Group 1: AI Market Dynamics - Many AI stocks have experienced significant price increases due to rising demand for AI-related hardware, particularly chips, leading to high valuations that may present more downside risk than upside potential [1] - The demand for energy to power AI chips and data centers is creating robust demand for natural gas, benefiting leading gas producers like EQT [2] Group 2: EQT's Competitive Position - EQT is the only large-scale, vertically integrated natural gas producer in the U.S., with extensive upstream production assets in the Appalachian Basin and strategic midstream infrastructure [4] - The company controls over 1 million undeveloped core net acres across Pennsylvania, Ohio, and West Virginia, making it one of the lowest-cost gas producers at $2 per MMBtu [5] Group 3: Power Demand and Growth Opportunities - U.S. data centers' power demand is projected to rise from nearly 62 gigawatts (GW) last year to over 134 GW by 2030, driving the need for new gas-fired generation [6] - EQT is positioning itself as a leader in supplying gas to the power sector through integrated gas supply and midstream contracts for large-scale projects, including the 3.6 GW Shippingport Power Station and the 4.4 GW Homer City redevelopment project [7]

Toby Rice, CEO and President of EQT Corporation, says strong preparation helped the U.S. energy system weather the storm, but stressed infrastructure is driving volatility and highlights the urgent need for pipelines and storage to stabilize prices. ...

Group 1: Company Overview - EQT Corporation (NYSE:EQT) is a vertically integrated natural gas company focusing on production and midstream operations in the Appalachian Basin, delivering reliable gas supply and infrastructure solutions across the U.S. [5] Group 2: Analyst Sentiment and Price Targets - Analysts have mixed sentiment on EQT ahead of its Q4 results, scheduled for announcement on February 17, 2026 [2] - Barclays reduced its price target on EQT from $67 to $64 while maintaining an 'Overweight' rating, citing resilience in the upstream sector's cash return model amid macro volatility [3] - Bank of America Securities lowered its price target on EQT from $84 to $74, reiterating a 'Buy' rating, while expressing concerns over rising oversupply risks in 2027 and downward revisions to natural gas price forecasts [4]

Group 1 - EQT Corporation (NYSE:EQT) is recognized as one of the best AI energy stocks to buy currently [1] - Mixed analyst sentiment is observed ahead of EQT's Q4 results, which are set to be announced on February 17, 2026 [2] - Barclays has reduced its price target for EQT from $67 to $64 while maintaining an 'Overweight' rating, citing resilience in the upstream sector's cash return model despite macro volatility [3] - Bank of America Securities has lowered its price target for EQT from $84 to $74, reiterating a 'Buy' rating, while expressing concerns over rising oversupply risks in 2027 and downward revisions to natural gas price forecasts [4] Group 2 - EQT Corporation operates as a vertically integrated natural gas company, focusing on production and midstream operations in the Appalachian Basin, providing reliable gas supply and infrastructure solutions across the U.S. [5]

EQT Corporation (NYSE:EQT) is one of the best large-cap value stocks to buy in 2026. On January 18, Jefferies analyst Lloyd Byrne raised the firm’s price target on EQT Corporation to $71 from $68 and kept a Buy rating on the shares as part of the firm’s broader Q4 2025 earnings preview. The firm now expects its Q4 EBITA to reach the upper end of its previous guidance. However, on January 16, BofA reduced its price target on EQT Corporation to $74 from $84, with a Buy rating. Although natural gas sentimen ...

Core Viewpoint - EQT Corporation is set to release its fourth quarter and year-end 2025 financial and operating results on February 17, 2026, followed by a conference call on February 18, 2026, at 10:00 a.m. ET to discuss the results and other relevant matters [1]. Company Overview - EQT Corporation is a leading vertically integrated American natural gas company, primarily focused on production and midstream operations in the Appalachian Basin [3]. - The company is committed to responsibly developing its world-class asset base and aims to be the operator of choice for its stakeholders [3]. - EQT emphasizes operational efficiency, technology, and sustainability in its operations, striving to produce environmentally responsible, reliable, and low-cost energy [3]. - The company has a strong commitment to the safety of its employees, contractors, and communities, as well as to reducing its overall environmental footprint [3]. - Core values of trust, teamwork, heart, and evolution are central to EQT's operations and interactions [3].

