Longer Lateral Drilling And AI Will Lower Breakeven Costs

Published
25 Aug 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$133.47
23.5% undervalued intrinsic discount
14 Aug
US$102.11
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1Y
-33.3%
7D
1.0%

Author's Valuation

US$133.5

23.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Decreased 7.00%

Shared on30 Apr 25
Fair value Decreased 0.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.56%

AnalystConsensusTarget has decreased revenue growth from -2.8% to -3.1%.

Shared on17 Apr 25
Fair value Decreased 5.27%

AnalystConsensusTarget has increased profit margin from 16.7% to 19.6% and decreased future PE multiple from 17.1x to 13.9x.

Shared on09 Apr 25
Fair value Decreased 4.04%

AnalystConsensusTarget has decreased revenue growth from -2.2% to -2.6%, decreased profit margin from 20.8% to 16.7% and increased future PE multiple from 14.4x to 17.1x.

Shared on02 Apr 25
Fair value Increased 4.31%

AnalystConsensusTarget has increased revenue growth from -5.1% to -2.2%.

Shared on26 Mar 25
Fair value Decreased 2.99%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 20%

AnalystConsensusTarget has decreased revenue growth from 1.6% to -5.1%, increased profit margin from 17.8% to 22.8% and decreased future PE multiple from 16.9x to 15.1x.