For richer charts and full features, open SpikePanel on desktop.
Graded daily on value C+, growth B-, profitability C, momentum B-, revisions D. Sector-relative, identical for every user.
Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $OKE are available with SpikePanel Pro.
Key events, in time order
Post-Q3 call highlights Permian growth and Brazos acquisition bolstering 2027 outlook
Deal closed, establishing one of the largest integrated gas gathering and processing platforms in the Permian Midland Basin
Dividend hike contrasts with acquisition debt and thinning FCF margin, raising sustainability questions
Company discloses progress and pricing of cash tender offers, indicating active capital management
Deal doubles Midland processing capacity, underpins dividend
Company announces tender offers as part of $5B debt repayment plan
Q2 call raises full-year guidance again, alongside release of annual sustainability report, showing growth and ESG progress.
Q2 revenue $12.05B up 52.8% YoY, EPS and EBITDA beat; extends earnings momentum
ONEOK raised 2026 adjusted EBITDA guidance midpoint to $8.35 billion, up $250 million from original guidance, and net income midpoint to $3.6 billion, up $150 million.
Arete Wealth raised stake by 173.3%, Axiom initiated position, showing institutional inflow
Analyst no longer bullish, listed among top Friday downgrades
None yet
None yet
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice