View ValuationInfinity Natural Resources 향후 성장Future 기준 점검 6/6Infinity Natural Resources (는) 각각 연간 52.1% 및 26.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 26.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 40.1% 로 예상됩니다.핵심 정보52.1%이익 성장률26.25%EPS 성장률Oil and Gas 이익 성장11.3%매출 성장률26.5%향후 자기자본이익률40.07%애널리스트 커버리지Low마지막 업데이트14 May 2026최근 향후 성장 업데이트Major Estimate Revision • May 19Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$638.4m to US$648.7m. EPS estimate fell from US$3.40 to US$2.92 per share. Net income forecast to grow 386% next year vs 46% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.38. Share price was steady at US$15.91 over the past week.공시 • May 14Infinity Natural Resources, Inc. Reaffirms Production Guidance for the Year 2026Infinity Natural Resources, Inc. reaffirmed production guidance for the year 2026. For the year, net production is expected to be between 345 and 375 MMcfe/d for 2026, with natural gas expected to be between 235 and 255 MMcfe/d and oil and liquids expected to be between 18 and 20 Mbbls/d.Major Estimate Revision • Apr 26Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$649.1m to US$638.2m. EPS estimate also fell from US$3.87 per share to US$3.40 per share. Net income forecast to grow 1,459% next year vs 34% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.00. Share price was steady at US$15.99 over the past week.Price Target Changed • Mar 31Price target increased by 7.1% to US$23.44Up from US$21.89, the current price target is an average from 9 analysts. New target price is 33% above last closing price of US$17.61. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of US$3.72 for next year compared to US$0.90 last year.공시 • Mar 11Infinity Natural Resources, Inc. Provides Production Guidance for the Year 2026Infinity Natural Resources, Inc. provided production guidance for the year 2026. For the year, total net daily production expected to be between 345 and 375 MMcfe/d, representing year-over-year growth of approximately 70% at the midpoint of the range. Total natural gas net production expected to be between 235 and 255 MMcfe/d. Total oil and liquids net production expected to be between 18 and 20 Mbbls/d.공시 • Nov 11+ 1 more updateInfinity Natural Resources, Inc. Narrows Production Guidance for the Year 2025Infinity Natural Resources, Inc. narrowed production guidance for the year 2025. For the year, the company has narrowed its net production guidance to the high end of the previous range of 32 to 35 Mboe d to 33.5 to 35 Mboe d for 2025.모든 업데이트 보기Recent updatesMajor Estimate Revision • May 19Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$638.4m to US$648.7m. EPS estimate fell from US$3.40 to US$2.92 per share. Net income forecast to grow 386% next year vs 46% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.38. Share price was steady at US$15.91 over the past week.속보 • May 16Infinity Natural Resources Grows Appalachian Presence With Ohio Acquisition and Surging ProductionInfinity Natural Resources is expanding its Appalachian Basin footprint through the acquisition of Antero’s Ohio Utica assets, adding scale in both upstream and midstream operations. The company also acquired additional working interests in Pennsylvania, further integrating production and transportation across its asset base. In the first quarter, average net production rose 88% year over year, with oil up 16% and natural gas up 169%, while the company increased its hedge book to manage commodity price risk around these volumes. The combination of expanded acreage, integrated midstream infrastructure and a larger hedge position indicates a business that is emphasizing operational scale while seeking to reduce some of the volatility tied to oil and gas prices. Investors may want to monitor how efficiently the company develops its new Ohio and Pennsylvania positions and how its hedge strategy affects cash flow sensitivity if commodity prices move sharply.공시 • May 14Infinity Natural Resources, Inc. Reaffirms Production Guidance for the Year 2026Infinity Natural Resources, Inc. reaffirmed production guidance for the year 2026. For the year, net production is expected to be between 345 and 375 MMcfe/d for 2026, with natural gas expected to be between 235 and 255 MMcfe/d and oil and liquids expected to be between 18 and 20 Mbbls/d.Reported Earnings • May 13First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.11 loss per share (improved from US$2.27 loss in 1Q 2025). Revenue: US$154.9m (up 82% from 1Q 2025). Net loss: US$1.87m (loss narrowed 95% from 1Q 2025). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US.New Risk • May 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 63% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (63% accrual ratio). Minor Risk Significant insider selling over the past 3 months (US$4.8m sold).공시 • Apr 30Infinity Natural Resources, Inc. to Report Q1, 2026 Results on May 12, 2026Infinity Natural Resources, Inc. announced that they will report Q1, 2026 results After-Market on May 12, 2026Major Estimate Revision • Apr 26Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$649.1m to US$638.2m. EPS estimate also fell from US$3.87 per share to US$3.40 per share. Net income forecast to grow 1,459% next year vs 34% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.00. Share price was steady at US$15.99 over the past week.공시 • Apr 16Infinity Natural Resources, Inc., Annual General Meeting, Jun 09, 2026Infinity Natural Resources, Inc., Annual General Meeting, Jun 09, 2026.