Expand Energy Corporation (EXE): Billionaire Howard Marks Likes Upside Potential of This Stock

Expand Energy Corporation (NASDAQ:EXE) has been a semipermanent holding successful the 13F portfolio of Oaktree Capital Management. The money archetypal disclosed a involvement successful the institution successful the archetypal 4th of 2021. This presumption comprised conscionable nether 12 cardinal shares. Oaktree started trimming this presumption successful the archetypal 4th of 2022, reducing it by 8%, 4%, 6%, and 11% successful the coming 4 quarters. Filings for the 4th fourth of 2025 amusement that the money owned conscionable implicit 5 cardinal shares successful the company, the aforesaid arsenic successful the erstwhile quarter. The steadfast operates arsenic an autarkic earthy state accumulation institution successful the United States. It engages successful acquisition, exploration, and improvement of properties to nutrient oil, earthy gas, and earthy state liquids.

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Expand Energy Corporation (NASDAQ:EXE) has go a top-tier holding for hedge funds focused connected the AI-Natural Gas convergence. The steadfast is presently ranked arsenic the largest earthy state shaper successful North America, and the organization communicative astir it has shifted from a cyclical commodity play to a structural vigor infrastructure play. The institution delivered a staggering 506% year-over-year EPS maturation successful precocious 2025, reflecting important operational leverage and the payment of a tightening proviso environment. Analysts astatine Wells Fargo enactment that proviso deals and end-user transportation improvements are expected to thrust a $500 cardinal yearly structural summation successful EBITDA.

While we admit the imaginable of EXE arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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