ONEOK INC /NEW/
No SEC Form 4 filings for $OKE in the last 30 days.
See all $OKE insider activity →ONEOK (OKE) shares rose about 9.9% after the company reported Q2 2026 revenue of $12.049B and net income of $966M, raised 2026 net income guidance to a $3.60B midpoint, and filed for a $1.00B at-the-market equity offering. ONEOK also agreed to supply a 1-GW gas-fired power plant for AI data centers.
ONEOK (OKE) said it signed an agreement to supply a 1-gigawatt gas-fired power plant for data center demand, with $100 million capital cost and COO Sheridan Swords citing a “very nice return.” ONEOK reported Q2 net income up 13% and raised its full-year net income forecast to $3.6 billion (midpoint).
ONEOK (OKE) shares have outperformed the S&P 500 over the past year and in 2026. After Aug. 4 Q2 2026 results, revenue was $12.1B and adjusted EPS $1.53, both above estimates. Full-year earnings guidance is $5.68. Analysts rate OKE a “Moderate Buy” with a mean target $96.09; Barclays cut its Hold target to $88.
Over the past 7 days, alphai's AI scored 4 news stories mentioning OKE (ONEOK INC /NEW/). Coverage has skewed bullish: 4 bullish, 0 neutral, and 0 bearish.
Recent OKE coverage spans earnings, market movers and financial news.
Guidance uplift plus a large AI-linked power contract likely improves near-term demand visibility for gas-linked midstream cash flows.
The deal supports incremental, higher-return growth tied to AI data center power buildouts, but scale is framed as small versus OKE’s broader capex.
The article frames OKE as fundamentally supported by an earnings beat and modestly constructive sell-side positioning, with a recent analyst price-target trim.
Bullish revenue estimate upgrades may support near-term sentiment, but unchanged EPS and price target suggest limited incremental valuation impact.
New data-center-linked supply contracting supports OKE’s fee-based cash-flow stability thesis.
alphai scores every news story that mentions OKE with an AI model for sentiment and relevance, and aggregates insider trades from ONEOK INC /NEW/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
ONEOK (OKE) shares rose about 9.9% after the company reported Q2 2026 revenue of $12.049B and net income of $966M, raised 2026 net income guidance to a $3.60B midpoint, and filed for a $1.00B at-the-market equity offering. ONEOK also agreed to supply a 1-GW gas-fired power plant for AI data centers.
6 min readONEOK (OKE) said it signed an agreement to supply a 1-gigawatt gas-fired power plant for data center demand, with $100 million capital cost and COO Sheridan Swords citing a “very nice return.” ONEOK reported Q2 net income up 13% and raised its full-year net income forecast to $3.6 billion (midpoint).
5 min readONEOK (OKE) shares have outperformed the S&P 500 over the past year and in 2026. After Aug. 4 Q2 2026 results, revenue was $12.1B and adjusted EPS $1.53, both above estimates. Full-year earnings guidance is $5.68. Analysts rate OKE a “Moderate Buy” with a mean target $96.09; Barclays cut its Hold target to $88.
4 min readAnalysts covering ONEOK, Inc. (OKE) upgraded 2026 revenue forecasts. Consensus revenue is now about $42B, up from $38B, with 2026 EPS expected at $5.80, roughly flat versus $5.74. The price target was reconfirmed at $96.38. The stock rose about 6% over the past week to $92.47.
3 min readThe article says AI data centers need steady power and highlights NextEra Energy (NEE) and Oneok (OKE) as dividend-paying energy plays. It cites NEE’s $178B market value, a proposed $67B all-stock merger with Dominion Energy, and a 10% dividend increase. It also notes OKE’s 60,000-mile pipeline network, 13% EPS CAGR, and about 4.8% dividend yield.
6 min readONEOK reported a Q2 2026 earnings call in which management raised 2026 guidance for a second time, citing record NGL throughput and strong refined products demand. Net income guidance was increased to a $3.6 billion midpoint and adjusted EBITDA to $8.35 billion. Cash tax benefits were raised to $2.6 billion, and capex guidance was reiterated at $2.7 billion to $3.2 billion.
7 min readONEOK Inc. (OKE) reported 2026 results in an SEC 10-Q, with revenue of $12.05B, net income of $967M, and diluted EPS of $1.53. The company attributed revenue growth to higher NGL, refined products, and natural gas volumes, plus optimization and marketing activity. It also cited ongoing multi-year capital projects and about 90% fee-based earnings.
1 min readSimply Wall St reports ONEOK (OKE) raised its 2026 guidance, targeting net income of $3.41b to $3.79b and diluted EPS with a midpoint near $5.68. The stock trades around $88.24, up 18.7% year to date. The article cites a fair value estimate of about $95.48 and notes risks including commodity spread volatility and higher acquisition-related debt.
4 min readONEOK Inc. (OKE) reported Q2 2026 net income of $965M (+13% YoY) and adjusted EBITDA of $2.12B (+7%). On its earnings call, the company raised 2026 guidance for the second time, lifting adjusted EBITDA by $250M to $8.35B and net income to $3.6B. Drivers cited included record NGL throughput, Permian volumes up 15%, and higher refined products and LPG export contracting.
4 min readONEOK said it expects 2026 EPS to have a midpoint of $5.68, matching a FactSet consensus estimate of $5.68, according to the report. The article also notes ONEOK boosted its 2026 outlook as higher NGL volumes supported quarterly profit.
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