Williams Eyes 13% Upside on AI Data Center Boom
Briefly

Williams Eyes 13% Upside on AI Data Center Boom
"Williams Companies has rallied 26.35% year to date and 29.8% over the past year, outpacing most midstream peers. The company closed 2025 with record results: full-year revenue of $11.95 billion, net income of $2.615 billion, and record Adjusted EBITDA of $7.75 billion."
"Management guided to Adjusted EBITDA of $8.05 billion to $8.35 billion and Adjusted EPS of $2.20 to $2.38 for 2026, while raising the annualized dividend 5% to $2.10 per share, marking the 52nd consecutive year of dividend payments."
"The bull case rests on Williams' transformation into a power infrastructure play, with over $7 billion in power innovation capital now in execution and a potential price target of $99.75 if power-innovation contracts ramp faster than expected."
Williams Companies has seen significant growth, with shares rising 26.35% year to date and 29.8% over the past year. The company reported record revenue of $11.95 billion and net income of $2.615 billion for 2025. The outlook for 2026 is promising, with management projecting Adjusted EBITDA of $8.05 billion to $8.35 billion. The bull case suggests a potential price of $99.75 if power-innovation contracts accelerate. Analysts are largely optimistic, with 21 of 25 rating the stock as Buy or Strong Buy.
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