Shares in South African mining heavyweight Exxaro Resources have climbed over 7% in a month, but analysts are questioning whether the rally is built on solid ground as key financial metrics reveal potential headwinds.
Global Water Resources (NASDAQ: GWRS) declared a $0.0253 per share dividend payable in late February, offering a 3.5% yield. While the company boasts a decade of stable payments, analysts raise concerns over a payout ratio exceeding 100% and negative free cash flow.
Ramaco Resources, a disciplined Appalachian metallurgical coal producer, is pivoting to become a potential U.S. champion in rare earths. With a transformative discovery at its Wyoming Brook Mine, the company aims to build a vertically integrated critical minerals platform, offering investors a unique blend of cash-generating coal operations and high-stakes strategic growth.
Amid a challenging year marked by market turbulence, investment firm Legacy Ridge Capital Management posted a 7% net return for 2025. Its latest investor letter details the performance and highlights one of its concentrated bets: independent oil and gas explorer Mach Natural Resources (MNR).
Shares of New Jersey Resources (NJR) have climbed over 12% in the past month, closing at $51.81 and prompting investors to reassess the utility's fair value against a backdrop of steady growth and regulatory risks.
Despite a 190% stock surge, Cartier Resources (CVE:ECR) continues to operate without revenue. Our analysis of its cash runway and market position suggests its spending strategy, while aggressive, is manageable for now.
Wall Street analysts have significantly raised revenue and earnings projections for Franklin Resources (BEN), citing an accelerating growth trajectory that outpaces both its historical performance and industry peers.
New Jersey Resources (NJR) has raised its full-year earnings guidance following a robust first-quarter performance, where its diversified portfolio, particularly the Energy Services unit, capitalized on market volatility during a severe cold snap. Management reaffirmed its long-term, utility-anchored growth strategy and detailed expansion plans across its storage, transportation, and clean energy ventures.
Recent analyst downgrades for EOG Resources, led by KeyBanc, have spotlighted concerns over well productivity in key Texas shale plays. While softer oil prices add pressure, the company's capital discipline and natural gas exposure offer potential resilience, creating a complex outlook for investors.
Despite recent share price weakness, MBM Resources Berhad's robust Return on Equity and consistent earnings growth suggest the automotive group may be undervalued by the market.
Multiple company insiders at Astral Resources NL (ASX:AAR) have been actively acquiring shares in recent months, a move often interpreted as a bullish signal for the junior gold explorer's prospects.
Executive Director Marc Ducler has increased his holding in Astral Resources NL, signaling insider confidence as the gold explorer navigates market fluctuations and operational milestones.
KeyBanc Capital Markets has downgraded EOG Resources from 'Overweight' to 'Sector Weight,' citing signs of productivity degradation in its core Texas shale assets. While the firm maintains a bullish view on EOG's Utica position, the move reflects heightened selectivity in the energy sector for 2026.
Following its annual results showing $5 billion in revenue, Antero Resources (AR) faces a valuation conundrum as its share price weakens. While long-term returns remain stellar, recent momentum has cooled, raising questions about its fair value in a shifting energy landscape.
A series of class action lawsuits alleging misleading statements about the progress of Ramaco Resources' Brook Mine project has cast a shadow over the company's disclosure practices and market valuation, shifting investor focus from operational metrics to governance credibility.
Antero Resources has completed a $750 million senior notes offering to finance its pending purchase of HG Energy II assets, a move analysts view as a strategic consolidation play in the Appalachian Basin amid mixed price target revisions.
RBC Capital has trimmed its price target for EOG Resources, citing a more conservative long-term view on oil prices. The adjustment reflects lowered 2026 WTI forecasts and impacts the shale producer's earnings and cash flow projections.
Benchmark maintains a Buy rating and $62 price target for Matador Resources (MTDR), anticipating a midstream asset sale this year to fuel growth and reduce debt, even as it trims Q4 EBITDA estimates on commodity price volatility.
Paramount Resources' (TSX:POU) shares have soared 68% in the past year, leaving investors to grapple with a complex valuation picture. While traditional metrics like P/E suggest deep value, dividend-based models signal overvaluation, creating a stark divergence for the Canadian energy producer.
Alpha Metallurgical Resources (AMR), the largest U.S. metallurgical coal producer, is drawing investor attention not for explosive growth, but for a fortress balance sheet and a disciplined capital return strategy that insulates it from industry downturns.
