KMI

AI Research

Mizuho Raises PT to $37 + Holocene Invests $77.7M → Stock +20.5% YTD on LNG Demand Tailwind

Kinder Morgan stock has gained 20.5% year-to-date to $33.33, driven by growing natural gas infrastructure demand tied to LNG exports and domestic power generation, with multiple analysts raising price targets: Mizuho to $37 (Outperform), Wells Fargo to $35 (Overweight), and Stifel to $33 (Hold). Holocene Advisors LP acquired 2.74 million shares valued at $77.66 million in Q3 2025, reflecting institutional confidence in Kinder Morgan's midstream network positioning. Some DCF models estimate an intrinsic value of $48.70 per share, indicating the stock may trade at a 31.4% discount to fair value, though the Hold consensus from Stifel at the current price suggests limited near-term upside by some measures.