Comstock Resources Croissance future
Future contrôle des critères 0/6
Les bénéfices de Comstock Resources devraient diminuer de 34.1% par an tandis que son chiffre d'affaires annuel devrait croître de 9.8% par an. Le BPA devrait croître de diminuer de 29.1% par an. Le rendement des capitaux propres devrait être 11.1% dans 3 ans.
Informations clés
-34.1%
Taux de croissance des bénéfices
-29.10%
Taux de croissance du BPA
| Oil and Gas croissance des bénéfices | 9.8% |
| Taux de croissance des recettes | 9.8% |
| Rendement futur des capitaux propres | 11.15% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 06 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • 6h
Comstock Resources: Large Q1 2026 Cash Burn Despite Strong Benchmark Natural Gas Prices (Rating Upgrade)
Summary Comstock reported a $223 million free cash flow deficit in Q1 2026, including the impact of $55 million in midstream capex. While benchmark natural gas prices averaged near $5, Comstock realized $3.46 per Mcfe for its production during the quarter. Comstock had significant realized hedging losses in Q1 2026 and also dealt with temporarily wider regional differentials. I now project Comstock's full-year free cash flow deficit to be around $588 million, not including midstream capex. Production continues to generally fall a bit short of the guidance midpoint. Read the full article on Seeking Alpha
Mise à jour de l'analyse • May 02
CRK: Western Haynesville Power Hub And Higher Oil Outlook Will Support Cash Flows
Analysts have trimmed the average price target for Comstock Resources by about $0.19 to roughly $28.81, reflecting recent revisions to oil and gas price assumptions and updated company guidance. Analyst Commentary Recent Street research on Comstock Resources has centered on refreshed commodity price assumptions and updated company guidance, which have filtered directly into revised price targets.Mise à jour de l'analyse • Apr 18
CRK: Western Haynesville Power Hub Will Shape Future Cash Flow Visibility
Comstock Resources' fair value estimate has been trimmed by $1 to $29 as analysts factor in recent price target reductions that reflect updated models following Q4 results, revised 2026 production and spending guidance, and adjusted oil and natural gas price outlooks. Analyst Commentary Recent Street research on Comstock Resources shows a mix of price target lifts and trims as analysts update models for Q4 results, 2026 production and spending guidance, and revised oil and natural gas price assumptions.Mise à jour de l'analyse • Apr 03
CRK: Western Haynesville Power Hub Will Support Future Cash Flow Visibility
Analysts have revised their average fair value estimate for Comstock Resources from $31.60 to about $30. This change reflects updated assumptions for revenue growth, profit margins and discount rates following a mix of recent price target adjustments and new oil and gas price outlooks.
Mise à jour de l'analyse • Mar 20
CRK: 2026 Spending And Production Guidance Will Weigh On Future P/E Support
Analysts have adjusted the fair value estimate for Comstock Resources slightly higher to reflect a modestly increased implied price target of about $8.65 from roughly $8.60, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E following recent Street research that includes both upward and downward revisions to targets in the $19 to $30 range. Analyst Commentary Recent Street research on Comstock Resources shows a mix of higher and lower price targets, with several Bearish analysts highlighting execution and growth risks that help explain the more cautious fair value work.
