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EQT Corporation At $74 PT Reflects A Shift That May Not Reverse Anytime Soon

EQT Corporation (NYSE:EQT) is among the 10 Most Profitable Natural Gas Stocks to Buy Now.

On March 27, Morgan Stanley raised its price target on EQT Corporation (NYSE:EQT) to $74 from $69 while maintaining an Overweight rating, citing structurally higher energy prices and tightening supply-demand dynamics across oil, LNG, and refining markets. The firm significantly increased its long-term commodity price assumptions, noting that global energy markets are unlikely to revert to prior levels given ongoing geopolitical and structural constraints. This shift has driven a substantial upward revision in EBITDA forecasts across the sector, highlighting the scale of earnings leverage available to leading natural gas producers.

On the same day, BMO Capital raised its price target on EQT Corporation (NYSE:EQT) to $76 from $68 while maintaining an Outperform rating, emphasizing the company’s ability to generate outsized free cash flow. EQT’s integrated midstream and marketing platform allows it to capitalize on pricing dislocations, while growing in-basin demand—particularly from LNG exports and AI-driven data center energy consumption—provides additional tailwinds. The firm also noted continued progress on takeaway capacity expansions, which enhance long-term growth optionality.

EQT Corporation (NYSE:EQT) is the largest natural gas producer in the United States, with core operations in the Marcellus and Utica shale formations. With a history dating back to 1888, the company has evolved into a scale-driven, low-cost operator with significant exposure to structural demand growth. As global energy markets tighten and demand from LNG and AI infrastructure accelerates, EQT is uniquely positioned to deliver strong free cash flow and sustained growth, supporting a high-conviction investment thesis.

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 this cheapest AI stock.

READ NEXT: 12 Cheap Penny Stocks to Invest In Now and 13 Cheapest Strong Buy Stocks to Buy Right Now.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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