CFRA raises Occidental Petroleum stock price target to $50 on DCF model

Published 08/08/2025, 19:00
CFRA raises Occidental Petroleum stock price target to $50 on DCF model

Investing.com - CFRA has raised its price target on Occidental Petroleum (NYSE:OXY) to $50.00 from $45.00 while maintaining a Hold rating on the stock. Currently trading at $44.29, InvestingPro analysis suggests the stock is undervalued, with a Fair Value calculation based on multiple financial metrics and market conditions.

The research firm’s new target reflects enterprise value to EBITDA and discounted cash flow model analyses. CFRA applies a 5.5x multiple of enterprise value to projected 2026 EBITDA, below OXY’s recent historical forward average, yielding a value of $46 per share. The company currently trades at an EV/EBITDA multiple of 5.37x, with EBITDA reaching $13.21 billion in the last twelve months.

CFRA’s discounted cash flow model, using medium-term free cash flow growth of 4%, terminal growth of 2%, and a weighted average cost of capital of 7.7%, yields an intrinsic value of $53 per share.

The firm has reduced its 2025 earnings per share estimate by $0.32 to $2.41 and its 2026 estimate by $0.27 to $2.97. CFRA notes that Occidental Petroleum is highly dependent on drilling economics in the Permian and Rockies regions, which together comprise 75% of the company’s upstream volumes.

CFRA points out that Occidental faces $4.5 billion in debt maturity milestones in 2026, which may consume almost all of the company’s discretionary cash flow in the 2025-2026 period unless commodity prices improve. While total debt stands at $24.17 billion, the company maintains a solid current ratio of 1.05 and generates a healthy 10% free cash flow yield. For deeper insights into OXY’s financial health and detailed valuation metrics, access the comprehensive Pro Research Report available on InvestingPro.

In other recent news, Occidental Petroleum Corporation reported its second-quarter 2025 earnings, surpassing Wall Street expectations. The company achieved an adjusted earnings per share (EPS) of $0.39, exceeding the forecasted $0.34, marking a 14.71% earnings surprise. Additionally, Occidental Petroleum outperformed revenue expectations, reporting $6.46 billion against the anticipated $6.24 billion. These results indicate strong financial performance for the quarter. The company’s stock saw a notable increase following the announcement of these results.

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