TD Cowen Upgrades Expand Energy (NASDAQ:EXE) to Strong-Buy

Expand Energy (NASDAQ:EXE) was upgraded by stock analysts at TD Cowen to a “strong-buy” rating in a research report issued on Monday,Zacks.com reports.

A number of other brokerages have also recently issued reports on EXE. Stephens reduced their price objective on shares of Expand Energy from $143.00 to $140.00 and set an “overweight” rating for the company in a research note on Tuesday, January 20th. Benchmark reaffirmed a “buy” rating on shares of Expand Energy in a report on Wednesday, January 14th. Barclays cut their price target on Expand Energy from $136.00 to $126.00 and set an “overweight” rating for the company in a research note on Wednesday, January 21st. UBS Group decreased their price target on Expand Energy from $154.00 to $150.00 and set a “buy” rating on the stock in a report on Thursday, January 8th. Finally, Morgan Stanley upped their price objective on Expand Energy from $135.00 to $136.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Expand Energy currently has a consensus rating of “Moderate Buy” and a consensus target price of $130.29.

Expand Energy Trading Down 1.0%

Shares of NASDAQ:EXE opened at $102.21 on Monday. The stock has a 50 day moving average of $109.21 and a 200 day moving average of $105.87. The company has a market cap of $24.34 billion, a PE ratio of 29.04 and a beta of 0.46. Expand Energy has a 12-month low of $91.01 and a 12-month high of $126.62. The company has a current ratio of 0.81, a quick ratio of 0.81 and a debt-to-equity ratio of 0.28.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Atlantic Union Bankshares Corp boosted its stake in Expand Energy by 74.6% during the fourth quarter. Atlantic Union Bankshares Corp now owns 234 shares of the company’s stock valued at $26,000 after buying an additional 100 shares during the last quarter. Rakuten Securities Inc. raised its holdings in shares of Expand Energy by 350.9% during the 4th quarter. Rakuten Securities Inc. now owns 248 shares of the company’s stock worth $27,000 after acquiring an additional 193 shares in the last quarter. Assetmark Inc. raised its holdings in shares of Expand Energy by 255.6% during the 2nd quarter. Assetmark Inc. now owns 256 shares of the company’s stock worth $30,000 after acquiring an additional 184 shares in the last quarter. Abound Wealth Management boosted its position in shares of Expand Energy by 890.0% during the 4th quarter. Abound Wealth Management now owns 297 shares of the company’s stock valued at $33,000 after acquiring an additional 267 shares during the last quarter. Finally, ESL Trust Services LLC purchased a new position in shares of Expand Energy in the third quarter valued at $32,000. Hedge funds and other institutional investors own 97.93% of the company’s stock.

Expand Energy News Summary

Here are the key news stories impacting Expand Energy this week:

• Positive Sentiment: Upgrade and bullish analyst backdrop: EXE was recently the subject of positive analyst attention (including a TD Cowen “strong-buy” mention), and the consensus of recent analyst price targets is well above the current level (median ~ $138.5), which supports upside potential. Zacks: EXE Earnings Expected to Grow
• Positive Sentiment: Large institutional accumulation and strong analyst coverage: Multiple funds have materially increased positions and the stock has received numerous buy/overweight ratings recently — a structural tailwind if institutions continue adding. QuiverQuant: Institutional & Analyst Activity
• Neutral Sentiment: Company reaffirmed outlook and set earnings/date: Expand confirmed its synergy, capital and operating outlook for Q4/2025 and will report results after the close on Feb. 17 with a conference call Feb. 18 — an event that could move the stock depending on results and 2026 guidance. Reuters: CEO transition & HQ move
• Neutral Sentiment: Planned relocation to Houston: Management says relocating the HQ will strengthen industry relationships and accelerate commercialization — this can be positive long-term but creates short-term execution and employee-retention uncertainty. Reuters: HQ relocation
• Negative Sentiment: Leadership change and governance concerns: CEO Domenic Dell’Osso stepped down and an interim CEO was appointed; a critical Seeking Alpha piece calls for board changes and downgrades the company, which could weigh on sentiment and trigger investor caution. Seeking Alpha: Needs a New Board (Rating Downgrade)
• Negative Sentiment: Significant bearish options activity: Unusually large put buying (about 24,993 puts, ~262% above typical volume) signals that some traders are hedging or betting on downside into the earnings/transition period — increases near-term volatility risk.
• Neutral Sentiment: Short-interest report is effectively zero and shows no days-to-cover — data appears noisy/unclear (reported increase of NaN), so it provides little actionable signal right now.

Expand Energy Company Profile

Expand Energy Corporation is an independent natural gas producer principally in the United States. Expand Energy Corporation, formerly known as Chesapeake Energy Corporation, is based in OKLAHOMA CITY.