We came across a bullish thesis on Expand Energy Corporation on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on EXE. Expand Energy Corporation’s share was trading at $ 106.05 as of February 25th. EXE’s trailing and forward P/E were 25.28 and 10.04 respectively according to Yahoo Finance.
Pixabay/Public Domain
Expand Energy Corporation operates as an independent natural gas production company in the United States. EXE is positioned to benefit from what is projected to be one of the coldest winter seasons in decades, a backdrop that could significantly boost natural gas demand across the United States.
As an independent natural gas producer with operations concentrated in key shale basins across Louisiana, Pennsylvania, West Virginia, and Ohio, Expand controls interests in approximately 8,000 gross natural gas and oil wells. Formed in 2024 through the merger of Chesapeake Energy and Southwestern Energy, the company emerged as the largest natural gas producer in the country, giving it scale advantages in a tightening supply environment.
The company’s financial momentum has been striking. In Q3 2025, Expand Energy Corp. delivered earnings per share growth of 506% year-over-year, reflecting both operational leverage and stronger commodity pricing. While part of the earnings surge was driven by expectations of colder weather increasing heating demand, structural forces are also at play.
Artificial intelligence infrastructure buildouts and the rapid expansion of energy-intensive data centers are driving incremental natural gas consumption, as gas remains a critical fuel source for reliable power generation. Continued capital deployment into AI and large-language model development suggests that this demand tailwind is unlikely to fade in 2026.
Beyond cyclical weather benefits, Expand offers exposure to durable energy demand growth alongside a dividend yield exceeding 2%. With scale leadership, accelerating earnings, and multiple demand catalysts converging, Expand Energy Corp. presents a compelling bullish opportunity for investors seeking leveraged exposure to natural gas fundamentals.
Previously, we covered a bullish thesis on Occidental Petroleum Corporation (OXY) by Magnus Ofstad in May 2025, which highlighted its Permian Basin cost advantages, Berkshire backing, and carbon capture optionality. OXY’s stock price has appreciated by approximately 18.35% since our coverage. @MoneyShow shares a similar view but emphasizes on Expand Energy Corporation’s AI-driven gas demand, weather tailwinds, and post-merger scale benefits.
Expand Energy Corporation is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 77 hedge fund portfolios held EXE at the end of the third quarter which was 93 in the previous quarter. While we acknowledge the risk and potential of EXE 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 EXE and that has 10,000% upside potential, check out our report about this cheapest AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy NOW
Disclosure: None.
