Chord Energy Corporation (NASDAQ:CHRD) is included among the 12 Best Crude Oil Stocks to Buy for Dividends. Analyst Raises Price Target on Chord Energy (CHRD) Image by Steve Buissinne from Pixabay With its premier acreage position in the Williston Basin, Chord Energy Corporation (NASDAQ:CHRD) engages in the exploration and production of crude oil, natural gas liquids, and natural gas. On December 12, Mizuho raised its price target on Chord Energy Corporation (NASDAQ:CHRD) from $142 to $150, representin ...

Core Viewpoint - ConocoPhillips (COP) is an independent exploration and production company with a diversified asset base across 14 countries, showing stable performance with a 1.8% share gain over the past six months compared to a 5.1% growth in the broader Oils-Energy sector [1] Positive Factors Boosting COP's Performance - High-quality assets in the U.S. support low-cost production, with significant untapped drilling locations in major shale basins, providing 15 years of low-cost drilling inventory [3] - The company has a rigorous annual asset review process, recently selling Anadarko Basin assets for $1.3 billion and achieving $3 billion in asset sales towards a $5 billion target by 2026, enhancing its portfolio quality [4] - The acquisition of Marathon Oil in 2024 expands COP's low-cost resource base in the U.S. Lower 48, with an estimated $500 million in annual synergies expected to exceed $1 billion by the end of 2025 [5][8] Risk Factors to Consider - Commodity price sensitivity poses a risk, with oil prices expected to remain under pressure, potentially limiting earnings growth and stock value [9] - The Willow project in Alaska has seen capital costs rise to $8.5-$9 billion from initial estimates of $7-$7.5 billion due to inflation and localized cost escalations, which could impact project economics [10]

The crude pricing environment will likely be soft in the coming days and could potentially hurt the exploration and production activities of the integrated energy companies. Moreover, the slowdown in production growth of crude oil will probably limit earnings from upstream operations. On top of that, increasing renewables demand will make the outlook of the Zacks Oil & Gas US Integrated industry gloomy.However, ConocoPhillips (COP) , Occidental (OXY) and National Fuel Gas Company (NFG) are the energy compan ...

EOG Resources Inc. (NYSE:EOG) is one of the most profitable value stocks to invest in right now. On December 12, UBS analyst Josh Silverstein lowered the firm’s price target on EOG Resources to $141 from $144 and maintained a Buy rating on the shares. UBS predicts a robust 2026 for Energy after 3 years of flat returns. The firm points to several tailwinds, including better commodity pricing, efficient cost management, and a surge in merger activity. Earlier on December 8, JPMorgan lowered the firm’s pric ...

Coterra Energy Inc. (NYSE:CTRA) is one of the most profitable value stocks to invest in right now. On December 12, UBS analyst Josh Silverstein raised the firm’s price target on Coterra Energy to $33 from $32 with a Buy rating on the shares. UBS is signaling a major turning point for the Energy sector in 2026, predicting a robust recovery after 3 years of stagnant returns. The firm’s 2026 outlook suggests that the sector is primed for a breakout, supported by improving supply-demand balances for oil and na ...

A beaten-down midstream name just earned a high-conviction vote from one value investor.New York City-based Brave Warrior Advisors disclosed a new position in Kinetik Holdings Inc. (KNTK +0.68%), acquiring 1.6 million shares for an estimated $68.8 million in the third quarter, according to a November 14 SEC filing.What HappenedAccording to a filing with the Securities and Exchange Commission dated November 14, Brave Warrior Advisors established a new equity position in Kinetik Holdings Inc. (KNTK +0.68%). T ...

Core Viewpoint - SM Energy Company is identified as a promising investment opportunity with a potential upside of nearly 70% following its merger plans with Civitas Resources, valued at $12.8 billion [2][3]. Group 1: Analyst Consensus - SM Energy holds a Moderate Buy consensus from 9 analysts, consisting of 4 Buys and 5 Holds, with an average price target of $32.11, indicating a 68.56% upside from the current price of $19.05 [1]. Group 2: Merger Details - The merger with Civitas Resources is expected to enhance SM Energy's scale and capabilities, resulting in a combined company controlling approximately 823,000 net acres across US shale basins [2][3]. - The merger is projected to yield synergies of $200 to $300 million, translating into a net present value of $1 billion to $1.5 billion [3]. Group 3: Financial Projections - Post-merger, SM Energy anticipates generating $1.5 billion in free cash flow and $1 billion from divestitures, which will aid in debt reduction [4]. - The improved balance sheet is expected to support sustained capital returns and increase market capitalization, enhancing trading liquidity [4]. Group 4: Executive Commentary - CEO Herb Vogel emphasized that the merger creates a leading oil and gas company with enhanced scale, numerous value-adding synergies, and significant free cash flow, ultimately driving superior value to stockholders [5].

Core Viewpoint - Chord Energy Corporation (NASDAQ:CHRD) is identified as a promising energy stock with significant upside potential, despite its shares lagging behind the exploration and production sector [1] Company Performance - Chord Energy's third-quarter 2025 earnings surpassed analyst expectations, reporting earnings per share of $2.35 against a forecast of $2.31 [3] - The company's revenue also exceeded projections, reaching $1.31 billion compared to the anticipated $1.09 billion [3] Financial Position - Chord Energy is noted for its strong balance sheet, substantial free cash flow generation, and low breakeven costs, which may be overlooked by investors concerned about future oil prices [2]

Core Insights - ConocoPhillips (NYSE:COP) is highlighted as one of the top energy stocks to buy, with Wolfe Research reaffirming its Outperform rating and raising the price target to $131 from $130 following an 8% dividend increase [1][2] Financial Performance - The company is projected to achieve significant free cash flow growth, with an estimated $1 billion gain expected between 2026-2028, followed by a $4 billion increase in 2029 [2] - ConocoPhillips anticipates generating an additional $7 billion in free cash flow by 2029 once the Willow project becomes operational [3] Strategic Moves - The completion of the Anadarko acquisition and $0.5 billion in noncore asset dispositions have allowed ConocoPhillips to exceed its $3 billion asset sales target for 2025 [2] - Wolfe Research suggests that ConocoPhillips should be compared to larger energy companies like CNQ and CVX due to its clear free cash flow trajectory, rather than smaller shale-focused exploration and production companies [3] Company Overview - ConocoPhillips is a global energy company based in Texas, involved in the discovery, production, transportation, and trading of crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids [4]

Core Insights - Energy Transfer LP (NYSE:ET) is viewed positively by Wall Street despite missing fiscal Q3 2025 estimates, with analysts maintaining Buy ratings but adjusting price targets downward [1][2]. Financial Performance - For fiscal Q3 2025, Energy Transfer reported a revenue of $19.95 billion, a decrease of 3.94% year-over-year, missing estimates by $1.85 billion [2]. - The earnings per share (EPS) was $0.28, falling short of expectations by $0.05, primarily due to a decline in midstream revenue [2]. Analyst Ratings - J.P. Morgan's Jeremy Tonet reiterated a Buy rating with a revised price target of $21, down from $22 [1]. - Scotiabank's Brandon Bingham also maintained a Buy rating but lowered the price target to $23 [1]. Industry Context - Scotiabank highlighted that US Midstream energy companies are adapting to fluctuating commodity prices and economic uncertainties, with those having diverse business lines better positioned to manage risks [3]. - Energy Transfer LP operates an extensive pipeline network exceeding 130,000 miles, facilitating the transportation of various energy products [4].