Shareholders of XPLR Infrastructure, LP f/k/a Nextera Energy Partners, LP Should Contact Levi & Korsinsky Before September 8, 2025 to Discuss Your Rights – XIFR

CIBC raised the firm's price target on XPLR Infrastructure to $11.50 from $11 and keeps a Neutral rating on the shares. With Q3 results, the firm expects Regulated Utilities to meet or exceed consensus given generally solid loads and new rates. Additionally, CIBC expects generally softer results for Power companies given less favorable generation trends in key regions and muted realized pricing trends for most. While Q3 results likely favor Utilities, the firm still likes the Power names more from an investment landscape given some better momentum, plus more growth and valuation upside. That said, markets and credit spreads have been more volatile - as such, investors should still hold some regulated exposure for a defensive hedge.

Barclays raised the firm's price target on XPLR Infrastructure to $11 from $9 and keeps an Underweight rating on the shares. The firm says the company continues to execute well on its multi-year plan following the "strong" Q2 report.

Jefferies raised the firm's price target on XPLR Infrastructure to $16 from $13 and keeps a Buy rating on the shares. The firm is more confident that the company will be able to re-contract existing assets at a premium as current power purchase agreements expire. It is "increasingly bullish" on all power assets, including incumbent renewables like the XPLR portfolio.

Barclays raised the firm's price target on XPLR Infrastructure to $9 from $6 and keeps an Underweight rating on the shares. The company reiterated its fiscal 2025 and 2026 guidance and its tariff exposure is minimal, the analyst tells investors in a research note.