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Refined Western Haynesville Drilling Will Unlock Enduring Resource Potential

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CRK
AnalystConsensusTarget
Not Invested
Published 26 May 2025

Update shared on27 Aug 2025

Fair value Decreased 6.82%
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AnalystConsensusTarget's Fair Value
US$18.46
7.6% undervalued intrinsic discount
17 Sep
US$17.07
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1Y
72.1%
7D
10.8%

Comstock Resources’ consensus price target was revised downward to $19.64 amid persistent natural gas price headwinds, oversupply concerns, weaker production outlook, and premium valuation relative to peers.


Analyst Commentary


  • Persistent commodity and natural gas price headwinds limiting upside potential.
  • Oversupply in the natural gas market expected to keep Henry Hub prices challenged well into 2026, pressuring gas-exposed companies.
  • Valuation concerns, with shares trading at a premium compared to peers despite lack of capital returns.
  • Lowered production estimates following underwhelming Q2 results.
  • Downward adjustments based on weak supply/demand fundamentals and ongoing industry oversupply issues.

What's in the News


  • Q2 and first-half 2025 natural gas and oil production decreased year-over-year.
  • Added to multiple Russell Growth indexes, enhancing index exposure and potential investor base.

Valuation Changes


Summary of Valuation Changes for Comstock Resources

  • The Consensus Analyst Price Target has fallen slightly from $20.43 to $19.64.
  • The Future P/E for Comstock Resources has fallen from 10.58x to 9.92x.
  • The Net Profit Margin for Comstock Resources has risen slightly from 28.37% to 29.42%.

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.