공시 • Apr 14Infinity Natural Resources, Inc. Appoints Scott Mcneill to Board of Directors, Effective April 13, 2026Infinity Natural Resources, Inc. announced the appointment of Scott McNeill to its Board of Directors, effective immediately. Mr. McNeill brings more than two decades of experience across energy investment banking, capital markets and operating leadership roles within both public and private energy companies. Over the course of his career, he has served as a CEO, CFO and board member while helping build, finance and scale energy businesses through strategic transactions and capital markets execution. Mr. McNeill is currently the Chief Executive Officer of Peak Rentals, LLC, an equipment rental company serving the energy industry. He is also the Managing Member of Headwall Capital, an investment company pursuing opportunities in the energy sector. Mr. McNeill spent 15 years at Raymond James, where he served as a Managing Director in the firm’s Energy Investment Banking group and advised energy companies on capital markets and M&A transactions. He later joined RSP Permian as Chief Financial Officer and a member of the Board of Directors, where he led the company’s $449 million IPO and served through its $9.5 billion merger with Concho Resources in late 2018. Scott joined RSP Permian as a private company helping build the organization through its early growth phase while positioning for its IPO. During his tenure, RSP Permian became one of the best-performing public E&P companies from its IPO through its sale. Mr. McNeill subsequently co-founded and served as CEO of Switchback and Switchback II, energy-focused special purpose acquisition companies backed by NGP Energy Capital through the completion of their business combinations. Mr. McNeill also held senior leadership roles at Black Mountain Sand, including Executive Chairman, Chief Executive Officer and Chief Financial Officer, helping reposition and scale the business prior to its merger with Covia Energy to form Iron Oak Energy Solutions, the largest private proppant supplier in North America. Mr. McNeill currently serves on the board of directors of Iron Oak.Price Target Changed • Mar 31Price target increased by 7.1% to US$23.44Up from US$21.89, the current price target is an average from 9 analysts. New target price is 33% above last closing price of US$17.61. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of US$3.72 for next year compared to US$0.90 last year.Reported Earnings • Mar 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$1.54. Revenue: US$356.4m (up 38% from FY 2024). Net income: US$23.8m (down 52% from FY 2024). Profit margin: 6.7% (down from 19% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 96%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Oil and Gas industry in the US.공시 • Mar 11Infinity Natural Resources, Inc. Provides Production Guidance for the Year 2026Infinity Natural Resources, Inc. provided production guidance for the year 2026. For the year, total net daily production expected to be between 345 and 375 MMcfe/d, representing year-over-year growth of approximately 70% at the midpoint of the range. Total natural gas net production expected to be between 235 and 255 MMcfe/d. Total oil and liquids net production expected to be between 18 and 20 Mbbls/d.공시 • Feb 27Infinity Natural Resources, Inc. to Report Q4, 2025 Results on Mar 10, 2026Infinity Natural Resources, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026공시 • Feb 24+ 1 more updateInfinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for approximately $470 million.Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million on December 5, 2025. The purchase price is subject to customary closing adjustments. Northern Oil and Gas, Inc. funded the acquisition with cash on hand, operating free cash flow and borrowings from NOG’s revolving credit facility. The transactions were unanimously approved by the Antero Midstream Corporation's Board of Directors. The transaction is subject to the satisfaction of certain customary closing conditions, the expiration or termination of all waiting periods imposed under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in the first quarter of 2026. As on February 11, 2026, the transaction is expected to close by the end of February 2026 RBC Capital Markets, LLC acted as financial advisor for Antero Midstream Corporation. Ryan Maierson and Nick Dhesi of Latham & Watkins LLP acted as legal advisor to Antero Midstream Corporation. Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for approximately $470 million on February 23, 2026. Under the terms of the transaction, the closing payment was $464.5 million in cash, which includes a $58.8 million deposit paid at signing. The closing payment is net of preliminary and customary purchase price adjustments and remains subject to post-closing settlements.공시 • Feb 20Infinity Natural Resources, Inc. announced that it expects to receive $350 million in funding from Quantum Capital Group Ltd, Carnelian Energy CapitalInfinity Natural Resources, Inc. announces a private placement with Quantum Capital Group and Carnelian Energy Capital Management to issue Series A Convertible Preferred Shares for gross proceeds of $350 million on February 19, 2026. The Preferred Stock carries an 8% dividend per annum, paid quarterly, for the first five years, and 12% thereafter, with an option to pay in cash or in kind as an increase to the liquidation preference available for the first two years. The Preferred Stock is convertible at the option of the holders into shares of Infinity’s Class A common stock at a conversion price of $21.39 per share분석 기사 • Feb 08Infinity Natural Resources, Inc. (NYSE:INR) Stock Rockets 26% But Many Are Still Ignoring The CompanyInfinity Natural Resources, Inc. ( NYSE:INR ) shares have continued their recent momentum with a 26% gain in the last...Recent Insider Transactions Derivative • Feb 07General Counsel & Secretary exercised options and sold US$264k worth of stockOn the 3rd of February, Raleigh Wolfe exercised options to acquire 16k shares at no cost and sold these for an average price of US$16.52 per share. This trade did not impact their existing holding. As of today, Raleigh currently holds no shares directly. Company insiders have collectively bought US$669k more than they sold, via options and on-market transactions, in the last 12 months.공시 • Jan 21Infinity Natural Resources, Inc. (NYSE:INR) acquired Working Interest in Chase Oil Corporation for $36 million.Infinity Natural Resources, Inc. (NYSE:INR) acquired Working Interest in Chase Oil Corporation for $36 million on January 1, 2026. The consideration would be paid in stock. Infinity Natural Resources, Inc. (NYSE:INR) completed the acquisition of Working Interest in Chase Oil Corporation for $36 million on January 1, 2026.Recent Insider Transactions • Dec 19Independent Director recently bought US$112k worth of stockOn the 16th of December, David Poole bought around 9k shares on-market at roughly US$12.94 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$933k more in shares than they have sold in the last 12 months.