CHRD

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Chord Energy (NASDAQ:CHRD) and the rest of the u.s. shale e&p stocks fared in Q1. US shale oil producers extract crude from tight rock formations using horizontal drilling and hydraulic fracturing (fracking) techniques, primarily in basins like the Permian, Bakken, and Eagle Ford. Tailwinds include short-cycle investment flexibility allowing rapid production adjustments, technological improvements enhancing well productivity, and proximity to refining and export infrastructure. Capital discipline has improved financial returns. Headwinds include commodity price sensitivity affecting drilling economics, accelerating well decline rates requiring continuous capital investment, and increasing regulatory and ESG scrutiny. Water usage, induced seismicity concerns, and evolving environmental regulations present ongoing operational challenges. The 11 u.s. shale e&p stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 2.7%. In light of this news, share prices of the companies have held steady as they are up 1.3% on average since the latest earnings results. Holding the largest acreage position in the Williston Basin, Chord Energy (NASDAQ:CHRD) drills for and produces crude oil, natural gas liquids, and natural gas in North Dakota's Williston Basin. Chord Energy reported revenues of $1.67 billion, up 37.1% year on year. This print exceeded analysts’ expectations by 33.1%. Overall, it was an exceptional quarter for the company with a beat of analysts’ EPS and EBITDA estimates. Chord Energy scored the biggest analyst estimates beat of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 3.5% since reporting and currently trades at $143.98. Read why we think that Chord Energy is one of the best u.s. shale e&p stocks, our full report is free. Sporting one of Wall Street's most memorable ticker symbols, Diamondback Energy (NASDAQ:FANG) drills for and produces oil and natural gas from underground rock forma...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Chord Energy (CHRD) has been in focus after reporting solid quarterly financials, robust revenue growth and strong free cash flow margins, combined with leading Williston Basin acreage and increasingly positive analyst earnings revisions. See our latest analysis for Chord Energy. That strong operating backdrop has been reflected in the share price, with Chord Energy’s 30 day share price return of 14.6% and year to date share price return of 53.7% feeding into a 1 year total shareholder return of 66.9%. In the shorter term, the stock has eased 2.7% over the last day as investors absorb recent earnings, analyst upgrades and fresh capital allocation headlines. If you are looking beyond Chord Energy to other producers benefiting from interest in commodities, it could be a good time to scan the wider sector via 33 elite gold producer stocks With the stock up strongly over the past year and trading at a discount to an average analyst price target of US$172.31, plus an indicated intrinsic discount of about 61%, is there still a buying opportunity here, or is the market already pricing in future growth? Chord Energy's most followed valuation narrative pegs fair value at $162.11, above the last close of $145.55, framing the current price as a discount to that view. Read the complete narrative. Want to see what sits behind that cash flow story and payout ratio confidence? The narrative leans heavily on revenue forecasts, margin expansion and a richer future earnings multiple. The mix of volume assumptions, profitability targets and the chosen discount rate all work together to reach that fair value mark. The full narrative lays out how those moving parts connect and what they imply for the long run trajectory. Result: Fair Value of $162.11 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that fair value story still leans on key swing factors, including concentrated exposure to Williston Basin regulation and the ongoing pace of the global energy transition. Find out about the key risks to this Chord Energy narrative. With a mix of upbeat and cautious signals in the story so far, it makes sense to move quickly, review the numbers yourself, and balance both sides by weighing up the 3 key rewards and...

