Quick Read – Energy Transfer (ET) trades around $20 with a 6.55% yield, adjusted EBITDA (up 20% year-over-year), and quarterly distributions climbing, backed by fee-based contracts averaging 18-year terms across huge contracted capacity. – AI-driven data center expansion is…
eating direct tailwinds for Energy Transfer’s fee stream, with long-term agreements to supply three Oracle data centers and upsized Desert Southwest expansion capacity. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Energy Transfer wasn’t one of them. Get them here FREE
With inflation still pinching household budgets and energy bottlenecks creating real chokepoints across the U.S. grid, the businesses that physically move molecules from wellhead to power plant have rarely looked more strategic. Pipelines act as literal toll booths in this environment, collecting fees on volumes locked into long-term contracts and insulated from day-to-day commodity price swings. For retail investors hunting income without paying nosebleed valuations, a sub-$30 share price on a top-tier midstream operator is the kind of setup worth a hard second look.
With that in mind, here is one stock trading well under $30 that analysts believe still has meaningful upside, backed by a fortress income stream and a growth backlog tied directly to AI-driven natural gas demand. Energy Transfer (NYSE: ET) Energy Transfer (NYSE:ET) is one of the largest midstream energy infrastructure partnerships in North America, operating roughly 130,000 miles of pipelines carrying natural gas, NGLs, crude oil, and refined products under a fee-based business model. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Energy Transfer wasn’t one of them.