ET Energy Transfer LP Loading... : Bullish and Bearish Analyst Opinions
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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, 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
15:46
Apr 29
Apr 29
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 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, implying relative outperformance.
MED
09:10
Apr 08
Apr 08
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 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, 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 $ET position today; remains hedged. Confirms an active, growing long.
MED
23:53
Mar 12
Mar 12
"That is the kind of stock that you want to own in this environment. You're going to make money. It got a great yield." In a macro environment dominated by soaring oil prices and geopolitical instability in the Middle East, domestic energy infrastructure and midstream operators become highly valuable, defensive cash-flow generators. Long ET to capture high dividend yields and benefit from domestic energy reliance. A sudden, peaceful resolution to the Middle East conflict could cause a rapid collapse in energy prices, dragging down the entire sector.
14:30
Feb 21
Feb 21
The author implies a long position in Energy Transfer ($ET) is attractive for its income potential, framing its business model as a stable, fee-generating 'toll road'.
MED
18:15
Feb 18
Feb 18
The author recommends buying Energy Transfer immediately, viewing it as an attractive investment due to its high yield.
HIGH
18:15
Feb 17
Feb 17
The trade is long Energy Transfer as the company has officially raised its forward-looking EBITDA guidance, signaling strong management conviction in future earnings power.
MED
About ET Analyst Coverage
Buzzberg tracks ET (Energy Transfer LP) across 8 sources. 12 bullish vs 0 bearish calls from 10 analysts. Sentiment: predominantly bullish (63%). 19 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Lawrence McDonald, SeekingAlpha, Jim Cramer.