EXE

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Expand Energy (NasdaqGS:EXE) reported quarterly revenue and earnings results that exceeded analyst expectations. Management highlighted rising global demand for natural gas during the earnings update. The company underscored its expanded role in the sector following a recent merger and rebranding. For investors tracking the natural gas space, Expand Energy now sits at the intersection of a larger corporate footprint and a fuel that remains central to global energy supply. The recent merger and rebranding give the company a broader platform, while the latest earnings report underscores how its operations align with current demand patterns for natural gas. Management’s focus on global gas demand and the company’s position after the merger frames how NasdaqGS:EXE might respond as the sector evolves. The following sections break down what this quarter reveals about the business mix, the balance of risks, and how the new corporate structure could influence future decision making. Stay updated on the most important news stories for Expand Energy by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Expand Energy. 📰 Beyond the headline: 2 risks and 4 things going right for Expand Energy that every investor should see. For Expand Energy, this quarter is less about a single earnings beat and more about whether the post merger business model is starting to work at scale. Revenue of US$4.53b, which was 41% higher year on year and ahead of analyst expectations by 48.2%, points to a company that is extracting more value from its asset base while natural gas demand stays in focus. Management’s commentary on power demand and LNG growth suggests the portfolio is being aligned to export linked and power generation markets where scale and reliability matter, putting EXE alongside peers such as EQT, EOG Resources and Devon Energy in competing for long term contracts. The strong revenue and earnings beat supports the existing narrative around merger synergies and operational efficiencies, indicating that cost and productivity gains may already be feeding through to results. Management’s emphasis on global gas demand could challenge parts of the narrative that highlight long run demand and stranded asset risks, s...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Expand Energy (EXE) has been in focus after reporting a quarter in which revenue and earnings significantly exceeded analyst expectations, while management highlighted rising global natural gas demand and potential growth in liquefied natural gas (LNG) projects. See our latest analysis for Expand Energy. Despite the strong quarterly beat and attention on LNG growth, Expand Energy’s share price has been under pressure, with the stock down 20.17% year to date and the 1-year total shareholder return declining 16.5%, while the 5-year total shareholder return of 109.03% points to a much stronger longer term record. This suggests that recent momentum has faded even as investors reassess the company’s risk and growth profile. If this earnings-driven volatility has you looking wider across the energy space, it could be a useful moment to scan other opportunities through the Simply Wall St screener for 90 nuclear energy infrastructure stocks Bulls see Expand Energy’s pullback and strong quarter as a mispricing, while bears see it as a warning that expectations ran too far ahead. Which side does the current valuation evidence lean toward next? Based on the most followed narrative, Expand Energy’s fair value of $127.40 sits well above the last close at $87.63, which puts the recent share price weakness in a very different light. Read the complete narrative. Curious what sits underneath that fair value for Expand Energy? The narrative leans heavily on efficiency gains, margin resilience and a re rating of future earnings. The exact mix of revenue paths, margin assumptions and valuation multiple expectations might surprise you. Result: Fair Value of $127.40 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the bullish case for Expand Energy still has clear pressure points, including potential long term decarbonization policies and the risk of higher costs in mature shale basins. Find out about the key risks to this Expand Energy narrative. With both risks and rewards in play for Expand Energy, this is a moment to act quickly and test the narrative against your own judgment by reviewing the 4 key rewards and 2 important warning signs. If the story ar...

SPRING, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- Expand Energy Corporation (NASDAQ: EXE) announced today that it will release its 2026 second quarter operational and financial results after market close on July 28, 2026. A conference call to discuss the results has been scheduled for July 29, 2026 at 9:00 a.m. EDT. Participants can view the live webcast here. Participants who would like to ask a question, can register here, and will receive the dial-in info and a unique PIN to join the call. Links to the conference call will be provided on Expand Energy’s website. A replay will be available on the website following the call. About Expand EnergyExpand Energy Corporation (NASDAQ: EXE) is North America’s largest natural gas producer, powered by dedicated and innovative employees focused on expanding the value of natural gas by connecting global scale to growing markets. Expand Energy’s returns-driven strategy strives to create sustainable value for its stakeholders by leveraging its advantaged portfolio, financial strength and operational excellence. Expand Energy is committed to expanding America’s energy reach to fuel a more affordable, reliable, lower carbon future.

