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CNX Resources CorporationNYSE:CNX 株式レポート

時価総額 US$5.3b
株価
n/a
1Y23.0%
7D3.5%
1D-1.1%
ポートフォリオ価値
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CNX Resources Corporation

NYSE:CNX 株式レポート

時価総額:US$5.3b

CNX Resources(CNX)株式概要

CNXリソーシズ・コーポレーションは、アパラチア盆地における天然ガスの買収、探鉱、開発、生産を行っている。 詳細

CNX ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長0/6
過去の実績5/6
財務の健全性3/6
配当金0/6

CNX Community Fair Values

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CNX Resources Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要CNX Resources
過去の株価
現在の株価US$35.74
52週高値US$43.62
52週安値US$27.72
ベータ0.61
1ヶ月の変化10.51%
3ヶ月変化-1.81%
1年変化22.99%
3年間の変化63.35%
5年間の変化233.40%
IPOからの変化401.61%

最新ニュース

ナラティブ更新 Jul 29

CNX: Hedging And Oil Price Assumptions Will Shape Future Earnings Balance

CNX Resources' analyst price target has shifted modestly lower to $37.64 from $38.82, as analysts factor in updated commodity price assumptions, slightly softer profit margin expectations, and the mixed set of recent Street target revisions clustered in the low to mid $30s and low $40s. Analyst Commentary Recent research on CNX Resources shows a mix of cautious and more constructive views, with analysts reacting to commodity price shifts, hedging decisions, and relative valuation versus peers.
Seeking Alpha Jul 03

CNX Resources: A Quality Gas Compounder, Fairly Priced - I'm Waiting For A Better Entry

Summary CNX Resources is a disciplined capital allocator, prioritizing free cash flow per share and aggressive buybacks over production growth. At ~$34, CNX trades at fair value near NAV and peer multiples; I rate it Hold, recommending accumulation below $30 for asymmetric upside. CNX’s investment thesis hinges on 2027–2028 gas market tightening as LNG and data center demand collide with disciplined supply and hedges roll off. Risks include persistent Permian-associated gas capping prices, regional pipeline constraints, and the multi-year, speculative nature of data center-driven demand. Read the full article on Seeking Alpha

Recent updates

ナラティブ更新 Jul 29

CNX: Hedging And Oil Price Assumptions Will Shape Future Earnings Balance

CNX Resources' analyst price target has shifted modestly lower to $37.64 from $38.82, as analysts factor in updated commodity price assumptions, slightly softer profit margin expectations, and the mixed set of recent Street target revisions clustered in the low to mid $30s and low $40s. Analyst Commentary Recent research on CNX Resources shows a mix of cautious and more constructive views, with analysts reacting to commodity price shifts, hedging decisions, and relative valuation versus peers.
Seeking Alpha Jul 03

CNX Resources: A Quality Gas Compounder, Fairly Priced - I'm Waiting For A Better Entry

Summary CNX Resources is a disciplined capital allocator, prioritizing free cash flow per share and aggressive buybacks over production growth. At ~$34, CNX trades at fair value near NAV and peer multiples; I rate it Hold, recommending accumulation below $30 for asymmetric upside. CNX’s investment thesis hinges on 2027–2028 gas market tightening as LNG and data center demand collide with disciplined supply and hedges roll off. Risks include persistent Permian-associated gas capping prices, regional pipeline constraints, and the multi-year, speculative nature of data center-driven demand. Read the full article on Seeking Alpha
ナラティブ更新 Jun 26

CNX: Fair Value View Will Balance Tighter Oil Macro And Gas Oversupply Risk

Analysts have trimmed their average price targets for CNX Resources by $2, reflecting recent cuts from firms now guiding to $42 and $35 as they factor in updated oil and gas price outlooks and sector valuations. Analyst Commentary Recent research on CNX Resources highlights a cautious tone, with several firms trimming price targets even as they reassess broader oil and gas assumptions.
ナラティブ更新 Jun 12

