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Sitio Acquisition And Permian Exposure Will Shape Future Outlook

Published
10 Nov 24
Updated
08 Oct 25
AnalystConsensusTarget's Fair Value
US$52.24
27.6% undervalued intrinsic discount
08 Oct
US$37.83
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1Y
-25.0%
7D
-0.6%

Author's Valuation

US$52.2427.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Oct 25
Fair value Decreased 1.22%

The analyst price target for Viper Energy has been lowered slightly, dropping by approximately $0.65 per share. Analysts reassessed commodity assumptions and sector sentiment while maintaining an overall favorable outlook on the company.

Shared on27 Aug 25
Fair value Decreased 2.33%

Analyst price targets for Viper Energy edged slightly lower to $53.56 as near-term overhang from potential large shareholder resales and continued oil price volatility offset optimism over the transformative Sitio Royalties acquisition and strong projected shareholder returns. Analyst Commentary Bullish analysts cite Viper Energy's acquisition of Sitio Royalties as a transformative deal, establishing the company as the leading large-cap pure-play minerals name and enhancing its scale, basin diversity, and exposure to well-capitalized operators.

Shared on07 May 25
Fair value Decreased 44%

Shared on30 Apr 25
Fair value Decreased 1.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.87%

AnalystConsensusTarget has increased revenue growth from 20.7% to 23.0%.

Shared on17 Apr 25
Fair value Decreased 2.39%

AnalystConsensusTarget has decreased revenue growth from 24.5% to 20.7% and increased future PE multiple from 50.4x to 58.8x.

Shared on09 Apr 25
Fair value Increased 85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 44%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 82%

AnalystConsensusTarget has increased revenue growth from 14.6% to 21.0%, increased profit margin from 14.2% to 25.7% and increased future PE multiple from 38.1x to 53.7x.