Roth/MKM maintains Buy stock rating on Amplify Energy, cites production estimate

Published 19/08/2024, 15:52
Roth/MKM maintains Buy stock rating on Amplify Energy, cites production estimate

On Monday, Roth/MKM sustained its Buy rating and $9.50 stock price target for Amplify Energy Corp. (NYSE:AMPY), following an analysis of the company's projected production and earnings.

The firm noted an improvement in their production estimate for the third quarter of 2024, which is now expected to increase from 19,998 barrels of oil equivalent (BOE) per day to 20,635 BOE per day. This uptick is attributed to the completion of maintenance at the Bairoil field and recent successful operations at the Beta field.

Despite the revised production figures, Roth/MKM's estimate for Amplify Energy's earnings per share (EPS) for the third quarter of 2024 remains steady at $0.38. Alongside this, the firm anticipates a slight rise in the company's earnings before interest, taxes, depreciation, and amortization (EBITDA) for the same quarter, adjusting the estimate from $26.6 million to $27.9 million.

The analyst underscored the potential impact of strategic business decisions on future financial estimates. Specifically, the firm cautioned that the proposed divestiture of the Bairoil field could significantly alter the financial projections for 2025. As such, any current estimates for the following year should be considered with an awareness of the potential changes that this divestiture could bring about.

Amplify Energy Corp., which operates in the oil and gas sector, is navigating through operational enhancements and strategic decisions that may shape its financial outlook. The company's stock performance and future earnings will be closely watched by investors as these developments unfold.

In other recent news, Amplify Energy Corp. reported a strong second quarter for 2024, with an increase in net income and free cash flow. The company's adjusted EBITDA rose to $30.7 million and free cash flow reached $9.2 million. This robust performance has led to an update in the company's annual guidance. Operational efficiencies have resulted in a decrease in lease operating expenses, and Amplify is considering strategic options for its assets, including potential sales.

Production averaged around 20,300 Boe per day, with a mix of 41% oil, 19% NGLs, and 40% natural gas. Lease operating expenses dropped to $36.3 million, with $18 million invested in capital expenditures. The company's net income improved to $7.1 million, with net debt standing at approximately $117.5 million.

Amplify Energy has revised its full-year 2024 commodity price guidance to $76 per barrel for WTI crude and $2.25 per MMBtu for Henry Hub Natural Gas. The company is also considering various capital return options, including potential stock buybacks or dividends. These developments highlight Amplify Energy's commitment to maximizing shareholder value and financial stability.

InvestingPro Insights

Roth/MKM's optimistic outlook on Amplify Energy Corp. (NYSE:AMPY) is further complemented by insights from InvestingPro. According to real-time data, Amplify Energy boasts a market capitalization of approximately $286.94 million, and a P/E ratio of 10.57, which adjusts to a slightly more attractive 9.05 when considering the last twelve months as of Q2 2024. The company's price to book ratio stands at an appealing 0.74, indicating that the stock may be undervalued relative to its assets.

InvestingPro Tips suggest that while the company is expected to be profitable this year, investors should be cautious of its volatility in stock price movements. Moreover, it is noteworthy that Amplify Energy does not pay a dividend, which could be a decisive factor for income-focused investors. With short term obligations exceeding liquid assets, financial flexibility could be a concern. For those interested in a deeper dive into the company's financials, InvestingPro offers a total of 6 tips, providing a more comprehensive analysis.

The recent stock performance data shows a 21.75% year-to-date price total return, which, coupled with a fair value estimation of $9.5 by analysts and $6.1 by InvestingPro, may indicate room for growth or a need for reevaluation. As Amplify Energy navigates operational and strategic shifts, these InvestingPro insights offer valuable context for investors monitoring the company's trajectory.

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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