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Stifel lifts DT Midstream target to $70 on strong outlook

Published 30/04/2024, 23:42
DTM
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On Tuesday, Stifel, a financial services firm, raised the price target for DT Midstream (NYSE:DTM) to $70.00 from the previous $62.00. The firm retained a Buy rating on the stock, following the company's first-quarter 2024 performance which slightly exceeded expectations.

DT Midstream, a provider of natural gas infrastructure and services, reported results for the first quarter of 2024 that were modestly above projections. The company's management expressed confidence in their positioning to leverage the growing demand for artificial intelligence and data center services. They foresee an underestimation in the market regarding the power demand, particularly in the Midwest and Mid-Atlantic regions.

The company is also making strides in the Carbon Capture and Storage (CCS) domain, currently evaluating the results from a recent test well. While preliminary assessments appear positive, DT Midstream has also garnered interest from third parties for CCS services. However, the company's immediate focus remains on advancing its own CCS project.

Stifel's outlook for DT Midstream is positive, citing the company's commitment to natural gas and its potential for significant free cash flow generation post-dividends. The firm also anticipates a modest growth in DT Midstream's EBITDA. The new price target reflects Stifel's valuation based on DT Midstream's estimated EBITDA for the year 2025.

InvestingPro Insights

Following Stifel's optimistic assessment of DT Midstream's (NYSE:DTM) prospects and their revised price target, current data and insights from InvestingPro can provide additional context for investors. DT Midstream has been recognized for raising its dividend for the past three years, indicating a commitment to returning value to shareholders. Furthermore, analysts have revised their earnings expectations upwards for the upcoming period, signaling confidence in the company's performance trajectory.

InvestingPro data also shows that DT Midstream is trading at a high P/E ratio relative to near-term earnings growth, which may suggest that investors are expecting higher future earnings. Additionally, the stock has been trading near its 52-week high, reflecting a strong return over the last three months. This performance aligns with the positive sentiments expressed by Stifel.

Investors interested in a deeper analysis can find more InvestingPro Tips for DT Midstream, including detailed financial metrics and forecasts, by visiting https://www.investing.com/pro/DTM. Plus, use coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription. There are numerous additional InvestingPro Tips available, offering a comprehensive investment perspective.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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