EXE
Q4 2026 EPS Estimate
$1.47
Oct 27, 2026 · Reports after close
Revenue Estimate
$2.98B
FY2026E EPS$9.16
FY2027E EPS$8.75

Analyst Sentiment

Wall St. Consensus
Buy
19 analysts·Moderate coverage
71
Score
15 Buy (79%)4 Hold (21%)0 Sell (0%)
Rating Breakdown
Strong Buy
15%
Buy
1474%
Hold
421%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$93.00
-2.5%
Consensus
$123.00
+29.0%
Bull
$141.00
+47.9%
12-Month Target Range19 analysts
$93.00$123.00$141.00
Current $95.36Consensus
Current Price
$95.36
Upside to Consensus
$27.64

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev-2.96%
EPS-4.44%
FY2028
Rev+4.55%
EPS+15.06%
FY2029
Rev+6.65%
EPS+2.99%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029EFY2030E
Revenue Avg$13.61B$13.21B$13.81B$14.72B$15.19B
Low$13.21B$12.75B$11.34B$13.60B$14.03B
High$13.98B$13.65B$17.42B$17.17B$17.71B
EBITDA Avg$7.65B$7.42B$7.76B$8.28B$8.54B
Low$7.43B$7.17B$6.38B$7.65B$7.89B
High$7.86B$7.67B$9.79B$9.65B$9.96B
EBIT Avg$4.52B$4.38B$4.58B$4.89B$5.04B
Low$4.39B$4.23B$3.76B$4.52B$4.66B
High$4.64B$4.53B$5.78B$5.70B$5.88B
Net Income Avg$2.13B$2.16B$2.38B$2.49B$3.32B
Low$1.92B$1.79B$1.33B$2.25B$2.99B
High$2.40B$2.49B$4.14B$3.03B$4.04B
EPS Avg$9.16$8.75$10.07$10.37$13.81
Low$7.99$7.43$5.55$9.35$12.44
High$9.97$10.38$17.22$12.61$16.79
Analysts (Rev / EPS)6 / 117 / 146 / 114 / 43 / 4
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$2.98B$3.34B$3.47B$3.06B$3.19B$3.52B$3.64B$3.22B
Low$2.73B$3.10B$3.27B$2.89B$3.01B$3.32B$3.43B$3.04B
High$3.14B$3.53B$3.61B$3.19B$3.33B$3.67B$3.79B$3.36B
EBITDA Avg$1.68B$1.88B$1.95B$1.72B$1.79B$1.98B$2.04B$1.81B
Low$1.53B$1.74B$1.84B$1.62B$1.69B$1.87B$1.93B$1.71B
High$1.77B$1.99B$2.03B$1.80B$1.87B$2.06B$2.13B$1.89B
EBIT Avg$991M$1.11B$1.15B$1.02B$1.06B$1.17B$1.21B$1.07B
Low$906M$1.03B$1.09B$959M$999M$1.10B$1.14B$1.01B
High$1.04B$1.17B$1.20B$1.06B$1.10B$1.22B$1.26B$1.12B
Net Income Avg$350M$562M$685M$388M$431M$630M$786M$507M
Low$202M$430M$634M$360M$399M$583M$728M$469M
High$438M$672M$722M$409M$455M$664M$829M$535M
EPS Avg$1.47$2.36$2.87$1.63$1.81$2.64$3.30$2.13
Low$0.85$1.80$2.66$1.51$1.67$2.45$3.05$1.97
High$1.84$2.82$3.03$1.72$1.91$2.79$3.48$2.24
Analysts (Rev / EPS)5 / 135 / 124 / 54 / 54 / 54 / 53 / 63 / 6

Earnings Surprises

Recent Analyst Actions

Aug 17, 2026Johnson Rice
Expand Energy downgraded to Accumulate from Buy at Johnson Rice
Target:$125.00
+33.5%from $93.63
Aug 17, 2026Barclays
Expand Energy price target lowered to $107 from $110 at Barclays
Target:$107.00
+12.9%from $94.78
Jul 30, 2026UBS
Expand Energy price target lowered to $124 from $127 at UBS
Target:$124.00
+35.9%from $91.24
Jul 29, 2026Roth Capital
Expand Energy price target raised to $93 from $92 at Roth Capital
Target:$93.00
-0.0%from $93.03
Jul 29, 2026Wolfe Research
Expand Energy price target raised to $114 from $110 at Wolfe Research
Target:$114.00
+24.0%from $91.95
Jul 10, 2026Truist Financial
Expand Energy price target lowered to $117 from $134 at Truist
Target:$117.00
+34.9%from $86.73
Jul 10, 2026UBS
Expand Energy price target lowered to $127 from $135 at UBS
Target:$127.00
+45.8%from $87.11
Jun 29, 2026Morgan Stanley
Expand Energy price target lowered to $131 from $139 at Morgan Stanley
Target:$131.00
+48.1%from $88.47
May 26, 2026Barclays
Expand Energy downgraded to Equal Weight from Overweight at Barclays
Target:$110.00
+12.3%from $97.94
May 22, 2026Morgan Stanley
Expand Energy price target lowered to $139 from $141 at Morgan Stanley
Target:$139.00
+43.2%from $97.08
Apr 9, 2026Truist Financial
Expand Energy price target lowered to $133 from $136 at Truist
Target:$133.00
+33.7%from $99.50
Mar 27, 2026Morgan Stanley
Expand Energy price target raised to $141 from $136 at Morgan Stanley
Target:$141.00
+24.2%from $113.50
Feb 23, 2026UBS
Expand Energy price target lowered to $135 from $150 at UBS
Target:$135.00
+27.3%from $106.04
Feb 23, 2026Wells Fargo
Expand Energy price target raised to $123 from $120 at Wells Fargo
Target:$123.00
+13.8%from $108.06
Feb 23, 2026Barclays
Expand Energy price target lowered to $125 from $126 at Barclays
Target:$125.00
+15.7%from $108.06
Feb 19, 2026Jefferies
Expand Energy price target lowered to $141 from $143 at Jefferies
Target:$141.00
+41.7%from $99.52
Feb 18, 2026Stephens
Expand Energy price target raised to $146 from $145 at Stephens
Target:$146.00
+42.1%from $102.75
Jan 28, 2026Piper Sandler
Expand Energy price target lowered to $137 from $138 at Piper Sandler
Target:$137.00
+25.9%from $108.82
Jan 21, 2026Barclays
Expand Energy price target lowered to $126 from $136 at Barclays
Target:$126.00
+14.7%from $109.85
Jan 20, 2026Stephens
Expand Energy price target lowered to $140 from $143 at Stephens
Target:$140.00
+40.2%from $99.88
Jan 8, 2026UBS
Expand Energy price target lowered to $150 from $154 at UBS
Target:$150.00
+42.0%from $105.61
Jan 8, 2026Jefferies
Expand Energy price target raised to $143 from $140 at Jefferies
Target:$143.00
+34.1%from $106.66
Jan 5, 2026Bernstein
Expand Energy price target lowered to $144 from $145 at Bernstein
Target:$144.00
+31.2%from $109.77
Dec 12, 2025UBS
Expand Energy price target raised to $154 from $132 at UBS
Target:$154.00
+35.3%from $113.82
Dec 12, 2025Mizuho Securities
Expand Energy price target raised to $142 from $136 at Mizuho
Target:$142.00
+24.2%from $114.31
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.