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EQT Corp. is in a unique position to capture the growing demand for natural gas internationally and domestically through growing expenditure in AI infrastructure. Oil prices are on track for a sharp annual decline, pressured by global oversupply, rising U.S. production, and softening demand, despite brief price spikes driven by geopolitical tensions. The energy sector has faced a challenging year, with market volatility and weaker pricing weighing on producer performance and investor sentiment.
Rising LNG exports and higher gas price forecasts point to a stronger outlook for natural-gas-focused companies EQT, AR, CRK as global demand shifts from oil.
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EQT shares have surged 23% in the past year as rising gas demand, stronger prices and robust free cash flows strengthen its near-term outlook.
EQT is rated a buy, as US natural gas enters a period of structural deficits, driven by data center and LNG export demand. My price target for EQT rises to $73, reflecting higher estimates and a target multiple increase to 7x, amid tightening supply/demand conditions. EQT is positioned for over 20% average cash earnings growth from 2026-2028, with FCF exceeding $4bn enabling debt reduction and share buybacks.
EQT Corporation stands to benefit significantly from the polar vortex event, bringing unusually cold weather to the United States. EQT's vertical integration enables it to profit from both upstream and midstream operations during supply shocks. Diversified market access reduces EQT's exposure to oversupplied local Marcellus Basin markets.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
EQT (EQT) reported earnings 30 days ago. What's next for the stock?
Global private-markets investor EQT is doubling down on Asia as one of its strongest growth pillars. China offers early-stage potential despite weak buyouts, EQT said.
Wall Street is struggling amid AI overvaluation fears, as well as warnings from chief executives at Morgan Stanley (MS) and Goldman Sachs (GS) of an up to 20% equity market pullback in the next one to two years.