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ET

Energy Transfer LP Unit

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 20.13 Energy - Oil & Gas MidstreamAWAIT ENTRY
ACTIONABLEMethodology gates passed
62

Position levels

Currenttoday
USD 20.13
Buy <=wait / entry
USD 18.17
Trim >=take some off
USD 21.50
Thesis breakThe thesis breaks if FERC materially reduces tariff indexing or tax allowances o...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case30%100 / 10030.0
Base case49%62 / 10030.4
Bear case21%10 / 1002.1
Weighted conviction62 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q2 2026 EPS beat of $0.59 vs $0.36 estimate with net income rising to $2.09 billion
  • 31% growth in adjusted EBITDA to $5.07 billion
  • Consensus analyst rating of Strong Buy with average price target of $23.45
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.