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Expand Energy’s Strategic Growth and Resilience Justifies Buy Rating Amid Optimistic Natural Gas Outlook

Expand Energy’s Strategic Growth and Resilience Justifies Buy Rating Amid Optimistic Natural Gas Outlook

Mizuho Securities analyst David Bellinger has reiterated their bullish stance on EXE stock, giving a Buy rating on June 14.

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David Bellinger has given his Buy rating due to a combination of factors that highlight Expand Energy’s strategic positioning and growth potential. The company is optimistic about the future of natural gas prices and has structured its operations to withstand potential market downturns, particularly in 2028-29 when a global LNG oversupply might occur. This resilience is complemented by their Enhanced Capital Return Framework and plans to increase production capacity by adding rigs in the second half of 2025, which is expected to boost volumes in 2026.
Additionally, Expand Energy has secured long-term sales contracts with LNG and Datacenter customers, providing a stable revenue stream. Bellinger maintains an Outperform rating with a price target of $141 per share, viewing EXE as a strong contender in the U.S. natural gas sector. These strategic initiatives and market positioning make EXE an attractive investment opportunity, justifying the Buy rating.

In another report released on June 14, Jefferies also maintained a Buy rating on the stock with a $135.00 price target.

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