KMI Stock Recent News

Kinder Morgan's (KMI) Q1 earnings gain from increased financial contributions from the Natural Gas Pipelines, Products Pipelines and Terminals business segments.

Since midstream operations have lower exposure to volatility in commodity prices, the outlook for the Zacks Oil and Gas - Production & Pipelines industry is bullish. Kinder Morgan (KMI), Williams Companies (WMB), MPLX and Ultrapar (UGP) are the frontrunners in the industry.

Kinder Morgan (KMI) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.30 per share a year ago.

Pipeline and terminal operator Kinder Morgan on Wednesday reaffirmed its annual profit outlook and said it expects demand for natural gas to grow substantially between now and 2030.

The price of oil has become top-of-mind for many investors. Wall Street is now watching global developments that could, unfortunately, escalate into full-on conflicts that historically bring with them higher oil prices.

I see KMI as best-positioned among midstream peers to capitalize on growing US natural gas demand from LNG export additions and a potential catalyst in AI data centers. KMI shares have underperformed peers drastically, with the 2015 dividend cut still acting as a significant overhang on shares, masking operational progress achieved in the meantime. Valuation relative to peers on EV/EBITDA currently at lower end of 3Y range, which I find unwarranted given Kinder's peer-leading 1.3x margin expansion since FY20 vs flat peer average.

The softening of oil and gas prices is likely to have affected the demand for Kinder Morgan's (KMI) midstream services in the first quarter.

Kinder Morgan is set to report earnings and investors will learn if the company is making progress towards its 2024 targets. Management has struggled in growing cash flow over the past decade, but believes that its headwinds are behind them. KMI stock stands to benefit if it can re-rate to trade in-line with natural gas utilities.

The banking industry is going through a bit of a rough patch, but Bank of America has survived tougher challenges. Pipeline company Kinder Morgan is poised to benefit from its bright future regardless of future commodity prices.

Kinder Morgan (KMI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.