Looking back on infrastructure stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Expand Energy (NASDAQ:EXE) and its peers. Energy infrastructure companies build, own, and operate assets including pipelines, storage facilities, and processing plants that transport and handle oil, natural gas, and related products. These businesses often generate fee-based revenues providing cash flow stability. Tailwinds include growing production volumes requiring expanded takeaway capacity and export infrastructure demand. Long-term contracts with creditworthy counterparties reduce commodity price exposure. Headwinds include permitting and regulatory challenges delaying new projects, environmental opposition to pipeline construction, and potential long-term demand decline from energy transition. High capital intensity and interest rate sensitivity affecting financing costs present additional considerations. The 8 infrastructure stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 14.9%. While some infrastructure stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.7% since the latest earnings results. Rebranded from Chesapeake Energy in 2024 after emerging from bankruptcy, Expand Energy (NASDAQ:EXE) produces natural gas, oil, and natural gas liquids from underground shale formations in Louisiana, Pennsylvania, Ohio, and West Virginia. Expand Energy reported revenues of $4.53 billion, up 41% year on year. This print exceeded analysts’ expectations by 48.2%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts’ EBITDA and EPS estimates. “The world critically needs natural gas supply to meet rapidly rising power demand, growing industrial activity, and global LNG expansion to address a global reset in energy security,” said Mike Wichterich, Interim President and Chief Executive Officer of Expand Energy. Expand Energy scored the biggest analyst estimate beat among its peers. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 9.7% since reporting and currently trades...

Texas-based Expand Energy Corporation (EXE) is the largest independent natural gas producer in the United States, focused on the exploration, development, and production of natural gas, oil, and natural gas liquids (NGLs). Valued at $23.8 billion by market cap, the company operates a high-quality portfolio of shale assets, with a strong presence in major U.S. gas basins such as the Haynesville and Marcellus, positioning it as a leveraged participant in North American natural gas markets. The independent natural gas production company is expected to announce its fiscal second-quarter earnings soon. Ahead of the event, analysts expect EXE to report a profit of $1.10 per share on a diluted basis, flat from the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. Dear Google Stock Fans, Mark Your Calendars for July 13 Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy. Netflix Stock is at New Lows, But Its FCF Is Strong - Is NFLX Too Cheap? Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For FY2026, analysts expect EXE to report EPS of $8.40, up 37.7% from $6.10 in fiscal 2025. EXE shares have decreased 17.5% over the past year, notably underperforming the S&P 500 Index’s ($SPX) 20.1% gains and the Energy Select Sector SPDR Fund’s (XLE) 27.3% rise over the same time frame. On June 30, Expand Energy shares climbed 4.6% after natural gas prices surged to a 20-week high, improving revenue expectations for producers. The stock also benefited from favorable analyst ratings citing its attractive valuation and strong free cash flow potential, and recent insider purchases by the CEO and CFO further boosted investor confidence. Analysts’ consensus opinion on EXE stock is bullish, with a “Strong Buy” rating overall. Out of 26 analysts covering the stock, 18 advise a “Strong Buy” rating, two suggest a “Moderate Buy,” and six give a “Hold.” EXE’s average analyst price target is $127.67, indicating an ambitious potential upside of 46.6% from the current levels. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. T...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Expand Energy (NasdaqGS:EXE) signed a 20-year LNG Sales and Purchase Agreement with Delfin FLNG Vessel 1, expanding its contracted liquefied natural gas volumes. The company also reported strong first quarter earnings, supported by solid production and favorable commodity pricing. These developments have arrived while the stock closed at $92.98 and has declined 15.3% year to date. For investors tracking NasdaqGS:EXE, the combination of a long-term LNG contract and strong first quarter earnings provides additional context for a share price of $92.98 that is down 15.3% year to date and 17.4% over the past year. Even with that pullback, the stock remains up 27.2% over three years and 115.8% over five years, which illustrates how different time frames can tell different stories. The new 20-year LNG agreement with Delfin FLNG Vessel 1 and the recent earnings strength may shape how you think about the company’s cash flow visibility and capital allocation. The overall impact will depend on pricing terms, project execution, and broader LNG demand. These updates offer additional information to weigh against the recent share price performance and your own expectations for the LNG sector and commodity markets. Stay updated on the most important news stories for Expand Energy by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Expand Energy. 4 things going right for Expand Energy that this headline doesn't cover. The Delfin LNG agreement gives Expand Energy contracted volumes for 20 years, which can help support long-term sales visibility in a market where natural gas pricing can move around. For an independent producer competing with larger players such as EQT, Cheniere Energy, or Williams, tying production to a floating LNG facility potentially broadens access to international buyers without owning export terminals outright. Combined with first quarter 2026 adjusted earnings per share of $3.83, supported by strong production and higher natural gas prices, the contract helps frame how current operations connect to future offtake. That said, analyst estimates have moved lower since the earnings release and the stock has lagged the S&P 500,...

