We came across a bullish thesis on Chart Industries, Inc. (GTLS) on Substack by LongTermValue Research. In this article, we will summarize the bulls’ thesis on GTLS. Chart Industries, Inc. (GTLS)'s share was trading at $146.13 as of April 1^st. GTLS’s trailing and forward P/E were 35.04 and 12.41 respectively according to Yahoo Finance.

An extensive industrial gas facility with many storage tanks.

Chart Industries (GTLS) presents a compelling investment opportunity following a recent pullback of 32% from its 30-day high and 39% from its all-time high. As a leading manufacturer of industrial-grade vessels for LNG and industrial gas storage, GTLS benefits from high switching costs and strong pricing power. Despite being somewhat leveraged, the company maintains solid financials, with a projected 2025 P/E of 12.1x and a PEG ratio of ~0.5x, reflecting strong earnings growth potential. EPS is expected to grow ~20% in 2026, reinforcing the company’s long-term attractiveness. Recent order momentum has been impressive, with Q4 orders up 29% and $388 million in free cash flow (FCF) generated in 2024. Management reaffirmed 2025 guidance, citing a strong backlog, and expects $550-$600 million in FCF next year, implying an ~8.5% FCF yield for a company growing at 10%. This setup makes GTLS a compelling opportunity, and potential investors should take a closer look at its strong fundamentals, pricing power, and solid growth trajectory. With a robust financial position and promising earnings outlook, the stock could see a meaningful rerating as the market reassesses its value.

Chart Industries, Inc. (GTLS) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 47 hedge fund portfolios held GTLS at the end of the fourth quarter which was 40 in the previous quarter. While we acknowledge the risk and potential of GTLS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than GTLS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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Disclosure: None. This article was originally published at Insider Monkey.