ET Energy Transfer LP Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
23:59
Aug 31
Aug 31
Energy Transfer 6% yield still works.
Cramer thinks Energy Transfer still makes sense at a 6% yield and would like to buy on a downturn, though that downturn never seems to come.
MED
10:00
Aug 06
Aug 06
ET just went ex-dividend ($0.34/year) and reportedly "blew earnings out big-time." Strong earnings combined with dividend appeal provide a catalyst for upward momentum over the next month. Go long on ET following its strong earnings report, targeting a move toward $25. Energy sector volatility and potential macro headwinds from the Strait of Hormuz situation.
LOW
18:46
Aug 04
Aug 04
AI data centers boost gas pipeline demand.
Watch WMB, KMI, ET as Gulf Coast/Southeast gas pipeline operators positioned to serve high-load-factor AI data center demand via firm transportation and laterals. Positive read-through, but not an author position.
MED
18:06
Aug 04
Aug 04
Watch gas-infrastructure names on customer-backed CCGT build.
Watch gas infrastructure KMI/ET/WMB as beneficiaries of NRG's customer-backed CCGT build; long-term contracted gas transport demand, but project pipeline attribution is not confirmed.
MED
13:00
Aug 04
Aug 04
The Permian's ability to increase natural gas production is contingent on pipeline takeaway and LNG demand, positioning midstream companies to be key enablers. — This underscores the importance of LNG offtake agreements and export capacity for sustaining US gas production growth, highlighting the strategic role of LNG developers.
HIGH
21:16
Aug 02
Aug 02
Author holds TYG and PDX from a past crash but expresses no current directional view.
Author holds TYG and PDX from a past crash but expresses no current directional view, mentioning MLPs only as context.
LOW
13:30
Jul 31
Jul 31
Permian gas takeaway capacity coming online should remove the gas-oil ratio constraint, meaning more associated gas and NGL volumes will flow even as operators keep optimizing for oil. — Permian-focused gas/NGL midstream companies should see accelerating throughput as pipeline constraints clear.
MED
18:08
Jul 29
Jul 29
Shell and Phillips 66 are considering selling their stakes in the Explorer Pipeline.
Shell and Phillips 66 are considering selling their stakes in the Explorer Pipeline, which could be valued at roughly $3.5 billion, with Energy Transfer and MPLX potentially joining the effort.
22:46
Jul 28
Jul 28
Watch natural gas infrastructure tickers as beneficiaries of Bloom-driven onsite generation.
Watch natural gas infrastructure tickers as beneficiaries of Bloom-driven onsite generation demand; positive multi-year fundamental shift. No ownership stated.
MED
16:30
Jul 22
Jul 22
KMI's GCX expansion in the Permian filled up immediately upon startup, indicating tight egress capacity and sustained demand for Permian takeaway. — Tight Permian egress benefits all midstream operators with exposure to the basin; any new capacity is quickly absorbed, supporting pricing power for competitors.
MED
18:21
Jul 20
Jul 20
Buy ET as pipeline incumbents benefit from durable datacenter demand despite anecdotal.
Buy ET as pipeline incumbents benefit from durable datacenter demand despite anecdotal cancellation fears and ongoing pipeline resistance.
MED
14:00
Jul 14
Jul 14
Natural gas equities benefit from data centers.
Natural gas equities will benefit enormously from the relocation of data centers to areas with trapped, cheap gas that lacks pipeline capacity. Over the next 5 years, moving data centers to these gas-rich regions makes natural gas an incredible play. The FCG ETF and Energy Transfer (ET) are the ways to play this.
HIGH
14:18
Jun 24
Jun 24
Seeking Alpha highlights a shift from AI software to physical infrastructure.
Seeking Alpha highlights a shift from AI software to physical infrastructure, noting data center power demand benefits energy and midstream firms as critical gatekeepers.
21:04
Jun 15
Jun 15
Buy ET and EPD for income and growth
For a low-income investor seeking higher yield than CDs, Cramer recommends building a position in Energy Transfer Partners (7% yield) and Enterprise Product Partners (5.9% yield), for a combined ~6.5% yield with some growth and a possibility of nice income. There is a plastic shortage that benefits Enterprise.
HIGH
23:53
Jun 02
Jun 02
Energy Transfer cheap with good dividend.
Energy Transfer is a terrific situation: inexpensive and offers a good dividend.
LOW
14:00
May 21
May 21
Energy underowned, expect massive rally.
