Update shared on18 Sep 2025
Fair value Increased 0.90%Analysts modestly raised Chord Energy's price target to $135.07 amid optimism over Bakken consolidation execution, accretive XTO acreage acquisition, capital efficiency improvements, and supportive shareholder returns, tempered by lingering commodity headwinds.
Analyst Commentary
- Bullish analysts highlight Chord Energy's continued execution of its Bakken consolidation strategy and favorable core asset acquisitions, driving higher price targets.
- Acquisition of XTO Energy acreage is viewed as accretive, improving long-term development economics through lower breakeven acreage and bolstering 2026+ growth prospects.
- Conservative inventory estimates and the introduction of longer laterals are improving capital efficiency expectations.
- Share buyback activity and updates to commodity price assumptions modestly contribute to increases in analyst price targets.
- Despite raising targets, some bearish analysts cite persistent commodity headwinds as limiting near-term upside, while others emphasize the company's low leverage profile and enhanced inventory economics from ERF re-permitting.
What's in the News
- Chord Energy announced a new share repurchase program authorizing up to $1 billion in common share buybacks.
- Between April and August 2025, the company repurchased 1,029,523 shares for $100.2 million, completing 5.09% of the buyback announced previously.
- Q2 2025 production reported at 156.7 MBopd oil, 54.1 MBblpd NGLs, 425.9 MMcfpd natural gas, totaling 281.9 MBoepd.
- Production guidance for Q3–Q4 2025 and FY 2025 targets up to 157.5 MBopd oil and 285.7 MBoepd total volumes.
- Chord Energy was dropped from the Russell 1000 Defensive Index and the Russell 1000 Value-Defensive Index.
Valuation Changes
Summary of Valuation Changes for Chord Energy
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $133.87 to $135.07.
- The Consensus Revenue Growth forecasts for Chord Energy has significantly risen from -4.3% per annum to -2.6% per annum.
- The Net Profit Margin for Chord Energy has significantly fallen from 23.16% to 20.49%.
Disclaimer
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