EQT buys larger stake in Mountain Valley Pipeline
EQT Corp., in partnership with Blackstone Credit & Insurance, will increase its ownership in the Mountain Valley Pipeline by exercising an option to acquire part of Con Edison's stake for approximately $115 million. This deal follows EQT's regaining partial ownership after acquiring Equitrans Midstream Corp. in 2024. The agreement was finalized on January 2nd and is expected to close in the first half of the year.
Comstock Resources (CRK) Fell This Week. Here is Why
Comstock Resources (CRK) shares dropped by 8.86% from February 11 to February 18, 2026, due to a significant plunge in natural gas prices. The decline is attributed to milder weather reducing heating demand, increased production, and smaller-than-normal storage withdrawals, pushing U.S. natural gas futures to a four-month low. The article notes that while CRK has potential, certain AI stocks might offer better upside and less risk.
JPMorgan Chase & Co. Forecasts Strong Price Appreciation for EQT (NYSE:EQT) Stock
JPMorgan Chase & Co. has increased its price target for EQT (NYSE:EQT) stock to $68 from $58, maintaining an "overweight" rating. This upgrade suggests a potential upside of 12.7% for the oil and gas producer. The forecast follows EQT's recent earnings beat, reporting $0.90 EPS against a $0.73 consensus, despite revenue of $2.09 billion being slightly below estimates but up 24.8% year-over-year.
EQT Corporation price target raised to $70 from $65 at TD Cowen
TD Cowen has raised its price target for EQT Corporation (EQT) to $70 from $65, maintaining a Buy rating on the shares. This adjustment reflects EQT's strong production volumes, achieved with lower capital expenditure, and management's continued commitment to infrastructure investments, which have led to consistent free cash flow beats.
Analysts Have Conflicting Sentiments on These Energy Companies: EQT (EQT), Occidental Petroleum (OXY) and Expand Energy (EXE)
J.P. Morgan analysts maintain Buy ratings on EQT and Expand Energy, with price targets indicating significant upside. However, Piper Sandler analyst Mark Lear maintains a Hold rating on Occidental Petroleum, citing its share price near its 52-week low. The consensus among analysts ranges from Moderate Buy for EQT, Hold for Occidental Petroleum, to Strong Buy for Expand Energy.
Marcellus Drilling News: Capital & Main Resolves Legal Challenge From CNX Resources Over Its Reporting With Editor’s Note Explaining What It Did Not Say Or Write About In An Article
Capital & Main has settled a legal dispute with CNX Resources regarding an article about CNX's "Radical Transparency" shale gas monitoring program. The settlement involved adding an editor's note to Capital & Main's September 2025 article, clarifying that the publication did not accuse CNX of data fabrication or stock market manipulation. This resolution comes after CNX filed a defamation lawsuit against Capital & Main for quoting critical sources.
AI-Driven Filings, Opt-In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds
A new report from Broadridge Financial Solutions highlights that global securities class action litigation resulted in over $4 billion in investor recoveries in 2025. The report identifies significant trends including a surge in AI-related litigation, increased momentum in opt-in and collective actions, growing ESG-focused claims, and a moderation in financial antitrust activity, all contributing to a rapidly evolving recovery landscape for institutional investors. Broadridge emphasizes that active participation and robust infrastructure are crucial for investors to navigate the complexities and maximize recoveries in this dynamic environment.
EQT Corp. President Starts “All of the Above” Energy Nonprofit
Toby Rice, president and CEO of EQT Corp. and a NAM board member, has co-founded Energy Corps, a nonprofit dedicated to helping developing nations build energy infrastructure. Energy Corps emphasizes an "all-of-the-above" approach, utilizing both renewables and hydrocarbon solutions to provide electricity access globally. Rice and his wife have personally donated $3 million to the organization, which aims to address global poverty by expanding access to various energy sources.
