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Black Stone Minerals, L.P. Stock Price

NYSE:BSM Community·US$3.0b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 27 Fair Values set on narratives written by author

BSM Share Price Performance

US$14.37
2.26 (18.66%)
US$16.00
Fair Value
US$14.37
2.26 (18.66%)
10.2% undervalued intrinsic discount
US$16.00
Fair Value
Price US$14.37
AnalystConsensusTarget US$16.00

BSM Community Narratives

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Fair Value US$16 10.2% undervalued intrinsic discount

Shelby Trough Expansion And Operator Diversification Will Drive Drilling

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Trending Discussion

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Updated Narratives

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BSM: Gas Weighted Exposure Will Shape Upside Despite Steady Production Trends

Fair Value: US$16 10.2% undervalued intrinsic discount
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Snowflake Analysis

Outstanding track record and good value.

1 Risk
3 Rewards

Black Stone Minerals, L.P. Key Details

US$410.2m

Revenue

US$47.9m

Cost of Revenue

US$362.3m

Gross Profit

US$94.5m

Other Expenses

US$267.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.26
88.32%
65.29%
17.4%
View Full Analysis

About BSM

Founded
1876
Employees
n/a
CEO
H. DeWalch
WebsiteView website
www.blackstoneminerals.com

Black Stone Minerals, L.P., together with its subsidiaries, owns and manages oil and natural gas mineral interests. It owns mineral interests in approximately 16.9 million gross acres, nonparticipating royalty interests in 1.8 million gross acres, and overriding royalty interests in 1.6 million gross acres located in 41 states in the United States. The company was founded in 1876 and is based in Houston, Texas.

Recent BSM News & Updates

Seeking Alpha Jun 29

Black Stone Minerals: Drilling Momentum Is Building, But So Are Permian Volumes

Summary Black Stone Minerals is developing three separate drilling agreements on its acreage in the Haynesville. Drilling commitments contractually grow over time, allowing future royalty growth. This builds a flywheel effect for future production. This flywheel is accelerating at the same time as growing LNG export volumes, providing meaningful demand growth to natural gas markets. The company continues to buy mineral packages to market large mineral blocks to operators. The flywheel will continue to strengthen if additional operators are signed into drilling agreements with BSM. However, competition for volumes is growing as new pipelines are constructed to deliver Permian gas to the US Gulf Coast. Read the full article on Seeking Alpha
Narrative Update Jun 23

BSM: Gas Weighted Exposure Will Shape Upside Despite Steady Production Trends

Analysts now frame Black Stone Minerals' narrative around a reaffirmed $16 price target, citing the company's 76% gas weighted portfolio and the view that gas fundamentals may limit upside to growth relative to peers. What’s in the News for Black Stone Minerals Black Stone Minerals reported unaudited production results for the quarter ended March 31, 2026, covering oil, condensate, and natural gas volumes.
Analysis Article Jun 19

Black Stone Minerals (BSM) Stock Could Be 12.4% Undervalued on Its Gas Growth Narrative

Black Stone Minerals (BSM) is back on investors’ radar after recent trading left the unit price around $14.01, with returns mixed over the past month, the past 3 months, and the past year. See our latest analysis for Black Stone Minerals. Over the past year, Black Stone Minerals has combined a modest year to date share price gain of 3.7% with a stronger 1 year total shareholder return of 16.12%, while its 5 year total shareholder return of 122.82% points to momentum that has built over a...

Recent updates

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