Chord Energy’s first quarter results for 2026 showed revenue and non-GAAP profit well ahead of Wall Street expectations, but the market reacted negatively, with shares trading down notably after the release. Management attributed the quarter’s performance to robust operating execution despite adverse weather and midstream constraints, with oil production volumes coming in above internal targets. CEO Danny Brown highlighted that, “the team did an excellent job executing through adverse weather conditions and some midstream constraints to deliver oil volumes above the high end of guidance.” However, operating margins came under pressure due to increased costs and persistent volatility in commodity markets, both of which were key discussion points on the call. Is now the time to buy CHRD? Find out in our full research report (it’s free). Revenue: $1.67 billion vs analyst estimates of $1.25 billion (37.1% year-on-year growth, 33.1% beat) Adjusted EPS: $4.56 vs analyst estimates of $3.49 (30.8% beat) Adjusted EBITDA: $713 million vs analyst estimates of $674.2 million (42.8% margin, 5.8% beat) Operating Margin: 20%, down from 27.8% in the same quarter last year Oil production per day: up 2.8% year on year Market Capitalization: $7.89 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. John Holliday Abbott (Wolfe Research) asked about the company’s willingness to shift from maintenance mode to growth if oil prices stay elevated. CEO Danny Brown said growth depends on the durability of higher prices and would only be considered if the macro setup is supportive long-term. Oliver Huang (TPH) questioned whether base production optimization is a one-time uplift or a structural improvement. COO Darrin Henke explained the changes are partly structural, with ongoing efforts to sustain uplift and further reduce decline rates. Jack Kindergen (BMO Capital Markets) inquired about the sustainability of current crude price premiums. CEO Danny Brown said pricing above WTI should persist through at least the second quarter, contingent on broader market dynamics. Scott Michael Hanold (RBC Capital Markets) pressed on the pace and timin...

Chord Energy Corporation (CHRD) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For Chord Energy Corporation, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: For the current quarter, the company is expected to earn $5.29 per share, which is a change of +195.5% from the year-ago reported number. Over the last 30 days, the Zacks Consensus Estimate for Chord Energy Corporation has increased 27.72% because one estimate has moved higher while two have gone lower. For the full year, the company is expected to earn $18.26 per share, representing a year-over-year change of +91.6%. In terms of estimate revisions, the trend for the current year also appears quite encouraging for Chord Energy Corporation. Over the past month, four estimates have moved higher compared to two negative revisions, helping the consensus estimate increase 27.82%. Thanks to promising estimate revisions, Chord Energy Corporation currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. Ch...