EQT’s ‘Anti-Fragile Philosophy’ Won $130/Mcf-Plus During Fern
EQT Corp. leveraged its "anti-fragile philosophy" to achieve gas prices exceeding $130/Mcf during an event referred to as "Fern." This article, written by Nissa Darbonne, highlights a significant financial success for the natural gas company.
Vista Energy Expands Portfolio with Major Argentina Asset Acquisition
Vista Energy's stock has risen by 5.69% following its strategic acquisition of assets in Argentina from Equinor for $712 million, particularly in the Vaca Muerta region. Analysts at BofA have reinstated coverage with a "Buy" rating and an $88 price target, indicating strong market confidence in the company's growth potential. The acquisition positions Vista Energy for significant expansion and is expected to yield a 24% internal rate of return under current Brent assumptions.
EQT Corporation (NYSE:EQT) Q4 2025 Earnings Call Transcript
EQT Corporation reported stellar Q4 and full-year 2025 results, demonstrating strong operational performance, significant free cash flow generation, and robust financial strength. The company exceeded expectations in production, cost structure, and free cash flow, including navigating challenges posed by Winter Storm Fern. EQT plans further investments in high-return growth projects, such as compression and infrastructure, aiming for sustainable value creation and anticipating record free cash flow generation in Q1 2026 and for the full year.
Scotiabank Sticks to Its Hold Rating for EQT (EQT)
Scotiabank analyst Cameron Bean maintained a Hold rating on EQT with a price target of $63.00, while Siebert Williams Shank & Co also issued a Hold rating. In contrast, Stephens sustained a Buy rating for EQT. This comes after EQT reported a quarterly revenue of $1.82 billion and a net profit of $335.86 million in its latest earnings release.
AI lawsuits, opt-in claims and $4B payouts reshape investor recoveries
Broadridge's 2026 Global Class Action Annual Report indicates that global securities class actions generated over $4 billion in investor recoveries in 2025, a decrease from $5.2 billion in 2024. The report highlights emerging trends including a rise in AI-related litigation, increased participation in opt-in and collective actions, expansion of ESG claims, and a moderation in financial antitrust activity, signaling a dynamic shift in the recovery landscape for institutional investors.
TC Energy Forecasts Natural Gas Demand Surge Equivalent to Entire European Market
TC Energy projects a significant increase in North American natural gas demand, estimating a jump of 45 Bcf/d by 2035. This surge is primarily attributed to rising LNG exports, increased power generation needs, and the growing demand for reliability from distribution companies. The forecast highlights natural gas's critical role in meeting future energy requirements across North America.
EQT Corp (NYSE:EQT) Posts Strong Production
EQT Corp reported strong fourth-quarter earnings and revenue, surpassing analyst expectations due to increased production, improved pricing, and reduced costs. The company's sales volumes and free cash flow were robust, and it beat EPS and revenue estimates. EQT also provided a positive outlook for 2026, forecasting strong production and significant free cash flow.
Devon Energy Corp ( NYSE:DVN) Gave Downbeat Guidance
Devon Energy Corp (NYSE:DVN) stock rose slightly after beating fourth-quarter profit estimates, but forecast lower first-quarter production due to severe winter storms. The company recently announced a $58 billion merger with Coterra Energy, aiming for $1 billion in annual pre-tax savings by 2027. Despite the production forecast, Devon reported increased fourth-quarter production and improvements in its financial position, including reduced long-term debt and beating revenue expectations.
EQT buys larger stake in Mountain Valley Pipeline
EQT, in a joint venture with Blackstone Credit and Insurance, is set to acquire Con Edison's stake in a pipeline for $213 million. This transaction involves exercising an option to buy compression and mainline assets, and is expected to close this year. The article highlights EQT's increased investment in the Mountain Valley Pipeline.