CNX: Higher Oil Price Assumptions Will Drive Future Earnings Resilience

Analysts have reset their CNX Resources fair value estimate to $38.82 per share, a move shaped by updated commodity price views, a higher assumed discount rate, lower revenue growth and profit margin expectations, and a higher future P/E multiple relative to prior assumptions. Analyst Commentary Street research on CNX Resources reflects a mix of optimism about commodity exposure and caution around gas pricing and valuation, which helps explain the recent recalibration of fair value estimates.
ナラティブ更新 May 29

CNX: Fair Value Reset Weighs Oil Upside Against Gas And Execution Risks

Analysts now see fair value for CNX Resources at $34, up from $24. This reflects updated assumptions for lower discount rates, a different revenue and margin outlook, and a higher future P/E multiple informed by recent price target revisions across the Street.
ナラティブ更新 May 03

CNX: Higher Oil Assumptions And Buybacks Will Support Stronger Future Cash Returns

Analysts have trimmed the average price target on CNX Resources slightly by about $0.40, reflecting mixed recent research. Several firms raised targets based on higher oil price assumptions, while others introduced or reiterated more cautious views on the stock.
ナラティブ更新 Apr 19

CNX: Oil Price Assumptions And Aggressive Buybacks Will Shape Future Returns

Analysts have slightly lowered the CNX Resources price target to $37.46 from $37.62, reflecting revised assumptions around revenue growth, profit margins, and future P/E, while ongoing research updates show a mix of higher individual price targets and more cautious views on the stock. Analyst Commentary Recent research updates on CNX Resources point to a split view, with several firms raising price targets while others keep cautious stances or downgrade the shares.
ナラティブ更新 Apr 05

CNX: Future Cash Returns And Buybacks Will Support Stronger Shareholder Outcomes

Analysts have nudged their average price target on CNX Resources higher to $48, reflecting recent target increases from several firms and updated assumptions around discount rates, margins, and future P/E levels. Analyst Commentary Recent research on CNX Resources shows a mix of views, but the clearest trend in the reports provided is a series of higher price targets from multiple firms.
ナラティブ更新 Mar 22

CNX: Oil Price Tailwinds And Massive Buyback Will Shape Balanced Outlook

Analysts have nudged their blended price targets for CNX Resources higher to reflect a modest fair value move from about $37.23 to $37.62. This points to updated assumptions for stronger revenue growth, wider profit margins and a lower future P/E multiple, supported by a series of recent target increases across the Street.
ナラティブ更新 Mar 08

CNX: Higher P/E And Massive Buyback Will Likely Cap Future Upside

Analysts have inched their price target for CNX Resources higher to $37.23 from $36.62, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that align with a recent series of target increases from major firms, even as one firm shifted its rating lower. Analyst Commentary Recent Street research on CNX Resources clusters around a series of higher price targets, alongside one downgrade, which gives you a mix of optimism and hesitation to weigh.
ナラティブ更新 Feb 21

CNX: Higher P/E Framework Will Constrain Upside Despite Expanded Buyback

Analysts have raised their price targets on CNX Resources by about $0.30, citing updates to fair value estimates along with modest adjustments to discount rates, revenue growth assumptions, profit margins and future P/E expectations. Analyst Commentary Recent research updates on CNX Resources show a cluster of price target revisions, with several firms adjusting their views on how the stock is valued relative to execution and growth expectations.
分析記事 Feb 17

There May Be Underlying Issues With The Quality Of CNX Resources' (NYSE:CNX) Earnings

CNX Resources Corporation's ( NYSE:CNX ) robust earnings report didn't manage to move the market for its stock. Our...
ナラティブ更新 Feb 07

CNX: Higher P/E Assumptions Will Limit Upside Despite Larger Buyback

Analysts have nudged their fair value estimate for CNX Resources up by about $1 to $36.29, reflecting recent price target increases across several firms, supported by updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research has centered on how CNX Resources is priced versus its updated fair value, with several firms adjusting their targets and one introducing a downgrade alongside a higher target.
ナラティブ更新 Jan 24

