ConocoPhillips shares have shown steady gains, yet a detailed financial analysis suggests a stark disconnect. Our valuation models indicate the stock may be trading at a substantial discount to its intrinsic value, raising questions about market sentiment versus fundamental potential.
Stephens slashes its price target for Atlas Energy Solutions (AESI) to $16, citing a mixed outlook. The stock, already down nearly 50% over the past year, fell further this week amid broader energy sector weakness.
A new discounted cash flow analysis suggests Select Water Solutions' stock is trading at a significant discount to its estimated intrinsic value, with potential political tailwinds from the upcoming election adding to the investment thesis.
Flowco (NYSE: FLOC) has struck a deal to acquire Valiant Artificial Lift Solutions for $200 million, a move that significantly expands its electric submersible pump (ESP) capabilities in the key Permian Basin and broadens its production optimization portfolio.
Amid a turbulent energy market, Northern Oil & Gas (NOG) has carved out a distinct niche. By eschewing traditional operations for a data-driven, non-operated model, the company is turning industry headwinds into a structural advantage, according to a detailed analysis from Asymmetric Capital.
Despite a challenging year for its stock price, a deep dive into Hess Midstream's financials suggests the midstream operator may be significantly undervalued. Our analysis examines the cash flow story behind the recent share price weakness and what it means for investors.
Following robust Q4 2025 results, Hess Midstream (HESM) is capturing investor interest with increased distributions and a leaner capital expenditure outlook. This financial discipline, set against a volatile energy backdrop, has analysts scrutinizing whether the stock's current price fully reflects its future potential.
Morgan Stanley's top strategist argues that recent U.S. trade shifts have prompted nations worldwide to reassess and leverage their own economic strengths, creating a multi-year investment opportunity in a more multipolar global order.
Shares of Coterra Energy (CTRA) have surged recently, prompting investors to weigh its strong financials and long-term returns against potential risks in the volatile energy sector. With the stock trading below analyst targets, the question of genuine value versus priced-in optimism takes center stage.
Hess Midstream Partners (HESM) capped off 2025 with robust operational results and the completion of its core infrastructure build-out. Management now signals a sharp pivot towards capital discipline, forecasting significantly lower spending through 2028 to fuel growing shareholder returns, even as severe winter weather tempers near-term volume expectations.
Devon Energy's shares have surged over 23% in the last 90 days, reigniting the debate over whether its current price accurately reflects the oil and gas producer's robust cash flows and long-term fundamentals.
Devon Energy announces plans to move its headquarters from Oklahoma City to Houston after finalizing its merger with Coterra Energy, while pledging to retain a substantial operational footprint in its longtime home state.
While EOG Resources' stock has lagged behind its energy sector peers, a majority of analysts maintain a bullish stance, betting on the company's disciplined capital returns and operational execution to drive a potential rebound.
Shares of oil and gas producer Ovintiv (OVV) have posted robust gains over recent months, reigniting the debate over its true worth. While some models suggest a significant discount to fair value, its premium valuation multiples tell a more complex story.
While strong cash generation is a hallmark of a healthy business, it's not the whole story. We analyze three companies with solid cash flow, highlighting one that reinvests for growth and two where underlying risks may outweigh the financial metrics.
Chevron reported robust fourth-quarter results, emphasizing record global production, major project startups, and increased shareholder returns. Executives detailed progress in the Permian Basin, Gulf of Mexico, and international ventures while outlining a confident outlook for 2026.
The U.S. rig count saw a marginal increase this week, yet remains significantly below last year's levels as crude production dips and completions activity sends conflicting signals.
Chevron capped off a year of strategic execution with record global production and industry-leading free cash flow growth, while outlining ambitious expansion plans from the Caspian to the Caribbean.
In a major shift, President Javier Milei's government has formally transferred control of liquefied natural gas imports from the state-owned Enarsa to private companies, accelerating a sweeping privatization agenda amid concerns over winter supply and future prices.
Despite a challenging price environment, Murphy Oil (MUR) reported strong operational execution for 2025 and laid out a capital plan focused on funding key international and offshore projects. While near-term production is set to dip, CEO Eric Hambly highlighted a transformative discovery in Vietnam and strategic portfolio expansion as pillars for future growth.