TC Energy Forecasts Natural Gas Demand Surge Equivalent to Entire European Market
TC Energy Corp. predicts a significant surge in North American natural gas demand, projecting an increase of 45 Bcf/d by 2035. This growth is primarily fueled by rising LNG exports, increased reliance on natural gas for power generation, and enhanced reliability requirements from distribution companies. The demand spike is anticipated to be equivalent to the natural gas consumption of the entire European market.
EQT (EQT) Q4 2025 Earnings Call Transcript
EQT Corporation reported strong financial and operational results for Q4 2025 and the full year 2025, with $2.5 billion in free cash flow and significant efficiency gains. The company outlined a 2026 strategy focusing on maintenance capital, high-return growth investments, and further deleveraging, projecting a cumulative free cash flow exceeding $16 billion over the next five years. EQT also highlighted its strategic investments in pipeline infrastructure, increased Mountain Valley Pipeline ownership, and an opportunistic hedging strategy that capitalizes on market volatility.
EQT Chief Calls for Reforms After Blowout Natural Gas Spot Prices During Winter Storm Fern
EQT Corp. CEO Toby Rice highlighted during Winter Storm Fern the critical importance of natural gas infrastructure to the country's energy grid. He urged policymakers to streamline permitting for new pipelines to avoid future price spikes and ensure energy reliability. Rice emphasized that the recent storm served as a "stark reminder" of these infrastructure needs.
Is It Time To Reassess Matador Resources (MTDR) After Its Recent Share Price Rebound
Matador Resources (MTDR) has seen a recent share price rebound, although its long-term performance is mixed. A Discounted Cash Flow (DCF) analysis suggests the stock is significantly undervalued by 68.9% at $152.61 per share compared to its current price of $47.39. Additionally, its P/E ratio of 7.54x is considerably lower than the oil and gas industry average and Simply Wall St's proprietary "Fair Ratio" of 17.12x, further indicating a potential undervaluation based on current metrics.
EQT Chief Calls for Reforms After Blowout Natural Gas Spot Prices During Winter Storm Fern
EQT Corp. CEO Toby Rice is advocating for reforms in the natural gas industry and stronger permitting processes for pipelines following Winter Storm Fern, which he identified as a critical reminder of natural gas infrastructure's importance. Rice highlighted that despite massive spot price blowouts during the storm, EQT's assets performed well, and pipelines like MVP were essential but maxed out. He urges policymakers to facilitate pipeline construction to ensure energy system reliability.
EQT Corp says it has line of sight to nearly 45 GW of data center capacity currently under construction, including 12 GW in its core operating footprint - Conf Call
EQT Corp announced during a conference call that it has identified approximately 45 GW of data center capacity currently under construction. A significant portion of this, specifically 12 GW, is located within the company's primary operating region. This insight suggests potential future demand or opportunities for EQT, a leading natural gas producer.
EQT Corp says Mountain Valley Pipeline flowed 6% above its nameplate capacity during winter storm Fern - conf call
EQT Corp announced that its Mountain Valley Pipeline performed exceptionally during winter storm Fern, flowing 6% above its nameplate capacity. This operational update was shared during a conference call. EQT Corp specializes in natural gas and also noted its visibility on significant data center capacity under construction.
EQT Plans Clarington Connector Pipeline, Compression Projects as Gas Prices Lift Q4 Profit
EQT Corp announced plans for infrastructure investments, including the Clarington Connector pipeline, and raised its natural gas production outlook. This comes after the company's fourth-quarter profit was boosted by higher natural gas prices and increased demand, particularly from data centers and LNG exports, leading to adjusted profit beating Wall Street estimates. EQT also provided forecasts for current-year production and capital expenditure.
SM Energy to Sell South Texas Assets to Caturus Energy for $950 Million
SM Energy has announced the sale of its South Texas assets, comprising 61,000 net acres and 260 producing wells, to Caturus Energy for $950 million in cash. This divestiture aims to streamline SM Energy's portfolio, reduce debt, and strengthen its capital structure. The assets are projected to produce 37,000 to 39,000 barrels of oil equivalent per day in 2026 and generated approximately $160 million in asset-level cash flow in 2026.
