Eagle Capital Management is bullish on EQT Corporation in its Q2 2026 investor letter, projecting approximately 15% EPS growth for the company in the coming years.

The firm stated that EQT Corporation (NYSE:EQT), as the largest pure-play natural gas producer in the United States, will benefit from increased LNG export capacity and rising U.S. electricity demand driven by data center construction. These factors are expected to lead to a tightening of natural gas supply and demand. As of August 19, EQT Corporation's stock price was $53.64, with a market capitalization of $33.55 billion.