CNX: Mixed Rating Shifts Will Shape Cash Flow And Capital Return Outlook

Analysts have inched up their CNX Resources fair value estimate from about US$34.50 to around US$35.29. This reflects updated assumptions on revenue growth, profitability and a slightly higher discount rate, despite a mix of recent target hikes and a downgrade in Street research.
ナラティブ更新 Jan 08

CNX: Fair Value View Balances Weaker Cash Flow And Higher Future P/E

Narrative Update on CNX Resources Analysts now see fair value for CNX Resources at about $34.50, a modest increase of roughly $1 from prior estimates. This reflects adjusted expectations for slightly lower revenue growth, a small change in discount rate and profit margin, and a higher future P/E multiple following recent sector-wide target updates.
ナラティブ更新 Dec 17

CNX: Extended Tax Shield And Capital Discipline Will Drive Stronger Future Returns

Analysts modestly increased their consolidated price target for CNX Resources to approximately $46 per share from about $41. The revision reflects updated models that balance expectations for disciplined capital spending, extended tax advantages, and a constructive natural gas outlook against slightly weaker near term cash flow and margin forecasts.
ナラティブ更新 Dec 03

CNX: Future Cash Flow Will Likely Lag Amid Weak Gas Realizations

Analysts have nudged their blended price target on CNX Resources modestly higher, to roughly $33.57 from $33.00. They cite slightly stronger long term revenue growth expectations, a lower discount rate reflecting improved risk perceptions, and supportive sector level price target revisions, despite some downward adjustments tied to weaker near term gas realizations.
ナラティブ更新 Nov 19

CNX: Near-Term Cash Flow Is Expected To Fall Below Expectations

Analysts have raised their price target for CNX Resources from $32.21 to $33.00, citing improved revenue growth expectations and supportive natural gas sector trends. Analyst Commentary Recent research updates have provided a mixed outlook on CNX Resources, as analysts reassess price targets and expectations in light of near-term operational results and sector fundamentals.
ナラティブ更新 Nov 01

CNX: Cash Flow Stability And Gas Market Volatility Will Shape Outlook Ahead

CNX Resources’ analyst price target has increased modestly from $31.57 to $32.21, as analysts cite adjustments in discount rates and outlook. This follows near-term challenges in revenue growth and profit margin forecasts.
ナラティブ更新 Sep 17

AI Data Centers And Clean Gas Will Drive Future Success

Analysts have slightly reduced CNX Resources’ price target to $31.57, citing sustained natural gas oversupply and weak supply/demand dynamics, though some see valuation upside if gas prices recover. Analyst Commentary Bearish analysts cite persistently challenged Henry Hub natural gas prices due to ongoing industry oversupply through at least 2026, weighing on near-term fundamentals.
Seeking Alpha Feb 08

CNX Resources: Headwinds From Underwater Hedges

Summary CNX Resources' stock has dropped 28% since my December 1st sell recommendation, driven by deflated optimism around New Technologies and unfavorable Treasury rulings on 45V tax credits. CNX's extensive hedging strategy, with 85% of 2025 production hedged, limits cash flow upside in a rising natural gas price environment, posing a significant headwind. Despite the Treasury's restrictive 45V tax credit rules, CNX's New Technologies unit's contribution to free cash flow is now more predictable, reducing downside risks. CNX's underwater hedges for 2025 and 2026, totaling over $650 million in losses at the current strip, severely limit its ability to benefit from higher future natural gas prices. Read the full article on Seeking Alpha
Seeking Alpha Dec 02

CNX Resources: Look Elsewhere For Natural Gas Leverage

Summary CNX Resources' stock rose 102.6% YTD in 2024, outperforming peers due to heavy hedge coverage and optimism around its New Technologies unit. CNX's hedging strategy locks in prices, shielding cash flows from weak gas prices but limiting upside if gas prices rally. The New Technologies unit's potential tax credits for capturing coal mine methane have driven stock performance, but legislative approval remains uncertain. Despite recent outperformance, the Company's high valuation and fraying pillars of support suggest the stock is likely to underperform peers through 2025. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Sep 03

New Technologies And Uncertain Returns Cast A Shadow Over Future Financial Stability

