$XLE

State Street Energy Select Sector SPDR ETF

7 analysts · 1 active debates

SENTIMENT

86% BULL

STANCE FLIPS · 7d

LAST VERDICT

EXTREME BULL

NEXT EARNINGS

See filings

AS OF MAY 8

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Latest analyst takes

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Minority MindsetBULLXLE is presented as a structural energy beneficiary because increased power demand from AI/data centers plus broader technology competition is expected to support higher energy needs.5d ago
OptionsPlayBULLXLE should benefit in the short run from a potentially prolonged Middle East supply disruption that keeps energy-related free cash flow and buybacks supportive, with a favorable setup unless the Strait of Hormuz reopens and oil quickly normalizes.9d ago
Minority MindsetBULLXLE is the cleanest expression of the idea that petro-dollar tension and energy-independence pressure could translate into more capital spending on U.S. oil giants.10d ago

WHERE ANALYSTS DISAGREE ON XLE

updated 5D AGO

$XLE

30d

I'm bearish on XLE

BULL CASE

"I remain constructive on the energy ETF XLE and prefer collecting premium via short put/short put-spread exposure into this pullback because elevated oil prices materially boost US E&P free cash flow and shareholder returns."

OptionsPlayANALYST

“Stop Buying Options. Get Paid to Wait Instead.”

Apr 11, 2026

BEAR CASE

"I'm bearish on XLE — I'm looking at puts on the energy ETF betting on a downstream unwind once any Iran conflict resolves and oil pressure recedes."

Stock MoeANALYST

“🚨 Is a MAJOR CRASH Incoming?! 🚨 Stock Squad Livestream 7:00PM EST”

Apr 2, 2026

STANCE FLASH · XLE

— NO STANCE CHANGES THIS WEEK · ANALYSTS STEADY —

ANALYST COVERAGE

— Covered by Minority Mindset · OptionsPlay

What is the latest research on XLE?

COMPLETE ANALYSIS HISTORY · 3 TAKES

Minority Mindset5d ago

BULL$XLE

"XLE is presented as a structural energy beneficiary because increased power demand from AI/data centers plus broader technology competition is expected to support higher energy needs."

"Jamie Dimon Just Sounded The Loudest Alarm In 20 Years"

OptionsPlay9d ago

BULL$XLE

"XLE should benefit in the short run from a potentially prolonged Middle East supply disruption that keeps energy-related free cash flow and buybacks supportive, with a favorable setup unless the Strait of Hormuz reopens and oil quickly normalizes."

@ ~$256.72

"Warning Signs for AI Infrastructure? - 04/30/2026"

Minority Mindset10d ago

BULL$XLE

"XLE is the cleanest expression of the idea that petro-dollar tension and energy-independence pressure could translate into more capital spending on U.S. oil giants."

@ ~$423.18

"The Petrodollar System Is Coming To An End"

State Street Energy Select Sector SPDR ETF

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I'm bearish on XLE

What is the latest research on XLE?

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