We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. EQT Corporation (NYSE:EQT) is one of the stocks discussed by Jim Cramer.
EQT Corporation (NYSE:EQT) is a natural gas company operating in the upstream and downstream segments of the industry. Its shares are flat over the past year and up by 2.7% year-to-date. Jefferies discussed the firm on April 26th as it raised the share price target to $77 from $76 and reiterated a Buy rating on the stock. The bank’s coverage came after EQT Corporation (NYSE:EQT) reported its fiscal first quarter earnings. The resulting earnings call left Jefferies impressed by the positive impact of power generation on natural gas demand. Cramer also discussed the growth in demand for natural gas stemming from data center use:
“Look if you have to buy the oil stocks, it’s Conoco [inaudible] Oxy’s second. If you want growth, you still do Diamond. And if you want natural gas, [inaudible] Devon. And I like natural gas a lot. I think that EQT is really [inaudible]. EQT is really good because it is the data center natural gas. And we want anything data center.”
Eagle Capital Management discussed EQT Corporation (NYSE:EQT) in its Q1 2026 investor letter:
“EQT Corporation (NYSE:EQT) is the largest pure play U.S. natural gas producer. The company has long– teens in the lived assets, with decades of inventory. It also has a low– cost structure due to its enviable position in the Marcellus shale and captive pipeline assets. Management has an excellent track record of making wise strategic and capital allocation decisions. Despite selling a commodity product, EQT is a high quality business with operating margins exceeding those of 80 90% of S&P 500 companies. Natural gas in the U.S. trades at a wide discount to global prices. The combination of the inflection in U.S. electricity demand, LNG export growth, and disruption in the Middle East may narrow this discount over the next 5 10 years. We expect EPS growth in the mid teens.”
While we acknowledge the risk and potential of EQT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than EQT and that has 10,000% upside potential, check out our report about the cheapest AI stock.
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