공시 • Dec 09Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million.Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million on December 5, 2025. The transaction is subject to the satisfaction of certain customary closing conditions, the expiration or termination of all waiting periods imposed under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in the first quarter of 2026. RBC Capital Markets, LLC acted as financial advisor for Antero Midstream Corporation.분석 기사 • Dec 05Investors Still Aren't Entirely Convinced By Infinity Natural Resources, Inc.'s (NYSE:INR) Revenues Despite 26% Price JumpInfinity Natural Resources, Inc. ( NYSE:INR ) shareholders would be excited to see that the share price has had a great...분석 기사 • Nov 12Infinity Natural Resources (NYSE:INR) Is Making Moderate Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Nov 11Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.67. Revenue: US$79.7m (up 15% from 3Q 2024). Net income: US$10.4m (down 77% from 3Q 2024). Profit margin: 13% (down from 65% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 41%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in the US.공시 • Nov 11+ 1 more updateInfinity Natural Resources, Inc. Narrows Production Guidance for the Year 2025Infinity Natural Resources, Inc. narrowed production guidance for the year 2025. For the year, the company has narrowed its net production guidance to the high end of the previous range of 32 to 35 Mboe d to 33.5 to 35 Mboe d for 2025.공시 • Nov 04Infinity Natural Resources, Inc. to Report Q3, 2025 Results on Nov 10, 2025Infinity Natural Resources, Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025내러티브 업데이트 • Oct 07Fair Value Estimate: ~$30$INR - Fair value price correction from $39 -> $30.Major Estimate Revision • Oct 02Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.20 to US$0.17 per share. Revenue forecast steady at US$360.9m. Net income forecast to grow 253% next year vs 17% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$23.38. Share price fell 3.4% to US$13.50 over the past week.Major Estimate Revision • Sep 11Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.113 to US$0.10 per share. Revenue forecast steady at US$363.4m. Net income forecast to grow 245% next year vs 24% growth forecast for Oil and Gas industry in the US. Consensus price target of US$24.50 unchanged from last update. Share price fell 5.1% to US$13.85 over the past week.Major Estimate Revision • Aug 26Consensus EPS estimates increase by 656%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$364.7m to US$370.1m. EPS estimate increased from US$0.015 to US$0.113 per share. Net income forecast to grow 247% next year vs 16% growth forecast for Oil and Gas industry in the US. Consensus price target down from US$25.38 to US$24.75. Share price rose 5.4% to US$14.15 over the past week.Recent Insider Transactions • Aug 24Independent Chairman of the Board recently bought US$690k worth of stockOn the 22nd of August, Steven Gray bought around 50k shares on-market at roughly US$13.79 per share. This transaction increased Steven's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Steven's only on-market trade for the last 12 months.Major Estimate Revision • Aug 19Consensus EPS estimates fall by 99%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$375.4m to US$364.7m. EPS estimate also fell from US$1.92 per share to US$0.015 per share. Net income forecast to grow 285% next year vs 18% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$25.25. Share price fell 6.3% to US$13.43 over the past week.Reported Earnings • Aug 13Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$1.18. Revenue: US$74.5m (up 5.7% from 2Q 2024). Net income: US$18.0m (down 25% from 2Q 2024). Profit margin: 24% (down from 34% in 2Q 2024). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Oil and Gas industry in the US.공시 • Aug 12Infinity Natural Resources, Inc. Maintains Production Guidance for the Year 2025Infinity Natural Resources, Inc. maintained production guidance for the year 2025. For the year, the company still expects net production to remain unchanged and is expected to be between 32 Mboe/d and 35 Mboe/d.Seeking Alpha • Aug 12Infinity Natural Resources: An Interesting New Player In AppalachiaSummary Infinity Natural Resources stock has declined since its IPO, reflecting a common post-IPO trend for oil and gas stocks. Insiders typically sell at favorable prices, suggesting caution for new investors buying soon after an IPO. Historical research shows most IPOs trade at half their offering price within 18 months, a pattern INR appears to be following. Current political and economic uncertainty could push INR's price lower, potentially creating a future value opportunity for contrarian investors. This is a buy with the idea that some investors may want the political uncertainty and potential recession to clear up first. Others may want to start an initial position. Read the full article on Seeking Alpha공시 • Aug 01Infinity Natural Resources, Inc. to Report Q2, 2025 Results on Aug 11, 2025Infinity Natural Resources, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025Major Estimate Revision • Jul 23Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$2.70 to US$1.92 per share. Revenue forecast steady at US$375.4m. Net income forecast to grow 539% next year vs 8.4% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$25.75. Share price fell 5.6% to US$14.09 over the past week.