What changed
$VNOM — BUY 📊
Viper Energy, Inc. owns, acquires, and exploits oil and natural gas properties in North America.
🎯 Q2 2026 | Rev $0B | EPS $0.55 vs $0.53 🟢
💡 Consensus models oil at ~$62/bbl and 5% production growth; we see $72/bbl and 10% growth, leading to 15%+ upside to 2026 EPS. Market underestimates the acceleration in well completions on VNOM's acreage.
📉 Reward/Risk: 2.26:1
🏢 Business Quality: 8/10 - High-quality, low-decline acreage in the core Midland Basin; minimal capex requirements; strong free cash conversion; best-in-class net royalty acre position.
📊 Valuation: fair — P/E 20x vs. royalty peer range 15–25x, EV/EBITDA 15x vs. 12–22x; DCF under $70/bbl assumptions yields intrinsic value of $48–55, indicating...
🔮 Catalyst: Q2 2026 earnings report and potential dividend increase
💰 Entry: $43.68, stop $40.0, target $52.0
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/VNOM0623
Why it matters
Viper Energy, Inc. owns, acquires, and exploits oil and natural gas properties in North America.