EQT Analyst Rating: Stephens & Co. Raises Price Target to $71.00
Stephens & Co. has reiterated its "Overweight" rating for EQT, an independent natural gas production company, and increased its price target from $70.00 to $71.00. This adjustment reflects a positive outlook for the company shares amidst consistent analyst attention. EQT focuses its operations in the Marcellus and Utica shales, serving marketers, utilities, and industrial operators in the Appalachian Basin.
A Quick Look at Today's Ratings for EQT Corp(EQT.US), With a Forecast Between $62 to $74
On February 18, major Wall Street analysts provided updated ratings for EQT Corp (EQT.US), with price targets for the stock ranging from $62 to $74. Several analysts maintained Buy ratings, including BofA Securities, William Blair, and Stephens, with Stephens adjusting its target price upward from $68 to $71. Siebert Williams Shank and Scotiabank maintained Hold ratings, with target prices of $62 and $63 respectively.
Woodside Energy Just Flipped the Script on US LNG — Should You Care?
Woodside Energy Group, an Australian LNG producer, is significantly influencing the global LNG market, impacting US gas prices, exports, and energy portfolios. Despite being a major independent energy producer, it operates largely behind the scenes but its strategic moves and project decisions directly affect global gas supply, pricing trends, and competition for US LNG exporters. US investors can gain exposure to Woodside through OTC ADRs (WDS), making it a high-octane global LNG play with both opportunities and risks tied to commodity volatility and climate policy.
Bull of the Day: Archrock (AROC)
Archrock (AROC), a natural gas compression services provider, is highlighted as a "Bull of the Day" due to its strong fundamental performance and positive relative strength in a market shifting towards energy. The company boasts a Zacks Rank #1 (Strong Buy), rising earnings estimates, and a reasonable valuation despite recent stock surges. Its technical setup also suggests potential for further price appreciation.
Blackstone, EQT and CVC make offers for VW’s Everllence, FT reports
Blackstone, EQT, and CVC have reportedly submitted bids for Volkswagen's diesel engine division, Everllence, which produces shipping engines and heat pumps. The division is valued between 5 billion and 6 billion euros. This potential divestment would allow Volkswagen to focus on its core automotive business amidst challenges like tariffs, Chinese competition, and the costly transition to electric vehicles.
EQT Corp Beats Quarterly Profit Estimates on Higher Natgas Prices
EQT Corp exceeded Wall Street's profit estimates for the fourth quarter, driven by increased natural gas prices and higher sales volumes. The company reported an adjusted profit of 90 cents per share, surpassing analysts' average estimate of 74 cents, with its average realized price for natural gas up 14.3% from the previous year. This performance is attributed to rising demand from data centers and increased liquefied natural gas (LNG) exports, which have pushed natural gas prices higher.
EQT CORP (NYSE:EQT) Reports Q4 2025 Earnings Beat on EPS Despite Revenue Miss
EQT CORP reported its Q4 2025 financial results, with non-GAAP earnings per share of $0.90, significantly beating the consensus estimate of $0.75, despite a slight revenue miss of $2.09 billion against an estimated $2.14 billion. The stock saw a positive reaction, increasing by approximately 0.38% in after-market trading, reflecting investor confidence in the company's cost management and operational efficiency. EQT also provided guidance for 2026, with analysts projecting $2.58 billion in revenue and $1.35 EPS for Q1 2026, and $9.36 billion in sales and $3.96 billion in revenue for the full year.
EQT Corporation sees FY26 growth CapEx $580M-$640M
EQT Corporation announced its financial outlook for fiscal year 2026, projecting total sales volume between 2,275-2,375 Bcfe and maintenance capital expenditures of $2.070B-$2.210B. The company also anticipates spending $580M-$640M on growth capital expenditures, primarily allocated to compression projects, water infrastructure, the Clarington Connector pipeline, and strategic leasing. EQT plans to turn-in-line 125-150 net wells during 2026, with 26-36 of these expected in the first quarter, where total sales volume is projected at 560-610 Bcfe.
