Black Stone Minerals

Shelby Trough Expansion And Operator Diversification Will Drive Drilling

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

05 Sep 24

Updated

16 Aug 25

Views

247

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-4.3%

7D

-4.3%

Loading

1Y

-4.3%

7D

-4.3%

You can edit this narrative until Aug 16 6:45 AM. Then, changes will post as Updates.

Author's Valuation

US$133.8% overvalued

AnalystConsensusTarget Fair Value

Shared on 16 Aug 25

Fair value Decreased 7.14%

The consensus price target for Black Stone Minerals has been lowered to $13.00, primarily due to a notable decrease in forecast revenue growth, while valuation multiples have only moderately declined. What's in the News Black Stone Minerals lowered its 2025 production guidance to 33–35 MBoe/d from 38–41 MBoe/d due to weaker first-half production and delayed natural gas growth.

Shared on 30 Apr 25

Fair value Decreased 11%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 1.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$13

3.8% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.55%

Oil and Gas revenue growth rate

0.92%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$282.97m

Earnings '28

x

12.05x

PE Ratio '28

=

US$3.41b

Market Cap '28

US$3.41b

Market Cap '28

/

215.37m

No. shares '28

=

US$15.83

Share Price '28

US$15.83 Share Price '28

Discounted to 2025 @ 6.84% p.a.

=

US$12.98

Fair Value '25