Wells Fargo sets $12 price target for Expro Group stock

Published 27/05/2025, 11:18
Wells Fargo sets $12 price target for Expro Group stock

Tuesday

Wells Fargo (NYSE:WFC) analysts have initiated coverage on Expro Group (NYSE:XPRO) with an Overweight rating and set a price target of $12.00. The firm’s analysts highlighted several potential catalysts for the oilfield services company, including its significant exposure to international and offshore markets as opposed to the lower 48 states, growth potential through mergers and acquisitions, and an attractive and increasing free cash flow yield.

The investment case presented by Wells Fargo is built on a price target that reflects a 4.0x multiple of Expro Group’s estimated 2026 EBITDA, which appears conservative given the company’s current EV/EBITDA ratio of 2.83x and P/E ratio of 14.2x. This valuation takes into account a sizeable small to mid-size cap discount when compared to the mid-cycle valuations of larger cap oilfield service companies. The analysts’ estimates for Expro Group’s second-quarter and full-year 2025 earnings per share are $0.23 and $1.03, respectively, with InvestingPro data showing the company has maintained profitability over the last twelve months with an EPS of $0.58.

Expro Group’s strengths, as outlined by the analysts, include a diversified service and product portfolio, substantial leverage to international and offshore markets, and a solid financial profile. The company operates with a moderate debt level and maintains strong liquidity with a current ratio of 2.11x. This profile is seen as supportive of growth through both organic developments and inorganic investments, despite the stock’s significant 63.8% decline over the past year.

The initiation of coverage by Wells Fargo comes at a time when Expro Group is positioned to benefit from the global energy sector’s dynamics, with particular emphasis on its international and offshore operations. The analysts’ positive outlook is reinforced by the company’s ability to generate rising free cash flow, which can provide the means for strategic acquisitions and organic growth.

Wells Fargo’s coverage on Expro Group offers investors a new perspective on the company’s financial health and growth prospects, backed by a detailed analysis of its market position and potential earnings. The Overweight rating and $12 price target suggest confidence in Expro Group’s future performance within the oilfield services sector.

In other recent news, Expro Group Holdings NV reported its first-quarter 2025 earnings, surpassing analyst expectations with an earnings per share of $0.25, compared to the forecasted $0.12. The company’s revenue reached $391 million, exceeding the anticipated $370.92 million, marking a 2% increase year-over-year. Expro also secured $272 million in new contracts, which boosted its backlog to $2.2 billion. Despite these positive results, the stock experienced a slight decline, which analysts attribute to broader market uncertainties. The company continues to focus on cost optimization and technological innovation as part of its strategic initiatives. Expro’s adjusted EBITDA for the quarter was $76 million, representing 20% of revenue, and the adjusted EBITDA margin increased by 200 basis points year-over-year. Looking ahead, Expro expects flat revenue for 2025 compared to 2024, with mid-single-digit growth anticipated in the second half of the year. Analyst firms have not provided any upgrades or downgrades in the recent updates.

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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