Mise à jour de l'analyse • Mar 05
CRK: Revised 2026 Plan Will Restrain Returns Versus Current P/E
Analysts have reduced their average fair value estimate for Comstock Resources by about $0.86 per share to $19.86. This change reflects recent price target cuts tied to updated models following the Q4 report and 2026 guidance, which indicate lower production and higher spending than previously expected.Mise à jour de l'analyse • Feb 19
CRK: 2026 Spending And Production Guidance Will Pressure Future P/E Support
Analysts trimmed their average price target on Comstock Resources by $1 to $19, citing 2026 guidance that combines production levels below prior expectations with higher planned spending. Analyst Commentary Bearish analysts are focusing on the gap between Comstock Resources' 2026 production outlook and prior expectations, along with the higher planned spending that came with the guidance.Article d'analyse • Feb 14
Comstock Resources, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
A week ago, Comstock Resources, Inc. ( NYSE:CRK ) came out with a strong set of full-year numbers that could...Mise à jour de l'analyse • Feb 05
CRK: Lower Margin Assumptions Will Pressure Future P/E Support
Analysts have revised their fair value estimate for Comstock Resources to approximately $8.76, down from $10.00. This change reflects updated views on discount rates, profit margins, and future P/E assumptions following recent mixed price target moves and rating changes from the Street.Mise à jour de l'analyse • Jan 22
CRK: Higher Risk Profile Will Constrain Future Earnings Versus Current P/E
Analysts nudged their fair value estimate for Comstock Resources from US$20.36 to US$20.71, reflecting updated views on discount rates, profit margin expectations, and future P/E assumptions following recent mixed research that included a downgrade at BofA and a US$1 price target increase at Citi. Analyst Commentary Recent research on Comstock Resources reflects a split view, with one high profile downgrade and a separate US$1 increase in the stock's price target.Article d'analyse • Jan 12
Comstock Resources, Inc.'s (NYSE:CRK) Popularity With Investors Is Clear
Comstock Resources, Inc.'s ( NYSE:CRK ) price-to-sales (or "P/S") ratio of 3.5x may not look like an appealing...Mise à jour de l'analyse • Jan 07
CRK: Secular Gas Demand Will Not Offset Weaker Margins And Cash Flows
Analysts have trimmed their price target on Comstock Resources to $9 from $10, citing updated assumptions on fair value, discount rate, and profit margin as they reset expectations ahead of upcoming Q3 earnings reports across E&P names. Analyst Commentary Bullish Takeaways Bullish analysts point to ongoing conversations around power and data center demand for gas as a supportive backdrop for Comstock Resources, which could help underpin long term cash flow potential if execution on volumes and costs is disciplined.Mise à jour de l'analyse • Dec 23
CRK: Secular Gas Demand Will Support Cash Flows Despite Margin Pressures
Analysts nudged their price target on Comstock Resources slightly lower to approximately $9, reflecting modestly softer long term revenue growth and profit margin expectations, while also recognizing a supportive secular gas demand outlook and better capital efficiency across E&P peers. Analyst Commentary Analysts are refining their views on Comstock Resources as the sector narrative shifts toward secular gas demand, capital efficiency, and the evolving U.S. onshore landscape.Mise à jour de l'analyse • Dec 09
CRK: Secular Gas Demand Will Not Offset Weaker Returns Outlook
Analysts have nudged their fair value estimate for Comstock Resources higher, lifting the price target by nearly $1 to reflect slightly lower discount rates, stronger expected revenue growth and higher future valuation multiples, even as near term Street targets such as the recent move to $9 continue to embed caution around margins and capital efficiency. Analyst Commentary Street research remains divided on the appropriate risk premium and growth trajectory for Comstock Resources, with recent target changes highlighting both the potential upside from secular gas demand and the execution risks tied to capital deployment.Mise à jour de l'analyse • Nov 25
