UtilityApril 14, 2026

Utility Tuesday: 60% Revenue Growth, $5.5M Insider Adds, and 8% FCF Yields in Gas

Top 5 Pixie Picks

This Week's Setup

This week's energy-heavy utility screen is insider-led and cash-rich: eight names, each with six-month insider buys, FCF yields from the high single digits into double digits, and ROIC figures that separate operators from commodity tourists.

CNX and EQT still anchor the growth stack, EOG and COP bring scale and coverage metrics that look more like industrials than E&Ps, FSLR adds the renewables angle on a 29% drawdown with 23% upside to targets, and VLO, XOM, and BKR fill out refining and oilfield services with seven-figure insider lines and double-digit coverage.

The 8 Names

1. CNX Resources Corporation (CNX)

EV/EBITDA: 5.6 | Interest coverage: 5.7x | 52w drawdown: 11.7%

CNX prints a 9.8% free cash flow yield on a $38.50 stock, the strongest in this cohort, while revenue jumped 48.9% year-over-year and the normalized P/E sits at 9.7. The company carries net debt at 1.78x EBITDA and covers interest 5.7 times, a manageable leverage profile for a natural gas producer in a volatile commodity environment.

Maureen Lally-Green added shares on March 25, part of $5.29 million in net insider buying over six months representing 7% insider purchase activity against 1.1% selling. Short interest stands at 14.7% of the float, the highest crowded bet on this screen.

Analyst consensus assigns a $37.15 price target, 3.5% below the current price, and the stock trades near multi-year highs despite the gas market's structural volatility risk.

2. EQT Corporation (EQT)

EV/EBITDA: 7.8 | Interest coverage: 7.8x | 52w drawdown: 16.5%

EQT delivers an 8% FCF yield alongside 60% revenue growth and a normalized earnings yield of 5.8%, the second-strongest free cash profile on the screen. Net debt sits at 1.28x EBITDA with 7.8x interest coverage, and the drawdown zone flags "strong entry" at 16.5% off the 52-week peak.

Three insiders bought in March: Sarah Fenton on March 18, Geoffrey Roberts and Jeffrey Kiesel on March 20, contributing to $5.55 million in net six-month insider activity with 14.2% buy participation. Short interest is a quiet 3% of the float.

Analysts assign a $68.46 target, 20.1% above the $57.01 price, and recent coverage highlights AI value creation and LNG partnership expansion as the company shifts leadership for future growth.

3. EOG Resources, Inc. (EOG)

EV/EBITDA: 6.8 | Interest coverage: 28.1x | 52w drawdown: 11.8%

EOG posts a 14.7% return on invested capital, the second-highest ROIC in this group, covers interest 28 times, and carries net debt at only 0.49x EBITDA. The 6.4% gross margin sits at 63.4%, far above sector peers, and the company pays a 3.1% dividend with a 4.8% FCF yield to support it.

Jeffrey Leitzell and Ann Janssen bought shares in late March and early April, adding to $5.47 million in net six-month insider purchases with 10.5% buy activity. Short interest is 3.1% of the float, and analysts see 11.8% upside to a $149.73 target.

Revenue declined 3.4% year-over-year, the only negative growth number in the top five, and the 10-year normalized earnings yield at 2.5% suggests a valuation stretched relative to the long-term earnings power.

4. ConocoPhillips (COP)

EV/EBITDA: 7.0 | Interest coverage: 11.3x | 52w drawdown: 12.3%

ConocoPhillips delivers a 13.4% ROIC and 5% FCF yield while covering interest 11.3 times and carrying net debt at 0.72x EBITDA, a fortress balance sheet among integrated producers. The company grew revenue 7.7% and pays a 2.8% dividend on a P/E of 18.8.

Jorge Humberto Hernandez, Jose Mauricio Rodriguez Rios, and Mauricio Botero Wolff all bought shares between March 30 and April 7, part of 261,521 net insider shares added over six months. Insider buy activity was 1.57% against 1.30% selling, and analysts price the stock at $135.78, 13.9% above the $119.20 close.

The 10-year normalized earnings yield sits at 1.1%, the lowest on this screen, signaling valuation stretched relative to decade-average profitability even as free cash flow remains strong.