Core Insights - Severe winter weather in the U.S. is expected to increase demand for heating resources, positively impacting stocks of companies in the natural gas and emergency equipment sectors [3][5] - Generac (GNRC) shares have risen over 10% this week due to concerns about potential power outages from harsh winter conditions [1] - Natural gas and energy sector ETFs, such as the U.S. Natural Gas Fund (UNG) and ProShares Ultra Bloomberg Natural Gas (BOIL), have seen significant gains of 34% and 70% respectively since the beginning of the week [1] Company and Industry Summary - Other natural gas and oil producers, including EQT Corp. (EQT), Expand Energy (EXE), and ExxonMobil (XOM), have also experienced stock price increases, although there was a slight pullback on Thursday afternoon [2] - The anticipated cold weather is expected to bring windchill temperatures as low as negative 50 degrees Fahrenheit and significant snowfall across various regions, further driving demand for heating resources [3][5] - Commodity prices for natural gas have surged both in the U.S. and internationally, with similar cold fronts expected to impact Europe and China, although the effects on consumer heating costs may take time to materialize [4]

Core Insights - The artificial intelligence (AI) boom is significantly increasing electricity demand, especially from data centers [1] Industry Impact - Data centers are experiencing a surge in electricity consumption due to the growing reliance on AI technologies [1]

We recently published 10 Big Names Leaving Wall Street Behind; 7 Are Hitting Record Highs. EQT Corporation (NYSE:EQT) was one of the worst performers on Wednesday. EQT Corporation extended its winning streak to a third straight day on Wednesday, jumping by as much as 7 percent to $55.14 at intra-day trading as investors took path from an investment firm’s “buy” recommendation ahead of its earnings results. At market close, the stock trimmed gains to finish the day just up by 6.51 percent at $54.83 apiece ...

Core Viewpoint - The upcoming cold wave in the U.S. is expected to significantly increase natural gas demand and prices, with futures rising over 50% in two days, potentially marking the largest weekly increase in over 30 years [1][2]. Group 1: Natural Gas Price Surge - Natural gas futures for February delivery closed at $4.875 per million British thermal units (MMBtu), marking a 25% increase and the highest settlement price since December 8 [1]. - The price has surged 57% this week, with trading volumes reaching record levels at the Chicago Mercantile Exchange [1][2]. - The extreme weather is anticipated to lead to record withdrawals from storage, with forecasts indicating that U.S. natural gas inventories will drop below the five-year average by the end of March [6]. Group 2: Impact on Producers and Consumers - Rising natural gas prices are a boon for U.S. producers, particularly those without financial hedges on their planned production [2]. - Major natural gas producers like Expand Energy and EQT saw stock price increases of 6.6% and 7.1%, respectively, in line with the broader market [5]. - The increase in natural gas prices may lead to a rise in coal consumption as power producers shift to coal to manage fuel costs, with forecasts predicting a 4% decline in natural gas generation and a 13% increase in coal generation by 2025 [5]. Group 3: Weather and Supply Chain Concerns - The cold wave is expected to affect over 150 million people across more than 20 states, with significant snowfall predicted in key natural gas production areas like the Appalachian region [6]. - Texas, a major natural gas production hub, faces risks of supply disruptions due to its infrastructure's vulnerability to cold weather [7]. - The price of natural gas at the Henry Hub surged to over $11 per MMBtu, up from around $4, indicating extreme volatility in the market [7]. Group 4: Global Energy Market Reactions - Cold weather is causing energy prices to spike globally, with Japan and Europe experiencing significant increases in electricity and natural gas prices, respectively [8][9]. - European natural gas prices have risen over 40% this year, reflecting heightened concerns over supply stability amid declining fuel inventories [9].