Energy is massively underowned at only 3% of the S&P 500, up 35% year-to-date, and will likely rip like gold and silver did last year as investors scramble to catch up. He owns a full spectrum from producers (Chevron, Exxon, Matador) to midstream/pipelines (Enterprise Products, Energy Transfer) to rigs (Transocean, Noble Drilling) and services (Schlumberger, National Energy Services Reunited). The thesis is supported by strong cash flows, dividends, and years of required maintenance work.
HIGH
14:00
May 06
May 06
EOG is reallocating capital from its Dorado gas asset to oil-weighted plays to offset the negative impact of high L48 storage, which could signify a larger industry trend of near-term gas output discipline despite LNG demand growth. — This suggests a short-term cap on US gas supply growth, which could tighten the market sooner than expected but is being driven by capital constraints rather than demand weakness.
MED
15:46
Apr 29
Apr 29
Long KMI/WMB/ET/OKE/EQT as natural gas infrastructure benefits from increased demand for firm.
Long KMI/WMB/ET/OKE/EQT as natural gas infrastructure benefits from increased demand for firm fuel supply to fuel-cell-powered AI data centers.
HIGH
18:05
Apr 28
Apr 28
Long natural gas midstream and producers as data centers drive incremental baseload demand.
Long natural gas midstream and producers as data centers drive incremental baseload demand for gas, benefiting firms with deliverability into high-growth regions.
HIGH
13:36
Apr 08
Apr 08
Long ET as its valuation discount to peer EPD is expected to close.
Long ET as its valuation discount to peer EPD is expected to close, implying relative outperformance.
MED
09:10
Apr 08
Apr 08
The author is bullish on Energy Transfer LP, implying it remains a highly profitable.
The author is bullish on Energy Transfer LP, implying it remains a highly profitable and attractive investment opportunity.
MED
04:23
Mar 31
Mar 31
US midstream/pipeline beneficiary of structural energy advantage and infrastructure need.
HIGH
23:40
Mar 28
Mar 28
Buy EQT, ET, and MPLX as LNG-exposed plays; author endorses these as solid LNG thematic.
Buy EQT, ET, and MPLX as LNG-exposed plays; author endorses these as solid LNG thematic variants without specifying a near-term catalyst beyond sector exposure.
MED
18:24
Mar 19
Mar 19
Bullish call on Energy Transfer (ET), flagged as going up alongside other energy names.
LOW
17:30
Mar 15
Mar 15
Energy Transfer is positioned as a relatively safe.
Energy Transfer is positioned as a relatively safe, low-volatility investment to gain exposure to the energy sector amidst broader market chaos.
MED
14:09
Mar 15
Mar 15
Asian countries are "looking east to The United States... President Trump, has been advocating, strongly for a new, liquid LNG, facility, a pipeline that would run alongside the Trans Alaska pipeline... to deliver that crude oil to to Asia, to Japan." Middle East instability is forcing Indo-Pacific nations to secure reliable energy from the US. Midstream companies and LNG exporters will see increased long-term contracting and federal support for infrastructure expansion (especially West Coast/Alaska routing) to meet this massive Asian demand. LONG. Geopolitical shifts are creating a permanent demand increase for US energy exports, backed by a federal push to build the necessary export infrastructure. Aggressive US tariff policies could trigger retaliatory trade measures, complicating bilateral energy deals with Asian nations.
19:56
Mar 13
Mar 13
Added more spot to his $ET position today; remains hedged. Confirms an active, growing long.
MED
23:53
Mar 12
Mar 12
"That is the kind of stock that you want to own in this environment. You're going to make money. It got a great yield." In a macro environment dominated by soaring oil prices and geopolitical instability in the Middle East, domestic energy infrastructure and midstream operators become highly valuable, defensive cash-flow generators. Long ET to capture high dividend yields and benefit from domestic energy reliance. A sudden, peaceful resolution to the Middle East conflict could cause a rapid collapse in energy prices, dragging down the entire sector.
02:25
Mar 02
Mar 02
Unusual after-hours dark pool activity on ET.
Notes highly unusual after-hours dark pool activity with a $3M premium paid on ET.
LOW
19:53
Feb 24
Feb 24
ET favored via Trump political donation catalyst
Buy ET as a top pick within the energy re-rating thesis; speaker highlights $10M+ Trump political donations as a specific catalyst for regulatory/policy favoritism beyond the broader data center energy tailwind.
MED
About ET Analyst Coverage
Buzzberg tracks ET (Energy Transfer LP) across 13 sources. 19 bullish vs 0 bearish calls from 23 analysts. Sentiment: predominantly bullish (45%). 42 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Jim Cramer, r/wallstreetbets community, TheValueist.