Assessing Xcel Energy (XEL) Valuation After New Grid Collaborations And Reaffirmed 2026 Guidance

Simply Wall St.02-13

Xcel Energy (XEL) is back in focus after early February news on new collaborations with NextEra Energy and GE Vernova, along with its latest earnings release and reaffirmed 2026 earnings guidance. See...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2611778199?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/9521000-choice1-main-header/1585186899029","is_english":true,"pubTime":"2026-02-13 04:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2611778199","market":"nz","top_or_hot":-1,"title":"Assessing Xcel Energy (XEL) Valuation After New Grid Collaborations And Reaffirmed 2026 Guidance","media":"Simply Wall St.","content":"<div>\n<p>Xcel Energy (XEL) is back in focus after early February news on new collaborations with NextEra Energy and GE Vernova, along with its latest earnings release and reaffirmed 2026 earnings guidance. See...</p>\n\n<a href=\"https://simplywall.st/stocks/us/utilities/nasdaq-xel/xcel-energy/news/assessing-xcel-energy-xel-valuation-after-new-grid-collabora\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Xcel Energy (XEL) Valuation After New Grid Collaborations And Reaffirmed 2026 Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Xcel Energy (XEL) Valuation After New Grid Collaborations And Reaffirmed 2026 Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 04:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/utilities/nasdaq-xel/xcel-energy/news/assessing-xcel-energy-xel-valuation-after-new-grid-collabora><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Xcel Energy (XEL) is back in focus after early February news on new collaborations with NextEra Energy and GE Vernova, along with its latest earnings release and reaffirmed 2026 earnings guidance. See...</p>\n\n<a href=\"https://simplywall.st/stocks/us/utilities/nasdaq-xel/xcel-energy/news/assessing-xcel-energy-xel-valuation-after-new-grid-collabora\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1093756325.SGD","symbol_name":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","start_time":0,"source_url":"https://simplywall.st/stocks/us/utilities/nasdaq-xel/xcel-energy/news/assessing-xcel-energy-xel-valuation-after-new-grid-collabora","article_id":"2611778199","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9521000-choice1-main-header/1585186899029"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/utilities/nasdaq-xel/xcel-energy/news/assessing-xcel-energy-xel-valuation-after-new-grid-collabora","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611778199","pubTimestamp":1770928619,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Xcel Energy (XEL) is back in focus after early February news on new collaborations with NextEra Energy and GE Vernova, along with its latest earnings release and reaffirmed 2026 earnings guidance.\nSee our latest analysis for Xcel Energy.\nAt a share price of US$77.92, Xcel Energy has seen a 5.3% 30 day share price return and a 4.3% year to date share price return, while the 1 year total shareholder return of 19.4% points to momentum that has been building around its recent utility alliances,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","BK4081":"电力公用事业","XELB":"Xcel Brands, Inc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B29SXL02.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) INC","BK4094":"服装零售","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","BK4588":"碎股","XEL":"埃克西尔能源","BK4585":"ETF&股票定投概念","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU2637428348.USD":"NORDEA 1 GLOBAL SUSTAINABLE LISTED REAL ASSETS \"MP\" (USD) INC","IE00B29SXK94.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) ACC","LU2463526074.USD":"NORDEA 1 - GLOBAL CLIMATE ENGAGEMENT \"BP\" (USD) ACC","LU2500361329.USD":"NORDEA 1 GLOBAL SUSTAINABLE LISTED REAL ASSETS \"B\" (USD) ACC","LU2346227817.USD":"BGF SUSTAINABLE GLOBAL INFRASTRUCTURE \"A2\" (USD) ACC"},"translate_title":"评估新电网合作后Xcel Energy(XEL)估值并重申2026年指导","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XEL":1.5,"XELB":0.9},"content_text":"Xcel Energy (XEL) is back in focus after early February news on new collaborations with NextEra Energy and GE Vernova, along with its latest earnings release and reaffirmed 2026 earnings guidance. See our latest analysis for Xcel Energy. At a share price of US$77.92, Xcel Energy has seen a 5.3% 30 day share price return and a 4.3% year to date share price return, while the 1 year total shareholder return of 19.4% points to momentum that has been building around its recent utility alliances, transmission projects and reaffirmed 2026 earnings guidance. If these grid and data center moves have you thinking more broadly about where power demand is heading, it could be a good moment to scan 24 power grid technology and infrastructure stocks for potential next ideas to research. With earnings guidance reaffirmed, new grid alliances in place, and the shares trading at a discount to some analyst targets, the key question now is whether Xcel Energy still offers upside or if the market has already priced in that future growth. AdvertisementMost Popular Narrative: 10.7% Undervalued At $77.92, the most followed narrative puts Xcel Energy’s fair value closer to the mid $80s, creating a valuation gap that rests on specific long term earnings assumptions. Policy-driven decarbonization and climate measures are accelerating demand for wind, solar, and storage projects. Xcel's aggressive clean energy buildout (aiming for over 80% carbon-free generation by 2030) supports long-term regulated asset base expansion and sustained earnings growth. Read the complete narrative. Curious how that clean energy push translates into the mid $80s fair value math? The narrative leans on steady revenue expansion, rising margins and a richer future earnings multiple. Want to see exactly how those pieces fit together in the model before you decide what feels reasonable? Result: Fair Value of $87.29 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to factor in risks such as potential wildfire liabilities and any regulatory setbacks that could limit the earnings and valuation story here. Find out about the key risks to this Xcel Energy narrative. Another View: Market Multiple Sends a Different Signal That $87.29 fair value hinges on long term earnings forecasts, but the current P/E of 22.8x tells a different story. It sits above both the US Electric Utilities industry at 21.4x and the peer average of 20.1x, yet below a fair ratio of 26.2x that the market could move toward. This raises the question of whether there is a margin of safety or a potential valuation stretch developing. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:XEL P/E Ratio as at Feb 2026 Build Your Own Xcel Energy Narrative If you look at the numbers and story here and feel differently, or simply want your own view grounded in the data, you can build a custom take in just a few minutes with Do it your way. A great starting point for your Xcel Energy research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If Xcel Energy has sharpened your thinking about where to deploy fresh capital next, it is worth lining up a few high conviction watchlist candidates to research.  Target stronger quality at reasonable prices by checking our 51 high quality undervalued stocks, built to highlight companies with fundamentals that may not match their current market pricing. Prioritise resilience in choppy markets with 85 resilient stocks with low risk scores, focusing on businesses that our model scores with relatively lower overall risk profiles. Spot early opportunities before the crowd by using the screener containing 24 high quality undiscovered gems, which surfaces companies with solid fundamentals that attract less market attention.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2611778199","isCrawlerRequest":true}