공시 • Jul 17Infinity Natural Resources, Inc. Appoints Brian Pietrandrea as Chief Accounting Officer, Effective July 16, 2025Infinity Natural Resources, Inc. announced the addition of Brian Pietrandrea as Chief Accounting Officer. Mr. Pietrandrea starts July 16, 2025. Mr. Pietrandrea and Mr. Fantini were most recently with Equitrans Midstream Corporation, bringing extensive experience in their respective fields and in the oil and gas industry. Pietrandrea, a seasoned accounting executive with over 20 years of experience, brings significant expertise in SEC reporting, financial operations, and regulatory compliance. Mr. Pietrandrea, age 50, most recently served as Vice President and Chief Accounting Officer at Equitrans Midstream Corporation (“Equitrans”), a midstream company with operations focused in the Appalachian Basin, from August 2019 to July 2024. Prior to his employment at Equitrans, Mr. Pietrandrea served as Accounting Controller at EQM Midstream Partners LP (“EQM”), a midstream company operating in the Appalachian Basin and wholly owned subsidiary of EQT Corporation (NYSE: EQT). He joined EQM in February 2013 as the Director of Partnership Accounting and Reporting. Prior to his employment at EQM, Mr. Pietrandrea served in the roles of Tax Specialist, Financial Specialist and Assistant Controller at EQT. Mr. Pietrandrea began his accounting career at Grossberg Company LLP and later worked at Deloitte & Touche LLP. Mr. Pietrandrea holds a Bachelor of Science degree in Business Administration from PennWest University – Clarion, as well as a Master of Business Administration and Master of Science in Taxation from Duquesne University. He is a Certified Public Accountant and holds multiple professional certifications, including Certified Fraud Examiner, Certified in Strategy and Competitive Analysis, and Certified Information Technology Professional. He also serves as a Commander in the U.S. Navy Reserve.Major Estimate Revision • Jul 14Consensus EPS estimates fall by 54%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$6.56 to US$3.04 per share. Revenue forecast steady at US$382.4m. Net income forecast to shrink 27% next year vs 6.9% growth forecast for Oil and Gas industry in the US . Consensus price target broadly unchanged at US$25.75. Share price rose 2.2% to US$15.30 over the past week.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$14.97, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 12x in the Oil and Gas industry in the US.Major Estimate Revision • Jul 03Consensus EPS estimates fall by 39%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$4.52 to US$2.76 per share. Revenue forecast steady at US$383.8m. Net income forecast to shrink 13% next year vs 6.2% growth forecast for Oil and Gas industry in the US . Consensus price target broadly unchanged at US$26.13. Share price fell 13% to US$16.08 over the past week.Major Estimate Revision • May 20Consensus EPS estimates increase by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$2.45 to US$2.98. Revenue forecast steady at US$379.3m. Net income forecast to grow 503% next year vs 5.6% growth forecast for Oil and Gas industry in the US. Consensus price target of US$25.43 unchanged from last update. Share price fell 2.1% to US$18.02 over the past week.Reported Earnings • May 13First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$1.62 loss per share. Revenue: US$85.2m (up 41% from 1Q 2024). Net loss: US$24.7m (down US$29.7m from profit in 1Q 2024). Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US.공시 • May 07Infinity Natural Resources, Inc. to Report Q1, 2025 Results on May 12, 2025Infinity Natural Resources, Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$14.74, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Oil and Gas industry in the US.Reported Earnings • Mar 28Full year 2024 earnings releasedFull year 2024 results: Revenue: US$259.0m (up 60% from FY 2023). Net income: US$49.3m (down 43% from FY 2023). Profit margin: 19% (down from 54% in FY 2023). The decrease in margin was driven by higher expenses. Oil reserves Proven reserves: 37 MMbbls Gas reserves Proven reserves: 617 Bcf LNG reserves Proven reserves: 30 MMbbls Combined production Oil equivalent production: 8.818 MMboe (6.901 MMboe in FY 2023) Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Oil and Gas industry in the US.공시 • Mar 28Infinity Natural Resources, Inc. Provides Earnings Guidance for the Full Year of 2025Infinity Natural Resources, Inc. provided earnings guidance for the full year of 2025. For the year, the company's total net daily production expected to be between 32 MBoe/d and 35 MBoe/d, representing year-over-year growth of approximately 40% at the midpoint of the range.공시 • Mar 25Infinity Natural Resources, Inc. to Report Q4, 2024 Results on Mar 27, 2025Infinity Natural Resources, Inc. announced that they will report Q4, 2024 results at 5:00 PM, US Eastern Standard Time on Mar 27, 2025Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$15.29, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Oil and Gas industry in the US.공시 • Jan 31Infinity Natural Resources, Inc. has completed an IPO in the amount of $265 million.Infinity Natural Resources, Inc. has completed an IPO in the amount of $265 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 13,250,000 Price\Range: $20 Transaction Features: Reserved Share Offering; Sponsor Backed Offering이익 및 매출 성장 예측NYSE:INR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028948335212655312/31/202780029064540512/31/2026649185-7141353/31/202642643-775246N/A12/31/202535614-168262N/A9/30/2025308-2-124217N/A6/30/202529832-117226N/A3/31/202529429-105222N/A12/31/202425949-78178N/A9/30/2024262115-308181N/A6/30/202422154-303146N/A3/31/202418152-319108N/A12/31/202316287-330106N/A12/31/202214368-3165N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: INR 의 연간 예상 수익 증가율(52.1%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: INR 의 연간 수익(52.1%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: INR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: INR 의 수익(연간 26.5%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: INR 의 수익(연간 26.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: INR의 자본 수익률은 3년 후 40.1%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 20:18종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Infinity Natural Resources, Inc.는 12명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kaleinoheaokealaula AkamineBofA Global ResearchBrian VelieCapital One Securities, Inc.John Phillips JohnstonCapital One Securities, Inc.9명의 분석가 더 보기
Major Estimate Revision • May 19Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$638.4m to US$648.7m. EPS estimate fell from US$3.40 to US$2.92 per share. Net income forecast to grow 386% next year vs 46% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.38. Share price was steady at US$15.91 over the past week.
