JPMorgan raises California Resources stock price target to $66 on BRY deal

Published 10/10/2025, 12:28
JPMorgan raises California Resources stock price target to $66 on BRY deal

Investing.com - JPMorgan has raised its price target on California Resources (NYSE:CRC) to $66.00 from $64.00 while maintaining an Overweight rating on the stock. According to InvestingPro data, the stock currently trades at $51.92 and appears undervalued based on Fair Value analysis, with strong financial metrics including a P/E ratio of 7.23x.

The price target increase follows California Resources’ announcement last month of an all-stock transaction to acquire California oil producer BRY in a deal valued at approximately $717 million.

The acquisition includes approximately 24 MBoe/d of production, which JPMorgan notes represents $30,000 per flowing Mboe/d, with California Resources estimating a FY25 EBITDA multiple of 2.9x.

JPMorgan also highlighted that SB-237 has been signed into law by Governor Newsom, which should allow new drilling permits to start being approved in early 2026 for the first time since late 2022, while SB-614 has passed the state legislature and will regulate the construction of CO2 pipelines needed for California Resources’ carbon capture projects.

California Resources has broken ground on its first carbon capture project and expects completion by year-end 2025, with first injection anticipated in early 2026.

In other recent news, California Resources Corporation has successfully completed a $400 million private offering of 7.000% senior notes due in 2034. These notes are intended to support the company’s merger with Berry Corporation, providing the necessary funds to repay Berry’s existing debt and cover related expenses. The notes will be guaranteed by California Resources’ existing subsidiaries that back its revolving credit facility and other senior unsecured notes. Following the merger, the notes will also be guaranteed by new entities associated with the business combination.

Additionally, UBS has raised its price target for California Resources from $63 to $70, maintaining a Buy rating, citing the company’s acquisition of Berry Corporation as a positive strategic move. Similarly, Mizuho increased its price target to $71 from $65, maintaining an Outperform rating and highlighting the anticipated $85 million in annualized synergies from the merger. These developments underscore the company’s ongoing strategic initiatives and financial maneuvers in the energy sector.

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