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Mach Natural Resources LP Stock Price

NYSE:MNR Community·US$2.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 34 Fair Values set on narratives written by author

MNR Share Price Performance

US$12.90
-1.80 (-12.24%)
US$18.43
Fair Value
US$12.90
-1.80 (-12.24%)
30.0% undervalued intrinsic discount
US$18.43
Fair Value
Price US$12.90
AnalystConsensusTarget US$18.43
AnalystHighTarget US$22.00
AnalystLowTarget US$14.00

MNR Community Narratives

·
Fair Value US$18.43 30.0% undervalued intrinsic discount

Growing US Natural Gas Demand Will Unlock Long-Term Value

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18users have followed this narrative
·
Fair Value US$22 41.4% undervalued intrinsic discount

Long Life Acreage And Growing Reserves Will Support Stronger Future Cash Distributions

0users have liked this narrative
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·
Fair Value US$14 7.9% undervalued intrinsic discount

Deep Anadarko Cost Pressures Will Challenge Cash Distributions Yet Long Reserve Life Should Support Returns

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0users have followed this narrative
US$18.43
30.0% undervalued intrinsic discount
Revenue
6.1% p.a.
Profit Margin
19.28%
Future PE
17.51x
Price in 2029
US$22.64
US$22
41.4% undervalued intrinsic discount
Revenue
10.19% p.a.
Profit Margin
33.81%
Future PE
11.76x
Price in 2029
US$27

Trending Discussion

Updated Narratives

MNR logo

MNR: 2026 Distributions And Equity Offerings Will Support Future Upside

Fair Value: US$18.43 30.0% undervalued intrinsic discount
18 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MNR logo

Deep Anadarko Cost Pressures Will Challenge Cash Distributions Yet Long Reserve Life Should Support Returns

Fair Value: US$14 7.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MNR logo

Long Life Acreage And Growing Reserves Will Support Stronger Future Cash Distributions

Fair Value: US$22 41.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Slight risk and fair value.

4 Risks
3 Rewards

Mach Natural Resources LP Key Details

US$1.2b

Revenue

US$526.1m

Cost of Revenue

US$630.8m

Gross Profit

US$538.7m

Other Expenses

US$92.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.55
54.52%
7.96%
61.4%
View Full Analysis

About MNR

Founded
2023
Employees
840
CEO
Tom Ward
WebsiteView website
www.machnr.com

Mach Natural Resources LP, an independent upstream oil and gas company, focuses on the acquisition, development, and production of oil, natural gas, and natural gas liquids (NGL) reserves. The company owns a portfolio of midstream assets, as well as owns gathering systems, processing plants. and water infrastructure. It also operates proved developed producing (PDP) wells. The company has operations in Anadarko Basin region of Western Oklahoma, Southern Kansas and the panhandle of Texas; the San Juan Basin region of New Mexico and Colorado; and the Permian Basin region of West Texas. The company was incorporated in 2023 and is headquartered in Oklahoma City, Oklahoma.

Recent MNR News & Updates

Narrative Update Jun 22

MNR: 2026 Distributions And Equity Offerings Will Support Future Upside

Mach Natural Resources' analyst price target has been revised slightly lower to $18.43 from $18.71, as analysts refresh their fair value, discount rate and future P/E assumptions to reflect the latest model inputs. What's in the News Mach Natural Resources LP completed a follow on equity offering of 9,000,000 common units, raising approximately $117.45 million at a price of $13.05 per unit, with a stated discount of $0.24 per security.
Analysis Article Jun 18

Mach Natural Resources (MNR) Stock Could Be 33.5% Undervalued Despite Recent Share Price Weakness

Mach Natural Resources (MNR) is drawing investor attention after a recent stretch of weaker share performance, with the stock down about 5% over the past week and 16% over the past month. See our latest analysis for Mach Natural Resources. Looking beyond the recent pullback, Mach Natural Resources has a year to date share price return of 10.67%, while the 1 year total shareholder return is down 7.28%. This suggests momentum has recently faded as investors reassess risk and return expectations...

Recent updates

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