Matador Resources beats Q4 profit estimates

Matador Resources

24/02/2026 21:36

Overview

Energy company's Q4 adjusted EPS beat analyst expectations

Adjusted net income for Q4 exceeded analyst estimates

Company achieved record Q4 production despite weak natural gas prices

Outlook

Matador expects 2026 oil production to grow 3% to 122,000-124,000 barrels per day

Company plans to reduce 2026 capital expenditures by 11% to $1.50 bln

Matador anticipates midstream asset EBITDA to grow 8% to $360 mln in 2026

Result Drivers

PRODUCTION INCREASE - Q4 2025 production increased due to new wells in Arrowhead and Ranger areas despite weak natural gas prices

Company press release: ID:nBw6Sj0MCa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted EPS
Beat
$0.87
$0.84 (20 Analysts)
Q4 EPS
$1.55
Q4 Adjusted Net Income
Beat
$108.10 mln
$94.73 mln (14 Analysts)
Q4 Adjusted Free Cash Flow
$69 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the oil & gas exploration and production peer group is "buy"

Wall Street's median 12-month price target for Matador Resources Co is $59.00, about 15.3% above its February 23 closing price of $51.16

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 7 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)