ET Energy Transfer

Gas supply to data-centre power

Uptrend Trading above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)

Natural Gas & Pipelines · 56

Last close (delayed) · 2026-10-30

$20.91

+0.14% today

+2.2%

+4.0%

+4.8%

YTD

+33.6%

+34.0%

Off 52w high

−3.8%

Next earnings (est.): 2026-11-03

Market cap$72.00B

P/E (trailing)14.3Forward 12.0

EV / sales1.5×EV/EBITDA 9.3×

Revenue (TTM)$107BGrowth 78.4% y/y

Margins17.5%gross · op 10.4%

Free cash flow$3.16BCash $1.02B · debt $70.24B

Analyst target$24.70+18.1% upside · 23 analysts · strong buy

Riskβ 0.6Short 0.9% of float · yield 6.56%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

ET · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

0 events

No dated commentary yet for this stock.

Latest headlines

Auto-updated daily

About Energy Transfer

Website ↗

Energy Transfer LP, together with its subsidiaries, provides energy-related services in the United States. It operates through Intrastate Transportation and Storage; Interstate Transportation and Storage; Midstream; Natural Gas Liquid (NGL) and Refined Products Transportation and Services; Crude Oil Transportation and Services; Investment in Sunoco LP; Investment in USA Compression Partners, LP (USAC); and All Other segments. The company owns and operates natural gas transportation pipelines and storage facilities; and approximately 12,200 miles of intrastate natural gas transportation pipelines and 20,090 miles of interstate natural gas pipelines. It also sells natural gas to electric utilities, independent power plants, local distribution and other marketing companies, and industrial end-users. In addition, the company owns and operates natural gas gathering pipelines, processing plant…

22,311 employees · Dallas, United States

Natural Gas & Pipelines

Most new firm AI power in the US burns gas. Pipeline takeaway, not reserves, limits where it can be delivered.

Basin→Pipeline→Lateral→Plant

What would prove us wrong. Weakens if new pipeline capacity outruns power-burn growth.

Peers at the same bottleneck

Who else supplies this

Stock	Role	Last	1D	1M	YTD
EQT EQT Corp	Largest US natural gas producer	$55.38	+1.54%	+10.6%	+4.2%
WMB Williams Companies	Gas pipelines and power-innovation projects	$74.35	−0.71%	+7.4%	+26.4%
KMI Kinder Morgan	Gas pipelines into power demand	$33.87	−0.29%	+10.9%	+26.7%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.