공시 • May 14Infinity Natural Resources, Inc. Reaffirms Production Guidance for the Year 2026Infinity Natural Resources, Inc. reaffirmed production guidance for the year 2026. For the year, net production is expected to be between 345 and 375 MMcfe/d for 2026, with natural gas expected to be between 235 and 255 MMcfe/d and oil and liquids expected to be between 18 and 20 Mbbls/d.
Major Estimate Revision • Apr 26Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$649.1m to US$638.2m. EPS estimate also fell from US$3.87 per share to US$3.40 per share. Net income forecast to grow 1,459% next year vs 34% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.00. Share price was steady at US$15.99 over the past week.
Price Target Changed • Mar 31Price target increased by 7.1% to US$23.44Up from US$21.89, the current price target is an average from 9 analysts. New target price is 33% above last closing price of US$17.61. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of US$3.72 for next year compared to US$0.90 last year.
공시 • Mar 11Infinity Natural Resources, Inc. Provides Production Guidance for the Year 2026Infinity Natural Resources, Inc. provided production guidance for the year 2026. For the year, total net daily production expected to be between 345 and 375 MMcfe/d, representing year-over-year growth of approximately 70% at the midpoint of the range. Total natural gas net production expected to be between 235 and 255 MMcfe/d. Total oil and liquids net production expected to be between 18 and 20 Mbbls/d.
공시 • Nov 11+ 1 more updateInfinity Natural Resources, Inc. Narrows Production Guidance for the Year 2025Infinity Natural Resources, Inc. narrowed production guidance for the year 2025. For the year, the company has narrowed its net production guidance to the high end of the previous range of 32 to 35 Mboe d to 33.5 to 35 Mboe d for 2025.
Major Estimate Revision • May 19Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$638.4m to US$648.7m. EPS estimate fell from US$3.40 to US$2.92 per share. Net income forecast to grow 386% next year vs 46% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.38. Share price was steady at US$15.91 over the past week.
속보 • May 16Infinity Natural Resources Grows Appalachian Presence With Ohio Acquisition and Surging ProductionInfinity Natural Resources is expanding its Appalachian Basin footprint through the acquisition of Antero’s Ohio Utica assets, adding scale in both upstream and midstream operations. The company also acquired additional working interests in Pennsylvania, further integrating production and transportation across its asset base. In the first quarter, average net production rose 88% year over year, with oil up 16% and natural gas up 169%, while the company increased its hedge book to manage commodity price risk around these volumes. The combination of expanded acreage, integrated midstream infrastructure and a larger hedge position indicates a business that is emphasizing operational scale while seeking to reduce some of the volatility tied to oil and gas prices. Investors may want to monitor how efficiently the company develops its new Ohio and Pennsylvania positions and how its hedge strategy affects cash flow sensitivity if commodity prices move sharply.
공시 • May 14Infinity Natural Resources, Inc. Reaffirms Production Guidance for the Year 2026Infinity Natural Resources, Inc. reaffirmed production guidance for the year 2026. For the year, net production is expected to be between 345 and 375 MMcfe/d for 2026, with natural gas expected to be between 235 and 255 MMcfe/d and oil and liquids expected to be between 18 and 20 Mbbls/d.
Reported Earnings • May 13First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.11 loss per share (improved from US$2.27 loss in 1Q 2025). Revenue: US$154.9m (up 82% from 1Q 2025). Net loss: US$1.87m (loss narrowed 95% from 1Q 2025). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US.
New Risk • May 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 63% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (63% accrual ratio). Minor Risk Significant insider selling over the past 3 months (US$4.8m sold).
공시 • Apr 30Infinity Natural Resources, Inc. to Report Q1, 2026 Results on May 12, 2026Infinity Natural Resources, Inc. announced that they will report Q1, 2026 results After-Market on May 12, 2026
Major Estimate Revision • Apr 26Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$649.1m to US$638.2m. EPS estimate also fell from US$3.87 per share to US$3.40 per share. Net income forecast to grow 1,459% next year vs 34% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.00. Share price was steady at US$15.99 over the past week.
공시 • Apr 16Infinity Natural Resources, Inc., Annual General Meeting, Jun 09, 2026Infinity Natural Resources, Inc., Annual General Meeting, Jun 09, 2026.
