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# Energy Transfer: Buy Now Before It Signs More Deals With Data Centers (Archive)
- URL: https://www.huntingalphas.com/energy-transfer-buy-now-before-it-signs-more-deals-with-data-centers-archive/
- Published: 2025-02-17T04:05:00.000Z
- Updated: 2026-02-28T14:38:46.000Z
- Description: Energy Transfer is quietly becoming a major beneficiary of AI data center power demand.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, ET, Energy

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Energy Transfer missed expectations on Q4 FY24 EBITDA. But volumes are growing well and are likely to continue doing so as expansion capex spending ramps up at attractive returns.
- I estimate that ET's deal with CloudBurst Data Centers can boost TTM EBITDA by up to 4.24%. And the company is in talks with dozens of similar opportunities.
- ET stock trades at a 16.1% discount to peers, with rising EBITDA expectations and bullish technicals, suggesting continued outperformance against the S&P 500.
- Data center capex spending trends are a monitorable for my thesis. I am tracking the numbers and commentary of many companies that are linked to the data center growth theme.
- I rate ET stock a buy and prefer the common equity over the 9.25% fixed preferred security, as that would enable for greater capture of equity-like upside with a still good 6.5% forward distribution yield.

Read the full article [here](https://seekingalpha.com/article/4758906-energy-transfer-buy-stock-before-it-signs-data-centers-deals?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*