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Analysts Weigh Mixed Outlook for Northern Oil and Gas as Valuation Adjusts to Cash Flow Concerns

Published
03 Sep 24
Updated
21 Oct 25
AnalystConsensusTarget's Fair Value
US$32.10
33.3% undervalued intrinsic discount
21 Oct
US$21.40
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1Y
-43.2%
7D
-4.0%

Author's Valuation

US$32.133.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on21 Oct 25
Fair value Decreased 4.75%

Northern Oil and Gas Price Target Adjusted Amid Lower Cash Flow Expectations Analysts have lowered their price target for Northern Oil and Gas by $1 to $26, citing anticipated cash flow shortfalls driven by weaker gas and natural gas liquids realizations. This adjustment comes despite otherwise stable operational performance.

Shared on04 Sep 25

Northern Oil and Gas's fair value outlook was held steady at $33.70 as analysts weighed continued oil market volatility, high OPEC+ supply, and robust but supply-offset gas demand against incremental sector uncertainties. Analyst Commentary Volatile oil pricing and increased geopolitical risk are raising uncertainty around sector returns.

Shared on08 May 25
Fair value Decreased 14%

Shared on30 Apr 25
Fair value Decreased 1.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 5.18%

AnalystConsensusTarget has increased revenue growth from 4.8% to 5.4%.

Shared on09 Apr 25
Fair value Decreased 0.99%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 1.00%

AnalystConsensusTarget has decreased revenue growth from 6.5% to 4.8%.

Shared on26 Mar 25
Fair value Decreased 2.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 7.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 30%

AnalystConsensusTarget has increased revenue growth from 5.0% to 6.5%, increased profit margin from 16.3% to 20.2%, decreased future PE multiple from 14.0x to 11.6x and increased discount rate from 8.2% to 9.1%.