CRK: Weaker Margins And Sector Adjustments Will Pressure Returns Ahead
Analysts have slightly increased their price target for Comstock Resources from $18.82 to $19.46, citing stronger revenue growth projections. This comes despite some concerns over profit margins and sector-wide estimate adjustments ahead of Q3 earnings.Mise à jour de l'analyse • Nov 06
CRK: Persistent Natural Gas Oversupply Will Pressure Returns Through 2026
Comstock Resources' analyst price target has decreased substantially, with recent updates lowering expectations to a range of $9 to $14 per share. Analysts cite ongoing commodity headwinds and persistent oversupply, particularly in the natural gas sector, as key factors behind the adjustment.Article d'analyse • Oct 02
Revenues Tell The Story For Comstock Resources, Inc. (NYSE:CRK) As Its Stock Soars 32%
Comstock Resources, Inc. ( NYSE:CRK ) shareholders are no doubt pleased to see that the share price has bounced 32% in...Mise à jour de l'analyse • Sep 17
Refined Western Haynesville Drilling Will Unlock Enduring Resource Potential
Comstock Resources' consensus price target has been revised down from $19.04 to $18.46, as analysts cite persistent weakness and oversupply in natural gas markets, disappointing Q2 results, and an elevated valuation relative to peers. Analyst Commentary Bearish analysts cite persistent commodity headwinds, especially weak and oversupplied natural gas markets, as a major factor dampening upside potential.Mise à jour de l'analyse • Aug 27
Refined Western Haynesville Drilling Will Unlock Enduring Resource Potential
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.Article d'analyse • Aug 01
Comstock Resources, Inc. (NYSE:CRK) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless
Comstock Resources, Inc. ( NYSE:CRK ) shareholders won't be pleased to see that the share price has had a very rough...Article d'analyse • Jul 17
Comstock Resources (NYSE:CRK) Is Carrying A Fair Bit Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Nouvelle analyse • May 26
Western Haynesville Drilling Will Face Regulatory Headwinds While Unlocking Opportunities
Heavy dependence on natural gas exposes Comstock to commodity price volatility, regional risks, and potential regulation-driven margin pressure.Article d'analyse • May 16
Revenues Tell The Story For Comstock Resources, Inc. (NYSE:CRK) As Its Stock Soars 26%
Comstock Resources, Inc. ( NYSE:CRK ) shareholders have had their patience rewarded with a 26% share price jump in the...Seeking Alpha • Apr 29
Comstock Resources: Western Haynesville Is A Transformative Asset (Rating Upgrade)
Summary Upgrading Comstock Resources, Inc. from Sell to Buy due to higher natural gas prices and promising Western Haynesville acreage. Increased disclosure on the Western Haynesville acreage means it's no longer appropriate to value CRK based solely on current free cash flow. Western Haynesville acreage offers significant growth potential, making CRK an attractive investment for those bullish on LNG exports and gas demand. CRK stock remains high risk due to debt and cost uncertainties, but offers high-reward potential for investors buying on dips. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Comstock Resources: First Quarter Will Be Better Still
Summary Comstock Resources operates in the high-cost Haynesville dry gas basin. The company's earnings were impacted by unrealized derivative losses. Derivative contracts are an opportunity cost for guaranteed cash flow, with actual gains or losses determined upon contract settlement. Unrealized derivative gains and losses represent opportunity costs rather than 'real' cash gains or losses. The negative free cash flow demonstrates an aggressive financial strategy to have more natural gas available when the pricing recovery begins. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Comstock Resources: Operating In The Swing Basin
Summary Comstock Resources benefits from low cash costs. Haynesville wells are very expensive to drill and complete. Comparatively high DD&A costs highlight the expensive nature of Haynesville wells. Growing natural gas demand, driven by exports, could (likely) elevate North American prices. CRK's low acreage costs provide a competitive edge. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Comstock Resources: Momentum Carries The Stock Price Higher
