Expand Energy Corporation (EXE) earnings on July 28, 2026
More Expand Energy Corporation earnings
Prior outlook: Optimistic Outcome: Accurate
The stock rose nearly 5% after the company reported better-than-expected quarterly results and announced a major acquisition and share buyback plan.
EXE price around the earnings
92.46
Change: +4.5%
2026-07-29, 20:00 UTC
Start of the measured window
End of the measured window
87.56
89.39
91.21
93.04
88.52
July 28, 2026
July 29, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Accurate
- Thesis published
- Results released
Strong 75% earnings beat history with $1.25B acquisition catalyst and +40.4% analyst upside; recent PT cuts provide a reference level.
Context analyzed before publication
- Trend
- Trajectory improved from 25.7 to 77.2 over 7 days; the recent trend has been strong building into event.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.58
- Analysts covering the stock
- 25
- Average price target
- 124.12
- Lowest price target
- 92
- Highest price target
- 160
- Upside to price target
- 40.4%
- Revenue growth
- 41%
- Forward EPS
- 8.42
- Trailing EPS
- 13.44
- Analyst moves in the last 60 days
- 4
- Strong buy: 3
- Buy: 17
- Hold: 6
- Sell: 0
- Strong sell: 0
- Strong buy
- 3
- Buy
- 17
- Hold
- 6
- Sell
- 0
- Strong sell
- 0
- July 10, 2026 · UBS: Maintains rating (Buy → Buy)
- July 10, 2026 · Truist Securities: Maintains rating (Buy → Buy)
- July 9, 2026 · Citigroup: Maintains rating (Buy → Buy)
- June 29, 2026 · Morgan Stanley: Maintains rating (Overweight → Overweight)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (5)
- Expand Energy To Buy Twin Eagle For $1.25B, Adds Natural Gas Marketing Platform With Twin Eagle Deal (opens in a new tab) — Benzinga
- UBS Maintains Buy on Expand Energy, Lowers Price Target to $127 (opens in a new tab) — Benzinga
- Truist Securities Maintains Buy on Expand Energy, Lowers Price Target to $117 (opens in a new tab) — Benzinga
- Citigroup Maintains Buy on Expand Energy, Lowers Price Target to $115 (opens in a new tab) — Benzinga
- Morgan Stanley Maintains Overweight on Expand Energy, Lowers Price Target to $131 (opens in a new tab) — Benzinga
Technicals
Evidence
- Average true range (ATR)
- 2.6%
- Distance to 52-week high
- -27.2%
- 14-day change (14d)
- +3.8%
- 30-day change (31d)
- +2.3%
- 30-day relative strength
- +1.0%
- SPY change (31d)
- +1.3%
- Nearest support
- 90.02
- Nearest resistance
- 90.99
- Volume accumulation ratio (14d / 46d)
- 1.35
Trends
Evidence
- Average earnings surprise
- +5.3%
- April 28, 2026: actual EPS 3.83 vs estimate 3.63 (surprise +5.4%)
- February 17, 2026: actual EPS 2 vs estimate 1.89 (surprise +5.8%)
- October 28, 2025: actual EPS 0.97 vs estimate 0.85 (surprise +14.2%)
- July 29, 2025: actual EPS 1.1 vs estimate 1.15 (surprise -4.1%)
Expected move
- Implied move
- +1.8%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 3.2%
- 75th percentile move
- 3.7%
- 90th percentile move
- 4.6%
- Up / down moves
- 12 / 8
- Average up move
- +3.0%
- Average down move
- -2.7%
Monitoring and close
What Expand Energy Corporation reported
- Status
- Finished
| Actual EPS | 1.33 |
|---|---|
| EPS estimate | 1.13 |
| EPS surprise | +17.7% |
| Revenue | $2,960 million |
| Revenue estimate | $2,815 million |
| Revenue surprise | +5.2% |
Expand Energy reported strong Q2 2026 results with debt reduction and strategic acquisitions. Analysts maintain a $161 price target following the Twin Eagle merger.
Sources (11)
- Expand Energy: Twin Eagle Acquisition Unlocks Missing Piece Of Gas Marketing Puzzle (opens in a new tab) — SeekingAlpha
- Expand Energy Q2 Earnings Call Highlights (opens in a new tab) — MarketBeat
- Expand Energy Corporation (EXE) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- Expand Energy Corporation 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
- Expand Energy (EXE) Q2 Earnings Beat Estimates (opens in a new tab) — Zacks
- Expand Energy (NASDAQ:EXE) Delivers Earnings Beat, Reinforcing Its Quality Stock Profile (opens in a new tab) — ChartMill
- Expand Energy Announces Additional ~$1B Buyback Authorization (opens in a new tab) — Benzinga
- Expand Energy (NASDAQ:EXE) Beats Expectations in Strong Q2 CY2026 (opens in a new tab) — StockStory
- Expand Energy reported adjusted earnings of $1.33 per share, beating the $1.13 estimate, and revenue of $2.960B, above the $2.815B forecast. — Benzinga
- Expand Energy Q2 Adj. EPS $1.33 Beats $1.13 Estimate, Sales $2.960B Beat $2.815B Estimate (opens in a new tab) — Benzinga
- Expand Energy Corporation Reports Second Quarter 2026 Results (opens in a new tab) — Yahoo
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, the figures don't clearly confirm the prior scenario.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- +4.5%
- Max favorable move (MFE)
- 5.1%
- Max adverse move (MAE)
- 1%