Ramping up the New Technologies division and engaging in environmental attribute sales introduces costs and complexities that may negatively impact net margins.
Seeking Alpha Jan 07

CNX Resources: Favorable Weather Conditions Create An Opportunity For Gains

Summary CNX Resources is an American independent exploration and production company focused on natural gas production in the Appalachian Basin. The company's stock has underperformed peers but has shown improvement recently. Natural gas prices are expected to increase due to a winter storm and growing demand, which could benefit CNX Resources. CNX Resources devotes a considerable portion of its free cash flow to share buybacks and rewarding shareholders, so the increased FCF from rising gas prices should benefit shareholders. The company's stock is incredibly cheap relative to the broader market. Read the full article on Seeking Alpha
Seeking Alpha Oct 31

CNX Resources: Third Quarter Results Weak, But Firm Enjoys Financial Strength

Summary CNX Resources Corporation reported disappointing Q3 2023 earnings, missing analyst expectations for both revenues and net income. The decline in revenues was largely attributed to lower natural gas prices compared to the same quarter last year. Despite the challenging results, the company remains optimistic about long-term fundamentals and expects improved free cash flow in the future. The company has been focused on improving its balance sheet, which is nice as it has no near-term debt maturities. The valuation could be questionable compared to some of its peers, but it is not too bad overall. Read the full article on Seeking Alpha

株主還元

CNXUS Oil and GasUS 市場
7D3.5%5.9%1.0%
1Y23.0%36.2%18.4%

業界別リターン: CNX過去 1 年間で36.2 % の収益を上げたUS Oil and Gas業界を下回りました。

リターン対市場: CNX過去 1 年間で18.4 % の収益を上げたUS市場を上回りました。

価格変動

Is CNX's price volatile compared to industry and market?
CNX volatility
CNX Average Weekly Movement3.6%
Oil and Gas Industry Average Movement6.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

安定した株価: CNX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: CNXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1860390Alan Shepardwww.cnx.com

CNXリソーシズ・コーポレーションは、アパラチア盆地における天然ガスの買収、探鉱、開発、生産を行っている。同社はシェールガスとコールベッドメタン(CBM)の2つのセグメントで事業を展開している。主にガス卸売業者向けにパイプライン品質の天然ガスを生産・販売している。同社は、ペンシルベニア州、ウェストバージニア州、オハイオ州のシェール層から天然ガスを採掘する権利と、主にイリノイ州、インディアナ州、ニューヨーク州、オハイオ州、ペンシルベニア州、バージニア州、ウェストバージニア州のその他のシェール層および浅い石油・ガス層から天然ガスを採掘する権利を所有している。さらに、同社は天然ガスを井戸元から州間パイプラインや他の地域販売地点に移動させる天然ガス収集システムの設計、建設、運営を行っており、約2,600マイルの天然ガス収集パイプラインと様々な天然ガス処理施設を所有または運営している。さらに、天然ガス事業のための水供給、配送、廃棄のターンキー・ソリューションを提供し、第三者向けに水供給、配送、廃棄のソリューションを供給している。同社は以前はCONSOL Energy Inc.として知られていたが、2017年11月にCNX Resources Corporationに社名を変更した。CNX リソーシズ・コーポレーションは1860年に設立され、ペンシルベニア州キャノンズバーグを拠点としている。

CNX Resources Corporation 基礎のまとめ

CNX Resources の収益と売上を時価総額と比較するとどうか。
CNX 基礎統計学
時価総額US$5.35b
収益(TTM)US$949.45m
売上高(TTM)US$2.14b
5.6x
PER(株価収益率
2.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
CNX 損益計算書(TTM)
収益US$2.14b
売上原価US$564.61m
売上総利益US$1.58b
その他の費用US$625.90m
収益US$949.45m

直近の収益報告

Jun 30, 2026

次回決算日

該当なし

一株当たり利益(EPS)6.42
グロス・マージン73.62%
純利益率44.37%
有利子負債/自己資本比率45.9%

CNX の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/12 18:21
終値2026/08/12 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

CNX Resources Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39

アナリスト機関
Joseph AllmanBaird
Wei JiangBarclays
Peter WardBarclays