UBS lowers Coterra Energy stock price target to $29 on operational challenges

Published 14/10/2025, 15:30
UBS lowers Coterra Energy stock price target to $29 on operational challenges

Investing.com - UBS lowered its price target on Coterra Energy (NYSE:CTRA) to $29.00 from $30.00 on Tuesday, while maintaining a Buy rating on the stock. Currently trading at $22.85, near its 52-week low, InvestingPro analysis suggests the stock is undervalued, with analyst targets ranging from $27 to $39.

The price target reduction follows what UBS described as "a challenging operational" first half of 2025 for the energy company.

Despite the price target cut, UBS expects oil volume improvements in the second half of 2025 to keep Coterra Energy on track to meet its full-year 2025 guidance.

The firm anticipates both oil and total volumes trending toward the high end of guidance for the third quarter of 2025, with fourth-quarter projections suggesting approximately 10% quarter-over-quarter oil growth.

UBS also expects Coterra Energy will pay off the remaining $650 million on its term loan in the second half of 2025, before increasing its stock buyback program in 2026.

In other recent news, Coterra Energy Inc. reported its Q2 2025 earnings, which exceeded revenue expectations. The company posted revenue of $1.97 billion, surpassing the anticipated $1.73 billion, while adjusted earnings per share were $0.48, aligning with analyst forecasts. Additionally, Coterra Energy announced the appointment of Gregory F. Conaway as Vice President and Chief Accounting Officer. In terms of analyst activity, Raymond James lowered its price target for Coterra Energy to $34, citing a weaker commodity price environment despite the company’s strong operational performance. Wells Fargo, on the other hand, raised its price target to $33, highlighting progress in the Harkey shale and expressing confidence in a strong fourth-quarter ramp-up. These developments reflect the dynamic nature of Coterra Energy’s current business environment.

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