Professional
Added to YB: 2026-07-31
Pitch date: 2026-07-29
EXE [neutral]
Expand Energy Corporation
+0.12%
current return
Author Info
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Company Info
Expand Energy Corporation operates as an independent natural gas production company in the United States.
Market Cap
$21.4B
Pitch Price
$92.31
Price Target
N/A
Dividend
3.45%
EV/EBITDA
3.57
P/E
7.97
EV/Sales
1.93
Sector
Oil, Gas and Consumable Fuels
Category
growth
Pernas Research Passes On: Expand Energy Corporation
EXE (pass): US nat-gas producer (Chesapeake/Southwestern merger); $21.2B mkt cap, $88.52, 7x EV/EBITDA. AI/data-center demand thesis underwhelms: even 100GW incremental power all from gas = only ~15% of US production, offset by US/Canada supply growth. Supportive but no sustained price lift.
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