Côte d'Ivoire And Gabon Will Accelerate Production Amid Risks

Published
18 Sep 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$10.00
60.4% undervalued intrinsic discount
20 Aug
US$3.96
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1Y
-37.4%
7D
7.0%

Author's Valuation

US$10.0

60.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on20 Aug 25
Fair value Increased 11%

The notable upward revision in VAALCO Energy’s price target is primarily driven by a significant increase in its future P/E multiple, indicating higher expected earnings growth or valuation rerating, resulting in the consensus fair value rising from $9.00 to $10.00. What's in the News Provided Q3 2025 production guidance: WI production of 18,900–20,800 BOEPD and NRI production of 14,400–15,600 BOEPD; WI sales volume of 16,000–17,900 BOEPD and NRI sales volume of 11,900–13,100 BOEPD.

Shared on01 May 25
Fair value Increased 6.01%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget has decreased revenue growth from 9.3% to 7.7% and increased future PE multiple from 10.3x to 11.8x.

Shared on09 Apr 25
Fair value Increased 3.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 4.03%

Shared on26 Mar 25
Fair value Decreased 1.73%

AnalystConsensusTarget has increased revenue growth from 4.8% to 9.3% and decreased profit margin from 18.7% to 16.5%.

Shared on19 Mar 25
Fair value Increased 0.46%

AnalystConsensusTarget has decreased revenue growth from -6.0% to 4.8%, decreased profit margin from 21.8% to 18.7% and decreased future PE multiple from 13.0x to 11.0x.

Shared on11 Mar 25
Fair value Increased 5.55%

AnalystConsensusTarget has increased revenue growth from -5.1% to -6.0%.