KMI

The article compares Energy Transfer and Kinder Morgan as natural gas pipeline stocks, noting that one may benefit more from AI’s high electricity demand. It highlights which company could see greater upside from the AI power boom.

Kinder Morgan reported record-setting Q3 results and a surge in its project backlog. Driven by growing US demand for natural gas, KMI added $5.4 bln in new project approvals in the quarter.

Kinder Morgan’s Q3 results show revenue and EPS figures, and the piece suggests looking at how these numbers stack up against Wall Street estimates and last year’s performance. It offers a snapshot of the company’s quarterly financial health.

Citigroup’s analyst keeps a Neutral stance on Kinder Morgan and lifts the price target from $34 to $35, indicating a modest upgrade in expectations.

Kinder Morgan reported a 9.2% rise in Q3 revenue and 21% EPS growth, while investing $4.7 billion in new pipelines for the Southeast and data centers. The article points out that the capital spend may outweigh the earnings beat.

Both Energy Transfer and Kinder Morgan raised 2026 outlooks and delivered similar returns this year, but one could trigger a tax bill in an IRA that reduces retirement savings. The piece advises retirees to consider this tax risk.

Jefferies maintains a Hold rating on Kinder Morgan and raises the price target from $33 to $37, signaling a slight improvement in the firm’s valuation outlook.

The article asks whether Kinder Morgan has the qualities to be a top pick for momentum investors, suggesting an evaluation of its recent performance and potential for continued gains.