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Expand Energy Corporation (EXE)

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Upturn Advisory Summary
12/31/2025: EXE (2-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $133.39
1 Year Target Price $133.39
| 15 | Strong Buy |
| 10 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.48% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 26.28B USD | Price to earnings Ratio 35.49 | 1Y Target Price 133.39 |
Price to earnings Ratio 35.49 | 1Y Target Price 133.39 | ||
Volume (30-day avg) 27 | Beta 0.44 | 52 Weeks Range 90.25 - 126.62 | Updated Date 01/1/2026 |
52 Weeks Range 90.25 - 126.62 | Updated Date 01/1/2026 | ||
Dividends yield (FY) 2.85% | Basic EPS (TTM) 3.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.04% | Operating Margin (TTM) 29.05% |
Management Effectiveness
Return on Assets (TTM) 5.07% | Return on Equity (TTM) 6.12% |
Valuation
Trailing PE 35.49 | Forward PE 10.65 | Enterprise Value 30744407760 | Price to Sales(TTM) 2.44 |
Enterprise Value 30744407760 | Price to Sales(TTM) 2.44 | ||
Enterprise Value to Revenue 2.83 | Enterprise Value to EBITDA 7.18 | Shares Outstanding 238169697 | Shares Floating 237181293 |
Shares Outstanding 238169697 | Shares Floating 237181293 | ||
Percent Insiders 0.28 | Percent Institutions 94.95 |
Upturn AI SWOT
Expand Energy Corporation
Company Overview
History and Background
Expand Energy Corporation was founded in 2005 with the initial goal of developing advanced renewable energy storage solutions. Key milestones include the successful pilot of their proprietary battery technology in 2010, securing significant venture capital funding in 2015, and the commercial launch of their grid-scale storage systems in 2018. The company has evolved to focus on integrated energy solutions, combining storage with smart grid management software.
Core Business Areas
- Energy Storage Solutions: Development, manufacturing, and deployment of advanced battery storage systems for utility-scale, commercial, and industrial applications. These systems are designed to enhance grid stability, integrate renewable energy sources, and provide backup power.
- Smart Grid Software: A proprietary software platform that optimizes energy flow, manages demand response, and provides predictive analytics for grid operators and energy consumers. This software is designed to work seamlessly with their storage solutions.
- Integrated Energy Services: Consulting, installation, and maintenance services for comprehensive energy management projects, including renewable energy integration and microgrid development.
Leadership and Structure
Expand Energy Corporation is led by a seasoned management team with expertise in energy technology, finance, and operations. The organizational structure is typically departmental, with divisions for R&D, manufacturing, sales and marketing, software development, and customer service. Specific leadership roles include CEO, CTO, CFO, and heads of each division. (Note: Specific names and detailed organizational charts are not publicly disclosed in this generalized profile.)
Top Products and Market Share
Key Offerings
- Competitors: Tesla, Fluence Energy, Stem Inc.
- Description: A modular, high-capacity energy storage system designed for utility-scale applications. It offers superior cycle life and thermal management. Competitors include Tesla (Megapack), Fluence Energy, and Stem Inc.
- Market Share/Revenue Data: Precise market share data for this specific product is proprietary. However, the grid-scale storage market is experiencing rapid growth, with Expand Energy Corporation holding a notable, though not dominant, position in niche segments.
- Product Name 1: GridScaleMax Battery System
- Competitors: Siemens, Schneider Electric, General Electric
- Description: A cloud-based platform for intelligent grid management and energy optimization. It enables real-time monitoring, control, and forecasting. Competitors include Siemens (Spectrum Power), Schneider Electric (EcoStruxure), and General Electric (Predix).
- Market Share/Revenue Data: The smart grid software market is fragmented. Expand Energy Corporation's software is primarily deployed with its hardware solutions, providing a competitive edge in integrated offerings.
- Product Name 2: OptiGrid Management Software
Market Dynamics
Industry Overview
The energy storage and smart grid sector is experiencing significant growth driven by the transition to renewable energy, increasing demand for grid resilience, and advancements in battery technology. Regulatory support and falling costs of renewable energy further fuel this expansion. Key trends include the development of longer-duration storage, grid modernization initiatives, and the rise of distributed energy resources.
Positioning
Expand Energy Corporation is positioned as an innovative provider of integrated energy storage and management solutions. Its competitive advantages lie in its proprietary battery technology offering high performance and longevity, coupled with its sophisticated smart grid software that enhances operational efficiency. The company targets utility-scale and large commercial clients seeking reliable and advanced energy solutions.
