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ONEOK: An Income Machine Fueled By LNG And AI Growth (Downgrade)
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ONEOK: An Income Machine Fueled By LNG And AI Growth (Downgrade)

Seeking Alpha·Gen Alpha·17 days ago
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Home Dividends Analysis Dividend Ideas Energy Analysis Summary ONEOK offers a compelling income and value proposition amid surging AI-related energy demand and robust infrastructure growth. OKE delivered strong Q1 2026 results, with 13% YoY adjusted EBITDA growth and rising NGL and refined product volumes. OKE benefits from AI-driven power demand, LNG export expansion, and Permian/Delaware Basin growth, supporting long-term tailwinds. With a 4.7% yield, 15.7x forward P/E, and below-historical valuation, OKE is positioned for double-digit total returns and income durability. Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More » Getty Images AI-related stocks have gone parabolic in recent weeks, with many names setting new all-time highs. While that’s great for those going after capital gains, income investors have opportunities to participate in the growing need for energy from the AI economy.…

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