I analyze oil and gas companies and related companies like Viper Energy Partners in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sig ...

Viper Energy, Inc. (NASDAQ:VNOM) is one of the best most oversold large cap stocks so far in 2025. On September 30, TD Securities analyst Aaron Bilkoski lowered the firm’s price target on Viper Energy, Inc. (NASDAQ:VNOM) to $54 from $58 while keeping a Buy rating on the shares. Jim Cramer on Viper Energy (VNOM): “Not My Cup of Tea” The firm told investors in a research note that it updated its commodity price deck to take into account the Q3-to-date trends while introducing the 2027 financial estimates. ...

Viper Energy (NASDAQ: VNOM ) is focused on owning and acquiring mineral and royalty interests in oil and natural gas properties, with the vast majority of its high-quality Permian assets (Midland plus Delaware). Despite a recent acquisition that should be veryAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia ...

Company Overview - Viper Energy, Inc. is a subsidiary of Diamondback Energy, Inc. focused on owning, acquiring, and exploiting oil and natural gas properties in North America, particularly in the Permian Basin [3][4] - Diamondback Energy is an independent oil and natural gas company headquartered in Midland, Texas, specializing in the acquisition, development, exploration, and exploitation of unconventional, onshore oil and natural gas reserves in the Permian Basin [4] Upcoming Financial Results - Viper Energy plans to release its third quarter 2025 financial results on November 3, 2025, after the market closes [1] - A conference call and webcast will be held on November 4, 2025, at 11:00 a.m. CT to discuss the third quarter results [2]

Group 1 - Viper Energy, Inc. (NASDAQ:VNOM) is considered one of the best safe stocks to buy, with an 'Outperform' rating and a revised price target of $51.00, indicating a potential upside of nearly 34.7% [1] - The research firm anticipates a rise in gas prices over the next 12 months, positioning Viper Energy for long-term growth, as gas stocks are currently trading at a 10% to 15% discount compared to implied commodity prices [2] - Viper Energy's $4.1 billion acquisition of Sitio Royalties is expected to provide synergies across the Permian region and enhance oil and gas production, making it an attractive investment for those seeking limited operational downside risks [3] Group 2 - Viper Energy, Inc. is a Texas-based company specializing in oil and natural gas properties in North America, founded in 2013, with a commitment to maximizing long-term returns [4]

Core Viewpoint - Viper Energy Partners reported a mixed performance in its latest earnings report, with a notable increase in production but a decline in earnings per share compared to the previous year [3][4]. Financial Performance - The company reported Q2 2025 adjusted earnings per share of 41 cents, exceeding the Zacks Consensus Estimate of 34 cents, but down from 61 cents in the same quarter last year [3]. - Operating income reached $297 million, surpassing the Zacks Consensus Estimate of $294 million, and increased from $217 million year-over-year [4]. - Net cash provided by operating activities was $172 million, up from $144 million in Q2 2024 [10]. Production Metrics - Viper Energy produced 7,215 thousand oil-equivalent barrels (MBoe) in Q2 2025, a significant increase from 4,320 MBoe a year ago, and above the estimate of 6,940 MBoe [5]. - Oil production rose to 3,787 thousand barrels (MBbls) from 2,398 MBbls year-over-year, exceeding the estimate of 3,748 MBbls [5]. - Natural gas production increased to 10,132 million cubic feet (MMcf) compared to 5,631 MMcf in the same period of 2024 [6]. Pricing Information - The average realized price per barrel of oil equivalent was $39.78, down from $49.88 in Q2 2024, and below the estimate of $41.75 [7]. - The average realized oil price was $63.64 per barrel, down from $81.04 year-over-year, and missed the estimate of $64.22 [7]. - The price of natural gas was $0.99 per thousand cubic feet, up from $0.20 in the prior year, but below the estimate of $2.12 [8]. Cost and Expenses - Total expenses for Q2 were $162 million, significantly higher than $68 million in the prior-year quarter and above the estimate of $151.8 million [9]. - On a per barrel of oil-equivalent basis, total operating expenses were $3.60, down from $4.36 year-over-year, and slightly below the estimate of $4.35 [9]. Guidance - The company projects production for Q3 2025 to be in the range of 86-92 Mboe/d, with full-year 2025 net production expected to be between 76.5-81.5 Mboe/d [12]. Market Position - Viper Energy has a Zacks Rank of 3 (Hold), indicating an expectation of an in-line return in the coming months [15]. - The stock has a poor Growth Score of F and a Momentum Score of C, with an overall VGM Score of F, placing it in the bottom 20% for value investors [14].

Group 1 - Viper Energy, Inc. (NASDAQ: VNOM) is a Delaware corporation that aggregates minerals and royalty interests from Diamondback Energy, Inc. and third parties [1] - In January 2025, Viper acquired royalty and interests from Diamondback Energy, including some associated with Endeavor Energy Resources [1] - Laura Starks is the founder and CEO of Starks Energy Economics, LLC, with a background in chemical engineering and an MBA in finance, focusing on various sectors of the energy industry [1]

Company Overview - Viper Energy (NASDAQ: VNOM) has recently completed the acquisition of Sitio Royalties, which significantly enhances its production capacity to approximately 126,000 BOEPD [2] Production Growth - Following the acquisition, Viper Energy anticipates mid-single-digit production growth from the new production level by 2026 [2]

Core Insights - Viper Energy, Inc. has completed the acquisition of Sitio Royalties Corp. in an all-equity transaction, marking a significant milestone for both companies and establishing a new leader in the minerals and royalties sector [1][10] Production Guidance - Following the merger, Viper revised its third-quarter 2025 oil production guidance to 54,500-57,500 barrels per day, an increase of approximately 8,500 barrels per day at the midpoint compared to previous standalone projections [2] - Average total production is now projected to be between 104,000-110,000 barrels of oil equivalent per day, reflecting an increase of about 18,000 barrels of oil equivalent per day from earlier guidance, accounting for 43 days of production from Sitio [3] Strategic Positioning - The CEO of Viper Energy emphasized that the merger is a pivotal step for the minerals and royalties industry, enhancing the company's size, scale, liquidity, and access to investment-grade capital in a traditionally fragmented market [4] - The combined entity is expected to be well-positioned within North American shale to drive long-term growth efficiently, requiring no direct capital expenditures and only limited operating costs [5] Operational Leverage - With the acquisition, Viper Energy strengthens its scale and operational leverage in a consolidating sector, allowing it to capture long-term growth opportunities and deliver efficiencies from greater scale while maintaining value for shareholders [6]

Core Viewpoint - Viper Energy, Inc. has successfully completed the acquisition of Sitio Royalties Corp. in an all-equity transaction, marking a significant milestone in the mineral and royalty industry, enhancing its position in the North American shale market [1][2]. Revised Third Quarter 2025 Guidance - The merger creates a leader in size, scale, float, liquidity, and access to investment-grade capital in the fragmented minerals market, while Viper maintains a unique relationship with its parent company, Diamondback Energy [2]. - Pro forma Viper is positioned for sustained growth with no capital expenditures and limited operating costs [2]. Production Estimates - Average oil production is projected to be between 54,500 and 57,500 barrels per day (bo/d), reflecting an increase of 8,500 bo/d at the midpoint compared to prior standalone guidance, due to 43 days of contribution from Sitio [7]. - Average total production is expected to range from 104,000 to 110,000 barrels of oil equivalent per day (boe/d), representing an increase of 18,000 boe/d at the midpoint compared to prior standalone guidance, also attributed to the contribution from Sitio [7].