NYSE: XIFR

XPLR Infrastructure (XIFR) Stock Analysis & Forecast

Oct 12 close

$10.31−0.06 (−0.6%)

Gekko Brief

AI summaryOct 12 close

This week brings comparisons between XIFR and peer Spruce Power on the basis of dividends, earnings, risk, profitability and analyst recommendations, alongside commentary noting that XIFR has fallen 16% over four weeks, now appears technically oversold, and that analysts are said to be revising earnings estimates higher, pointing to a possible trend reversal.

XIFR closes at $10.31, down 0.6%, sitting between its 50-day average of $11.21 and 200-day average of $11.00, with trends mixed. Over the past month the stock is down 9.6%, and over three months down 16.5%, though it remains up 2% over six months. The GekkoIndex reads 65.5, placing XIFR in the Accumulation zone, though the index has slipped 7.4 over five days. Price sits 11.3% below Gekko Fair Value of $11.62.

XIFR reports earnings on 28 October, 16 days away and within a typical 20-trading-day holding period; its prior report showed an EPS of $0.31 against an estimate of -$0.28, with historical reactions averaging 12.1% in absolute terms. No insider, Congress or unusual options activity appears in the respective 90-day and 30-day windows. Analyst coverage from 8 firms shows 1 buy, 5 hold and 2 sell ratings, with a consensus target of $12.18, implying 18.1% consensus upside.

Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.

XPLR Infrastructure price vs fair value

$11.62$10.31Oct ’25Apr ’26Oct ’26
Close $10.31200-day averageGekko Fair Value $11.62

XPLR Infrastructure quick facts

Market cap
$972.0M
P/E ratio
15
Forward P/E
17.6
EPS, TTM
$0.69
Revenue, TTM
$1.20B
Profit margin
5.2%
Dividend yield
—
Beta
0.90
Volume
595,507 avg 981,739
1-year return
−3.9%
Typical daily move
±2.5%
Typical 20-day move
±5.8%
50-day average
$11.21
200-day average
$11.00
Next earnings
Oct 28 before open
Shares outstanding
94.27M
52-week range
$8.68$13.25

XPLR Infrastructure swing-trade checklist

XPLR Infrastructure scores 2 supportive, 1 mixed and 1 headwind across the 4 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive1 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $10.31 sits between the 50-day ($11.21) and 200-day ($11.00) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    65.5, Accumulation

    Reading 65.5 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    11.3% below

    Price is 11.3% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskheadwind

    Reports in 16 days

    Reports on Oct 28, 2026, 16 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalityno data

    No data

    Not enough years of history for a seasonal read.

A description of current data, not a recommendation. How this page works

XPLR Infrastructure stock chart and price history

XPLR Infrastructure closed at $10.31 on Oct 12, 2026, −3.9% over the past year, inside a 52-week range of $8.68 to $13.25.

Close50-day average200-day averageVolume
XPLR Infrastructure share price, past year, with 50-day and 200-day moving averages and volume$9$10$11$12$13NovDecJan 2026FebMarAprMayJunJulAugSepOct10.31

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−9.6%
3 months
−16.5%
6 months
+2.0%
1 year
−3.9%
The full XIFR chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open XIFR in Gekko

Follow XPLR Infrastructure through every session

Put XIFR on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

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About XPLR Infrastructure

XPLR Infrastructure buys, manages, and holds stakes in renewable energy projects, with a focus on assets that carry contracted revenue arrangements designed to provide steady, long-term cash flows. Its holdings span wind and solar generation facilities across North America, alongside natural gas infrastructure assets situated in Texas. The company is best known for this mix of clean power generation and gas-related infrastructure under one ownership structure.

The business model centers on acquiring operating projects rather than developing them from scratch, then overseeing them to generate predictable income tied to long-term contracts. This approach ties its financial performance closely to the terms of those agreements rather than to short-term shifts in energy prices.

XPLR Infrastructure was established on March 6, 2014, and is headquartered in Juno Beach, Florida. Its shares are listed on the NYSE under the ticker XIFR.