A month has gone by since the last earnings report for Expand Energy (EXE). Shares have lost about 8.3% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Expand Energy due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Expand Energy Corporation before we dive into how investors and analysts have reacted as of late. Expand Energy reported first-quarter 2026 adjusted earnings per share of $3.83, beating the Zacks Consensus Estimate of $3.69. The company’s bottom line increased from the year-ago adjusted profit of $2.02, fueled by strong production and higher natural gas price realization. Expand Energy’s ‘natural gas, oil and NGL’ revenues of $3.3 billion surpassed the Zacks Consensus Estimate of $3.1 billion. The top line was also higher than the year-ago figure of $2.3 billion. During the first quarter of 2026, Expand Energy signed a 20-year Sales and Purchase Agreement (SPA) with Delfin FLNG Vessel 1 for about 1.15 million tons of LNG offtake per year, extending the company’s market reach to growing global demand centers. The company reported the average first-quarter daily production (comprising 93% natural gas) of 7,436 million cubic feet of gas equivalent (MMcfe/day), increasing 9.5% from the year-ago level of 6,788 MMcfe/day. The daily production levels surpassed the Zacks Consensus Estimate of 7,431 MMcfe/day. Natural gas volume for the period came in at 6,914 MMcfe/day, up 10.6% year over year. The consensus mark called for 6,864 MMcf/day of natural gas. EXE’s oil production was 15 thousand barrels per day (MBbl/d), while NGL output totaled 72 MBbl/d.The average sales price for natural gas during the first quarter was $4.92 per Mcf, up 37.4% from the prior-year realization of $3.58 per Mcf, and it was also above the consensus mark of $4.75. The average realized oil price was $64.37 per barrel compared with the consensus mark of $62. Meanwhile, the average realized NGL price was $25.49 per barrel, above the Zacks Consensus Estimate of$25.36. Total operating expenses in the quarter rose to $2.9 billion from the year-ago quarter’s $2.5 billion. This was mainly due to an increase in gathering, processing and transportation, exploration a...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Expand Energy (EXE) recently posted Q1 earnings and revenue above expectations with solid free cash flow. However, options trading turned sharply cautious, with heavy put activity and a high put/call ratio pointing to elevated perceived risk. See our latest analysis for Expand Energy. The share price has climbed 2.5% over the last day and 4.6% across the past week, yet is still down 8.1% year to date, with a 1 year total shareholder return that declined 9.4% despite a much stronger 3 and 5 year total shareholder return. If this kind of mixed sentiment around strong cash generators interests you, it may be worth looking at energy peers through the Simply Wall St screener for 88 nuclear energy infrastructure stocks With the stock trading at $100.89 and an analyst price target of $132.12, along with a value score of 6 and an indicated intrinsic discount of about 57%, the key question is whether this reflects a genuine mispricing or if the market is already accounting for future growth. At a last close of $100.89 versus a narrative fair value of about $132.73, the market price and the most followed view of Expand Energy are not aligned. This puts the spotlight on the operational story sitting behind that gap. Read the complete narrative. Want to see what kind of revenue path and margin profile are baked into that fair value? The narrative leans on shrinking top line, fatter margins and a higher future earnings multiple. The full set of assumptions is where the story really gets interesting. Result: Fair Value of $132.73 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the narrative could be knocked off course if long term decarbonization policies curb gas demand or if mature basin productivity fades and squeezes margins. Find out about the key risks to this Expand Energy narrative. With sentiment clearly split between risk and opportunity, it makes sense to move quickly, test the assumptions against your own view, and weigh the 4 key rewards and 2 important warning signs. If you are serious about sharpening your watchlist, do not stop at a single stock. Let a few focused shortlists help guide you toward better decisions. Target income potential by scanning companies with...

