We came across a bullish thesis on Chart Industries, Inc. (GTLS) on Twitter by LTVresearch. In this article, we will summarize the bulls’ thesis on GTLS. Chart Industries, Inc. (GTLS)'s share was trading at $128.45 as of April 17^th. GTLS’s trailing and forward P/E were 30.80 and 10.91 respectively according to Yahoo Finance.

A scientist in a lab coat inspecting a cylinder filled with industrial gas.

Chart Industries (GTLS) presents a compelling investment opportunity amid a 34% drawdown from its recent high and a 41% decline from its all-time peak. Currently trading at under 12x 2025 P/E and approximately 7.5x EV/2026 EBITDA, the stock is significantly undervalued relative to its historical average of ~20x P/E over the past five years and ~25x from 2015–2019. Analysts at JPMorgan and Barclays project EPS of $14.88 in 2026, implying 108% upside at a 20x multiple and 56% at 15x. JPMorgan highlights a key catalyst in the second half of 2025, as the large LNG order from Woodside begins impacting operating results. CEO Jill Evanko has also pointed to strong order activity in emerging verticals like mining and space exploration, with expectations to sustain a book-to-bill ratio above 1.0x through 2025. Management reaffirmed guidance of ~14% revenue growth, ~19% EBITDA growth, and a 44% rise in free cash flow to $550 million at the midpoint. With an 8.4% 2025 FCF yield and double-digit growth ahead, the valuation disconnect is difficult to justify. For value-focused investors, GTLS offers a unique entry point in a temporarily beaten-down name with clear growth drivers, resilient end markets, and meaningful re-rating potential.

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.