JPMorgan starts Flowco stock with overweight rating, $32 target

Published 10/02/2025, 12:06
JPMorgan starts Flowco stock with overweight rating, $32 target

On Monday, JPMorgan analysts initiated coverage on Flowco Holdings (NYSE:FLOC) with an Overweight rating and a price target of $32.00. Currently trading at $28.65, InvestingPro analysis indicates the stock is trading near its 52-week high of $30.50, with an overall financial health rating of GOOD. Flowco Holdings, a company specializing in artificial lift systems for the U.S. shale industry, is recognized for its leadership in high pressure gas lift (HPGL) systems. These systems are known for their reliability and cost advantages over Electric Submersible Pumps (ESPs). The company demonstrates strong operational efficiency with a gross profit margin of 50.55% and maintains healthy liquidity with a current ratio of 3.43x.

The company’s HPGL systems are gaining popularity among a prestigious group of customers, contributing to Flowco’s growth and high-profit margins. Additionally, Flowco’s vapor recovery units (VRUs) are designed to reduce methane emissions while also enhancing cash flows by capturing fugitive hydrocarbons.

Market research firm Rystad has provided estimates that the market for HPGL could almost double to $2.3 billion by 2030. For deeper insights into Flowco’s growth potential and additional financial metrics, InvestingPro subscribers have access to over 30 key financial indicators and exclusive analysis. Concurrently, the Total (EPA:TTEF) Addressable Market (TAM) for VRUs is projected to grow by approximately 40% to $9.6 billion in the same timeframe. This anticipated growth in the TAMs is expected to bolster Flowco’s Production Solutions and Natural Gas Technologies segments significantly.

Flowco’s commitment to innovation in the artificial lift sector, combined with its environmental technology that aligns with current trends towards emission reduction, positions the company for robust growth. Trading at an attractive P/E ratio of 3.69x and EV/EBITDA of 6.95x, the company’s valuation metrics suggest potential upside. The $32.00 price target set by JPMorgan reflects confidence in Flowco’s market leadership and potential for expansion within its industry segments.

In other recent news, Flowco Holdings has been the subject of several analyst reports. Piper Sandler initiated coverage on the company with an Overweight rating and a price target of $34. The firm’s analysis indicates that Flowco’s innovative High-Pressure Gas Lift technology and the growing market for Vapor Recovery Units are expected to contribute to the company’s growth. Furthermore, Flowco’s management projects a significant increase in revenue with double-digit growth in 2025 and 2026.

In addition to Piper Sandler’s coverage, BMO Capital Markets initiated coverage on Flowco with an Outperform rating and a price target of $33. The firm highlighted Flowco’s distinctive technology and its commanding presence in the artificial lift and methane abatement sectors as key drivers for its future revenue increases. BMO Capital Markets also underscored the company’s higher-than-average EBITDA margins, suggesting confidence in Flowco’s ability to generate cash after accounting for operational costs and capital asset maintenance.

Jefferies also initiated coverage of Flowco, setting a Buy rating and a price target of $35. The firm recognized Flowco’s product line, which includes high-pressure gas lift and vapor recovery unit technology, as increasingly preferred in the market due to their cost-effectiveness. Jefferies projects a compound annual growth rate of over 12% in revenue from 2024 to 2026, along with an EBITDA margin expansion of more than 400 basis points. These recent developments continue to position Flowco favorably in the market.

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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