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    Earnings Outlook Brightens For Xcel Energy Stock Ahead Of Results

    Simply Wall St·10/24/2026 13:38:08
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    • Xcel Energy is set to report its September 2026 quarter results after the October 29 release, with Wall Street expecting higher earnings supported by stronger revenue.
    • Analysts highlight that the Most Accurate Estimate sits above the broader consensus, which suggests that recent forecast revisions have turned more positive on Xcel Energy's earnings power.
    • This article examines how Xcel Energy's investment narrative is influenced by analysts expecting higher earnings on stronger revenue this quarter.

    Scan beyond Xcel Energy's upcoming report and line up potential peers benefiting from similar earnings momentum using our curated list of 27 high quality undervalued stocks.

    Xcel Energy Investment Narrative Recap

    To own Xcel Energy, you need to be comfortable with a regulated utility leaning into a very large capital build to serve data centers, clean energy and grid resilience. The near term catalyst is simple. Investors are watching whether the September 2026 quarter confirms that this buildout is translating into higher earnings on a larger rate base.

    The biggest operational risk right now is that wildfire liabilities or weaker cash coverage of interest and dividends constrain that US$70b plus investment agenda. The upcoming results could update how much room there is on the balance sheet. If the impact on funding capacity looks limited, the news flow is incremental rather than transformational.

    Recent expectations for higher earnings on stronger revenue in the September quarter tie directly into that capital plan. A regulated utility only justifies such heavy spending if more projects are earning their allowed returns, particularly in states like Minnesota, Colorado and New Mexico where rate decisions support recovery of grid and generation upgrades.

    For you as a shareholder, the key question is whether this upcoming report shows Xcel Energy converting its large capex program into steady profit growth despite pressures like wildfire mitigation costs and interest expense. Analysts turning more optimistic is secondary. The real test is how efficiently the business is executing against its multi year buildout.

    Xcel Energy's narrative projects US$19.3b revenue and US$3.6b earnings by 2029. That outlook assumes 9.8% yearly revenue growth and an earnings increase of about US$1.4b from the current US$2.2b level.

    Uncover why Xcel Energy's fair value indicates a 15% potential upside to its current price that may not last much longer.

    NasdaqGS:XEL 1-Year Stock Price Chart
    NasdaqGS:XEL 1-Year Stock Price Chart

    Exploring Other Perspectives

    Two fair value estimates from the Simply Wall St Community cluster between about US$71.73 and US$89.44 per share, providing a relatively tight band of retail opinions on Xcel Energy. Those views do not yet reflect wildfire liability risks or the scale of the US$70b plus grid program, so it is worth exploring several angles before relying on any single number.

    Explore another Xcel Energy fair value estimate, including one that suggests as much as 15% upside from the current price.

    The Verdict Is Yours

    Disagree with existing narratives? Extraordinary investment returns seldom come from following the herd, so trust your own analysis.

    Looking For More Ideas Beyond Xcel Energy?

    If you want to cross check Xcel Energy against other opportunities, a quick sweep through the Simply Wall St Screener can help you spot alternatives that better match your risk tolerance, income needs, or balance sheet preferences.