Wells Fargo upgrades Excelerate Energy stock rating to Equal Weight

Published 12/08/2025, 12:52
Wells Fargo upgrades Excelerate Energy stock rating to Equal Weight

Investing.com - Wells Fargo (NYSE:WFC) upgraded Excelerate Energy Inc (NYSE:EE) from Underweight to Equal Weight on Tuesday, raising its price target to $26.00 from $23.00. According to InvestingPro data, the company currently appears undervalued based on its Fair Value analysis, with a "GOOD" overall financial health score.

The upgrade reflects an expanded organic growth opportunity set following Excelerate Energy’s Jamaica acquisition, according to Wells Fargo. The firm noted the stock’s recent underperformance, with shares down 26% year-to-date compared to a 1% decline for the AMNA and a 9% gain for the S&P 500.

Wells Fargo now expects Excelerate Energy’s EBITDA to grow at a 6% compound annual growth rate over the next three years, up from its prior estimate of 3%. This improved growth outlook is tied to the Jamaica acquisition, FSRU conversion, and newbuild FSRU.

Despite the upgrade, Wells Fargo maintained a neutral stance rather than a more constructive one, citing limited capital return and a still muted organic growth CAGR as factors in its decision.

Excelerate Energy specializes in floating storage and regasification units (FSRUs) that enable the import and export of liquefied natural gas (LNG).

In other recent news, Excelerate Energy Inc. announced its second-quarter 2025 financial results, highlighting a mixed performance. The company reported an earnings per share (EPS) of $0.34, which exceeded analyst expectations of $0.29, representing a 17.24% positive surprise. However, the company’s revenue did not meet forecasts, coming in at $204.6 million compared to the anticipated $243.2 million, marking a 15.87% shortfall. Despite this revenue miss, Excelerate Energy’s stock showed some resilience in pre-market trading. These developments underscore the varied financial performance of the company in the recent quarter. The earnings beat and revenue miss are crucial points of consideration for investors evaluating the company’s financial health. Such mixed results can often influence market sentiment and investor decisions.

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