The Bull Case For EQT (EQT) Could Change Following Q3 Profit Surge and Olympus Integration Success

• EQT Corporation recently reported strong third-quarter results, with revenue rising to US$1,958.57 million and net income swinging to a profit of US$335.86 million after a previous year loss.
• Key operational highlights included record low operating costs and successful integration of Olympus Energy assets, contributing to analyst optimism about sustainable growth despite sector volatility.
• We'll explore how EQT's improved profitability and operational milestones shape its investment narrative and outlook for natural gas-driven growth.

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EQT Investment Narrative Recap

To be an EQT shareholder, you need to believe in rising U.S. natural gas demand, stable infrastructure growth, and the company's ability to manage costs and capitalize on long-term supply contracts. The latest buyback update, no new shares repurchased in Q3 but steady progress on the program, does not materially change the short-term focus, which remains centered on sustaining earnings momentum and mitigating regulatory or pricing risks.

The most relevant announcement is EQT's recent Q3 results, highlighting substantial revenue and net income growth alongside record low operating costs. This supports the near-term growth catalyst of improved profitability through operational efficiency, even as broader market risks like regulatory headwinds or pricing volatility persist.

Yet, in contrast to earnings momentum, investors should also be aware of overreliance on Appalachian Basin reserves and...

Read the full narrative on EQT (it's free!)

EQT's narrative projects $9.8 billion revenue and $3.8 billion earnings by 2028. This requires 11.3% yearly revenue growth and a $2.7 billion earnings increase from $1.1 billion today.

Uncover how EQT's forecasts yield a $63.63 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community fair value estimates for EQT range widely from US$47.87 to US$82.90, with five different opinions. While analyst consensus underscores operational efficiency as a key catalyst, these diverse values show how viewpoints on future growth drivers can shape your assumptions.

Explore 5 other fair value estimates on EQT - why the stock might be worth 9% less than the current price!

Build Your Own EQT Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your EQT research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free EQT research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate EQT's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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