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EQT could benefit if natural gas becomes the next power bottleneck, and Bernstein calls it a preferred cleaner name that earns a premium. At Bernstein's bullish gas price deck, EQT's free-cash-flow yield rises from 6.5% to 15.5%. @heik_energy argues EQT may be structurally the most prepared energy company for AI, with an integrated natural-gas-to-power supply chain. x.comÂ
EQT is still a favored gas play, and not too late, because Qatar's Ras Laffan LNG hub is badly disrupted. EQT raised hedging to nearly 40% of 2026 production at an average floor near $4.30/MMBtu and ceiling near $6.30, a tactical approach that adds protection selectively while staying exposed to upside. x.com x.comÂ
Energy stocks remain undervalued because shale depletion is real and AI needs natural gas, and the market is underpricing both. Diamondback Energy has quietly been doing tender offers ahead of its May 4 earnings, and EQT's 3.84% drop does not change the thesis. Value takes time. x.comÂ
Natural gas leaders such as EQT face a structural shift, because about 20% of world supply is offline for three to five years with no quick fix. De-escalation doesn't change that, so market fakeouts should create opportunities in the group, with EQT attractive below $60. x.comÂ
Infinity Natural Resources' lower trailing EV/EBITDA than Appalachian peers supports its value case. It trades at 4x versus 5-7x for EQT, Range Resources, CNX and Antero, while its P/E is 5 and trailing EBITDAX is $366 million. A somewhat bullish outlook for natural gas prices also underpins the view that Appalachian E&Ps offer value. x.comÂ
EQT, Range Resources, Expand Energy, Magnolia Oil & Gas and EOG Resources are cyclicals catching an earnings tailwind before the crowd notices, the setup Peter Lynch loved. They passed a screen alongside Coterra, all natural gas or oil producers with disciplined balance sheets and forward P/Es of 9-12. x.comÂ
Expand Energy is cheap and pays a good dividend while it waits for its day, and US LNG is in a prime position with Russian and Middle East LNG supplies threatened. The weekly chart is breaking out of a bullish falling wedge within an expanding symmetrical wedge, though the stock is still well below its 30-week EMA, so this is no reason to get too excited yet. x.comÂ
Energy Transfer offers data center exposure because its pipelines run through key regions where data centers are being built, and natural-gas turbines and fuel cells are a big part of powering them. The case got stronger after Iran's strikes knocked out Middle East capacity. x.comÂ
Venture Global seems to offer the most torque to LNG fundamentals, with significant damage to Gulf LNG infrastructure and an exceptional natural gas setup. Seasonal strength, LNG and data center demand and the Middle East energy crisis support gas from a $3 start, with commercials max long and one heat wave from $10 Henry Hub. Gas companies trade on the strip, so they gain from rising prices even when gas funds lose to contango. The project seems viable, with positive news flow. x.com x.com … Show more
Equinor's earnings reacceleration and role supplying Europe's gas support a core long-term energy holding. The attached analysis estimates 129% EPS growth in 2026 and an 8.99 forward P/E, alongside strong technical momentum. Conflict involving Qatar or LNG supply disruption could increase the value of Norwegian gas to Europe. x.comÂ
NextDecade's LNG export potential could make the next five years something special, and the long-term thesis is sound. @RealMattMoney and @KrisPatel99 have been correct on it from a long-term perspective; @RealMattMoney calls it the most asymmetric bet in the stock market. x.comÂ