Energy Transfer LP (ET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Energy Transfer remains a top opportunity in the midstream sector, supported by strong fee-based operations and strategic partnerships. ET's Q3 earnings showed resilience, with stable core EBITDA despite commodity price weakness and a distribution increase supported by a robust coverage ratio. The Oracle and Voltagrid deal positions ET at the forefront of AI-driven energy demand, enhancing asset utilization and long-term growth prospects.
Energy Transfer (ET) is positioned as a key infrastructure provider for the A.I. revolution, benefiting from surging power needs and data center expansion. ET's Q3 saw record transportation volumes and long-term contracts, supporting a growing 8%+ distribution yield despite headline financial softness from one-time items. ET remains undervalued versus peers, trading at the lowest EBITDA multiples in its group, and offers investors attractive income and potential for price appreciation.
Energy Transfer is rated a Strong Buy, offering an attractive mix of growth, yield, and undervaluation versus peers. ET is well-positioned to benefit from surging natural gas demand driven by data center expansion and LNG exports, with diversified, volume-driven operations. The company boasts a forward yield above 8%, a conservative payout ratio, and a history of steady dividend growth, supporting long-term income sustainability.
Energy Transfer LP (ET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
ET currently trades below industry valuation, the vast pipeline network, fee-based revenues and expansion plans make it attractive, while lower ROE than industry is a concern.
Plains All-American Pipelines and Energy Transfer are both high-yielding, blue-chip infrastructure businesses. Both are poised to deliver inflation-beating distribution growth for years to come. I compare them side-by-side and share why PAA gets the edge over ET right now in my view.
Energy Transfer LP lowered its 2025 growth capital guidance by 8%, reflecting justified execution risks and sector headwinds, but maintains a robust long-term outlook. ET's diversified growth projects, including natural gas transportation and long-term contracts, reduce concentration risk and position ET for AI-driven electricity demand appetite. Despite near-term DCF headwinds and deferred earnings accretion until 2027, ET's valuation has normalized, and its forward yield now exceeds 8.3%.
Zacks.com users have recently been watching Energy Transfer LP (ET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Late last month, Energy Transfer upped its quarterly distribution per unit once more. The partnership recently announced agreements with Oracle, Fermi America, Entergy Louisiana. Energy Transfer maintains BBB or BBB equivalent credit ratings with S&P, Moody's, and Fitch.
ET's Q3 earnings and revenues fall short of expectations, but new projects highlight its expansion drive.
While the top- and bottom-line numbers for Energy Transfer LP (ET) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.