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Wells Fargo sees opportunity for Crescent Energy stock with expanded Eagle Ford position

EditorEmilio Ghigini
Published 05/09/2024, 11:42
CRGY
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On Thursday, Wells Fargo (NYSE:WFC) adjusted the price target for Crescent Energy (NYSE:CRGY) shares, increasing it to $21.00 from the previous $20.00. The firm maintained its Overweight rating on the stock. The revision follows Crescent Energy's announcement of acquiring assets from a private Eagle Ford (NYSE:F) operator, a move that aligns with its existing holdings in several Texas counties.

The acquisition, valued at $168 million, is set to enhance Crescent Energy's footprint in the Eagle Ford Shale, particularly in Frio, Atascosa, La Salle, and McMullen counties. This strategic purchase comes after Crescent Energy's earlier acquisition of SilverBow in May 2024, as the company continues to expand its operations in the region.

Crescent Energy plans to fund the acquisition entirely with cash, demonstrating its financial capacity to support such transactions. The deal is anticipated to bring about operational efficiencies for Crescent Energy, particularly through the use of extended laterals which can optimize oil and gas extraction processes.

The transaction is poised to close in September 2024, marking another significant step in Crescent Energy's growth strategy. The acquisition is expected to provide Crescent Energy with additional opportunities to improve its operational performance in the Eagle Ford Shale.

In other recent news, Crescent Energy has been on a strategic growth trajectory with significant developments. The firm recently announced a $168 million acquisition in the Eagle Ford Shale region, a move that is set to increase its production capabilities.

This acquisition, involving producing acreage with a daily output of 3 thousand barrels of oil equivalent (mboe/d), follows the company's purchase of SilverBow, further enhancing its presence in the oil-rich region.

KeyBanc Capital Markets has maintained its Overweight rating on Crescent Energy, reflecting confidence in the company's growth and the expected positive impact of its acquisition strategy on financial performance. The firm has set a steady price target of $16.00 for Crescent Energy's stock.

The company reported strong second-quarter results for 2024, marked by increased production and improved capital expenditure efficiency. The acquisition of SilverBow Resources (NYSE:SBOW) has positioned Crescent as a leading operator in the Eagle Ford shale play, promising substantial cost savings and synergies.

Crescent Energy's CEO, David Rockecharlie, expressed confidence in the recent acquisition, citing the addition of low-decline oil production and high-quality acreage. The company is expected to provide updates on broader synergies and potential pricing uplift in the next quarter. These developments underscore Crescent Energy's focus on executing a growth-through-acquisition strategy.

InvestingPro Insights

Following Wells Fargo's price target adjustment for Crescent Energy (NYSE:CRGY), it's valuable to consider additional insights that InvestingPro provides. Notably, analysts predict the company will be profitable this year, a sentiment that aligns with Crescent Energy's aggressive expansion strategy in the Eagle Ford Shale. This is further supported by the company's recent acquisitions, which are expected to enhance operational efficiencies and optimize extraction processes.

InvestingPro data shows that Crescent Energy has a market capitalization of $2.55 billion and is trading at a high earnings multiple, with a P/E ratio of 65.99. Despite a recent dip in the stock price over the last week, Crescent Energy's liquid assets exceed its short-term obligations, indicating a solid financial position for upcoming investments.

Moreover, Crescent Energy has demonstrated profitability over the last twelve months, which may reassure investors about the company's financial health amidst its growth initiatives. For those interested in further analysis and metrics, InvestingPro offers additional tips on Crescent Energy at https://www.investing.com/pro/CRGY, providing a more comprehensive understanding of the company's potential.

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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