EQT Corp beats quarterly profit estimates on higher natgas prices
EQT Corp, a U.S.-based energy company, exceeded Wall Street's fourth-quarter adjusted profit estimates, driven by an increase in natural gas prices and sales volumes. The company reported an adjusted profit of 90 cents per share, surpassing the average estimate of 74 cents, attributing this success to higher demand from data centers and increased liquefied natural gas (LNG) exports. This performance follows a 14.3% year-over-year rise in EQT's average realized price for natural gas and a slight increase in total quarterly sales volume.
EQT (NYSE: EQT) delivers major 2025 profit surge and $3.5B 2026 FCF outlook
EQT Corporation reported strong financial results for Q4 and full-year 2025, with net income attributable to EQT reaching $2.04 billion and free cash flow attributable to EQT rising to $2.50 billion for the full year. The company provided optimistic guidance for 2026, projecting approximately $3.5 billion in free cash flow and a decrease in net debt to about $4.7 billion. EQT also increased its proved reserves by 7% to 28.0 Tcfe and enhanced its ownership in the Mountain Valley Pipeline, signaling continued strategic growth and operational efficiency.
EQT Corp beats quarterly profit estimates on higher natgas prices
EQT Corp (EQT.N) exceeded Wall Street's adjusted profit estimates for the fourth quarter, driven by increased natural gas prices and higher sales volumes. The company reported an adjusted profit of 90 cents per share, surpassing analyst expectations of 74 cents, as average natural gas prices rose by 14.3% and total sales volumes increased year-over-year. This performance was attributed to rising demand from power-hungry data centers and a surge in liquefied natural gas (LNG) exports.
EQT Corp beats quarterly profit estimates on higher natgas prices
EQT Corp reported quarterly profits that surpassed analyst estimates. This positive performance was primarily driven by the increase in natural gas prices and higher sales volumes. The company's financial results reflect strong market conditions for natural gas.
Select Water tops $1.4B sales and recycles 1B barrels of oilfield water
Select Water Solutions reported full-year 2025 consolidated revenue of $1.4 billion and Adjusted EBITDA of $260.3 million, despite a decline in net income to $21.5 million. The company secured new long-term contracts including 15 million barrels of minimum volume commitments and 950,000 acres of new dedication, and surpassed one billion barrels of cumulative produced water recycled. For 2026, Select targets Q1 Adjusted EBITDA of $65–68 million and net capital expenditures of $175–225 million, primarily for its Northern Delaware water infrastructure build-out.
EQT Corporation options imply 3.5% move in share price post-earnings
Options trading for EQT Corporation (EQT) indicates an anticipated 3.5% price movement, or $2.01, following its upcoming earnings release. The pre-earnings options volume is normal, with puts outnumbering calls at a 2:1 ratio. This implied volatility aligns closely with the median share price movement observed over the past eight quarters.
Toby Rice: Pipeline Permitting Failure is the Expensive Option
Toby Rice, CEO of EQT, argues that the failure to approve new natural gas pipelines is an expensive mistake, as evidenced by price spikes during Winter Storm Fern. He advocates for urgent permitting reform to ensure energy reliability and allow for more natural gas infrastructure. Rice contends that inadequate infrastructure forced some regions to pay significantly higher prices or rely on dirtier fuels.
Is the Market Bullish or Bearish on EQT Corp?
EQT Corp's short interest as a percentage of float has decreased by 15.6% since its last report, now standing at 3.57% of tradable shares. This reduction in short interest typically indicates a more bullish market sentiment towards the stock. When compared to its peers, EQT Corp has less short interest than the average of 8.32%, suggesting a comparatively favorable view from short sellers.
