Jefferies Downgrades Kinetik Holdings (KNTK) to Hold After Rally Shares

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Jefferies Downgrades Kinetik Holdings (KNTK) to Hold After Rally Shares

Venkatesh

Tue, February 17, 2026 at 10:21 PM GMT+9 1 min read

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KNTK

+2.67%

Kinetik Holdings Inc. (NYSE:KNTK) is one of the 12 Dividend Stocks With High Insider Buying.

Jefferies Downgrades Kinetik Holdings (KNTK) to Hold After Rally Shares

On February 6, 2026, Jefferies downgraded Kinetik Holdings Inc. (NYSE:KNTK) from Buy to Hold, while keeping a price target of $43 on the stock. The firm pointed to valuation for the downgrade and noted that a 21% rally makes shares less compelling. Jefferies anticipates a muted Q4 update and sees few near-term catalysts. The firm’s analyst, Julien Dumoulin Smith, cited limited upside after the recent surge from December lows in their latest investor research note.

Prior to this update, on January 28, 2026, RBC Capital analyst Elvira Scotto reiterated a Buy rating on KNTK, with a price target of $46. The update was part of the firm’s broader research note previewing the Q4 for the U.S. Midstream industry. Though maintaining a cautious outlook driven by commodity price volatility and production curtailments, RBC Capital expressed confidence in the upward trajectory of the stocks in the natural gas sector. As of February 15, 2026, Kinetik Holdings Inc. (NYSE:KNTK) maintains a consensus Buy from 17 analysts, according to CNN.

Kinetik Holdings Inc. (NYSE:KNTK), founded in 2012, is a pure-play midstream company operating in the Delaware Basin, with headquarters in Texas.

While we acknowledge the potential of KNTK as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 11 Best Pipeline and MLP Stocks to Buy in 2026 and 13 Cheapest Dividend Aristocrats to Invest in.

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