Apr. 26 at 10:13 AM
$ET Chat estimates:
ET Price Targets by Scenario
🟢 🚀 Scenario 1: CloudBurst FID Approved (Primary Catalyst)
📈 Short-term (0–4 weeks)
$22 –
$25
📈 Medium-term (2–6 months)
$25 –
$30
🧠 Why:
Converts a massive contract (~0.45 Bcf/day) from “maybe” → “real”
Confirms ET as a major AI/data-center energy supplier
Reduces biggest uncertainty → triggers multiple expansion
🔥 Upside kicker:
If tenant is a major hyperscaler (e.g., Oracle Corporation expansion or similar):
Upper range (
$27–30) becomes realistic quickly
🟡 📈 Scenario 2: Fermi HyperGrid Goes Live (No CloudBurst Yet)
📈 Short-term
$21 –
$23
📈 Medium-term
$23 –
$25
🧠 Why:
Confirms ET can execute data-center supply
Adds real volumes (but smaller than CloudBurst)
Builds confidence, but doesn’t fully unlock valuation