Stifel maintains buy on Mach Natural Resources stock, $23 target

Published 14/03/2025, 15:00
Stifel maintains buy on Mach Natural Resources stock, $23 target

On Friday, Stifel analysts maintained their Buy rating and $23.00 price target for Mach Natural Resources (NYSE:MNR) shares, with the stock currently trading near its 52-week low of $13.53. According to InvestingPro analysis, the company appears undervalued against its Fair Value, suggesting potential upside opportunity. The firm’s analysts highlighted the company’s fourth-quarter 2024 performance, which surpassed their expectations and the consensus estimates. Mach Natural Resources reported an adjusted EBITDA of $162 million, which was above Stifel’s estimate of $159 million and the consensus of $152 million.

The company also disclosed its cash available for distribution at $81 million. This figure was slightly below Stifel’s projection of $84 million but showed a significant increase from $52 million in the previous quarter. Despite a strong quarter, Mach Natural Resources declared a distribution per unit (DPU) of $0.50, a decrease from the $0.60 distributed in the prior quarter.

The analysts at Stifel provided additional insights into the company’s financial results, comparing them to their own estimates. They noted the positive outcomes in Mach Natural Resources’ earnings, which reflect the company’s ability to generate higher-than-anticipated profits and cash flow. The company has demonstrated strong revenue growth of 21.2% over the last twelve months, though InvestingPro analysis reveals 7 additional key insights about the company’s financial health and market position.

This latest financial report from Mach Natural Resources could influence investor sentiment as the company’s performance indicates a robust financial standing. The Stifel analysts’ reiterated rating and price target suggest that they believe the stock has the potential to reach $23.00, despite the reduced distribution per unit compared to the previous quarter.

Investors and market watchers will likely continue to monitor Mach Natural Resources’ financial health and its ability to maintain or increase profitability and distributions in the future.

In other recent news, Mach Natural Resources announced a public offering of 12 million common units, with an option for underwriters to purchase an additional 1.8 million units. The proceeds from this offering are intended to repay approximately $23 million of its super priority credit facility and reduce the balance of its term loan credit facility. The company also plans to use cash on hand and funds from a new credit facility to settle the remaining term loan balance. Texas Capital Securities recently adjusted its price target for Mach Natural Resources from $27.00 to $26.00 but maintained a Buy rating, citing positive impacts from the company’s recent debt restructuring and acquisition activities. The firm’s analysts noted significant annual savings in amortization and interest, which they believe will offset the dilution from the equity offering. Additionally, Mach Natural Resources provided a preview of its 2024 financial performance, expecting fourth-quarter adjusted EBITDA to exceed consensus estimates by 5.2%. Meanwhile, Stifel resumed coverage of Mach Natural Resources with a Hold rating and set a price target of $21.00, noting the company’s active growth plans and strategic acquisitions. The company aims to expand its operations and increase its rig count by 2025, focusing on lucrative drilling locations.

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