$ET

Energy Transfer LP

Insider trades
5
4
2
$250K
Perry James Richard
0%
See all $ET insider activity →
Med

Energy Transfer Just Raised Its 2026 Guidance. Is the Stock Still a Buy?

Energy Transfer (ET) reported Q2 2026 results on Aug. 4 and raised full-year 2026 guidance by $500 million, with adjusted EBITDA now forecast at $18.8 billion to $19.1 billion. It said Q2 distributable cash flow rose 32% to $2.59 billion and raised its distribution to $0.34 per unit. Shares rose over 2% near $21.11.

How Strong Q2 2026 Results At Energy Transfer (ET) Have Changed Its Investment Story

Simply Wall St reports Energy Transfer (ET) posted Q2 2026 sales of $34.33B and net income of $2.09B, with basic EPS from continuing operations of $0.59, higher than a year earlier. For 1H 2026, sales were $62.11B and net income $3.34B. The article links results to the company’s investment and distribution outlook, citing a Q2 distribution of $0.34/unit and 2029 revenue/earnings projections.

Project Jupiter: Gas Pipeline Delay Threatens Oracle's $165 Billion New Mexico AI Data Center

Oracle’s $165 billion Project Jupiter AI data center in New Mexico faces a power-fuel schedule risk after Transwestern Pipeline, an Energy Transfer subsidiary, pushed its Green Chile natural gas pipeline in-service date from Aug. 15, 2026 to Feb. 1, 2027, per a regulatory filing. The delay could affect Oracle’s up to 2.5 GW fuel-cell power plan.

ET sentiment & insider activity

Over the past 7 days, alphai's AI scored 11 news stories mentioning ET (Energy Transfer LP). Coverage has skewed bullish: 5 bullish, 4 neutral, and 2 bearish.

Recent ET coverage spans financial news, market movers and sector analysis.

In the last 30 days, ET insiders filed 1 SEC Form 4 transaction — 1 purchase ($250K) and no sales. The most active reporter was Perry James Richard with 1 filing.

What's driving ET

  • Guidance hike and stronger cash generation support near-term valuation and distribution confidence, but natural gas price risk remains a key swing factor.

    fool.com · Aug 16, 2026

  • Stronger-than-year-ago quarterly earnings and a higher distribution support the near-term cash-return narrative, but project execution and regulatory risk remain central.

    simplywall.st · Aug 16, 2026

  • The delay is a negative execution/regulatory optics item for ET’s pipeline project timeline, but the article frames it mainly as a downstream risk to Oracle.

    constructionreviewonline.com · Aug 15, 2026

  • The article is a bullish sell-side reiteration with a specific new target ($25), which can support near-term sentiment but is not a fundamental catalyst by itself.

    theglobeandmail.com · Aug 15, 2026

  • ET faces a project-timing setback for its Green Chile pipeline, but the market may view it as manageable given existing demand agreements.

    oilprice.com · Aug 14, 2026

alphai scores every news story that mentions ET with an AI model for sentiment and relevance, and aggregates insider trades from Energy Transfer LP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ET

Score
$ETMed

Energy Transfer Just Raised Its 2026 Guidance. Is the Stock Still a Buy?

Energy Transfer (ET) reported Q2 2026 results on Aug. 4 and raised full-year 2026 guidance by $500 million, with adjusted EBITDA now forecast at $18.8 billion to $19.1 billion. It said Q2 distributable cash flow rose 32% to $2.59 billion and raised its distribution to $0.34 per unit. Shares rose over 2% near $21.11.

$ETLow

How Strong Q2 2026 Results At Energy Transfer (ET) Have Changed Its Investment Story

Simply Wall St reports Energy Transfer (ET) posted Q2 2026 sales of $34.33B and net income of $2.09B, with basic EPS from continuing operations of $0.59, higher than a year earlier. For 1H 2026, sales were $62.11B and net income $3.34B. The article links results to the company’s investment and distribution outlook, citing a Q2 distribution of $0.34/unit and 2029 revenue/earnings projections.

Project Jupiter: Gas Pipeline Delay Threatens Oracle's $165 Billion New Mexico AI Data Center

Oracle’s $165 billion Project Jupiter AI data center in New Mexico faces a power-fuel schedule risk after Transwestern Pipeline, an Energy Transfer subsidiary, pushed its Green Chile natural gas pipeline in-service date from Aug. 15, 2026 to Feb. 1, 2027, per a regulatory filing. The delay could affect Oracle’s up to 2.5 GW fuel-cell power plan.

Truist Financial Remains a Buy on Energy Transfer (ET)

Truist analyst Gabriel Daoud kept Energy Transfer (ET) at a Buy rating and set a $25.00 price target. TipRanks cites an analyst consensus of Strong Buy with a $24.73 average target. Energy Transfer reported $34.33B quarterly revenue and $2.09B net profit for the quarter ended June 30, up from $19.24B revenue and $1.1B net profit a year earlier. A director bought 12,359 shares for about $249,899.

$ETMed

Russia holds half of Ethiopian's $90mn blocked funds

Ethiopian Airlines said it has $90 million in ticket revenue awaiting repatriation, including $45 million blocked in Russia due to post-Ukraine sanctions limiting Russian banks’ SWIFT access, according to CCO Lemma Yadecha. The airline still flies daily to Russia and pays local costs with rubles but cannot remit net earnings. Ethiopian Airlines also confirmed CEO Mesfin Tasew’s term extension, per ch-aviation.

$EPDLow

2Q26 MLP/Midstream Dividends: MLPs Drive Growth

A VettaFi report on 2Q26 midstream dividends says 95.6% of the Alerian Midstream Energy Index (AMNA) constituents by weight increased dividends year over year. Sequential growth was driven mainly by MLPs, with no AMNA constituent cutting its regular dividend since July 2021. Examples include EPD (+1.8% to $0.56/unit) and GEL (+11.1% to $0.20). Yields as of Aug 7: AMZ 6.4%, AMZI 6.7%, AMNA 4.4%.

$NATRLow

Monday’s insider buys and sells: Major stake changes revealed

Investing.com reported notable insider transactions disclosed Aug. 10, 2026. Nature’s Sunshine (NATR) saw a director/10% owner buy about $2.3M. Energy Transfer (ET) and Gulfport Energy (GPOR) had smaller buys, while Bankwell Financial (BWFG) saw director buying. Primo Brands (PRMB) and Arista Networks (ANET) had large insider sales; Innovex (INVX) sold in a secondary offering.

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