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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We installed over 250 Pano AI cameras and weather stations.”
Xcel deployed over 250 Pano AI wildfire-detection cameras and weather stations as part of its wildfire mitigation program. Read-through is Pano AI supplying wildfire-monitoring hardware to a large utility.
“we announced a landmark strategic alliance with GE Vernova to support our growing portfolio of wind and natural gas generation, transmission, distribution, and technology projects into the 2030s.”
Xcel announced a strategic supply alliance with GE Vernova for wind and gas generation, transmission and technology, including additional gas turbines on order. Positive demand read-through for GE Vernova equipment.
“no one's delivered more wind or solar or storage development across the country than NextEra. And we've been twenty-year partners with them, signed our first PPA with them in 2006”
Xcel's CEO praises NextEra as the country's leading renewables developer and a two-decade partner, dating the first PPA to 2006. Reinforces NextEra's development scale and deep relationship with Xcel.
“Xcel Energy announced an MOU with longtime partner, NextEra Energy, to co-develop generation storage and interconnections to serve data center projects across our operating companies.”
Xcel signed an MOU with NextEra Energy to co-develop generation, storage and interconnections for data-center load across Xcel's territories. Positive read-through for NextEra as a co-development partner on large-load/data-center generation.
“During the third quarter, we also energized Meta's new data center in Minnesota that will continue to scale in the coming years.”
Xcel energized Meta's new Minnesota data center, which will scale further, a positive read-through on Meta's data-center build-out and power demand.
“the question around tone, I guess you could you bring this back to DeepSeek and what we're hearing. So we had discussions with a number of hyperscalers post DeepSeek. And some of the common themes, is the efficiency gains were expected. It didn't catch them off guard and DeepSeek was focused on training and not inferencing, where we really think the long-term growth is going to be.”
Xcel says its hyperscaler data-center customers were not caught off guard by DeepSeek's efficiency gains, viewing DeepSeek as training-focused while long-term power demand growth is expected to come from inferencing.
Xcel Energy delivered full-year ongoing earnings of $3.80 per share marking the 21st consecutive year meeting or exceeding guidance, while reaffirming 2026 guidance of $4.04-$4.16 and long-term 9% growth through 2030. The data center pipeline doubled to 6 GW by 2027 and strategic alliances were formed with NextEra and GE Vernova, as record annual infrastructure investment of $12B was deployed. The Smokehouse Creek liability neared resolution at $430M and the Marshall settlement was nearly complete with three holdouts.
Regulation Policy | Capex Investment | Cloud & AI | Demand | Capital Allocation | Revenue Growth | Guidance Reliability | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 5 | 6 | 1 | 2 | ||
| 2025Q1 | 12 | 3 | 2 | 4 | 3 | 1 | ||
| 2025Q2 | 6 | 5 | 1 | 1 | 3 | 2 | 1 | |
| 2025Q3 | 1 | 7 | 3 | 3 | 2 | 3 | 3 | |
| 2025Q4 | 7 | 4 | 9 | 4 | 2 | |||
| 2026Q1 | 9 | 7 | 6 | 5 | 3 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 6 | 12 | 6 | 1 | 7 | 9 |
| Capex Investment | 4 | 3 | 5 | 7 | 4 | 7 |
| Cloud & AI | 5 | 2 | 1 | 3 | 9 | 6 |
| Demand | 6 | 4 | 1 | 3 | 4 | 5 |
| Capital Allocation | 3 | 3 | 2 | 3 | ||
| Revenue Growth | 1 | 2 | 3 | 2 | ||
| Guidance Reliability | 2 | 1 | 3 | |||
| Competitive Dynamics | 1 | 2 | 2 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Nick Campanella | Barclays | 15 (7%) |
| Jeremy Tonet | JPMorgan | 14 (0%) |
| Julien Dumoulin-Smith | Jefferies |
| Carly Davenport | Goldman Sachs | 12 (0%) |
| Travis Miller | Morningstar | 8 (0%) |
| Steve Fleishman | Wolfe Research | 7 (0%) |
| Tony Crowdell | Mizuho Securities | 7 (0%) |
| Sophie Karp | KeyBanc Capital Markets | 5 (0%) |
| Stephen D'Ambrisi | RBC Capital Markets | 4 (25%) |
| Durgesh Chopra | Evercore ISI | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 2 | 16 (0%) |
| Barclays | 1 | 15 (7%) |
| Jefferies | 2 | 14 (7%) |
| Goldman Sachs | 1 | 12 (0%) |
| Morningstar | 1 | 8 (0%) |
| Mizuho Securities | 1 | 7 (0%) |
| Wolfe Research | 1 | 7 (0%) |
| KeyBanc Capital Markets | 1 | 5 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
XEL Xcel Energy | 6 | +2.9% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| D Dominion Energy | 7 | +23.1% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| ED Consolidated Edison | 6 | +6.2% | |
| EIX Edison International | 6 | +7.7% | |
| ES Eversource Energy | 6 | +9.4% | |
| ETR Entergy | 8 | +12.0% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| PNW Pinnacle West | 8 | +11.4% | |
| PPL PPL Corporation | 7 | +10.8% | |
| SO Southern Company | 6 | +8.0% | |
| WEC WEC Energy Group | 7 | +9.0% |