Expand Energy Corporation EXE reported first-quarter 2026 adjusted earnings per share of $3.83, beating the Zacks Consensus Estimate of $3.69. The company’s bottom line increased from the year-ago adjusted profit of $2.02, fueled by strong production and higher natural gas price realization. Expand Energy’s ‘natural gas, oil and NGL’ revenues of $3.3 billion surpassed the Zacks Consensus Estimate of $3.1 billion. The top line was also higher than the year-ago figure of $2.3 billion. Expand Energy Corporation price-consensus-eps-surprise-chart | Expand Energy Corporation Quote During the first quarter of 2026, Expand Energy signed a 20-year Sales and Purchase Agreement (SPA) with Delfin FLNG Vessel 1 for about 1.15 million tons of LNG offtake per year, extending the company’s market reach to growing global demand centers. The company reported the average first-quarter daily production (comprising 93% natural gas) of 7,436 million cubic feet of gas equivalent (MMcfe/day), increasing 9.5% from the year-ago level of 6,788 MMcfe/day. The daily production levels surpassed the Zacks Consensus Estimate of 7,431 MMcfe/day. Natural gas volume for the period came in at 6,914 MMcfe/day, up 10.6% year over year. The consensus mark called for 6,864 MMcf/day of natural gas. EXE’s oil production was 15 thousand barrels per day (MBbl/d), while NGL output totaled 72 MBbl/d. The average sales price for natural gas during the first quarter was $4.92 per Mcf, up 37.4% from the prior-year realization of $3.58 per Mcf, and it was also above the consensus mark of $4.75. The average realized oil price was $64.37 per barrel compared with the consensus mark of $62. Meanwhile, the average realized NGL price was $25.49 per barrel, above the Zacks Consensus Estimate of$25.36. Total operating expenses in the quarter rose to $2.9 billion from the year-ago quarter’s $2.5 billion. This was mainly due to an increase in gathering, processing and transportation, exploration and marketing expenses. The company’s gathering, processing and transportation, exploration and marketing costs of $690 million, $14 million and $1.1 billion during the first quarter of 2026 rose from the year-ago levels of $563 million, $7 million and $919 million, respectively. In the first quarter, the company plans to pay its quarterly base dividend of 57.5 cents per share on June 04, 2026, to its shareholders of record...

OKLAHOMA CITY (AP) — OKLAHOMA CITY (AP) — Expand Energy Corporation (EXE) on Tuesday reported first-quarter profit of $1.16 billion. The Oklahoma City-based company said it had profit of $4.81 per share. Earnings, adjusted for non-recurring gains, came to $3.83 per share. The results surpassed Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for earnings of $3.69 per share. The oil and gas company posted revenue of $4.4 billion in the period. Its adjusted revenue was $3.32 billion, also beating Street forecasts. Four analysts surveyed by Zacks expected $3.1 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on EXE at https://www.zacks.com/ap/EXE

$1.7 billion of free cash flow in Q1 was used to reduce gross debt by $1.3 billion and return more than $290 million to shareholders, with management saying the company has hit its deleveraging objective and can shift toward increased buybacks while maintaining an investment‑grade balance sheet. Management targets about a $0.20 per share margin uplift (roughly $500 million of repeatable annual free cash flow) from a mix of facilitating new demand and premium‑market/volatility strategies, highlighted by a new 1.15 mtpa SPA with Delfin LNG, ~0.5 Bcf/d of added term sales, and nearly $90 million captured from volatility in Q1. Operationally, Appalachia maintained ~98% uptime through Winter Storm Fern and full‑year production and capital guidance remain unchanged; the Western Haynesville appraisal shows early encouraging results with the first well online and a second spud, while execution on 3‑mile laterals and cost control remain priorities. Interested in Expand Energy Corporation? Here are five stocks we like better. Exelixis Reports Solid Earnings—Are New Highs Back on the Table? Expand Energy (NASDAQ:EXE) executives highlighted strong free cash flow generation, ongoing debt reduction, and a growing emphasis on marketing and commercial initiatives during the company’s 2026 first-quarter earnings call. Interim President and CEO Mike Wichterich said the company is pursuing margin improvements through a mix of premium-market access, volatility capture, and new-demand facilitation—efforts he tied to what he described as accelerating structural natural gas demand drivers. Wichterich said Expand generated $1.7 billion of free cash flow in the first quarter, inclusive of working capital inflows. He said the company used those cash flows to reduce gross debt by $1.3 billion and returned more than $290 million to shareholders through base dividends and buybacks. → Homebuilder Earnings: D.R. Horton Sticks Out as Pulte & NVR Sales Tank Oil’s Outlook Looks Ugly—That’s Why These 3 Energy Plays Matter New CFO Marcel Teunissen, who joined the company recently, described maintaining an investment-grade balance sheet as central to Expand’s strategy. He said the company made “incredible progress” on leverage after the first quarter and suggested the allocation mix could shift as the year continues. Having achieved the company’s debt-reduction objective laid out at the start o...

Expand Energy (EXE) reported Q1 adjusted earnings late Tuesday of $3.83 per diluted share, up from $