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USEG: Projected Oil Revenue Mix Will Drive Future Performance

Montana Industrial Gas Project Will Unlock Future Opportunities

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USEG
AnalystConsensusTarget
Not Invested
Published 10 Apr 2025

Update shared on 22 Nov 2025

Fair value Decreased 12%
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Narrative Update: U.S. Energy Analyst Price Target Revised

The analyst price target for U.S. Energy has been reduced from $2.83 to $2.50 as analysts cite shifting assumptions in growth rates and updated valuation estimates.

What's in the News

  • U.S. Energy Corp. reported third quarter 2025 production totaled 35,326 BOE, with 75% comprised of oil production (Key Developments).
  • Total oil and gas sales for the third quarter of 2025 were approximately $1.7 million, down from $5.0 million year over year due to the company’s 2024 divestiture program (Key Developments).
  • Oil sales accounted for 91% of total revenue during the quarter, up from 88% in the same period last year (Key Developments).
  • The company recorded an impairment of oil and natural gas properties of $869,000 for the quarter ended September 30, 2025, compared to $1,424,000 in the prior year (Key Developments).

Valuation Changes

  • The Fair Value Estimate has decreased from $2.83 to $2.50.
  • The Discount Rate has risen slightly, from 6.78% to 6.96%.
  • The Revenue Growth projection has sharply increased, from 11.18% to 22.88%.
  • The Net Profit Margin has decreased marginally, from 14.76% to 14.31%.
  • The Future P/E Ratio forecast has declined, from 55.6x to 43.7x.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.