Mizuho cuts Matador Resources stock price target to $74

Published 14/04/2025, 10:58
Mizuho cuts Matador Resources stock price target to $74

On Monday, Mizuho (NYSE:MFG) Securities adjusted its price target for Matador Resources Company (NYSE:MTDR), a Dallas-based energy company, reducing it to $74 from the previous target of $77. Despite the adjustment, the firm retained its Outperform rating on the stock. Currently trading at $39.41, InvestingPro analysis suggests the stock is significantly undervalued, with analyst targets ranging from $61 to $90.

Mizuho’s decision reflects a strategic evaluation of Matador Resources’ response to the current market conditions, which have been marked by volatility. The company has indicated a willingness to reduce its operational activities should oil prices remain below $60 per barrel. Conversely, Matador Resources is also poised to take advantage of potential mergers and acquisitions opportunities that may arise from the current economic environment. Additionally, the company is considering share buybacks for the first time in recent history due to the perceived undervaluation of its shares. With an "GOOD" Financial Health score from InvestingPro and a consistent track record of raising dividends for four consecutive years, the company maintains a strong financial position despite recent market challenges.

The firm is anticipating further details on these strategies with the release of Matador Resources’ first-quarter earnings, scheduled for April 23. Mizuho’s forecasts for the company’s first-quarter EBITDX and cash flow are slightly below the consensus, by approximately 1-2%. This conservative estimate stems from expectations of lower oil production volumes, which are anticipated to be at the lower end of the company’s guidance range, as well as lower natural gas realizations. The company has demonstrated strong profitability with an impressive 80.5% gross profit margin and a P/E ratio of 5.5x.

Mizuho’s revised price target is based on a net asset value (NAV) approach, which has been slightly reduced to reflect the updated expectations. Despite the lower price target, the Outperform rating suggests that Mizuho continues to view Matador Resources positively in terms of its stock performance potential. For deeper insights into Matador Resources’ valuation and growth prospects, access the comprehensive Pro Research Report available on InvestingPro, which includes detailed analysis of the company’s financial health and market position.

In other recent news, Matador Resources Company reported significant financial developments and strategic moves. The company has bolstered its finances by divesting its Eagle Ford shale assets, generating over $30 million in proceeds, which contributed to a substantial debt reduction and increased liquidity. Matador’s first-quarter financial estimates show a projected cash flow per share of $4.64 and an EBITDA of $627 million, slightly below street expectations. Additionally, the company is anticipated to generate $140 million in free cash flow during the first quarter.

JPMorgan adjusted Matador’s price target to $61, maintaining an Overweight rating, while KeyBanc and Benchmark have reiterated their price targets at $72 and $62, respectively, citing strong well performance and optimistic earnings projections. Matador’s recent fourth-quarter report revealed a slight miss in oil production volumes, attributed to midstream constraints, but the company remains confident with a 25% increase in its base dividend. Furthermore, Matador has entered into additional oil hedges and structured flexible rig contracts to navigate market volatility.

The company is considering implementing a stock buyback program, with details expected to emerge in the upcoming board meeting. Analysts from JPMorgan and KeyBanc remain positive about Matador’s strategic decisions, noting the potential for future growth and capital efficiency.

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