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Morgan Stanley reinstates Apache stock at Underweight due to valuation concerns

EditorEmilio Ghigini
Published 15/04/2024, 13:42
APA
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Monday, Morgan Stanley (NYSE:MS) reinstated coverage on Apache Corp . (NASDAQ:APA) stock with an Underweight rating and a price target of $28.00. The firm's analysis followed the completion of Apache's acquisition of CPE, prompting a reassessment of the company's stock.

The financial institution noted that Apache's shares are currently trading above their net asset value (NAV). This observation comes as Apache integrates the recent acquisition, which is anticipated to lead to a period of operational adjustments.

According to Morgan Stanley, the upcoming quarters for Apache may present a complex financial picture. This is due to the expected developmental changes aimed at enhancing the performance of the newly acquired CPE.

The price target of $28.00 suggests a conservative outlook on the stock's future performance. The Underweight rating indicates that the analyst believes the company's stock might underperform relative to the average returns of the industry sector or the overall market.

Apache Corp. is now entering a phase of transition as it works to incorporate CPE's operations into its business model. The market will be observing how these changes affect the company's operational efficiency and financial results in the forthcoming periods.

InvestingPro Insights

As Apache Corp. (NASDAQ:APA) moves through a period of operational integration and financial reassessment, the latest real-time data from InvestingPro provides a nuanced picture of the company's current market standing. With a market capitalization of $12.51 billion and a notably low P/E ratio of 3.64, Apache appears to offer value in terms of earnings. The company's stability is further underscored by its impressive track record of maintaining dividend payments for 54 consecutive years, and a current dividend yield of 2.85%.

InvestingPro Tips highlight that despite the stock's low price volatility, Apache is trading at a high Price / Book multiple of 4.72. This could be a point of concern for value-oriented investors. Moreover, analysts predict that Apache will be profitable this year, a sentiment supported by the company's profitability over the last twelve months. For readers seeking further in-depth analysis, there are additional InvestingPro Tips available, offering a more comprehensive understanding of Apache's financial health and market position. Utilize coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription at InvestingPro.

With the next earnings date on May 1, 2024, and a fair value estimation hovering close to the current price, the market's response to Apache's strategic maneuvers post-acquisition will be closely monitored. The insights provided here could be invaluable to investors trying to navigate the complexities of Apache's current situation.

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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