공시 • Apr 14Infinity Natural Resources, Inc. Appoints Scott Mcneill to Board of Directors, Effective April 13, 2026Infinity Natural Resources, Inc. announced the appointment of Scott McNeill to its Board of Directors, effective immediately. Mr. McNeill brings more than two decades of experience across energy investment banking, capital markets and operating leadership roles within both public and private energy companies. Over the course of his career, he has served as a CEO, CFO and board member while helping build, finance and scale energy businesses through strategic transactions and capital markets execution. Mr. McNeill is currently the Chief Executive Officer of Peak Rentals, LLC, an equipment rental company serving the energy industry. He is also the Managing Member of Headwall Capital, an investment company pursuing opportunities in the energy sector. Mr. McNeill spent 15 years at Raymond James, where he served as a Managing Director in the firm’s Energy Investment Banking group and advised energy companies on capital markets and M&A transactions. He later joined RSP Permian as Chief Financial Officer and a member of the Board of Directors, where he led the company’s $449 million IPO and served through its $9.5 billion merger with Concho Resources in late 2018. Scott joined RSP Permian as a private company helping build the organization through its early growth phase while positioning for its IPO. During his tenure, RSP Permian became one of the best-performing public E&P companies from its IPO through its sale. Mr. McNeill subsequently co-founded and served as CEO of Switchback and Switchback II, energy-focused special purpose acquisition companies backed by NGP Energy Capital through the completion of their business combinations. Mr. McNeill also held senior leadership roles at Black Mountain Sand, including Executive Chairman, Chief Executive Officer and Chief Financial Officer, helping reposition and scale the business prior to its merger with Covia Energy to form Iron Oak Energy Solutions, the largest private proppant supplier in North America. Mr. McNeill currently serves on the board of directors of Iron Oak.
Price Target Changed • Mar 31Price target increased by 7.1% to US$23.44Up from US$21.89, the current price target is an average from 9 analysts. New target price is 33% above last closing price of US$17.61. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of US$3.72 for next year compared to US$0.90 last year.
Reported Earnings • Mar 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$1.54. Revenue: US$356.4m (up 38% from FY 2024). Net income: US$23.8m (down 52% from FY 2024). Profit margin: 6.7% (down from 19% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 96%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Oil and Gas industry in the US.
공시 • Mar 11Infinity Natural Resources, Inc. Provides Production Guidance for the Year 2026Infinity Natural Resources, Inc. provided production guidance for the year 2026. For the year, total net daily production expected to be between 345 and 375 MMcfe/d, representing year-over-year growth of approximately 70% at the midpoint of the range. Total natural gas net production expected to be between 235 and 255 MMcfe/d. Total oil and liquids net production expected to be between 18 and 20 Mbbls/d.
공시 • Feb 27Infinity Natural Resources, Inc. to Report Q4, 2025 Results on Mar 10, 2026Infinity Natural Resources, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026
공시 • Feb 24+ 1 more updateInfinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for approximately $470 million.Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million on December 5, 2025. The purchase price is subject to customary closing adjustments. Northern Oil and Gas, Inc. funded the acquisition with cash on hand, operating free cash flow and borrowings from NOG’s revolving credit facility. The transactions were unanimously approved by the Antero Midstream Corporation's Board of Directors. The transaction is subject to the satisfaction of certain customary closing conditions, the expiration or termination of all waiting periods imposed under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in the first quarter of 2026. As on February 11, 2026, the transaction is expected to close by the end of February 2026 RBC Capital Markets, LLC acted as financial advisor for Antero Midstream Corporation. Ryan Maierson and Nick Dhesi of Latham & Watkins LLP acted as legal advisor to Antero Midstream Corporation. Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for approximately $470 million on February 23, 2026. Under the terms of the transaction, the closing payment was $464.5 million in cash, which includes a $58.8 million deposit paid at signing. The closing payment is net of preliminary and customary purchase price adjustments and remains subject to post-closing settlements.
공시 • Feb 20Infinity Natural Resources, Inc. announced that it expects to receive $350 million in funding from Quantum Capital Group Ltd, Carnelian Energy CapitalInfinity Natural Resources, Inc. announces a private placement with Quantum Capital Group and Carnelian Energy Capital Management to issue Series A Convertible Preferred Shares for gross proceeds of $350 million on February 19, 2026. The Preferred Stock carries an 8% dividend per annum, paid quarterly, for the first five years, and 12% thereafter, with an option to pay in cash or in kind as an increase to the liquidation preference available for the first two years. The Preferred Stock is convertible at the option of the holders into shares of Infinity’s Class A common stock at a conversion price of $21.39 per share
분석 기사 • Feb 08Infinity Natural Resources, Inc. (NYSE:INR) Stock Rockets 26% But Many Are Still Ignoring The CompanyInfinity Natural Resources, Inc. ( NYSE:INR ) shares have continued their recent momentum with a 26% gain in the last...
