B+
Bull case
25%
Probability
Target price
$110.00
+26.8% vs current
OKE
ONEOKCNYSE / Energy
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment AIMost likely
B
Base case
55%
Probability
Target price
$82.00
-5.4% vs current
B-
Bear case
20%
Probability
Target price
$72.00
-17.0% vs current
AI sentiment snapshot
Latest data as of 2026-01-24
Recent news sentiment (30D)
+27.1
Positive
Company
-
Unavailable
Macro
+27.1
Positive
Pulse
+35.0
Positive
Sentiment proxy
+49.1
Score
AI commentary
Market tone is cautiously constructive: dividend increase and forthcoming Q4 release keep attention on yield and guidance [#ONEOK-PR-2026-01-21]. Recent analyst coverage shows a modest upside consensus with median targets near $82 and a wide high/low range, reflecting mixed views on commodity-driven volumes [#SERP-3]. Short-term news flow (earnings, payouts) should dominate sentiment into late Feb 2026 [#GLOBE-2026-01-20].
RankAlpha Sentiment AI - 2026-01-24
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-02-13catalystQuarterly dividend payable (declared)Medium impact
ONEOK declared a $1.07 quarterly dividend (payable 2026-02-13; record 2026-02-02); declared payouts are high-probability, modest near-term price effect but important to income investors and yield story [#ONEOK-PR-2026-01-21].
2026-02-23eventQ4 & year-end 2025 earnings release and callMedium impact
ONEOK will release Q4 and year-end 2025 results on 2026-02-23 after market, with a conference call 2026-02-24; results and guidance (volumes, fee-based EBITDA, capex guidance) can move the stock materially on surprise beats/misses [#GLOBE-2026-01-20].
2026-04-24catalystRegulatory / outage / throughput disruption riskHigh impact
Operational incidents, state/federal rulings or lower-than-expected contracted volumes can trigger outsized downside; these are lower-probability but high-impact events for a midstream operator.
Recommendation
N/A
No formal recommendation provided.
As of 2026-01-24 • Updated nightlySource: Internal modelMethodology