National Fuel Gas At $110 — Why Is This Name Flying Under The Radar?

National Fuel Gas Company (NYSE:NFG) is among the 10 Most Profitable Natural Gas Stocks to Buy Now.

On April 6, KeyBanc initiated coverage of National Fuel Gas Company (NYSE:NFG) with an Overweight rating and a $110 price target, highlighting the company as an “under-the-radar” opportunity within the energy sector despite multiple growth catalysts. The firm emphasized that the pending acquisition of CenterPoint Energy’s Ohio gas utility business will significantly expand National Fuel’s regulated footprint, effectively doubling its rate base and enhancing earnings stability. This strategic shift toward a larger regulated business mix not only improves visibility into future cash flows but also strengthens the company’s credit profile—an increasingly valuable attribute in a volatile macro environment increasingly shaped by AI-driven energy demand and infrastructure resilience.

On March 20, JPMorgan raised its price target on National Fuel Gas Company (NYSE:NFG) to $97 from $95 while maintaining a Neutral rating, noting that global energy markets have undergone a rapid structural shift due to geopolitical tensions. The firm highlighted that supply disruptions and heightened geopolitical risk could embed a sustained premium into long-term energy prices, supporting stronger profitability across the sector. For a diversified operator like National Fuel, this environment enhances both upstream earnings potential and midstream utilization rates, reinforcing its integrated value chain advantage.

National Fuel Gas Company (NYSE:NFG) is a diversified energy firm operating across exploration and production, pipeline transportation, storage, and regulated utility segments. Founded in 1902 and headquartered in New York, the company benefits from a balanced business model that combines stable, utility-like cash flows with exposure to commodity upside. With industry-leading margins and expanding scale in its regulated operations, National Fuel is well-positioned to capitalize on rising natural gas demand and infrastructure investment, supporting a compelling long-term investment case with significant upside potential.

While we acknowledge the risk and potential of NFG 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 NFG and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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