The smart money exited, but Wall Street did not follow. Three legendary investors—Stanley Druckenmiller, David Tepper, and Carl Icahn—unloaded positions in Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction), Delta Air Lines (NYSE: DAL), and Southwest Gas (NYSE: SWX) as of Q1 2026 13F disclosures, yet sell-side consensus on all three remains firmly bullish, and the stocks have continued higher since the exit quarter closed.

Southwest Gas and Spire face off as rising natural gas demand, rate hikes and infrastructure spending shape their growth prospects.

SWX gains from rising natural gas demand, customer growth and regulated operations, while infrastructure investments support long-term growth.

Southwest Gas (SWX) reported earnings 30 days ago. What's next for the stock?

Rising competition from other clean energy sources and aging infrastructure can adversely impact the stock operating in the Gas Distribution industry. Yet, strong gas production and increasing demand from data centers will boost prospects of ATO, SWX, BIPC and OGS.

Donates $60,000 to support the unhoused; Southwest Gas employees to prepare 6,000 personal care packages throughout the month to support individuals experiencing homelessness LAS VEGAS, May 28, 2026 /PRNewswire/ -- The Southwest Gas Foundation ("Foundation"), the philanthropic arm of Southwest Gas Corporation ("Southwest Gas" or "Company"), is launching its "Month of Giving" this June in recognition of the Foundation's 60th anniversary, reflecting its long-standing commitment to uplifting and strengthening communities. During the Month of Giving, the Foundation will contribute $60,000 to provide essential hygiene items for a total of 6,000 care packages that will be distributed to unhoused individuals across Southwest Gas' service territories in Arizona, Nevada, and California through collaboration with local nonprofits.

LAS VEGAS, May 11, 2026 /PRNewswire/ -- Southwest Gas Holdings, Inc. (NYSE: SWX) ("Southwest Gas" or "Company") is pleased to announce the election of Molly R. Carson and Leezie Kim to its Board of Directors at the Company's annual meeting held May 7, 2026.

Southwest Gas Holdings, Inc. (SWX) Q1 2026 Earnings Call Transcript

SWX beat Q1 earnings estimates as operating income rises, though revenues and system throughput decline from last year.

Southwest Gas (SWX) came out with quarterly earnings of $1.91 per share, beating the Zacks Consensus Estimate of $1.88 per share. This compares to earnings of $1.65 per share a year ago.