Update shared on 13 Dec 2025
Fair value Increased 1.76%Narrative Update on Analyst Price Target
Analysts have modestly raised their price target on Expand Energy from approximately $130.56 to about $132.86 per share. This reflects slightly improved revenue growth expectations, a marginally higher future P E multiple, and a nearly unchanged discount rate, with a stable profit margin outlook.
What's in the News
- Expanded full year 2025 production guidance, with expected net production of 7.15 Bcfe/d, about 50 MMcfe/d above the prior midpoint, signaling stronger operational momentum (company guidance)
- Reported completion of a $99.99 million share repurchase, totaling 851,661 shares or roughly 0.36% of shares outstanding, under the buyback program announced on October 29, 2024 (company filing)
- Disclosed no additional share repurchases between July 1, 2025 and September 30, 2025, indicating a pause in buyback activity during the latest tranche period (company filing)
Valuation Changes
- The fair value estimate has risen slightly from approximately $130.56 to about $132.86 per share, reflecting a modest upward revision in intrinsic value.
- Revenue growth assumptions have improved marginally, with the projected decline easing from about 2.27 percent to roughly 2.10 percent year over year.
- Net profit margin expectations are effectively unchanged, edging down slightly from around 28.97 percent to about 28.93 percent.
- The future P/E multiple has increased modestly from roughly 13.98x to about 14.16x, indicating a slightly higher valuation multiple applied to projected earnings.
- The discount rate remains essentially stable, rounding to 6.96 percent in both the prior and updated models, signaling no meaningful change in the required return assumption.
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