EQT Corporation (NYSE:EQT) is one of the best large-cap value stocks to buy in 2026. On January 18, Jefferies analyst Lloyd Byrne raised the firm’s price target on EQT Corporation to $71 from $68 and kept a Buy rating on the shares as part of the firm’s broader Q4 2025 earnings preview. The firm now expects its Q4 EBITA to reach the upper end of its previous guidance. However, on January 16, BofA reduced its price target on EQT Corporation to $74 from $84, with a Buy rating. Although natural gas sentimen ...

Core Viewpoint - EQT Corporation is set to release its fourth quarter and year-end 2025 financial and operating results on February 17, 2026, followed by a conference call on February 18, 2026, at 10:00 a.m. ET to discuss the results and other relevant matters [1]. Company Overview - EQT Corporation is a leading vertically integrated American natural gas company, primarily focused on production and midstream operations in the Appalachian Basin [3]. - The company is committed to responsibly developing its world-class asset base and aims to be the operator of choice for its stakeholders [3]. - EQT emphasizes operational efficiency, technology, and sustainability in its operations, striving to produce environmentally responsible, reliable, and low-cost energy [3]. - The company has a strong commitment to the safety of its employees, contractors, and communities, as well as to reducing its overall environmental footprint [3]. - Core values of trust, teamwork, heart, and evolution are central to EQT's operations and interactions [3].

Core Insights - Severe winter weather in the U.S. is expected to increase demand for heating resources, positively impacting stocks of companies in the natural gas and emergency equipment sectors [3][5] - Generac (GNRC) shares have risen over 10% this week due to concerns about potential power outages from harsh winter conditions [1] - Natural gas and energy sector ETFs, such as the U.S. Natural Gas Fund (UNG) and ProShares Ultra Bloomberg Natural Gas (BOIL), have seen significant gains of 34% and 70% respectively since the beginning of the week [1] Company and Industry Summary - Other natural gas and oil producers, including EQT Corp. (EQT), Expand Energy (EXE), and ExxonMobil (XOM), have also experienced stock price increases, although there was a slight pullback on Thursday afternoon [2] - The anticipated cold weather is expected to bring windchill temperatures as low as negative 50 degrees Fahrenheit and significant snowfall across various regions, further driving demand for heating resources [3][5] - Commodity prices for natural gas have surged both in the U.S. and internationally, with similar cold fronts expected to impact Europe and China, although the effects on consumer heating costs may take time to materialize [4]

Core Insights - The artificial intelligence (AI) boom is significantly increasing electricity demand, especially from data centers [1] Industry Impact - Data centers are experiencing a surge in electricity consumption due to the growing reliance on AI technologies [1]

We recently published 10 Big Names Leaving Wall Street Behind; 7 Are Hitting Record Highs. EQT Corporation (NYSE:EQT) was one of the worst performers on Wednesday. EQT Corporation extended its winning streak to a third straight day on Wednesday, jumping by as much as 7 percent to $55.14 at intra-day trading as investors took path from an investment firm’s “buy” recommendation ahead of its earnings results. At market close, the stock trimmed gains to finish the day just up by 6.51 percent at $54.83 apiece ...

Core Viewpoint - The upcoming cold wave in the U.S. is expected to significantly increase natural gas demand and prices, with futures rising over 50% in two days, potentially marking the largest weekly increase in over 30 years [1][2]. Group 1: Natural Gas Price Surge - Natural gas futures for February delivery closed at $4.875 per million British thermal units (MMBtu), marking a 25% increase and the highest settlement price since December 8 [1]. - The price has surged 57% this week, with trading volumes reaching record levels at the Chicago Mercantile Exchange [1][2]. - The extreme weather is anticipated to lead to record withdrawals from storage, with forecasts indicating that U.S. natural gas inventories will drop below the five-year average by the end of March [6]. Group 2: Impact on Producers and Consumers - Rising natural gas prices are a boon for U.S. producers, particularly those without financial hedges on their planned production [2]. - Major natural gas producers like Expand Energy and EQT saw stock price increases of 6.6% and 7.1%, respectively, in line with the broader market [5]. - The increase in natural gas prices may lead to a rise in coal consumption as power producers shift to coal to manage fuel costs, with forecasts predicting a 4% decline in natural gas generation and a 13% increase in coal generation by 2025 [5]. Group 3: Weather and Supply Chain Concerns - The cold wave is expected to affect over 150 million people across more than 20 states, with significant snowfall predicted in key natural gas production areas like the Appalachian region [6]. - Texas, a major natural gas production hub, faces risks of supply disruptions due to its infrastructure's vulnerability to cold weather [7]. - The price of natural gas at the Henry Hub surged to over $11 per MMBtu, up from around $4, indicating extreme volatility in the market [7]. Group 4: Global Energy Market Reactions - Cold weather is causing energy prices to spike globally, with Japan and Europe experiencing significant increases in electricity and natural gas prices, respectively [8][9]. - European natural gas prices have risen over 40% this year, reflecting heightened concerns over supply stability amid declining fuel inventories [9].

