiteView website
www.investor.xplrinfrastructure.com

XPLR Infrastructure, LP engages in the energy selling business in the United States. It operates a portfolio of contracted clean energy assets, including wind, solar, and battery storage projects. The company was formerly known as NextEra Energy Partners, LP and changed its name to XPLR Infrastructure, LP in January 2025. XPLR Infrastructure, LP was incorporated in 2014 and is based in Juno Beach, Florida.

Recent XIFR News & Updates

Narrative Update Jun 26

XIFR: Follow On Equity Offering Is Expected To Unlock Future Upside

The analyst price target for XPLR Infrastructure has shifted from $15.00 to about $16.58, with analysts citing recent target adjustments across the Street and updated assumptions for revenue growth, discount rate, profit margins, and future P/E expectations. Analyst Commentary Recent research coverage around XPLR Infrastructure shows a mix of caution and optimism, with bullish analysts pointing to improving sentiment and reassessed valuation frameworks.
Seeking Alpha Jun 16

XPLR Infrastructure: The Recovery Is Real, But The Valuation Is Not Clean Enough Yet

Summary XPLR Infrastructure, LP (XIFR) is now a leveraged clean-energy infrastructure play, no longer suitable for income-focused investors after suspending its dividend. XIFR maintains stable operations and reaffirmed 2026 FCFBG guidance (~$600–$700M), but high leverage and complex capital structure temper equity attractiveness. Repowering and recontracting initiatives are unlocking asset value, but the company’s large debt load and reliance on NextEra add execution and structural risks. Valuation appears reasonable on EV/EBITDA, yet less compelling on EV/FCFBG; a modest rerating could yield upside, but risks justify a Hold rating. Read the full article on Seeking Alpha
New Narrative Jun 08

Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Cycle

Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Infrastructure Cycle XPLR Infrastructure may be one of the most overlooked infrastructure names tied to the AI electricity-demand boom and the proposed NextEra Energy / Dominion Energy merger. The market currently values XPLR Infrastructure as a damaged yieldco because of its suspended distribution, debt load, financing complexity, and investor distrust after the reset from the old NEP model.

Recent updates

No updates