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    Long Term Gas Deals Might Change The Case For Investing In EQT (EQT)

    Simply Wall St·11/13/2026 01:18:28
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    • EQT Corporation is emphasizing long term natural gas supply contracts tied to AI data centers and power generation projects in Appalachia, which are expected to begin ramping in 2027 and 2028.
    • The focus on integrated upstream and midstream contracts linked to AI driven demand could reshape how consistently EQT converts production into future cash flow.
    • We will examine how EQT's investment narrative is affected by its AI linked gas contracts and long dated demand focus.

    Scan other gas and power beneficiaries of AI demand with our curated 53 AI infrastructure stocks that could see their own long term contracts reshape future cash generation visibility.

    EQT Investment Narrative Recap

    To own EQT, you need to be comfortable with a gas focused business that is tying more of its future to contracted demand from AI data centers, LNG offtake and power projects in Appalachia. The analyst consensus narrative on Simply Wall St leans heavily on those long dated agreements to support visibility on cash generation.

    In the near term, the key swing factor is still commodity price volatility and how that interacts with EQT’s hedging and capital plans. The biggest risk is that decarbonization policies, stricter methane rules or further environmental incidents push up costs or restrict projects before those AI linked and LNG contracts are fully ramped.

    The most relevant development here is EQT’s push into large, long term gas supply deals with AI data centers and regional power plants beginning in 2027 and 2028. Those contracts, alongside LNG agreements with Asian and European buyers, tie more of future volumes to committed offtake and index linked pricing.

    For investors, the interest is straightforward. If EQT executes on drilling efficiency, midstream projects such as MVP Southgate and balance sheet discipline while those contracts ramp, the business mix could tilt further toward fee based and contracted cash flow. Any policy shift that reduces natural gas demand or tightens environmental constraints would work in the opposite direction.

    EQT's narrative projects US$10.1b revenue and US$3.4b earnings by 2029. This assumes 2.6% yearly revenue growth and an earnings increase of about US$0.7b from US$2.7b today.

    Uncover why EQT's fair value indicates a 26% potential upside to its current price before that discount to EQT closes.

    NYSE:EQT 1-Year Stock Price Chart
    NYSE:EQT 1-Year Stock Price Chart

    Exploring Other Perspectives

    One big disagreement around EQT centers on how much those AI linked gas contracts might really matter if regional prices stay weak. The most cautious analysts were modelling roughly flat revenue near US$9.5b and earnings of about US$2.5b by 2029. That is far below the consensus view, which shows how widely opinions can differ before this news is even reflected.

    Explore 5 other EQT fair value estimates, including one that suggests it could be worth just $52.91.

    Reach Your Own Conclusion

    Don't just follow the ticker; dig into the data and build a conviction that's truly your own.

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

    Looking For More Ideas Beyond EQT?

    If EQT has sharpened your focus on where future cash flows might come from, it can be useful to compare it with other companies that have different strengths. The Simply Wall St Screener helps you scan for stocks that match the type of balance sheet quality, income profile, or risk level you want to focus on next.