The AI revolution is driving unprecedented power and infrastructure demand, fundamentally transforming the energy and data center landscape in the U.S. Traditional utilities can't keep pace, so data centers are increasingly building their own power plants and bypassing the grid, especially in Texas and the Permian Basin. Midstream natural gas companies like TRP, WMB, KMI, AM, WES, MPLX, and ET ...
OKLAHOMA CITY, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Expand Energy Corporation (NASDAQ: EXE) announced today that it will release its 2025 third quarter operational and financial results after market close on October 28, 2025. A conference call to discuss the results has been scheduled for October 29, 2025 at 9:00 a.m. EDT. Participants can view the live webcast here. Participants who would like to...
Expand has a strong position in the Haynesville, which accounts for around 41% of its 2025 production and 54% of its 2025 D&C capex. Expand may be able to generate $3+ billion per year in free cash flow in 2026 and 2027 at current strip (of around $4 NYMEX natural gas). Although oil prices are relatively weak, most of Expand's revenue comes from natural gas and weak oil prices also can have a s...
Natural gas producer Expand Energy on Tuesday said it expects U.S. Gulf Coast LNG export capacity to double to about 28 billion cubic feet (bcf) a day by 2030.
Expand Energy is now the largest U.S. gas producer, leveraging LNG exports and scale for future growth post-merger. Despite a recent 23% pullback, EXE offers a compelling entry point, but faces headwinds from oversupply and weak gas prices. Analyst sentiment is bullish, with strong buy ratings and high price targets, hinging on winter demand and future LNG/data center growth.
Analysts say these S&P 500 stocks have at least 30% price upside over the next year or so.
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