EXE Expand Energy Corp. - Ordinary Shares - New

$EXE Bernstein and JPM out with price target adjustments. Both well above current price.

$EXE this stock is getting done so dirty. Crushing results, with no payoff. Hoping this gets the gap-up it deserves.

$EXE yes, this is not how stock prices are supposed to react to results indicating higher than expected value. Go long on undervalued profitability. In the end, true value will break through and be realized.

$EXE Numbers look good. Unfortunately, we have to wait until tomorrow morning for the call.

$EXE Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.46 up 50.52% YoY • Reported revenue of $3.29B up 10.79% YoY • Expand Energy expects to complete and turn in line 205 to 235 gross wells using approximately 11 to 12 rigs in 2026 and plans approximately $3B in capital expenditures.

$EXE reports earnings today after the close. I’m bullish heading into the report: EXE has beaten EPS estimates in 7 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $1.29. What are you watching for?

$EXE I used Stock Meadow’s scoring model with the Value style to rank energy companies. EXE ranks number 9 in today’s results.

$EXE (Expand Energy, the largest US natural gas producer) will give incoming CEO Danny Brown, Chord Energy's CEO until this month, $15.65M of make-whole stock at target value, on top of a $1M salary and an $8.75M yearly target equity award. The make-whole is about 0.07% of its ~$21.62B market value at $93.41 (16:00 ET, Oct 16, 2026). It replaces pay he gives up at Chord, and $10.93M of it is PSUs that vest on total shareholder return goals through 2028-30. He starts Oct 26, ending an interim CEO run that began in February.

$EXE EXE is up about 4.22 percent today, near 92.56, and I couldn't find a company specific headline for the move. For context, Mizuho kept its Outperform rating on Expand Energy last week, trimming the price target to 138 from 145. That's a small cut, and the new target sits well above where the stock trades. Expand is the largest US natural gas producer, with about 92 percent of its production in gas, so the stock tends to follow gas prices. I can't confirm gas was the driver today, so I'd check the futures before assuming it. The stock is also still well below its December highs above 120, so this looks like a bounce inside a down year. Follow me if you want more on the gas producers.

$EXE is ranked #5 in energy balanced with a score of 75. I used Stock Meadow's scoring model to review the results.

$EXE long power deals for data centers sound locked in. seems like a 20 year contract is only as solid as the tenant behind it, and the tenants just went cash flow negative funding the build

$EXE Q3 adjusted EPS was 1.46 dollars, up from 0.97 a year ago, on adjusted net income of 338 million dollars, up 44%. GAAP net income was actually a touch lower, 519 million vs 547 million, because last year had a bigger unrealized derivative gain in it. Production was 7.54 Bcfe a day, 92% gas. Adjusted EBITDAX was 1.23 billion dollars. Marketing is stepping up after Twin Eagle closed in September. That segment did 150 million dollars of adjusted EBITDA in the first nine months, and the company expects 80 million in Q4 alone.

$EXE Follow-up: Does Expand Energy's ~$3B capex, above the old $2.95B top end, buy it any more gas? 🏢 Expand Energy, the largest US natural gas producer, is worth about $21.90B at $94.6 (16:00 ET Oct 27, 2026) and has filed Q3 results in CEO Danny Brown's first release, after an Oct 19, 2026 8-K set his Oct 26 start ⚠️ Its 2026 capital guide is now about $3B, above the $2.75B–$2.95B range in the July 28 Q2 release, while production guidance narrows to 7.45–7.55 from 7.4–7.6 Bcfe/d, which keeps the same ~7.5 midpoint 💰 On the other side, the company expects $80M of Q4 marketing EBITDA, against $35M in Q3, with Twin Eagle, bought for $1,395M net as net debt rose to $4,656M, and $1B of buyback room remains after $305M of Q3 repurchases 📅 Next: Earnings call at 9 a.m. EDT on October 28, 2026; the $0.575 dividend is paid December 3, 2026 Source: GlobeNewswire release, Oct 27 + SEC 8-K, Oct 19

$EXE it’s interesting that EXE brought the new CEO on board a day before earnings. Makes me wonder if they want to get him out as the new public face of the company and introduced to analysts pronto. The old CEO had been with Chesapeake since 2008