Listed
NYSE
Sector
Utilities
Industry
Alternative power generation
Website
investor.xplrinfrastructure.com

XPLR Infrastructure GekkoIndex: the smart money zone

XPLR Infrastructure’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 65.5, in the Accumulation zone, down 7.4 points over five sessions.

010065.5Accumulation

Down 7.4 points over five sessions, from the Buying zone.

Reading for Oct 12, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying25−11.3%−24.0%−30.6%−29.2%
Accumulation (current zone)171+0.8%+2.3%+3.8%+7.7%
Neutral223+0.1%−0.3%−0.4%+1.1%
Distribution16−2.3%−3.2%−3.5%−1.0%
Selling2Too few readings yet

Average XIFR share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the XIFR price, zone by zone.Track XIFR in Gekko

Is XPLR Infrastructure stock overvalued? Gekko Fair Value

XPLR Infrastructure trades 11.3% below Gekko Fair Value of $11.62, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what XPLR Infrastructure shares are worth, recalculated every trading day.

$11.62

Gekko Fair Value, Oct 10, 2026

11.3% Undervalued

At the end of Aug 2026 the price was 1.4% below the estimate.

Gekko Fair ValueShare price, month end
$12$10Aug 2026SepOct 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open XIFR in Gekko

XPLR Infrastructure insider and Congress trading

No open-market insider purchases were filed for XPLR Infrastructure, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for XIFR in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every XIFR insider filing, plotted on the chart in Gekko.Open XIFR in Gekko

Congress trades last 90 days

No trades in XIFR were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for XIFR, plotted on the chart in Gekko.Open XIFR in Gekko

Hedge funds and billionaires quarter ended Jun 30

0of the funds Gekko tracks hold XIFR.

0added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko

XPLR Infrastructure earnings: next date and track record

XPLR Infrastructure reports on Oct 28, 2026, before the open (16 days away), and beat the EPS estimate in 5 of its last 8 reports.

5 of 8reports beat the EPS estimate
±12.1%average move across the report
3 of 5reports followed by a gain

Share-price move across each report

−33.6%Jan ’25+5.4%May ’25+10.4%Aug ’25−7.7%Nov ’25+3.6%Jan ’26

Last earnings call, Jan 27, 2026 AI summary

What they said
XPLR Infrastructure reported that 2025 was a transition year as it moved to a capital allocation business model and executed its previously announced plan. Management highlighted full-year adjusted EBITDA of $1.88 billion and free cash flow before growth of $746 million, capital structure simplification actions that addressed over $1.1 billion of CEPFs, asset sales (Meade pipeline and certain distributed generation assets) generating about $160 million of net proceeds, and $1.6 billion of project financing raised to fund recapitalizations and a wind repowering program. Management reported pre-funding of 2026 corporate maturities via an early notes issuance and announced co-investment arrangements with NextEra Energy Resources for co-located battery storage projects expected to reach commercial operations by end of 2027. The company provided 2026 guidance and reiterated its focus on cash flow generation, balance sheet discipline, and executing repowerings and selected investments to enhance portfolio value.
Guidance
For 2026, XPLR expects adjusted EBITDA of $1.75 billion to $1.95 billion and free cash flow before growth of $600 million to $700 million. Batteries expected to reach commercial operations by end of 2027 (contributing to 2028+ cash flows). Company plans to evaluate certain CEPF exercises through 2027 and has 45 days to finalize investment elections under the announced NextEra agreement.
Risks flagged
Forward-looking statements are subject to usual risks and uncertainties, including but not limited to normal weather and operating conditions, timing of tax credit monetization, higher interest expense from refinancing, dependence on asset sales and project financings to fund obligations and co-investments, remaining CEPF call option maturities and partner consent/decisions, and execution risks for repowering and storage development projects. These items could materially affect results.
ReportedEPSSurpriseRevenueSurpriseMove
Jan 27, 2026$0.31
est −$0.28
+210.4%$249.0M
est $432.8M
−42.5%+3.6%
Nov 4, 2025−$0.37
est −$0.07
−424.2%$313.0M
est $376.5M
−16.9%−7.7%
Aug 7, 2025$0.84
est $0.20
+320.0%$341.0M
est $380.2M
−10.3%+10.4%
May 8, 2025$1.08
est −$0.28
+485.7%$282.0M
est $388.5M
−27.4%+5.4%
Jan 28, 2025−$1.08
est $0.71
−252.1%$294.0M
est $298.0M
−1.3%−33.6%
Oct 23, 2024−$0.43
est $0.59
−172.9%$319.0M
est $332.3M
−4.0%—
Jul 24, 2024$0.66
est $0.62
+6.5%———
Apr 23, 2024$0.75
est $0.25
+200.0%———