EQT Corporation (NYSE:EQT) Short Interest Down 15.5% in January
Short interest in EQT Corporation (NYSE:EQT) decreased by 15.5% in January, totaling 22,156,524 shares, which represents 3.6% of shares sold short and a short-interest ratio of 1.6 days. The company recently announced a quarterly dividend of $0.165, payable on March 2nd. Analysts maintain a "Moderate Buy" consensus rating for EQT with an average price target of $64.27.
Antero Resources Expands Footprint With HG Energy Deal And Added Debt
Antero Resources Corporation has acquired HG Energy II Production Holdings for approximately US$2.8 billion, partially financed by a new US$1.5 billion unsecured term loan. This deal expands Antero's production footprint and alters its capital structure with increased debt. Investors should monitor the integration process, capital allocation, and the impact on cash flow and leverage, especially given the new debt covenant.
NextDecade Faces Brownsville LNG Crowding As Rio Grande Project Advances
NextDecade's Rio Grande LNG project continues amidst increasing competition in Brownsville, as Texas LNG also secures financing for its own facility. This concentration of LNG infrastructure could impact NextDecade's future partnerships and financial conditions, especially given its current low revenue and short cash runway. Investors are advised to monitor construction progress, financing developments, and customer preferences at the port.
Is EQT (NYSE:EQT) Using Too Much Debt?
This article analyzes EQT Corporation's debt levels, concluding that the company manages its debt sensibly. While EQT has US$8.22 billion in debt, its strong EBIT growth of 221% over the past year and its ability to convert 63% of EBIT into free cash flow indicate a healthy financial position. The company's net debt to EBITDA ratio of 1.5 also suggests a graceful use of debt, allowing for potential enhancement of shareholder returns.
Could AES Acquisition Change EQT Corporation's (EQT) Future Prospects?
A Bloomberg report indicates that BlackRock’s Global Infrastructure Partners (GIP) and EQT Corporation are considering a joint bid to acquire power producer AES Corporation. This potential acquisition could significantly impact EQT's future prospects, as AES specializes in providing renewable electricity to major technology companies. While discussions are ongoing, an analyst at RBC Capital has reaffirmed a "Hold" rating for EQT with a price target suggesting a further 11.6% upside.
BTC Capital Management Inc. Boosts Stake in Waste Management, Inc. $WM
BTC Capital Management Inc. significantly increased its stake in Waste Management, Inc. by 117.1% in the third quarter, bringing its total holdings to 52,290 shares worth approximately $11.55 million. Despite this institutional vote of confidence, the article highlights recent significant insider selling by Waste Management executives, totaling over $10 million, which could create negative short-term sentiment. Waste Management also experienced a slight EPS miss in its latest quarterly report, though analysts maintain a "Moderate Buy" consensus rating with an average target price around $253.55.
3 Natural Gas Stocks to Buy as AI Energy Demand Skyrockets
The article highlights three natural gas stocks—EQT Corp., Cheniere Energy, and Kinder Morgan—positioned to benefit from the soaring energy demand driven by AI and hyperscale data centers. This increased demand is creating a significant, overlooked investment opportunity in the natural gas sector, particularly as it serves as the stable backbone for the U.S. electricity grid. The companies are capitalizing on this trend through their strategic operations, export capabilities, and extensive pipeline networks.
A Look At SM Energy (SM) Valuation As It Sells Eagle Ford Assets After Civitas Merger
SM Energy (SM) is selling Eagle Ford natural gas assets following its merger with Civitas Resources, aiming to reduce debt and concentrate on its Permian operations. Despite a recent 15.63% rebound in share price over 30 days, the stock has experienced a 44.09% decline over the past year. The company is currently trading at $21.01, significantly below its fair value estimate of $31.42, suggesting it may be undervalued due to its strong technical expertise, growing drilling inventory, and potential for robust free cash flow.