Chord Energy Corporation CHRD reported first-quarter 2026 adjusted earnings of $4.56 per share, up 12.9% from $4.04 a year ago. The bottom line beat the Zacks Consensus Estimate of $3.35 by 36.1%. Total quarterly revenues increased 4.3% year over year to $1,150.6 million from the prior-year level of $1,103.3 million. The top line beat the Zacks Consensus Estimate of $1,077.4 million by 6.8%. Strong quarterly results were driven by increased production volumes and higher oil price realization and natural gas sales prices. However, lower natural gas liquids sales prices slightly offset the positives. Chord Energy Corporation price-consensus-eps-surprise-chart | Chord Energy Corporation Quote CHRD’s total production in the first quarter of 2026 was 275.6 thousand barrels of oil equivalent per day (MBoe/D), above the 270.9 MBoe/D recorded a year ago. Oil production, accounting for 57.3% of the total production in the quarter, amounted to 158 thousand barrels of oil per day (Mbo/D), higher than 153.7 Mbo/D recorded in the year-ago period. Natural gas liquids production was 49 thousand barrels per day (MBbl/D), marginally higher than 48.1 MBbl/D in the prior-year quarter. Natural gas production was 411.4 million cubic feet per day (MMcf/D), down from 414.5 MMcf/D recorded a year ago. The company had 37 gross (30 net) operated wells turned into line during the quarter, supporting stronger near-term production delivery. Average sales prices for natural gas were approximately $3.14 per Mcf, higher than $2.30 recorded a year ago. The company’s oil price realization in the quarter was $70.05 per barrel (Bbl), higher than $69.11 recorded a year ago. Average sales prices for natural gas liquids were approximately $8.66 per Bbl, lower than $14.18 recorded a year ago. Lease operating expense (LOE) per barrel of oil equivalent was $9.87 per Boe, landing near the midpoint of management’s expected range but higher than the year-ago figure of $9.56. On the income statement, LOE increased to $244.9 million from $233.1 million a year earlier, while gathering, processing and transportation expense declined to $67.0 million from $73.3 million. Purchased oil and gas expenses were $509.8 million, up sharply from the prior-year figure of $111.4 million. Depreciation, depletion and amortization rose to $384.2 million from the prior year figure of $349.8 million, reflecting a larger as...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Chord Energy (CHRD) has just posted a mixed first quarter, reporting revenue of US$1.67b alongside lower net income of US$108.61m and earnings per share of US$1.90 from continuing operations. See our latest analysis for Chord Energy. Despite the mixed earnings headline, the stock has had a strong run, with a 90 day share price return of 43.03% and a year to date share price return of 48.75%. The 1 year total shareholder return of 64.47% points to momentum that has been building rather than fading. If this kind of move has you looking beyond a single oil and gas producer, it can be useful to see what else is gaining attention across energy infrastructure. A good place to start is the 34 power grid technology and infrastructure stocks With Chord Energy sharing strong cash generation, higher oil volume guidance and a hefty recent share price move, the key question is simple: is the stock still undervalued, or is the market already pricing in future growth? On the latest widely followed view, Chord Energy's fair value of $162.11 sits above the last close at $140.84, which puts the recent rally in a different light. Read the complete narrative. Curious how that payout heavy, buyback friendly profile translates into a higher fair value? Revenue growth, margin expansion and a richer future earnings multiple sit at the core of this narrative, and the full breakdown shows exactly how those moving parts line up over the next few years. Result: Fair Value of $162.11 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that story can change quickly if tighter regulations in the Williston Basin increase costs, or if a faster energy transition weakens long term oil demand assumptions. Find out about the key risks to this Chord Energy narrative. With sentiment split between the upside story and the risks, it makes sense to look at the numbers yourself and move quickly to form your own view using the 3 key rewards and 2 important warning signs If you only stick with one stock, you risk missing out on other opportunities with different strengths, income profiles and risk levels that could suit your goals. Target potential mispricings by scanning 44 high quality undervalued stocks that co...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 11 a.m. ET Chief Executive Officer — Danny Brown Chief Strategy Officer and Chief Commercial Officer — Michael H. Lou Chief Operating Officer — Darrin J. Henke Chief Financial Officer — Richard N. Robuck Vice President, Investor Relations and Treasurer — Bob Bakanauskas Need a quote from a Motley Fool analyst? Email [email protected] Bob Bakanauskas: Thanks, and good morning, everyone. This is Bob Bakanauskas, and today, we are reporting our first quarter 2026 financial and operational results. We are delighted to have you on the call. I am joined today by Danny Brown, our CEO; Michael H. Lou, our chief strategy officer and chief commercial officer; Darrin J. Henke, our COO; Richard N. Robuck, our CFO; as well as other members of the team. Please be advised that our remarks, including the answers to your questions, include statements that we believe to be forward-looking statements within the meaning of the Private Securities Litigation Reform Act. These forward-looking statements are subject to risks and uncertainties that could cause actual results to be materially different from those currently disclosed in our earnings releases and on conference calls. Those risks include, among others, matters that we have described in our earnings releases as well as in our filings with the Securities and Exchange Commission, including our annual report on Form 10-K and our quarterly reports on Form 10-Q. We disclaim any obligation to update these forward-looking statements. During this conference call, we will make reference to non-GAAP measures, and reconciliations to the applicable GAAP measures can be found in our earnings releases and on our website. We may also reference our current investor presentation, which you can find on our website. I will now turn the call over to our CEO, Danny Brown. Danny Brown: Thanks, Bob. Good morning, everyone, and thanks for joining our call. Last night, we issued our first quarter results and our updated investor presentation. These materials outline key strategic, operational, and financial details along with our updated 2026 outlook. I plan on highlighting a few key points, then we will open it up for Q&A. To start, looking at the first quarter briefly, Chord Energy Corporation delivered another consecutive quarter of solid operating performance. The team did an excellent job e...

