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Morgan Stanley Notes Strong Q4 Operations for EOG Resources, Inc. (EOG) but Soft Cash Flow
Yahoo Finance· 2026-01-29 13:20
We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The seventh stock on our list of most profitable stocks is EOG Resources, Inc. TheFly reported on January 23 that Morgan Stanley cut its price target for EOG to $128 from $138 and maintained an Equal Weight rating. The firm expects solid Q4 operations but slightly lower cash flow from price realizations. Morgan Stanley Notes Strong Q4 Operations for EOG Resources, Inc. (EOG) but Soft Cash Flow Separately, on January 21, B ...
The Scotts Miracle-Gro Company Deserves To Grow (Upgrade) (NYSE:SMG)
Seeking Alpha· 2026-01-23 16:40
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Ovintiv (OVV) Price Target Raised to $54
Yahoo Finance· 2026-01-22 03:49
Ovintiv Inc. (NYSE:OVV) is included among the 11 Best Energy Stocks to Buy for Dividends in 2026. Ovintiv (OVV) Price Target Raised to $54 Ovintiv Inc. (NYSE:OVV) is a leading North American exploration and production company focused on developing its high-quality, multi-basin portfolio. On January 16, BofA analyst Kalei Akamine slightly nudged the firm’s price target on Ovintiv Inc. (NYSE:OVV) from $53 to $54, while keeping its ‘Buy’ rating. Given the current low-priced environment, the analyst continu ...
Benchmark and Jefferies Stay Bullish on Expand Energy (EXE)
Yahoo Finance· 2026-01-19 12:27
Group 1 - Expand Energy Corporation (NASDAQ:EXE) is recognized as one of the 12 Best American Energy Stocks to Buy Now, with a Buy rating and a price target of $112 set by Benchmark [1] - The company is focusing on macro fundamentals, reducing breakeven prices, and maintaining a disciplined balance sheet, while also indicating a growth de-prioritization for 2026 due to weaker gas prices [2] - Jefferies has raised its price target for Expand Energy Corporation from $140 to $143, maintaining a Buy rating, and expects strong Q4 2025 results supported by improved pricing and production levels [3] Group 2 - Jefferies anticipates that production will meet the high end of the company's guidance and emphasizes the importance of the company's marketing strategy and management's outlook on macroeconomic conditions [4] - Expand Energy Corporation is the largest natural gas producer in North America, highlighting its significant position in the energy sector [4]
Wolverine World Wide: Shares Are Getting Close To Being On Sale (NYSE:WWW)
Seeking Alpha· 2026-01-19 10:52
Group 1 - The core focus of Crude Value Insights is on cash flow and companies that generate it, highlighting value and growth prospects in the oil and natural gas sector [1] - Subscribers have access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [1] Group 2 - A two-week free trial is available for new subscribers, promoting engagement with the oil and gas investment community [2]
EPD or COP: Which Energy Stock Looks Better Positioned for 2026?
ZACKS· 2025-12-29 13:31
Core Insights - The comparison between Enterprise Products Partners LP (EPD) and ConocoPhillips (COP) is relevant due to the expected soft oil prices in the coming year, highlighting the need for investors to consider midstream stability versus upstream exposure [2][3] Group 1: Oil Price Outlook - The U.S. Energy Information Administration (EIA) projects the average spot price of West Texas Intermediate crude to be $65.32 per barrel this year, down from $76.60 last year, and expects it to decline further to $51.42 per barrel by 2026 due to rising global oil inventories [5] - Advanced drilling techniques have significantly reduced operational costs in oil and gas, leading to low breakeven costs, which may allow exploration and production activities to remain profitable despite lower oil prices [6] Group 2: Company Fundamentals - EPD has outperformed COP over the past year, with a price increase of 9.4% compared to COP's decline of 2.4%, indicating a potential preference for EPD among investors [3] - Nearly 90% of EPD's contracts are inflation-protected, ensuring stable cash flows, and the company anticipates additional cash flows from key capital projects coming online next year [7][11][13] - COP's strong presence in the Lower 48, including the Permian, Eagle Ford, and Bakken regions, along with its acquisition of Marathon Oil, supports its low breakeven costs, allowing it to navigate a low oil price environment effectively [8][9] Group 3: Investment Considerations - Given the anticipated soft oil pricing environment, risk-averse investors may prefer EPD for its stable business model, while those willing to take on more risk might consider holding COP [14] - EPD is currently trading at a premium with a trailing 12-month EV/EBITDA of 10.45x compared to the industry average of 4.98x, indicating a higher valuation assigned by investors [15]
