Gulfport Energy stock target raised to $187 at TD Cowen

Published 26/02/2025, 22:48
Gulfport Energy stock target raised to $187 at TD Cowen

On Wednesday, TD Cowen maintained a Hold rating on Gulfport Energy (OTC:GPORQ) (NYSE: GPOR) shares, while slightly increasing the price target from $185.00 to $187.00. The adjustment follows Gulfport Energy’s fourth-quarter earnings release. The $3.08 billion market cap company currently trades at a P/E ratio of 14.3x and has maintained profitability over the last twelve months, according to InvestingPro data.

In his remarks, the TD Cowen analyst noted that Gulfport Energy presented a generally positive update, but the stock has been underperforming compared to its natural gas peers, evidenced by a notable 7.88% decline over the past week. This underperformance is attributed to the company’s projected trajectory for 2025, which anticipates a decline in volumes during the first quarter, followed by an increase through the fourth quarter. Conversely, capital expenditures are expected to follow an opposite trend. InvestingPro data reveals that five analysts have recently revised their earnings expectations downward for the upcoming period.

Despite the underperformance, Gulfport Energy is considered to stand out for its yield, particularly for investors bullish on natural gas. The analyst suggested that the company’s appeal could be enhanced by achieving greater scale.

Gulfport Energy’s recent financial report and the subsequent analyst commentary highlight the company’s position in the natural gas sector. The modest increase in the price target reflects a nuanced view of the company’s prospects, balancing positive yield potential against the need for growth in scale.

In other recent news, Gulfport Energy reported its Q4 2024 earnings, presenting a mixed financial picture. The company exceeded earnings per share (EPS) expectations with $4.74, higher than the forecasted $4.32. However, Gulfport Energy’s revenue fell short, reporting $239.87 million against the anticipated $334.06 million. Despite the revenue miss, the company maintains a strong liquidity position with $900 million as of the end of 2024. Looking ahead, Gulfport Energy plans to maintain flat total production while increasing liquids production by 30% in 2025. The company has also focused on operational efficiencies, resulting in significant cost reductions. Additionally, Gulfport Energy intends to allocate a substantial portion of its adjusted free cash flow to stock repurchases. In analyst activity, there was no specific mention of upgrades or downgrades from firms like KeyBanc Capital Markets or Wolfe Research in the provided context.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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