Kinder Morgan (KMI) Q3 2026 Deep Dive: The $14.4B AI Data Center Pipeline Bet
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Global News DailyIndependent analyst profile- Source published
- 22 Oct 2026, 11:42 UTC
- Recorded by Tahlil Plus
- 22 Oct 2026, 13:10 UTC
AI-generated source summary
Kinder Morgan (KMI) has undergone a significant strategic shift, moving from a steady dividend payer to a key enabler of the AI boom by providing essential energy infrastructure. The company reported record Q3 2026 financial wins, with adjusted EPS of $0.35 (up 21% YoY) and adjusted EBITDA of $2.18B (up 9% YoY). They also improved their balance sheet, with net debt/EBITDA falling to 3.5x. Despite these strong fundamentals, the stock is currently priced with a significant discount, trading at an EV/EBITDA multiple of approximately 14x and a dividend yield of 3.5%. This is below the industry average of ~15x and KMI's own 3-year historical average yield of 4.7%. Analysts maintain a 'Buy' rating with an average price target of $36.09 and a target range of $31 to $43. The
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