NOG Share Price Performance
US$26.58
-8.54 (-24.32%)
13.4% undervalued intrinsic discount
US$30.70
Fair Value
Price US$26.58
AnalystConsensusTarget US$30.70
AnalystLowTarget US$24.00
AnalystHighTarget US$38.55
Fair ValueUS$30.70
Share Pricen/a
Northern Oil and Gas, Inc. Stock Price
- 4 Narratives written by author
- 2 Comments on narratives written by author
- 33 Fair Values set on narratives written by author
NOG Community Narratives
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Fair Value US$30.7 13.4% undervalued intrinsic discount
NOG: Future Cash Flow Will Reflect Stronger Production And Improved Operational Efficiency
1users have liked this narrative
2users have commented on this narrative
12users have followed this narrative
AN
Fair Value US$24 10.8% overvalued intrinsic discount
Declining Oil Demand And Tighter Regulations Will Destroy Value
0users have liked this narrative
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AN
Fair Value US$38.55 31.0% undervalued intrinsic discount
US Shale Will Drive Energy Demand While Meeting Regulatory Challenges
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US Shale Will Drive Energy Demand While Meeting Regulatory Challenges
Key Takeaways Expansion-focused M&A pipeline, concentrated core acreage, and increased drilling efficiency position NOG for accelerated production growth and margin upside overlooked by consensus. Diversified portfolio and shale-focused strategy offer upside revenue optionality and premium realizations from energy security trends and tightening global supply.Read more
16
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AN
US$38.55
31.0% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
8.48% p.a.
Profit Margin
22.18%
Future PE
7.62x
Price in 2029
US$47.64
Declining Oil Demand And Tighter Regulations Will Destroy Value
Key Takeaways Global decarbonization trends and regulatory pressures threaten sustained revenue declines and increased operating expenses for Northern Oil and Gas. Reliance on acquisitions and concentrated, aging assets heighten risks of lower returns, volatile cash flow, and constrained growth potential.Read more
23
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AN
US$24
10.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
8.42% p.a.
Profit Margin
21.69%
Future PE
4.88x
Price in 2029
US$29.8
NOG: Future Cash Flow Will Reflect Stronger Production And Improved Operational Efficiency
Key Takeaways Focus on acquiring stable production assets, capital efficiency, and non-operating model positions the company for resilient revenue and improved margins amid ongoing energy demand. Strong balance sheet, shareholder returns, and growth through acquisitions create potential for future value not fully captured in current market valuations.Read more
246
users have viewed this narrative1users have liked this narrative
2users have commented on this narrative
12users have followed this narrative
AN
US$30.7
13.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.1% p.a.
Profit Margin
11.52%
Future PE
12.93x
Price in 2028
US$38.17
Trending Discussion
Recently Updated Narratives
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NOG: Refined Margin And P/E Assumptions Will Support Future Confidence
Fair Value: US$38.55 31.0% undervalued intrinsic discount
0 followersusers have followed this narrative
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AN
NOG: Future Returns Will Balance Cautious Sentiment With Production And Impairment Risks
Fair Value: US$24 10.8% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
NOG: Clean Q3 Operations Will Support Future Cash Flow Despite Weaker Realizations
Fair Value: US$30.7 13.4% undervalued intrinsic discount
12 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Northern Oil and Gas, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Feb 25, 2026
- 1.87
- 77.06%
- 8.84%
- 104.5%
About NOG
- Founded
- 2006
- Employees
- 49
- CEO
- WebsiteView website
Northern Oil and Gas, Inc., an independent energy company, engages in the acquisition, exploration, exploitation, development, and production of crude oil and natural gas properties in the United States. The company was founded in 2006 and is headquartered in Minnetonka, Minnesota.
