Inphi Natural Resources price target lowered to $23 at Raymond James

Published 15/09/2025, 12:28
Inphi Natural Resources price target lowered to $23 at Raymond James

Investing.com - Raymond James lowered its price target on Inphi Natural Resources (NYSE:INR) to $23.00 from $29.00 on Monday, while maintaining a Strong Buy rating on the stock. Currently trading at $13.77, near its 52-week low of $13.27, the stock maintains a bullish consensus among analysts with targets ranging from $21 to $29, according to InvestingPro data.

The firm cited the current commodity strip as the reason for the adjustment, noting that INR’s second-quarter production increased approximately 28% year-over-year and 25% sequentially to about 33.1 Mboe/d, with 63% gas and 19% oil composition.

Raymond James projects fiscal year 2025 production growth of approximately 42% and fiscal year 2026 production growth of roughly 33%, with its FY25 production estimate about 2% above the guidance midpoint but in line with Street consensus.

The firm’s FY26 production estimate of 45.6 Mboe/d stands approximately 2% above Street expectations, highlighting continued strong operational performance from the company.

Despite what Raymond James describes as an industry-leading growth rate and strong balance sheet with approximately 0.2x leverage, the firm notes that INR trades at roughly 2.6x EV/2026E EBITDA compared to the SMID-cap average of about 4.3x. InvestingPro analysis suggests the stock is currently undervalued, with additional insights available in the comprehensive Pro Research Report covering 1,400+ top US stocks.

In other recent news, Null Natural Resources reported its second-quarter earnings for 2025, significantly surpassing analysts’ expectations. The company achieved an earnings per share (EPS) of $1.18, which is a substantial increase compared to the forecasted $0.56, marking a surprise rise of 110.71%. Null Natural Resources also reported revenue of $74.47 million for the quarter. Despite the positive earnings report, the company’s stock price showed a slight decline in after-hours trading. These recent developments highlight the company’s strong financial performance in the second quarter.

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