Citi raises Permian Resources stock price target to $17 on efficiency gains

Published 10/07/2025, 21:54
Citi raises Permian Resources stock price target to $17 on efficiency gains

Investing.com - Citi has raised its price target on Permian Resources Corp (NYSE:PR) to $17.00 from $15.00 while maintaining a Buy rating on the stock. According to InvestingPro analysis, the stock appears undervalued, with analyst targets ranging from $14 to $23 and the company maintaining a "GREAT" financial health score.

The investment bank updated its model with revised estimates ahead of earnings, projecting discretionary cash flow of approximately $735.9 million, which falls marginally below the consensus estimate of $806.6 million, with the difference primarily attributed to pricing assumptions for the quarter. The company has demonstrated strong financial performance with $3.92 billion in EBITDA and impressive revenue growth of 37% over the last twelve months.

Citi models production toward the high end of guidance, inclusive of Permian Resources’ recently closed bolt-on acquisition, while expecting capital spending to align with company guidance, though noting the possibility for downward pressure based on productivity trends.

The firm anticipates the upcoming earnings call will focus on potential incremental efficiency gains in both operations and capital expenditure, with Citi seeing further improvement on the capital side through year-end.

Citi also expects increased investor interest regarding the availability of additional bolt-on acquisitions in coming quarters, with the firm predicting Permian Resources will actively pursue opportunities while maintaining prudent financial discipline, with a strong possibility of further acquisitions by year-end.

In other recent news, Permian Resources Corp. reported its first-quarter earnings for 2025, surpassing analysts’ expectations with an earnings per share (EPS) of $0.44, compared to the forecast of $0.42. The company’s revenue also exceeded projections, reaching $1.38 billion against the anticipated $1.37 billion. Additionally, Permian Resources announced the acquisition of New Mexico assets from APA for $608 million, which includes approximately 12,000 barrels of oil equivalent per day and over 100 gross two-mile drilling locations. RBC Capital Markets recently increased its price target for Permian Resources to $17.00, maintaining an Outperform rating, recognizing the company’s operational improvements and strategic acquisitions. Furthermore, Piper Sandler reiterated its Overweight rating on Permian Resources, highlighting the company’s enhanced reinvestment opportunities after recent acquisitions. The company also held its annual shareholder meeting, where shareholders approved key proposals, including the election of board directors and the appointment of KPMG LLP as the independent auditor. These developments reflect Permian Resources’ strategic focus on operational efficiencies and accretive consolidation.

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