Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 1054.0× earnings vs its 23.5× historical median P/E.
Fair value ≈ $0.23 · price $10.54 today
Overvalued · 4392% above
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$NEP Q1 '26 Earnings Results & Recap
• Reported GAAP EPS of $0.35 up 133.33% YoY
• Reported revenue of $275M down -2.48% YoY
• For calendar year 2026, XPLR Infrastructure continues to expect its portfolio to deliver adjusted EBITDA of $1.75B to $1.95B and free cash flow before growth of $600M to $700M.
$NEP Q4 '25 Earnings Results & Recap
• Reported GAAP EPS of $0.30 up 124.59% YoY
• Reported revenue of $249M down -15.31% YoY
• XPLR Infrastructure continues to expect adjusted EBITDA of $1.75B to $1.95B and free cash flow before growth (FCFBG) of $600M to $700M for calendar year 2026.
@kobetolebron @HappyStockholder
2) The share price is being manipulated and a buy out is coming. It's obvious that analysts are involved here. Every time the stock rises, like clock work, Barclays, Morgan Stanley and a couple of others are in with a negative note that kills the rally. The MS guy updated twice in September for an under $1B energy stock and no others he covers. Why? Why hasn't it rallied with EVERYTHING else?
In the end, as shareholders, we'll be much better off if they broke this company up and sold it piece by piece and not the whole thing to one PE firm. But the way I'm reading it, that's exactly what they're going to do. Also explains why there are no CC's. They don't want to talk until they announce a deal. Probably going to be $14-$16 a share. Which is far less than what it costs to build. One final bad decision coming for its shareholders. What person in their right mind would be invested in $NEP? At least this is massively undervalued.
$XIFR $NEP If you don't believe my statement below check this out....Deep-pocketed investors have adopted a bullish approach towards XPLR Infr. https://www.benzinga.com/insights/options/25/07/46428084/a-closer-look-at-xplr-infrs-options-market-dynamics
and it's something market players shouldn't ignore. Also check Fintel and see the list of big names quietly piling into XIFR.
$XIFR $NEP "Fundamentals of renewable power are as strong as they’ve ever been"-deputy CIO Brookfield to Bloomberg "Whenever we see a dislocation between [...] the fundamentals, that creates a very good opportunity for us to make acquisitions at very attractive entry prices."
$NEP the positive is that capital expenditures should be reduced. I am worried about the tax credits winding down, but ultimately with the cut in potential capital expenditures / dividend payout, this company can focus on debt reduction and cash flow. I think this is why the stock popped a bit.
https://www.cnbc.com/amp/2025/02/16/trumps-broadside-against-wind-industry-puts-projects-that-could-power-millions-of-homes-at-risk.html