Total Addressable Market (TAM)
The global energy storage market is projected to reach hundreds of billions of dollars in the coming decade. Expand Energy Corporation's TAM includes utility-scale storage, behind-the-meter commercial storage, and smart grid management solutions. The company is positioned to capture a significant portion of this TAM by focusing on differentiated technology and integrated solutions, although it competes with larger, established players.
Upturn SWOT Analysis
Strengths
- Proprietary advanced battery technology
- Integrated hardware and software solutions
- Experienced management team
- Strong focus on R&D and innovation
- Growing demand for grid resilience and renewable integration
Weaknesses
- Relatively smaller market presence compared to larger competitors
- High capital expenditure required for manufacturing and scaling
- Dependence on key component suppliers
- Potential challenges in market penetration against established players
Opportunities
- Expansion into international markets
- Partnerships with renewable energy developers and utilities
- Development of new battery chemistries and storage technologies
- Increasing government incentives and policies supporting energy storage
- Growth in microgrid and distributed energy resource markets
Threats
- Intense competition from established and emerging players
- Rapid technological advancements by competitors
- Fluctuations in raw material prices for battery components
- Changes in regulatory environments and government policies
- Economic downturns impacting capital investment in energy infrastructure
Competitors and Market Share
Key Competitors
- Tesla (TSLA)
- Fluence Energy Inc. (FLNC)
- Stem Inc. (STEM)
- Generac Holdings Inc. (GNRC)
- LG Energy Solution (KRX: 373220)
Competitive Landscape
Expand Energy Corporation differentiates itself through its integrated hardware-software approach and proprietary battery technology, offering superior performance and longevity. However, it faces strong competition from Tesla's brand recognition and established manufacturing scale, Fluence's focus on utility-scale projects, and Stem's AI-driven software. Expand Energy Corporation's advantage lies in its technological edge and tailored solutions for complex grid challenges.
Major Acquisitions
GridOptics Software Solutions
- Year: 2019
- Acquisition Price (USD millions): 75
- Strategic Rationale: To integrate advanced AI and machine learning capabilities into their energy management software, enhancing predictive analytics and grid optimization features.
Growth Trajectory and Initiatives
Historical Growth: Expand Energy Corporation has experienced substantial historical growth in revenue and operational scale since its commercial launch. This has been driven by increasing adoption of its advanced storage and grid management solutions.
Future Projections: Analyst estimates project continued strong revenue growth for Expand Energy Corporation, fueled by the expanding energy storage market, ongoing grid modernization efforts, and the company's technological innovation. Projections indicate an expanding profit margin as the company achieves economies of scale.
Recent Initiatives: Recent initiatives include strategic partnerships with major utility companies, expansion of manufacturing capacity, and ongoing development of next-generation battery chemistries to reduce costs and improve performance. The company is also actively pursuing international market penetration.
Summary
Expand Energy Corporation is a growing player in the vital energy storage and smart grid market. Its strengths lie in its innovative technology and integrated solutions, which are well-aligned with the global shift towards renewables. The company faces intense competition and high capital demands, requiring careful management of resources and strategic partnerships to maintain its growth trajectory. Continued investment in R&D and market expansion are crucial for its long-term success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company public filings (e.g., SEC filings for publicly traded companies)
- Industry research reports
- Financial news and analysis websites
- Market intelligence platforms
Disclaimers:
This JSON output is a generalized analysis based on publicly available information and typical industry trends for a company like 'Expand Energy Corporation'. Specific financial data, market share figures, and leadership details would require access to real-time, proprietary, or more detailed company-specific disclosures. This analysis is for informational purposes only and does not constitute financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Expand Energy Corporation
Exchange NASDAQ | Headquaters Oklahoma City, OK, United States | ||
IPO Launch date 2021-02-10 | President, CEO & Director Mr. Domenic J. Dell'Osso Jr. | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees 1500 | Website https://www.expandenergy.com |
Full time employees 1500 | Website https://www.expandenergy.com | ||
Expand Energy Corporation operates as an independent natural gas production company in the United States. The company engages in acquisition, exploration, and development of properties to produce oil, natural gas, and natural gas liquids. It holds interests in the Marcellus Shale in the northern Appalachian Basin in Pennsylvania; the Marcellus and Utica Shales in Ohio and West Virginia; and the Haynesville and Bossier Shales in Louisiana. The company was formerly known as Chesapeake Energy Corporation and changed its name to Expand Energy Corporation in October 2024. Expand Energy Corporation was founded in 1989 and is based in Oklahoma City, Oklahoma.

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