payable618,258752,742Accrued liabilities735,386732,296Accrued interest payable28,5944,693Derivative instruments—1,230Current operating lease liabilities14,65637,629Other current liabilities11,89886,637Total current liabilities1,450,5871,683,978Long-term debt1,479,581842,600Deferred tax liabilities1,615,8501,496,442Asset retirement obligations432,802282,369Derivative instruments—1,016Operating lease liabilities10,51815,190Other liabilities4,9828,150Total liabilities4,994,3204,329,745Commitments and contingen ...

The upcoming report from Chord Energy Corporation (CHRD) is expected to reveal quarterly earnings of $1.17 per share, indicating a decline of 66.5% compared to the year-ago period. Analysts forecast revenues of $910.72 million, representing a decline of 37.4% year over year.Over the last 30 days, there has been a downward revision of 12.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts o ...

Core Insights - Chord Energy Corporation (NASDAQ:CHRD) is recognized as one of the best crude oil stocks to buy amid rising tensions in the market [1] - The company has a strong position in the Williston Basin, focusing on the exploration and production of crude oil, natural gas liquids, and natural gas [2] Price Target and Ratings - Piper Sandler has lowered its price target for Chord Energy from $160 to $151 while maintaining an 'Overweight' rating, indicating a potential upside of over 52% from current levels [3] - The adjustment in the price target is attributed to revisions in type curves, which were partially offset by increased three-mile allocation [3] Production and Capital Expenditure Outlook - Chord Energy expects oil production to range between 157,000 to 161,000 barrels per day (bpd) in 2026, with a total capital expenditure (CapEx) of approximately $1.4 billion [4] - This outlook suggests a 4% increase in oil volumes compared to 2024, with around $100 million less in capital expenditure [4] - The company is scheduled to announce its fourth quarter and year-end 2025 financial and operational results on February 26 [4] Dividend Yield - Chord Energy offers a robust annual dividend yield of 5.26%, positioning it among the best energy stocks for dividends in 2026 [5]

Core Viewpoint - Chord Energy Corp. is set to announce its fourth quarter and year-end 2025 financial and operating results on February 25, 2026, followed by a conference call on February 26, 2026, at 10:00 a.m. Central time [1] Company Information - Chord Energy Corp. is an independent exploration and production company focused on the Williston Basin, emphasizing sustainable long-lived assets [1] - The company maintains a strong balance sheet and prioritizes capital discipline while generating free cash flow through efficient, safe, and responsible operations [1] Upcoming Events - The company will participate in several energy conferences and investor events in March 2026, including: - J.P. Morgan Global Leveraged Finance Conference on March 3, 2026, in Miami, FL - Morgan Stanley Energy & Power Conference on March 3, 2026, in New York, NY - Piper Sandler Annual Energy Conference on March 17, 2026, in Las Vegas, NV - 38th Annual Roth Conference on March 23, 2026, in Laguna Niguel, CA [1]

Core Viewpoint - Chord Energy is recognized for its operational efficiency, particularly through its innovative 4-mile well program and wider spacing regiment, which enhances productivity in its operations [1]. Group 1: Company Performance - The company has implemented a 4-mile well program that contributes to its efficiency and productivity [1]. - Wider spacing regiment is part of the strategy that allows Chord Energy to optimize its resource extraction [1]. Group 2: Analyst Perspective - The analysis is based on professional knowledge in the power and energy industries, focusing on long-term investment potential [1].