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

XPLR Infrastructure stock forecast and analyst price targets

Analysts’ average 12-month price target for XPLR Infrastructure is $12.18, +18.1% from the last close, from 8 firms rating the stock in the last 90 days.

$12.18consensus 12-month target, +18.1% from the last close
Low $12High $14
Buy1
Hold5
Sell2

Each firm’s latest rating in the last 90 days: 8 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Aug 21BarclaysSell, maintained$12+16.4%
Aug 19Morgan StanleySell, maintained$12+16.4%
Aug 17Evercore ISIHold, maintained$12+16.4%
Jul 29CIBCHold, maintained$12+16.4%
Jul 29Mizuho SecuritiesHold, maintained$13+26.1%
+3.8%average 20-day move after past Accumulation readings
±2.5%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

XPLR Infrastructure market cap and key statistics

XPLR Infrastructure’s market cap is $972.0M, with a P/E ratio of 15 and revenue of $1.20B over the last twelve months.

Valuation

Market cap
$972.0M
P/E ratio
15
Forward P/E
17.6
EPS, TTM
$0.69
Gekko Fair Value
$11.62

Trading

Volume
595,507
Avg volume, 20 days
981,739
52-week high
$13.25
52-week low
$8.68
Shares outstanding
94.27M

Financials

Revenue, TTM
$1.20B
Profit margin
5.2%
Return on equity
-1.6%
Quarterly earnings growth, YoY
−52.4%

Risk and income

Beta
0.90
Typical daily move
±2.5%
Typical 20-day move
±5.8%

XPLR Infrastructure stock news this week

2 headlines about XPLR Infrastructure from the past week, newest first, each linking to the publisher.

XPLR Infrastructure peers

XPLR Infrastructure’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
TLNTalen Energy−1.1%Distribution1.2% above
BIPBrookfield Infrastructure Partners LP Limited Partnership−0.9%Neutral11.1% below
ENLTEnlight Renewable Energy−0.8%Accumulation14.4% below
CWEN.AClearway Energy+6.2%Neutral37.6% below
CWENClearway Energy+0.8%Neutral39.7% below
RNWReNew Energy Global+0.2%Neutral2.8% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

XPLR Infrastructure stock FAQ

What is XPLR Infrastructure’s market cap?

XPLR Infrastructure’s market cap is $972.0M at the Oct 12, 2026 close of $10.31, with 94.27M shares outstanding. The shares trade on a P/E ratio of 15.

What is the XPLR Infrastructure stock forecast?

The consensus analyst 12-month price target for XPLR Infrastructure is $12.18, +18.1% from the last close. Of the 8 firms that rated the stock in the last 90 days, 1 rate it a buy, 5 a hold and 2 a sell. Gekko doesn’t publish price predictions of its own.

Is XPLR Infrastructure stock overvalued or undervalued?

On Gekko’s estimate XPLR Infrastructure is undervalued: the Oct 12, 2026 close of $10.31 is 11.3% below Gekko Fair Value of $11.62. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does XPLR Infrastructure report earnings next?

XPLR Infrastructure is expected to report on Oct 28, 2026, before the market opens (16 days away). Analysts expect earnings of $0.46 per share on revenue of $351.8M. XPLR Infrastructure beat the earnings estimate in 5 of its last 8 reports, moving 12.1% on average across the report.

What is XPLR Infrastructure’s 52-week high and low?

XPLR Infrastructure’s 52-week high is $13.25 and its 52-week low is $8.68; it closed at $10.31 on Oct 12, 2026, −3.9% over the past year. Over the last five years the shares peaked at $19.28 on Jan 7, 2025.

Is XPLR Infrastructure stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 4 items with data read as supportive (gekkoindex and fair value), 1 as mixed (trend) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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