$ET

Five midstream energy companies—EPD, ET, MPLX, WMB, and KMI—highlighted for raising dividends despite market cycles. EPD yields 5.87%, ET 6.56%, MPLX 7.32%, WMB 2.88%, and KMI 3.76%. All have multiyear contracts insulating payouts from oil price swings, with U.S. LNG export capacity expected to reach 27.7 Bcf/d by 2030. Each company's financials and growth prospects are detailed, including record cash flows and planned expansions.

Oracle Corp. shares fell 4% after reports it issued a force majeure notice for its $165B AI data center in New Mexico, citing power supply delays. The project, powered by Bloom Energy, faces regulatory hurdles and a delayed natural gas pipeline. Analysts note Oracle's tighter cash position may amplify infrastructure risks. Blue Owl Capital and Bloom Energy shares also declined.

Energy Transfer (ET) and Kinder Morgan (KMI) are highlighted as high-yield dividend stocks. ET reported Q2 2026 revenue of $34.3B, up 78% YoY, with a 6.32% dividend yield. KMI reported Q2 revenue of $4.48B, up 10% YoY, with a 3.77% dividend yield. Both companies benefit from long-term contracts and energy demand.

Energy Transfer (ET) reported Q2 2026 adjusted EBITDA of $5.1B, up from $3.9B a year earlier, and raised full-year guidance to $18.8B-$19.1B. Free cash flow doubled, covering dividends more than twice. Return on Capital rose to 11.29%, and Net Debt to EBITDA fell to 3.33x. Management cautioned that commodity volatility aided results and may not repeat. Growth projects, like the Hugh Brinson Pipeline, are driving demand, particularly from data centers.

Energy Transfer (ET) and Williams Companies (WMB) are major U.S. midstream natural gas firms. Both benefit from AI-driven demand, but Williams has more exposure. ET has a 6.5% yield, while WMB trades at 14x EBITDA.

Jim Cramer recommended buying Energy Transfer LP (ET) despite its upcoming stock exchange relocation. The company reported strong Q2 earnings and raised its full-year EBITDA guidance. ET operates extensive pipelines with fee-based cash flows, but carries significant debt and capital expenditures. Hedge fund ownership and short interest are noted.

Stifel analysts highlight US midstream energy stocks, citing financial discipline and growing power demand. Energy Transfer (ET) reported strong Q2 2026 results with $5.1B adjusted EBITDA. Plains All American Pipeline (PAA) surpassed estimates with $0.41 EPS and $17.69B revenue. Western Midstream and Enterprise Products are also noted for their growth prospects.

Canadian analysts updated ratings and price targets for various companies. Enbridge (ENB) and TC Energy (TRP) received upgrades, while Evertz Technologies (ET) saw multiple target reductions. Notable changes include BCE (BCE) upgraded to BUY, Canfor (CFP) raised to STRONG BUY, and West Fraser (WFG) target increased. Several new coverages were initiated, including for Calian Group (CGY) and Skeena Resources (SKE).

Energy Transfer (ET) reported strong Q2 2025 results with adjusted EBITDA up 31% YOY to $5.1B. The company raised its 2026 EBITDA outlook to $18.8B-$19.1B and aims for 3-5% annual dividend growth. It benefits from rising natural gas demand and long-term contracts, offering a 6.3% yield.

Energy Transfer LP (ET) rose 30% in 2026 due to high natural gas demand and new pipeline opportunities. Stifel resumed coverage with a 'Buy' rating and $25 price target, citing undervaluation and growth prospects. ET benefits from rising US natural gas demand, Permian Basin opportunities, and NGL exports. The company plans $5.6B-$5.9B in 2026 capital expenditures but faces risks from high spending and potential AI demand slowdown.