Energy Transfer: 20% EBITDA Growth With Pipeline Backlog For The AI Buildout

Energy Transfer delivered a robust Q1 2026, with 20% YoY Adjusted EBITDA growth and a revenue beat, yet remains undervalued. ET increased its 2026 EBITDA guidance by $750 million at the midpoint, reflecting strong demand and a diversified, irreplicable asset footprint. Distribution yield stands at 6.98%, supported by 18 consecutive quarterly increases and a growing backlog of fully contracted, fee-based projects.

Seeking Alpha • 10 hours ago

Energy Transfer: A Deep Dive Into Debt Leverage And Return On Capital

Energy Transfer LP common units continue to offer a solid income investment with a secure 6.75% distribution and potential for 3–5% annual growth. In this article, we get granular: how to determine Energy Transfer's debt leverage ratio and CROIC (cash return on capital employed) like a pro. Due to ET's capital structure and accounting requirements, it's important to look deeper than the earnings report headline numbers.

Seeking Alpha • an hour ago

Energy Transfer LP (ET) Is a Trending Stock: Facts to Know Before Betting on It

Energy Transfer LP (ET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zacks Investment Research • May 12, 2026

Energy Transfer: Growth Tailwinds Are Surprisingly Underpriced

Energy Transfer (ET) has resolved its prior underperformance versus XLE peers, with upgraded EBITDA guidance and a constructive growth capital outlook. ET's Q1 results highlight broad-based volume expansion, notably 19% growth in NGL and refined product exports, supporting a stable, capacity-driven investment thesis. Management maintains its focus on achieving 3–5% annualized distribution growth, underpinned by structural demand from data centers and power distribution, with adjusted EBITDA expected to exceed $19.2B by FY28.

Seeking Alpha • May 12, 2026

9-11% Monthly Dividends For Retirement Income: One To Buy And One To Sell

High monthly dividend yields are very attractive to investors who live off of passive income from dividend investments. However, not all of these investments are created equal, especially in the covered call arena. I compare GPIQ and QYLD to demonstrate this point.

Seeking Alpha • May 11, 2026

Energy Transfer Continues to Boost Its 6.7%-Yielding Dividend

Energy Transfer has raised dividends quarterly for a number of years. That comes after slashing the payout by 50%.

The Motley Fool • May 9, 2026

Energy Transfer: Strong Quarter And Stronger Outlook For The Year

Energy Transfer delivered strong Q1 results, beating revenue, EBITDA, and distributable cash flow estimates with broad-based operational strength. ET raised full-year adjusted EBITDA guidance to $18.2–18.6 billion and increased its growth capital budget, reflecting confidence in ongoing project execution. Operational records were set across NGL, refined products, crude oil, and midstream volumes, underpinned by 90% fee-based EBITDA and diversified business mix.

Seeking Alpha • May 8, 2026

Energy Transfer Q1 Earnings: Positioned For AI Power Boom

Energy Transfer LP remains a buy following strong Q1 results and raised 2026 EBITDA guidance. ET's Q1 distributable cash flow grew 17% YoY, with a 2.3x distribution coverage and robust segment performance. Management is capitalizing on surging data center demand, securing long-term contracts and positioning ET as a key natural gas provider.

Seeking Alpha • May 7, 2026

Energy Transfer: AI Needs Terawatts, Not Just Chips

This article analyzes the key developments in Q1 2026, which underscore the importance of ET's "moat" in times of instability. In particular, there has been a noticeable decline in margins, which is a result of the risks I have analyzed. At the same time, I assess ET's prospects and focus on exports and AI, using new EIA forecasts.

Seeking Alpha • May 7, 2026

Tech and Semiconductors Lead As Order Flows Expand Across Sectors

It is important to distinguish between capital inflows and short-term price performance, as flow activity and directional momentum do not always align.

Benzinga • May 7, 2026