Offshore Exploration And Cost Reductions Will Sustain Future Strength

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

14 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-3.3%

7D

3.5%

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1Y

-3.3%

7D

3.5%

You can edit this narrative until Nov 15 1:05 PM. Then, changes will post as Updates.

Author's Valuation

US$28.3311.0% overvalued

AnalystConsensusTarget Fair Value

Shared on 14 Nov 25

Fair value Increased 2.91%

MUR: Future Cash Flow Strength And Execution Will Offset Margin Pressures Ahead

Murphy Oil’s analyst price target has increased from $27.53 to $28.33 per share, as analysts cite stronger production forecasts, higher cash flow estimates, and improving industry outlooks as the primary drivers for the upward revision. Analyst Commentary Street research on Murphy Oil following recent earnings and operational updates has highlighted areas of both optimism and caution among analysts.

Shared on 07 May 25

Fair value Decreased 2.19%

Shared on 30 Apr 25

Fair value Decreased 1.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 5.95%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 18%

Shared on 09 Apr 25

Fair value Decreased 1.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 2.75%

AnalystConsensusTarget has increased revenue growth from -2.8% to -0.6%.

Shared on 26 Mar 25

Fair value Decreased 0.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 3.70%

AnalystConsensusTarget has decreased revenue growth from 2.4% to -2.8% and increased profit margin from 15.7% to 18.7%.

Shared on 10 Mar 25

Fair value Increased 35%

AnalystConsensusTarget has increased revenue growth from 1.5% to 2.4%, increased profit margin from 12.4% to 15.7% and decreased future PE multiple from 18.1x to 11.5x.

AnalystConsensusTarget Fair Value

US$28.33

11.0% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.24%

Oil and Gas revenue growth rate

1.08%

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

7.09%

Calculation

US$225.75m

Earnings '28

x

20.54x

PE Ratio '28

=

US$4.64b

Market Cap '28

US$4.64b

Market Cap '28

/

133.82m

No. shares '28

=

US$34.64

Share Price '28

US$34.64 Share Price '28

Discounted to 2025 @ 7.15% p.a.

=

US$28.16

Fair Value '25