Group 1 - The Swedish buyout group anticipates that the size of Coller's business will double within four years [1]

Core Insights - U.S. natural gas prices have surged significantly due to an Arctic cold front, with futures contracts based on Henry Hub rising 29% on Wednesday and approximately 60% for the week, marking the largest two-day gain on record [2][3][8] Group 1: Market Impact - Almost half of American households rely on natural gas for heating, leading to increased demand as sub-freezing temperatures are expected to persist [3] - The National Weather Service forecasts lower-than-average temperatures across the eastern U.S. for the next 6-10 days, contributing to heightened demand for natural gas [5][8] - Natural gas prices have also risen over 40% in Europe and the U.K. this month, with a cold spell in China affecting global liquefied natural gas (LNG) prices [5] Group 2: Consumer Effects - While heating expenses for U.S. consumers may increase in the short term due to higher demand, it typically takes months for these price changes to reflect in retail prices [6][8] - Retail prices are influenced not only by weather but also by demand for natural gas in electricity generation [7] Group 3: Company Performance - Shares of natural gas producers have seen significant gains, with EQT Corp. increasing by about 8.5% and Expand Energy rising nearly 10% over the past two days [7] - The U.S. Natural Gas Fund ETF (UNG) has surged 32% this week, closing at a six-week high [7]

Core Viewpoint - Frigid weather across the U.S. is leading to a significant increase in natural gas prices, which may remain elevated for several days [1] Industry Impact - The extreme cold is causing a surge in demand for natural gas, resulting in prices skyrocketing [1] - The sustained high prices could impact heating costs for consumers and operational costs for businesses reliant on natural gas [1]

Market Overview - After a sharp sell-off on Tuesday due to fears of potential U.S. tariffs on Europe, Wall Street attempted a cautious rebound on Wednesday [1] - The Dow Jones Industrial Average rose about 0.6%, outperforming both the S&P 500 and the Nasdaq 100, as investors remained defensive amid geopolitical uncertainty [3] Sector Performance - The oil and gas sector significantly outperformed the broader market, with U.S. natural gas futures at the Henry Hub facility jumping nearly 24%, marking the largest two-day percentage gain on record [4] - Shares of EQT Corp climbed 6%, while Antero Resources Corporation advanced 5% due to weather-related concerns [5] - Crude oil prices remained stable, with WTI settling flat at $60 a barrel [5] Earnings Reports - Netflix Inc. fell more than 4% despite beating quarterly estimates, as its first-quarter 2026 guidance disappointed investors [6] - United Airlines Holdings Inc. rose 2% after exceeding expectations [6] - Johnson & Johnson and Charles Schwab Corporation traded flat after largely meeting forecasts, while Truist Financial Corporation gained 2.8% on upbeat guidance [7] Commodity and Crypto Markets - Gold prices extended their record-breaking run, pushing above $4,850 an ounce, climbing more than 10% year to date [7] - Bitcoin fell for a seventh straight session, dropping toward $88,000, marking its worst losing streak since May 2023 [8] Major Indices Performance - The Dow Jones closed at 48,777.55, up 0.6% [9] - The S&P 500 closed at 6,831.24, up 0.5% [9] - The Nasdaq 100 closed at 25,091.90, up 0.4% [9] Top Gainers and Losers - Lucid Group, Inc. was the top gainer, rising 14.51% [11] - Moderna, Inc. and Intel Corporation also saw significant gains of 11.18% and 8.66% respectively [11] - AST SpaceMobile, Inc. was the top loser, falling 11.42% [12]