Update shared on15 Sep 2025
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.
- Bullish analysts point to the structural shift in energy demand being driven by AI and power-hungry technologies, positioning EQT among potential new industry leaders benefiting from an early-stage "Power revolution."
- Bearish analysts highlight risks from persistent natural gas oversupply and weak Henry Hub pricing into 2026, leading to sector-wide downgrades and reduced targets for gas-exposed firms, including EQT.
- Improvements in capital efficiency, positive cash flow contributions from regulatory changes, and optimism around further developments in the data center sector are seen as catalysts supporting moderate upward price target revisions.
- Recent acquisitions, notably Olympus Energy, and EQT’s strong position in Appalachia are regarded as enhancing operational scale, providing both downside resilience and upside potential in a volatile market.
What's in the News
- EQT Corporation is actively expanding its LNG portfolio, securing a 20-year Sale and Purchase Agreement (SPA) for 1.0 MTPA of liquefaction capacity with Commonwealth LNG and a separate 20-year SPA for 2 MTPA of LNG supply from Sempra Infrastructure's Port Arthur LNG Phase 2 project, both priced off Henry Hub (Key Developments).
- The company is in discussions with NextDecade to source liquefied natural gas from the Rio Grande LNG facility in Texas, as reported by Bloomberg (Periodicals).
- EQT has been selected as the exclusive natural gas supplier to power the 4.4 GW Homer City Energy Campus, set to support a large-scale AI and high-performance computing data center, marking one of the largest single-site natural gas purchase agreements in North America (Key Developments).
- The company raised its full-year 2025 operating guidance, now projecting total sales volume of 2,300–2,400 Bcfe and higher liquids sales, while third-quarter 2025 guidance includes total sales volume of 590–640 Bcfe (Key Developments).
- EQT Corporation was recently dropped from multiple Russell growth and value indexes, including the Russell Midcap Growth, Russell 1000 Growth, and Russell 2500 Value indices (Key Developments).
Valuation Changes
Summary of Valuation Changes for EQT
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $63.08 to $62.12.
- The Consensus Revenue Growth forecasts for EQT has risen from 11.3% per annum to 12.2% per annum.
- The Net Profit Margin for EQT has fallen from 38.70% to 35.88%.
Disclaimer
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