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Appalachian Natural Gas Infrastructure Will Drive Enduring Value

Published
20 Aug 24
Updated
15 Sep 25
AnalystConsensusTarget's Fair Value
US$62.12
19.5% undervalued intrinsic discount
15 Sep
US$49.99
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1Y
49.1%
7D
-2.3%

Author's Valuation

US$62.1

19.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on15 Sep 25
Fair value Decreased 1.52%

Analysts revised EQT’s price target slightly lower to $62.12, balancing optimism on AI-driven gas demand, production growth, and acquisitions against persistent risks from natural gas oversupply and weak pricing. Analyst Commentary Bullish analysts cite EQT's unique positioning to serve explosive data center and AI-driven demand, winning substantial gas supply agreements and projecting significant dry gas production growth through 2032, which supports higher free cash flow.

Shared on07 May 25
Fair value Increased 12%

Shared on30 Apr 25
Fair value Decreased 17%

AnalystConsensusTarget has decreased revenue growth from 19.2% to 12.3%, increased profit margin from 34.0% to 42.1% and decreased future PE multiple from 17.2x to 13.8x.

Shared on23 Apr 25
Fair value Decreased 0.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 9.98%

Shared on26 Mar 25
Fair value Increased 0.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 2.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 7.95%

AnalystConsensusTarget has decreased revenue growth from 22.9% to 19.5%, increased profit margin from 24.3% to 36.5% and decreased future PE multiple from 18.5x to 15.9x.