WallStSmart
EXE

Expand Energy Corporation

NASDAQ: EXE · ENERGY · OIL & GAS E&P

$100.99
+4.16% today

Updated 2026-04-29

Market cap
$24.16B
P/E ratio
7.51
P/S ratio
1.87x
EPS (TTM)
$13.44
Dividend yield
3.29%
52W range
$90 – $126
Volume
4.0M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Expand Energy Corporation (EXE) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$100.99
Consensus
$133.13
+31.82%
2030 Target
$758.40
+650.97%
DCF
$114.72
+9.84% MoS
18 analysts:
8 Buy3 Hold1 Sell

Management guidance

No specific revenue targets disclosed in available materials. Company reported FY2025 revenue of $12.12B (186% YoY growth) and issued 2026 outlook showing continued growth trajectory. CEO leadership transition occurred Feb 2026 (Nick Dell'Osso departed, Michael Wichterich interim, Marcel Teunissen appointed CFO Apr 2026) with relocation to Houston headquarters.

Sources: Management guidance, analyst consensus, sector analysismedium confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,267.46
$15.2B Rev × 20x P/S
Base case (2030)
$758.40
$15.2B Rev × 12x P/S
Bear case (2030)
$509.06
$15.2B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2030 (E)
Revenue$7.8B$4.2B$11.6B$12.4B$12.6B$13.2B$15.2B
Revenue growth—-45.7%176.0%2.3%1.6%4.8%7.8%
EPS$4.91$1.28$7.24$8.75$9.45$10.20$12.30
P/S ratio———12.0x12.0x12.0x12.0x
Implied price———$623.34$633.73$654.51$758.40

Catalysts & risks

Growth catalysts
+ LNG export demand acceleration (Golden Pass LNG nearing completion, infrastructure-driven pricing floor emerging)
+ Natural gas price stabilization around $3.00-$3.15/MMBtu supporting production economics
+ Strategic partnerships (Evolution Well Services electric frac technology integration)
+ Leadership stability post-transition (new CFO appointed, Houston HQ relocation completed)
+ Historical 5Y revenue CAGR of 17.5% suggests sustained production growth
Key risks
- Extreme historical volatility in revenue ($260M in 2021 to $23.13B in 2014 shows cyclicality; -29.57% decline 2024, +186% recovery 2025)
- Commodity price exposure (natural gas and oil price volatility directly impacts realization)
- Leadership turnover may create execution uncertainty post-transition
- Analyst consensus appears modest vs. historical growth (1.5% 2027 growth consensus seems conservative)
- Regulatory/geopolitical risks to LNG exports and natural gas pricing

Methodology

Expand Energy Corporation's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 18 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.