Summary CRK is overvalued at $19 per share. Lower natural gas prices in 2024 negatively impacted their balance sheet. The Haynesville is a key producing region for the US, but may go into its final decline phase in 10+ years. We have a tsunami of natural gas demand coming in the next 5 years that will require a lot more production. The Western Haynesville is competitive and poised to grow over the next 5 years. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
CRK: High-Cost Gas Producer With Excess Debt
Summary Comstock Resources (CRK) faces elevated breakeven costs and negative free cash flow, necessitating additional debt to fund operations amid low natural gas prices. Despite a 44% stock rally since April 2023, CRK's fundamentals remain challenged, with production declines and increased CAPEX pushing up costs. Jerry Jones' majority ownership and potential for a take-private deal create speculative interest, but significant debt and cash outspend make a premium acquisition unlikely. Superior alternatives like Expand Energy (EXE) and EQT offer better fundamentals and free cash flow generation, making CRK a sell. Read the full article on Seeking AlphaSeeking Alpha • Nov 01
Comstock Resources Continues To Burn Cash
Summary Comstock reported negative $52 million in Q3 2024 FCF, bringing its YTD FCF to negative $308 million. It has made improvements with Western Haynesville D&C costs, but I believe it still requires a further 15% to 20% reduction to be competitive with legacy Haynesville wells. Comstock's 2024 production results are trending to be a bit lower than its guidance midpoint. 2025 free cash flow may end up a bit over $100 million at current strip. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
Comstock May Be Taken Private In A Gas Bear Market
Summary Comstock Resources, Inc. faces a challenging natural gas market, with declining prices and increased drilling costs, impacting revenue and margins. Despite these challenges, Comstock's strategic focus on Haynesville/Bossier shale assets aims to leverage growing LNG export capacity along the Gulf Coast. Jerry Jones's $100mm investment on top of his $1.1b position and the suspension of dividends suggest a possible buyout, potentially offering a premium to current trading levels. Read the full article on Seeking AlphaSeeking Alpha • Jul 17
Comstock Resources: Investing In The Western Haynesville
Summary Nearly 50% of Comstock's Q1 2024 capex went towards the Western Haynesville. This included $50 million to acquire 189,000 net acres. Comstock now has over 450,000 net acres in the Western Haynesville. Production results have been quite strong, but costs also appear to be quite high. Thus, the Western Haynesville probably needs 25% D&C cost reductions to be fully competitive with regular Haynesville wells. Read the full article on Seeking AlphaSeeking Alpha • May 06
Comstock Resources: Unexpected Downside Protection
Summary Comstock Resources, Inc. operates in the high-cost Haynesville basin. The Haynesville has expensive wells compared to other basins, making it less favorable for dry gas producers. The rig count for dry gas producers is declining and finally, industry production of natural gas is declining as well. Meanwhile, demand is increasing. The market now appears to be looking forward to a balance between supply and demand that will lead to a natural gas price recovery. Comstock does have low cash production costs. Therefore, the company does have positive cash flow that can be used to meet costs despite the low commodity prices. Read the full article on Seeking AlphaSeeking Alpha • Apr 29
Comstock Resources: Another Jerry Jones 'Draft Pick'
Summary Comstock Resources, Inc. shares have rebounded from two-year lows triggered primarily by the current administration's pause on LNG export facility approvals. Natural gas prices remain historically low, and the company recently suspended its dividend payment and rig count to preserve cash flow. However, the stock is up over 30% from its recent lows and maverick billionaire and Cowboys owner Jerry Jones has recently significantly increased his stake in this natural gas producer. An analysis of Comstock Resources follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Comstock Resources: Increasing Liquidity Through Additional Notes And Equity Investments
