Williams Companies Posts Record $7.75B EBITDA, 18.8% Upside from $85 Target
WMB•Williams Companies posted 2025 adjusted EBITDA of $7.75 billion, up 9%, and Q4 EPS of $0.55 on 33,000 miles of pipelines including the Transco system. Price target rose to $85, implying 18.8% upside, as Williams expands LNG exports and power generation for data center and AI demand.
1. Record 2025 Financial Results
Williams Companies reported record adjusted EBITDA of $7.75 billion for 2025, a 9% year-over-year increase, and delivered fourth-quarter earnings per share of $0.55, reflecting robust operational performance across its fee-based pipeline network.
2. Analyst Price Target Increase
The company’s price target was raised to $85 from $83, representing an 18.8% potential upside relative to the trading price of $71.56, underscoring analyst confidence in Williams' financial outlook under its current leadership.
3. Strategic Growth in LNG and Power Generation
Williams is expanding its liquefied natural gas export projects and acquiring power generation assets to meet rising demand from data centers and AI-driven power needs, differentiating its approach from competitors that rely on pipeline capacity backlogs.
