EXEEnergy · Oil & Gas E&PThe 29 Wall Street analysts covering Expand Energy Corp. hold a median 12-month price target of $122 — +34.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 31 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Expand Energy Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (96): The business earns solid, repeatable profits on what it owns.
Momentum (19): The shares have been drifting down relative to others.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on EXE, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +34.7% from it.
Of the 20 most recent actions, 3 moved their price target up and 8 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | Morgan Stanley | Maintains | Overweight | $129 → $124 |
| 15 Oct 2026 | UBS | Maintains | Buy | $122 → $120 |
| 6 Oct 2026 | Mizuho | Maintains | Outperform | $145 → $138 |
| 6 Oct 2026 | Mizuho | Maintains | Outperform | — |
| 5 Oct 2026 | Bernstein | Maintains | Outperform | — |
| 5 Oct 2026 | Bernstein | Maintains | Outperform | $160 → $127 |
| 5 Oct 2026 | Raymond James | Maintains | Strong Buy | — |
| 5 Oct 2026 | Raymond James | Maintains | Strong Buy | $147 → $141 |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | $121 → $120 |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | — |
| 2 Oct 2026 | Jefferies | Maintains | Buy | — |
| 2 Oct 2026 | Jefferies | Maintains | Buy | $143 → $136 |
| 2 Oct 2026 | UBS | Maintains | Buy | $129 → $122 |
| 2 Oct 2026 | UBS | Maintains | Buy | — |
| 14 Sept 2026 | UBS | Maintains | Buy | — |
| 14 Sept 2026 | UBS | Maintains | Buy | $124 → $129 |
| 9 Sept 2026 | Raymond James | Maintains | Strong Buy | $145 → $147 |
| 9 Sept 2026 | Raymond James | Maintains | Strong Buy | — |
| 26 Aug 2026 | Goldman Sachs | Maintains | Buy | — |
| 26 Aug 2026 | Goldman Sachs | Maintains | Buy | $99 → $113 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
EXE appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Expand Energy Corp. returned −7.8% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 62% of US stocks
Cheaper than 57% of US stocks
Cheaper than 68% of US stocks
Cheaper than 55% of US stocks
Higher than 57% of US stocks
Higher than 31% of US stocks
Higher than 29% of US stocks
Higher than 82% of US stocks
Higher than 83% of US stocks
Higher than 73% of US stocks
Higher than 88% of US stocks
Higher than 83% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Expand Energy Corp. has a market value of $21.0B and an enterprise value of $25.5B.
Revenue in the twelve months to 30 June 2026: $13.7B. The latest quarter grew 11.6% year on year.
Net income over the same four quarters: $2.8B, a 20.4% net margin.
Diluted earnings per share, trailing twelve months: $11.58.
Free cash flow in the twelve months to 30 June 2026: $2.5B, after $3.0B of capital spending.
Expand Energy Corp. spent $581.0M on share buybacks and $765.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 7.8×; forward P/E: 10.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.54%, paying out 20% of earnings.
Expand Energy Corp. employs 1,600 people — $8.5M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Expand Energy Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
A Seeking Alpha article rates Expand Energy a strong buy and sets a DCF-based $140 price target, citing its hedging program and the appointment of CEO Danny Brown as responses to risks and management concerns.
Why it matters — The article highlights hedging coverage and a leadership change as factors it believes could affect EXE's cash flow and risk profile.
Expand Energy's Q3 earnings exceeded estimates, supported by higher production and stronger liquids prices. Twin Eagle boosted marketing, while free cash flow declined.
Why it matters — EXE watchers may note the earnings beat and its production and pricing drivers alongside the decline in free cash flow.
Expand Energy’s Q3 2026 production slightly exceeded expectations, and the company maintained its full-year production guidance midpoint. It cited weaker natural gas prices while noting its hedging position and anticipated increased marketing and commercial income after integrating Twin Eagle.
Why it matters — EXE watchers may note the combination of weaker gas prices and hedges and expected marketing income that could partially offset them.
Expand Energy is using gas marketing, hedges and flexible drilling to manage weak gas prices, and has set a $500 million marketing EBITDA target for 2028.
Why it matters — EXE watchers may track how the company’s marketing strategy and hedges factor into its response to gas-price weakness.
On its Q3 earnings call, Expand Energy said its newly acquired Twin Eagle marketing platform is expected to support margins and cash-flow resilience amid weaker natural-gas prices. The company also cited anticipated demand growth linked to LNG, data centers, industrial projects and electrification.
Why it matters — EXE watchers may note the company’s stated expectation that Twin Eagle could help offset a weaker gas-price environment as it prepares for demand growth.
The 29 Wall Street analysts covering Expand Energy Corp. have a median 12-month price target of $122, with estimates ranging from $92 to $156. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 29 analysts covering Expand Energy Corp., 24 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Expand Energy Corp. 68 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Expand Energy Corp. ranks 68 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (96 of 100).
No one can know that. What the data says: the median 12-month target from 29 analysts implies +34.7% from the last close, and Ticker Nerd's factor model ranks Expand Energy Corp. 68 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Expand Energy Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for EXE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $92 to $156 over the next 12 months.
Expand Energy Corp. returned -7.8% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Expand Energy Corp is an independent natural gas production company focused on acquiring, exploring, and developing oil, natural gas, and natural gas liquids assets in the United States. The company’s operations are centered on major shale basins, including the Marcellus, Utica, Haynesville, and Bossier formations, which are among the country’s most important sources of natural gas supply.
The most recent item we track (Seeking Alpha, 1 Nov 2026): "Expand Energy: Addressing Common Push-Back And Raising Targets". A Seeking Alpha article rates Expand Energy a strong buy and sets a DCF-based $140 price target, citing its hedging program and the appointment of CEO Danny Brown as responses to risks and management concerns.
Expand Energy Corp is an independent natural gas production company focused on acquiring, exploring, and developing oil, natural gas, and natural gas liquids assets in the United States. The company’s operations are centered on major shale basins, including the Marcellus, Utica, Haynesville, and Bossier formations, which are among the country’s most important sources of natural gas supply. Its business serves the upstream energy market, where exploration and production companies play a central role in bringing hydrocarbons from the ground to processing and distribution systems. Expand Energy Corp also participates in the broader energy value chain through its portfolio of producing properties and development acreage. Headquartered in Oklahoma City, Oklahoma, Expand Energy Corp is one of the largest independent natural gas producers in the U.S. and is positioned as a significant supplier to domestic energy markets.
CEO Mr. Michael A. Wichterich · 1,600 employees · United States · https://www.expandenergy.com