Core Insights - Chord Energy Corporation (NASDAQ:CHRD) has been downgraded by Citi from Buy to Neutral, with a price target reduction from $105 to $97, as macro risks in the oil and gas sector take precedence over the company's execution-driven narrative [2] - The company is involved in a significant acquisition, purchasing $550 million worth of Williston Basin assets from Exxon Mobil's XTO Energy unit, which is a key shale oil and gas region in the U.S. [3][5] - The acquisition includes 48,000 net acres and is expected to yield around 9 million barrels of oil equivalent per day, primarily oil, with a low decline profile and potential for margin improvement [4] Company Overview - Chord Energy Corporation is an independent exploration and production company focused on crude oil, natural gas liquids (NGLs), and natural gas production, particularly in the Williston Basin [5] Acquisition Details - The Williston Basin acquisition is anticipated to be accretive to cash flow, free cash flow, and net asset value, with funding planned through a combination of cash on hand and borrowings [4]

Company Overview - Chord Energy Corporation (NASDAQ: CHRD) is an independent U.S. oil and gas exploration and production company focused on acquiring, developing, and producing crude oil, natural gas, and natural gas liquids in the Williston Basin [4] Analyst Ratings and Price Targets - Jefferies lowered its price target on CHRD to $99 from $104 while maintaining a Hold rating, anticipating improved capital efficiency due to new drilling projects [2] - Scotiabank analyst Paul Cheng reduced the price target on CHRD to $114 from $120, keeping a Sector Perform rating, and noted that investors will monitor 2026 guidance for potential revisions in capital plans or cost-management actions [3] Investment Potential - Chord Energy Corporation is recognized as one of the best high growth stocks, topping a list of 15 High Growth Mid-Cap Stocks to Buy [1] - Despite the potential of CHRD as an investment, some analysts believe that certain AI stocks may offer greater upside potential with less downside risk [5]

Core Viewpoint - Chord Energy Corporation (NASDAQ:CHRD) is recognized as one of the best energy stocks to buy for dividends in 2026, highlighting its strong position in the market [1]. Price Target Adjustments - Scotiabank analyst Paul Cheng reduced the price target for Chord Energy from $120 to $114 while maintaining a 'Sector Perform' rating, reflecting a broader revision of price targets for American Integrated Oil and E&P stocks [3]. - Jefferies also lowered its price target for Chord Energy from $101 to $99, keeping a 'Hold' rating, with the new target indicating an upside of nearly 8% from current levels [4]. Operational Insights - Chord Energy has a premier acreage position in the Williston Basin and is involved in the exploration and production of crude oil, natural gas liquids, and natural gas [2]. - The upcoming quarter's earnings are expected to be straightforward due to the absence of major weather disruptions this winter, which may positively impact operational performance [3]. - The softening service environment is anticipated to enhance Chord's capital efficiency, potentially allowing the company to exceed capital expenditure consensus in 2026 [4].

Core Thesis - Chord Energy Corporation (CHRD) is viewed positively due to its strong balance sheet, disciplined operations, and shareholder-friendly capital allocation, returning over 90% of adjusted free cash flow to shareholders [2][5] Financial Performance - As of January 19th, CHRD's share price was $92.30, with a trailing P/E ratio of 31.18 [1] - The company has a robust capital return profile, combining an attractive base dividend with consistent share repurchases, retiring approximately 5–8% of outstanding shares annually [2] Asset Base and Operations - CHRD's asset base is highly concentrated, with about 98% of its acreage in the Williston Basin, which enhances its scale and operational efficiency [3] - The recent acquisition of Enerplus has improved CHRD's inventory depth and long-term capital efficiency [3] Market Position and Pricing - Williston Basin production primarily consists of light, sweet crude, benefiting from favorable pricing dynamics, which mitigates the impact of heavy oil supply from Venezuela on CHRD's pricing [3] - The company is well-positioned to endure prolonged commodity weakness, maintaining viable economics even at approximately $50 oil over a multi-year horizon [4] Valuation and Investment Opportunity - With shares trading around $90, CHRD is considered mispriced relative to its free cash flow yield and balance sheet strength [5] - The combination of asset quality, financial flexibility, and disciplined shareholder returns presents a compelling long-term value opportunity despite inherent commodity price volatility [5]

Group 1 - Jefferies has lowered the price target on Chord Energy (CHRD) to $99 from $101 while maintaining a Hold rating on the shares [1] - The firm anticipates an improvement in the company's capital efficiency due to a softening service environment [1] - This improvement is expected to drive capital expenditures (capex) to exceed consensus estimates in 2026 [1]