Utilities

$XLU

As of 28 September 2026, 3 tracked analysts hold a current view on Utilities: 0 Analysts Bull · 0 Analysts Neutral · 3 Analysts Bearish. Every view links to the analyst's own post or video moment.

Catch-Up

Generated 08:00 ET

Utilities remain under pressure from elevated Treasury yields, which are both tightening conditions for rate-sensitive stocks and offering investors a more compelling alternative to utility income. The tactical read is also weak, with $XLU making fresh Quad 2 cycle lows; the picture is unchanged.

At Generation 0 Analysts Bull · 0 Analysts Neutral · 3 Analysts Bearish
Mix By Horizon
1 Week
1 Month
1 Year
Held
Editorial Representation of Lance Roberts Lance Roberts
BEARISH
Utilities have been hit particularly hard as elevated Treasury yields create significant stress in rate-sensitive sectors beneath strong headline equity indexes. Month
Editorial Representation of David Keller David Keller
BEARISH
Utilities face a headwind as yields above 5% make Treasury bonds more attractive than low-volatility, higher-yielding utility stocks. Month
Editorial Representation of Keith McCullough Keith Mccullough
BEARISH
$XLU remains a short as utilities crash to new Quad 2 cycle lows, reinforcing a bearish tactical outlook for the sector. Week

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Sentiment Graph

Last 30 Days
Today
SENTIMENT GRAPH

Analyst Views on Utilities

0 Analysts Bull · 0 Analysts Neutral · 3 Analysts Bearish
Bullish 0

No Bullish View.

Bearish 3
Editorial Representation of Lance Roberts Lance Roberts BEARISH Strong
Month 3d

Utilities have been hit particularly hard as elevated Treasury yields create significant stress in rate-sensitive sectors beneath strong headline equity indexes.

$XLU
Post(Opens in a New Tab)
Agree Disagree
Model
Editorial Representation of David Keller David Keller BEARISH Moderate
Month 5d

Utilities face a headwind as yields above 5% make Treasury bonds more attractive than low-volatility, higher-yielding utility stocks.

$XLU
YouTube · 09:20(Opens in a New Tab)
Agree Disagree
Model
Editorial Representation of Keith McCullough Keith McCullough BEARISH Strong
Week 5d

$XLU remains a short as utilities crash to new Quad 2 cycle lows, reinforcing a bearish tactical outlook for the sector.

Post(Opens in a New Tab)
Agree Disagree
Model

Wordcloud

UtilitiesXLUTreasuryYieldsAboveAttractiveBearishBeneathBondsCrashCreateCycleElevatedEquityFaceHardHeadlineHeadwindHigher-YieldingHitIndexesLow-VolatilityLowsMakeOutlookParticularlyQuadRate-SensitiveReinforcingSectorSectorsShortSignificantStocksStressStrongTacticalUtility

Direction By Day

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Sentiment Heatmap

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