Energy Transfer: Buy Now Before It Signs More Deals With Data Centers
Portfolio Pulse from
Energy Transfer (ET) missed Q4 FY24 EBITDA expectations but is seeing growth in volumes and expansion capex spending. A deal with CloudBurst Data Centers could boost EBITDA by 4.24%, and ET is exploring similar opportunities. The stock trades at a discount to peers, with rising EBITDA expectations and bullish technicals.

February 17, 2025 | 4:30 am
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Energy Transfer missed Q4 FY24 EBITDA expectations but is positioned for growth with increasing volumes and expansion capex. A deal with CloudBurst Data Centers could boost EBITDA by 4.24%, and ET is exploring more such opportunities. The stock trades at a discount to peers, with bullish technicals.
Despite missing EBITDA expectations, ET is seeing growth in volumes and expansion capex, which are likely to drive future performance. The deal with CloudBurst Data Centers and potential similar deals could significantly boost EBITDA. Trading at a discount to peers and with bullish technicals, ET is likely to see positive short-term price movement.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100