Recent Insider Transactions Derivative • Feb 07General Counsel & Secretary exercised options and sold US$264k worth of stockOn the 3rd of February, Raleigh Wolfe exercised options to acquire 16k shares at no cost and sold these for an average price of US$16.52 per share. This trade did not impact their existing holding. As of today, Raleigh currently holds no shares directly. Company insiders have collectively bought US$669k more than they sold, via options and on-market transactions, in the last 12 months.
공시 • Jan 21Infinity Natural Resources, Inc. (NYSE:INR) acquired Working Interest in Chase Oil Corporation for $36 million.Infinity Natural Resources, Inc. (NYSE:INR) acquired Working Interest in Chase Oil Corporation for $36 million on January 1, 2026. The consideration would be paid in stock. Infinity Natural Resources, Inc. (NYSE:INR) completed the acquisition of Working Interest in Chase Oil Corporation for $36 million on January 1, 2026.
Recent Insider Transactions • Dec 19Independent Director recently bought US$112k worth of stockOn the 16th of December, David Poole bought around 9k shares on-market at roughly US$12.94 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$933k more in shares than they have sold in the last 12 months.
공시 • Dec 09Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million.Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million on December 5, 2025. The transaction is subject to the satisfaction of certain customary closing conditions, the expiration or termination of all waiting periods imposed under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in the first quarter of 2026. RBC Capital Markets, LLC acted as financial advisor for Antero Midstream Corporation.
분석 기사 • Dec 05Investors Still Aren't Entirely Convinced By Infinity Natural Resources, Inc.'s (NYSE:INR) Revenues Despite 26% Price JumpInfinity Natural Resources, Inc. ( NYSE:INR ) shareholders would be excited to see that the share price has had a great...
분석 기사 • Nov 12Infinity Natural Resources (NYSE:INR) Is Making Moderate Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Nov 11Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.67. Revenue: US$79.7m (up 15% from 3Q 2024). Net income: US$10.4m (down 77% from 3Q 2024). Profit margin: 13% (down from 65% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 41%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in the US.
공시 • Nov 11+ 1 more updateInfinity Natural Resources, Inc. Narrows Production Guidance for the Year 2025Infinity Natural Resources, Inc. narrowed production guidance for the year 2025. For the year, the company has narrowed its net production guidance to the high end of the previous range of 32 to 35 Mboe d to 33.5 to 35 Mboe d for 2025.
공시 • Nov 04Infinity Natural Resources, Inc. to Report Q3, 2025 Results on Nov 10, 2025Infinity Natural Resources, Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025
Major Estimate Revision • Oct 02Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.20 to US$0.17 per share. Revenue forecast steady at US$360.9m. Net income forecast to grow 253% next year vs 17% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$23.38. Share price fell 3.4% to US$13.50 over the past week.
Major Estimate Revision • Sep 11Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.113 to US$0.10 per share. Revenue forecast steady at US$363.4m. Net income forecast to grow 245% next year vs 24% growth forecast for Oil and Gas industry in the US. Consensus price target of US$24.50 unchanged from last update. Share price fell 5.1% to US$13.85 over the past week.
Major Estimate Revision • Aug 26Consensus EPS estimates increase by 656%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$364.7m to US$370.1m. EPS estimate increased from US$0.015 to US$0.113 per share. Net income forecast to grow 247% next year vs 16% growth forecast for Oil and Gas industry in the US. Consensus price target down from US$25.38 to US$24.75. Share price rose 5.4% to US$14.15 over the past week.
Recent Insider Transactions • Aug 24Independent Chairman of the Board recently bought US$690k worth of stockOn the 22nd of August, Steven Gray bought around 50k shares on-market at roughly US$13.79 per share. This transaction increased Steven's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Steven's only on-market trade for the last 12 months.
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 99%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$375.4m to US$364.7m. EPS estimate also fell from US$1.92 per share to US$0.015 per share. Net income forecast to grow 285% next year vs 18% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$25.25. Share price fell 6.3% to US$13.43 over the past week.
Reported Earnings • Aug 13Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$1.18. Revenue: US$74.5m (up 5.7% from 2Q 2024). Net income: US$18.0m (down 25% from 2Q 2024). Profit margin: 24% (down from 34% in 2Q 2024). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Oil and Gas industry in the US.
공시 • Aug 12Infinity Natural Resources, Inc. Maintains Production Guidance for the Year 2025Infinity Natural Resources, Inc. maintained production guidance for the year 2025. For the year, the company still expects net production to remain unchanged and is expected to be between 32 Mboe/d and 35 Mboe/d.
Seeking Alpha • Aug 12Infinity Natural Resources: An Interesting New Player In AppalachiaSummary Infinity Natural Resources stock has declined since its IPO, reflecting a common post-IPO trend for oil and gas stocks. Insiders typically sell at favorable prices, suggesting caution for new investors buying soon after an IPO. Historical research shows most IPOs trade at half their offering price within 18 months, a pattern INR appears to be following. Current political and economic uncertainty could push INR's price lower, potentially creating a future value opportunity for contrarian investors. This is a buy with the idea that some investors may want the political uncertainty and potential recession to clear up first. Others may want to start an initial position. Read the full article on Seeking Alpha
공시 • Aug 01Infinity Natural Resources, Inc. to Report Q2, 2025 Results on Aug 11, 2025Infinity Natural Resources, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
Major Estimate Revision • Jul 23Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$2.70 to US$1.92 per share. Revenue forecast steady at US$375.4m. Net income forecast to grow 539% next year vs 8.4% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$25.75. Share price fell 5.6% to US$14.09 over the past week.
