XPLR Infrastructure (NYSE:XIFR) Issues Quarterly Earnings Results, Beats Estimates By $0.87 EPS

XPLR Infrastructure (NYSE:XIFR) issued its quarterly earnings data on Tuesday. The solar energy provider reported $0.30 earnings per share for the quarter, topping the consensus estimate of ($0.57) by $0.87, FiscalAI reports. The firm had revenue of $249.00 million for the quarter. XPLR Infrastructure had a negative net margin of 2.27% and a positive return on equity of 1.52%. The firm’s revenue for the quarter was down 15.3% compared to the same quarter last year.

Here are the key takeaways from XPLR Infrastructure’s conference call:

• XPLR completed its transition to a capital-allocation business model and executed its 2025 financing plan, including ~$1.6 billion of project financing commitments and pre-funding near-term maturities, which extended its debt maturity profile and simplified the capital structure.
• The portfolio generated strong 2025 results with $1.88 billion of Adjusted EBITDA and $746 million of Free Cash Flow before growth, and management guides 2026 Adjusted EBITDA of $1.75–$1.95 billion and FCF of $600–$700 million.
• XPLR struck a monetization and co-investment agreement with NextEra to sell surplus interconnection rights and co-invest up to 49% in four co-located battery projects (400 MW total), creating a capital-efficient path to add ~200 net MW of storage with ~$80 million expected net equity if fully exercised.
• The company increased its wind repowering program from 1.6 GW to ~2.1 GW through 2030, targeting minimum double-digit returns and funding primarily with retained cash flows plus project-level financings.
• Near-term capital allocation will prioritize CEPF buyouts (including ~$150 million in 2026 and ~$470 million in 2027), and higher interest expense from recent corporate debt issuance plus a reduced revolver may constrain discretionary returns (buybacks/dividends) and exacerbate financing risk for larger strategic moves.

XPLR Infrastructure Trading Up 0.1%

Shares of XIFR stock opened at $11.09 on Thursday. The stock’s fifty day simple moving average is $9.80 and its 200 day simple moving average is $9.85. XPLR Infrastructure has a twelve month low of $7.53 and a twelve month high of $11.43. The company has a quick ratio of 0.69, a current ratio of 0.75 and a debt-to-equity ratio of 0.44. The firm has a market capitalization of $1.04 billion, a P/E ratio of -35.82 and a beta of 1.02.

Analysts Set New Price Targets

XIFR has been the topic of a number of research analyst reports. Morgan Stanley decreased their price objective on shares of XPLR Infrastructure from $11.00 to $10.00 and set an “underweight” rating on the stock in a report on Tuesday, December 2nd. Weiss Ratings reissued a “sell (d)” rating on shares of XPLR Infrastructure in a research report on Wednesday, January 21st. Barclays decreased their price objective on XPLR Infrastructure from $11.00 to $10.00 and set an “underweight” rating for the company in a report on Thursday, November 6th. Royal Bank Of Canada started coverage on shares of XPLR Infrastructure in a research note on Tuesday, January 6th. They set an “outperform” rating and a $14.00 price objective for the company. Finally, Canadian Imperial Bank of Commerce raised their target price on shares of XPLR Infrastructure from $11.00 to $11.50 and gave the company a “neutral” rating in a research note on Tuesday, October 21st. Two investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus price target of $12.25.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. US Bancorp DE bought a new stake in shares of XPLR Infrastructure in the 3rd quarter valued at about $28,000. Huntington National Bank lifted its stake in shares of XPLR Infrastructure by 715.6% in the fourth quarter. Huntington National Bank now owns 3,075 shares of the solar energy provider’s stock worth $31,000 after acquiring an additional 2,698 shares during the period. Steward Partners Investment Advisory LLC bought a new stake in XPLR Infrastructure in the second quarter valued at approximately $25,000. Future Financial Wealth Managment LLC acquired a new stake in XPLR Infrastructure during the 3rd quarter valued at approximately $55,000. Finally, JPMorgan Chase & Co. bought a new position in XPLR Infrastructure during the 2nd quarter worth approximately $55,000. 66.01% of the stock is owned by institutional investors.

About XPLR Infrastructure

XPLR Infrastructure LP engages in the acquisition, management, and ownership of contracted clean energy projects with long-term cash flows. It owns interests in wind and solar projects in North America and natural gas infrastructure assets in Texas. The company was founded on March 6, 2014 and is headquartered in Juno Beach, FL.