Energy Transfer (ET) Expands Pipeline Power with New Deals

16 hours ago 2

Neha Gupta

Tue, February 3, 2026 astatine 6:55 AM CST 2 min read

Energy Transfer LP (NYSE:ET) is one of the champion inexpensive stocks to bargain for 2026. On January 21, Goldman Sachs accrued its terms people for Energy Transfer LP (NYSE:ET) to $19.00 from $18.50 and kept a Neutral standing connected the stock. The steadfast attributed the accommodation chiefly to the upcoming USAC/J-W Power acquisition successful the archetypal 4th of 2026. The different cardinal origin is insignificant tweaks to assumptions astir re-contracting successful earthy state liquids (NGLs) and crude lipid segments, which led to a astir 1% emergence successful longer-term estimates.

Energy Transfer (ET) Expands Pipeline Power with New Deals

For Q4 2025, Goldman Sachs lowered its EBITDA forecast to $4.16 billion, down 1% from its anterior estimate. The steadfast cited impacts from reduced commodity prices and weather-related slowdowns successful NGL exports. This fig is 2% beneath the wide statement of $4.23 billion. And for the afloat twelvemonth 2025, Goldman Sachs projected EBITDA of $15.96 billion, matching the company’s earlier denotation that results would autumn conscionable abbreviated of its guided scope of $16.1 cardinal to $16.5 billion. For 2026, the steadfast estimated EBITDA astatine $17.58 billion, oregon an adjusted $17.37 cardinal erstwhile excluding J-W Power and Hugh Brinson items arsenic per management’s approach. Again, this projection aligns intimately with Energy Transfer’s caller guidance of $17.3 cardinal to $17.7 billion.

The slope said it expects contributions from the PKI acquisition by Susser Holdings Corporation, Waha dispersed capture, and underlying state measurement growth. Nevertheless, it noted that these affirmative effects are apt to beryllium partially offset by little Midstream borderline successful the 4th quarter.

Energy Transfer LP (NYSE:ET) is simply a midstream vigor institution that owns and operates 1 of the largest portfolios of earthy gas, crude oil, and NGL pipelines successful the United States. Its assets see interstate and intrastate earthy state pipelines, retention facilities, fractionation plants, and crude lipid terminals.

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