공시 • Jul 17Infinity Natural Resources, Inc. Appoints Brian Pietrandrea as Chief Accounting Officer, Effective July 16, 2025Infinity Natural Resources, Inc. announced the addition of Brian Pietrandrea as Chief Accounting Officer. Mr. Pietrandrea starts July 16, 2025. Mr. Pietrandrea and Mr. Fantini were most recently with Equitrans Midstream Corporation, bringing extensive experience in their respective fields and in the oil and gas industry. Pietrandrea, a seasoned accounting executive with over 20 years of experience, brings significant expertise in SEC reporting, financial operations, and regulatory compliance. Mr. Pietrandrea, age 50, most recently served as Vice President and Chief Accounting Officer at Equitrans Midstream Corporation (“Equitrans”), a midstream company with operations focused in the Appalachian Basin, from August 2019 to July 2024. Prior to his employment at Equitrans, Mr. Pietrandrea served as Accounting Controller at EQM Midstream Partners LP (“EQM”), a midstream company operating in the Appalachian Basin and wholly owned subsidiary of EQT Corporation (NYSE: EQT). He joined EQM in February 2013 as the Director of Partnership Accounting and Reporting. Prior to his employment at EQM, Mr. Pietrandrea served in the roles of Tax Specialist, Financial Specialist and Assistant Controller at EQT. Mr. Pietrandrea began his accounting career at Grossberg Company LLP and later worked at Deloitte & Touche LLP. Mr. Pietrandrea holds a Bachelor of Science degree in Business Administration from PennWest University – Clarion, as well as a Master of Business Administration and Master of Science in Taxation from Duquesne University. He is a Certified Public Accountant and holds multiple professional certifications, including Certified Fraud Examiner, Certified in Strategy and Competitive Analysis, and Certified Information Technology Professional. He also serves as a Commander in the U.S. Navy Reserve.
Major Estimate Revision • Jul 14Consensus EPS estimates fall by 54%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$6.56 to US$3.04 per share. Revenue forecast steady at US$382.4m. Net income forecast to shrink 27% next year vs 6.9% growth forecast for Oil and Gas industry in the US . Consensus price target broadly unchanged at US$25.75. Share price rose 2.2% to US$15.30 over the past week.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$14.97, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 12x in the Oil and Gas industry in the US.
Major Estimate Revision • Jul 03Consensus EPS estimates fall by 39%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$4.52 to US$2.76 per share. Revenue forecast steady at US$383.8m. Net income forecast to shrink 13% next year vs 6.2% growth forecast for Oil and Gas industry in the US . Consensus price target broadly unchanged at US$26.13. Share price fell 13% to US$16.08 over the past week.
Major Estimate Revision • May 20Consensus EPS estimates increase by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$2.45 to US$2.98. Revenue forecast steady at US$379.3m. Net income forecast to grow 503% next year vs 5.6% growth forecast for Oil and Gas industry in the US. Consensus price target of US$25.43 unchanged from last update. Share price fell 2.1% to US$18.02 over the past week.
Reported Earnings • May 13First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$1.62 loss per share. Revenue: US$85.2m (up 41% from 1Q 2024). Net loss: US$24.7m (down US$29.7m from profit in 1Q 2024). Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US.
공시 • May 07Infinity Natural Resources, Inc. to Report Q1, 2025 Results on May 12, 2025Infinity Natural Resources, Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$14.74, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Oil and Gas industry in the US.
Reported Earnings • Mar 28Full year 2024 earnings releasedFull year 2024 results: Revenue: US$259.0m (up 60% from FY 2023). Net income: US$49.3m (down 43% from FY 2023). Profit margin: 19% (down from 54% in FY 2023). The decrease in margin was driven by higher expenses. Oil reserves Proven reserves: 37 MMbbls Gas reserves Proven reserves: 617 Bcf LNG reserves Proven reserves: 30 MMbbls Combined production Oil equivalent production: 8.818 MMboe (6.901 MMboe in FY 2023) Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Oil and Gas industry in the US.
공시 • Mar 28Infinity Natural Resources, Inc. Provides Earnings Guidance for the Full Year of 2025Infinity Natural Resources, Inc. provided earnings guidance for the full year of 2025. For the year, the company's total net daily production expected to be between 32 MBoe/d and 35 MBoe/d, representing year-over-year growth of approximately 40% at the midpoint of the range.
공시 • Mar 25Infinity Natural Resources, Inc. to Report Q4, 2024 Results on Mar 27, 2025Infinity Natural Resources, Inc. announced that they will report Q4, 2024 results at 5:00 PM, US Eastern Standard Time on Mar 27, 2025
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$15.29, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Oil and Gas industry in the US.
공시 • Jan 31Infinity Natural Resources, Inc. has completed an IPO in the amount of $265 million.Infinity Natural Resources, Inc. has completed an IPO in the amount of $265 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 13,250,000 Price\Range: $20 Transaction Features: Reserved Share Offering; Sponsor Backed Offering