Ovintiv (OVV) Price Target Raised to $55
Yahoo Finance· 2025-12-27 07:14
Group 1 - Ovintiv Inc. (NYSE:OVV) is recognized as one of the 12 best crude oil stocks to buy for dividends, indicating strong dividend potential in the current market [1] - UBS has raised its price target for Ovintiv from $54 to $55 while maintaining a 'Buy' rating, reflecting confidence in the company's growth prospects and the overall energy sector's recovery [2][3] - The energy sector is expected to experience stronger growth in 2026, driven by an improving outlook for oil and natural gas, M&A-driven value creation, and cost efficiencies [3] Group 2 - Ovintiv has signed a 12-year agreement with Pembina Pipeline Corp. for 500,000 metric tons/year of liquefaction capacity at the Cedar LNG facility, which is part of a $4 billion floating LNG project expected to commence in late 2028 [4] - This agreement will provide Ovintiv with access to additional export markets in Asia, enhancing its market position [4] - Despite the positive developments, Ovintiv's share price has fallen by over 8% since the beginning of 2025, indicating some market volatility [4]
Fastenal Has Gotten Too Expensive (Downgrade) (NASDAQ:FAST)
Seeking Alpha· 2025-12-22 15:35
Group 1 - The core focus of Crude Value Insights is on cash flow and companies that generate it, highlighting value and growth prospects in the oil and natural gas sector [1] - Subscribers benefit from a 50+ stock model account, which provides a comprehensive analysis of cash flow for exploration and production (E&P) firms [1] - The service includes live chat discussions about the sector, fostering a community for investors interested in oil and gas [1] Group 2 - A two-week free trial is available for new subscribers, encouraging engagement with the oil and gas investment service [2]
Kosmos Energy (KOS) Price Targets Trimmed by Analysts
Yahoo Finance· 2025-12-20 11:47
Core Viewpoint - Kosmos Energy Ltd. (NYSE:KOS) has experienced a significant decline in share price and has faced multiple downgrades from analysts, reflecting concerns over the energy sector's current challenges and specific project risks [1][3][4]. Group 1: Share Price Movement - The share price of Kosmos Energy Ltd. fell by 10.68% between December 10 and December 17, 2025, marking it as one of the energy stocks that lost the most during that week [1]. Group 2: Analyst Ratings and Price Targets - Mizuho analyst William Janela lowered the price target for Kosmos Energy from $2 to $1.50 while maintaining a 'Neutral' rating, citing an updated outlook for the exploration and production sector [3]. - BofA analyst Matthew Smith downgraded Kosmos Energy from 'Buy' to 'Underperform' and reduced its price target from $3.4 to $1, following a revision of Brent oil price forecasts for 2026 and 2027 to $60 and $62 per barrel, respectively [4]. Group 3: Project Risks - There was initial concern regarding the potential nationalization of the Yakaar-Teranga project by the Senegalese government, which is one of the largest gas discoveries in recent years and is operated by Kosmos Energy. However, the company confirmed that there are no intentions for nationalization and stated it would return its license by July 2026 if a new partner is not found [5].
UBS Believes Diamondback Energy (FANG) is Poised for a 2026 Breakout Following Period of Stagnation
Yahoo Finance· 2025-12-19 19:52
Group 1 - Diamondback Energy Inc. is considered one of the most profitable value stocks currently, with UBS raising its price target to $194 from $174 while maintaining a Buy rating [1] - The Energy sector is expected to experience a breakout in 2026, driven by a positive outlook for oil and gas prices, M&A activity, and disciplined capital spending [1] - In Q3 2025, Diamondback Energy reported adjusted earnings of $3.08 per share, exceeding analyst estimates of $2.94, with revenues of $3.92 billion, reflecting a year-over-year increase of 48.36% [3] Group 2 - JPMorgan has lowered its price target for Diamondback Energy to $159 from $166, while maintaining an Overweight rating, citing supply-side risks for oil and liquids [2] - JPMorgan believes that a demand inflection for natural gas is underway, despite warnings of potential downward pressure on oil prices due to crude oil oversupply [2] - Diamondback Energy's operational efficiency has improved, with average oil production reaching 503,800 barrels per day, and management has set a new production baseline of 510,000 barrels per day for 2026 [3]