5. First Solar, Inc. (FSLR)

EV/EBITDA: 9.1 | Interest coverage: 36.8x | 52w drawdown: 29.1%

First Solar prints a 17.5% ROIC, the highest on this screen, and carries net debt at negative 1.03x EBITDA, meaning the company holds more cash than debt. Revenue growth clocked 24.1%, interest coverage is 36.8 times, and the normalized P/E of 14.3 pairs with a 5.5% FCF yield.

The stock sits 29.1% below its 52-week peak, the deepest drawdown in this cohort, and net insider activity over six months was negative 13,154 shares despite $4.99 million in gross purchases. Michael Sweeney, Anita George, and Caroline Stockdale all transacted in late March and early April.

Analysts assign a $249.30 target, 22.9% above the $202.86 price, the widest upside gap on the screen, though RBC Capital Markets flagged shares as likely range-bound near term ahead of Q1 2026 earnings.

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6. Valero Energy Corporation (VLO)

EV/EBITDA: 10.8 | Interest coverage: 6.4x | 52w drawdown: 8.3%

Valero posts a 7.1% free cash flow yield, the second-strongest behind CNX, and trades only 8.3% below its 52-week high with 14.6% insider buying activity over six months totaling 203,843 net shares added. The company pays a 2% dividend and analysts see 4.1% upside to a $246.67 target.

Revenue fell 5.5% year-over-year, the 10-year normalized earnings yield is negative 1.1%, and the P/E of 31.3 is the second-highest multiple on this screen. Gross margin sits at 4.4%, refining's structurally thin spread, and the EV/EBITDA at 10.8 prices in strong crack spread assumptions.

Jefferies lifted its price target to $290 from $272 with a buy rating, and Piper Sandler also raised targets, citing expected outstanding earnings growth despite the weak top-line trend.

7. Exxon Mobil Corporation (XOM)

EV/EBITDA: 11.5 | Interest coverage: 69.4x | 52w drawdown: 16.0%

Exxon covers interest 69 times, the strongest coverage on this screen, and added 1,061,250 net insider shares over six months with 43% buy activity against 0.8% selling. The company pays a 2.8% dividend on a 3.8% FCF yield and carries net debt at 0.67x EBITDA with an 11.1% ROIC.

Darrin Talley bought shares on March 17, and analysts assign a $162.71 target, 9.8% above the $148.22 price. Short interest is 1.3% of the float, the lowest on this screen, and the 16% drawdown places the stock in the "strong entry" zone.

Revenue declined 4.5% and the 10-year normalized earnings yield sits at 0.24%, the second-lowest here, signaling valuation elevated relative to long-cycle profitability despite the cash generation and fortress balance sheet.

8. Baker Hughes Company (BKR)

EV/EBITDA: 13.8 | Interest coverage: 14.0x | 52w drawdown: 7.3%

Baker Hughes added 531,275 net insider shares over six months with 1.32% buy activity, and the company posts an 11.2% ROIC while covering interest 14 times. Net debt is 0.64x EBITDA, revenue is flat at -0.3%, and the stock trades 7.3% below its 52-week peak.

Maria Borras bought shares on March 18, and RBC raised its price target to $68 from $63 with an outperform rating. Baker Hughes secured a major order with the San Matias Pipeline, and analysts see 0.9% upside to a $62.67 target, the tightest spread on this screen.

The P/E of 23.9 is the highest multiple here, the EV/EBITDA at 13.8 is double CNX's valuation, and the 10-year normalized earnings yield is negative 0.09%, pricing in oilfield services recovery that the flat revenue trend has yet to confirm.

What to Watch

First Solar Q1 2026 earnings in the next two weeks; RBC flagged shares as range-bound near term, and the 29% drawdown sets up for a sharp move on any beat or guide revision.
CNX and EQT natural gas realizations through April; gas prices remain volatile, and both names carry the highest short interest (14.7% and 3%) among energy names here, creating squeeze potential if commodity fundamentals tighten.
Valero and Exxon refining margins into Q1 earnings season; crude-to-product crack spreads are the swing factor for both, and analyst target lifts from Jefferies and Bernstein signal conviction despite negative revenue growth.
Baker Hughes pipeline orders beyond San Matias; the company's valuation at 13.8x EBITDA depends on oilfield services recovery, and the flat revenue trend needs confirmation from new contract wins.

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