Mach Natural Resources LP Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Mach Natural Resources LP (NYSE:MNR) just released its latest quarterly results and things are looking bullish. Statutory revenue of US$289m and earnings of US$0.76 both blasted past expectations, beating expectations by 21% and 48%, respectively, ahead of expectations. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Taking into account the latest results, the current consensus from Mach Natural Resources' dual analysts is for revenues of US$1.15b in 2025. This would reflect a sizeable 20% increase on its revenue over the past 12 months. Per-share earnings are expected to grow 11% to US$1.97. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.10b and earnings per share (EPS) of US$1.70 in 2025. There's been a pretty noticeable increase in sentiment, with the analysts upgrading revenues and making a substantial gain in earnings per share in particular.

Check out our latest analysis for Mach Natural Resources

Despite these upgrades,the analysts have not made any major changes to their price target of US$22.50, suggesting that the higher estimates are not likely to have a long term impact on what the stock is worth.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The analysts are definitely expecting Mach Natural Resources' growth to accelerate, with the forecast 44% annualised growth to the end of 2025 ranking favourably alongside historical growth of 13% per annum over the past year. Compare this with other companies in the same industry, which are forecast to grow their revenue 3.7% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Mach Natural Resources to grow faster than the wider industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Mach Natural Resources following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At least one analyst has provided forecasts out to 2027, which can be seen for free on our platform here.

We don't want to rain on the parade too much, but we did also find 3 warning signs for Mach Natural Resources that you need to be mindful of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.