Summary Comstock received an equity investment of just over $100 million from Jerry Jones. The backing of the Jones family reduces Comstock's debt risk, but also can result in dilution at relatively low share prices. Comstock also issued $400 million in 6.75% unsecured notes due 2029 at 93% of par. I now estimate Comstock's value at $10.25 per share. Comstock's unsecured notes are yielding over 8% to maturity and appear to have decent potential. Read the full article on Seeking AlphaSeeking Alpha • Mar 15
Comstock Resources: Ace In The Hole
Summary Comstock Resources operates in a "swing basin" with low location costs, giving them a competitive advantage over latecomers to the Haynesville Basin. The rig count in the Haynesville dry gas production is declining. The rig count will continue to decline until natural gas prices recover. CRK has a strong profitability cycle due to its early acquisition of acreage at low prices. The rig count decline cycle is at least more than halfway and likely near its end at this point. The pricing cycle of natural gas will change as more export capacity comes online in 2024 and 2025 to force North America to join the usually stronger world natural gas pricing market. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 2,489 | 256 | 287 | N/A | 5 |
| 12/31/2027 | 2,505 | 343 | -68 | N/A | 7 |
| 12/31/2026 | 2,011 | 249 | -459 | N/A | 8 |
| 3/31/2026 | 2,001 | 621 | N/A | N/A | N/A |
| 12/31/2025 | 1,928 | 393 | -450 | 900 | N/A |
| 9/30/2025 | 1,799 | 57 | -321 | 942 | N/A |
| 6/30/2025 | 1,654 | -83 | -264 | 888 | N/A |
| 3/31/2025 | 1,431 | -335 | -421 | 624 | N/A |
| 12/31/2024 | 1,254 | -230 | -477 | 620 | N/A |
| 9/30/2024 | 1,298 | -64 | -592 | 581 | N/A |
| 6/30/2024 | 1,370 | -21 | -741 | 554 | N/A |
| 3/31/2024 | 1,411 | 60 | -636 | 802 | N/A |
| 12/31/2023 | 1,565 | 211 | -442 | 1,017 | N/A |
| 9/30/2023 | 2,077 | 619 | -155 | 1,257 | N/A |
| 6/30/2023 | 2,890 | 954 | 391 | 1,720 | N/A |
| 3/31/2023 | 3,548 | 1,370 | 539 | 1,799 | N/A |
| 12/31/2022 | 3,628 | 1,121 | 597 | 1,698 | N/A |
| 9/30/2022 | 3,361 | 962 | 495 | 1,471 | N/A |
| 6/30/2022 | 2,682 | 319 | 293 | 1,170 | N/A |
| 3/31/2022 | 2,080 | -236 | 213 | 951 | N/A |
| 12/31/2021 | 1,851 | -259 | 170 | 861 | N/A |
| 9/30/2021 | 1,470 | -538 | 117 | 804 | N/A |
| 6/30/2021 | 1,137 | -376 | 79 | 695 | N/A |
| 3/31/2021 | 973 | -252 | 85 | 619 | N/A |
| 12/31/2020 | 858 | -83 | 64 | 576 | N/A |
| 9/30/2020 | 873 | -120 | 48 | 558 | N/A |
| 6/30/2020 | 919 | 9 | 1 | 544 | N/A |
| 3/31/2020 | 874 | 91 | -9 | 527 | N/A |
| 12/31/2019 | 769 | 74 | N/A | 451 | N/A |
| 9/30/2019 | 626 | 84 | N/A | 381 | N/A |
| 6/30/2019 | 499 | 82 | N/A | 274 | N/A |
| 3/31/2019 | 426 | 27 | N/A | N/A | N/A |
| 12/31/2018 | 390 | -29 | N/A | 188 | N/A |
| 9/30/2018 | 315 | -170 | N/A | N/A | N/A |
| 6/30/2018 | 302 | -258 | N/A | N/A | N/A |
| 3/31/2018 | 279 | -191 | N/A | N/A | N/A |
| 12/31/2017 | 250 | -111 | N/A | 175 | N/A |
| 12/31/2016 | 171 | -135 | N/A | -24 | N/A |
| 12/31/2015 | 21 | 20 | N/A | N/A | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: Les bénéfices de CRK devraient diminuer au cours des 3 prochaines années ( -34.1% par an).
Bénéfices vs marché: Les bénéfices de CRK devraient diminuer au cours des 3 prochaines années ( -34.1% par an).
Croissance élevée des bénéfices: Les bénéfices de CRK devraient baisser au cours des trois prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de CRK ( 9.8% par an) devrait croître plus lentement que le marché de US ( 11.4% par an).
Croissance élevée des revenus: Le chiffre d'affaires de CRK ( 9.8% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de CRK devrait être faible dans 3 ans ( 11.1 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/06 09:01 |
| Cours de l'action en fin de journée | 2026/05/06 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Comstock Resources, Inc. est couverte par 26 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Phillip Jungwirth | BMO Capital Markets Equity Research |
| Kaleinoheaokealaula Akamine | BofA Global Research |
| Rehan Rashid | B. Riley Securities, Inc. |