Chord generated strong cash in Q1 with adjusted free cash flow of $324 million, returned $145 million to shareholders and added $175 million to the balance sheet; it raised 2026 oil guidance by 2,000 bpd, kept capital flat and said at $80/bbl expects roughly $1.4 billion of free cash flow (over $40 million incremental vs February). Operationally the company is prioritizing base production optimization—adding two workover rigs, bifurcating engineering teams and using AI to boost short‑cycle volumes—and is scaling four‑mile laterals after the Tuohy pad success, with 12 four‑mile wells producing and 33 drilled, and about 40% of TILs and 60% of spuds expected to be four‑mile in 2026. On capital allocation Chord will maintain a "healthy and sustainable" base dividend supplemented by buybacks (while avoiding procyclical repurchases), has hedged about one‑third of 2026 oil volumes and less than 15% of 2027, and views Marcellus as a non‑core asset potentially for divestiture while remaining disciplined on Bakken M&A. Interested in Chord Energy Corporation? Here are five stocks we like better. Chord Energy (NASDAQ:CHRD) reported first-quarter 2026 results Wednesday, highlighting oil volumes that exceeded guidance despite weather disruptions and midstream constraints, while also updating its full-year outlook to reflect higher expected oil production and improved realizations. In prepared remarks, CEO Danny Brown said the company delivered “another consecutive quarter of solid operating performance,” noting that oil volumes came in above the high end of guidance even as the team worked through adverse weather and some midstream limitations. Brown added that the company “maintained solid cost control.” → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Adjusted free cash flow for the quarter was $324 million, which Brown said “substantially exceed[ed] expectations.” Chord returned $145 million to shareholders through its base dividend and share repurchases, and after lease acquisitions, it also directed $175 million to the balance sheet. Brown framed the updated guidance against what he called “an unprecedented amount of volatility and uncertainty in commodity markets.” He said Chord has operated a “maintenance plus program” for more than five years, designed to maximize free cash generation, and that the company remains comfortable maintaining...

Delivered oil volumes above the high end of guidance despite adverse weather and midstream constraints, supported by solid cost control. Maintained a 'maintenance-plus' strategy for over five years to maximize free cash flow, citing high levels of excess global oil capacity as a reason for caution regarding growth. Shifted focus toward maximizing short-cycle volumes through high-return projects across 5,000 operated wells, including AI-optimized artificial lift and accelerated workovers. Updated 2026 outlook to reflect a 2,000 barrel per day increase in oil volumes with unchanged capital spending, driven by improved cycle times and base production initiatives. Realized modest premiums to WTI due to coastal market access and Brent-TI spreads, a trend expected to persist through most of 2026. Successfully executed the first full four-mile lateral development pad (Tuni), achieving a 37% reduction in drilling and completion costs per foot over four years. Guidance assumes $80 oil and $3.25 natural gas for the balance of 2026, projecting approximately $1.4 billion in free cash flow. Management intends to allow modest volume upside rather than reducing capital if efficiencies continue to improve and oil prices remain elevated. Shareholder distributions will prioritize base dividends and share repurchases, with a plan to taper buybacks only if the stock price fully reflects higher oil valuations. The 2026 program scales four-mile laterals to 40% of 'turned-in-line' wells and 60% of spuds, which is expected to benefit the 2027 production profile. Hedging strategy remains systematic, with approximately one third of 2026 oil volumes currently hedged to protect against price volatility while maintaining upside. The Marcellus acreage is officially designated as non-core; management is seeking a divestiture that maximizes value but is not in a rush due to low holding costs. Development of the XPO assets is being deferred to late 2027 or 2028 to ensure re-permitting for longer laterals and optimized spacing. Management explicitly avoids 'procyclical' capital allocation, choosing to let excess free cash flow go to the balance sheet rather than resuming variable dividends. Inventory calculations are conservatively based on sub-$60 WTI breakevens, providing a 10-year runway that could expand if higher prices prove durable. Our analysts just identified a stock with the potent...

Chord Energy (CHRD) reported Q1 adjusted earnings late Tuesday of $4.56 per diluted share, up from $

HOUSTON, May 5, 2026 /PRNewswire/ -- Chord Energy Corporation (NASDAQ: CHRD) ("Chord," "Chord Energy," or the "Company") today reported financial and operating results for the first quarter 2026. Key Takeaways and Updates: Operational Strength: Cash Flow from Operations and Adjusted Free Cash Flow exceeded expectations in 1Q26, supported by oil volumes above the high-end of guidance and capital in line with expectations; Improving Efficiency: Strong drilling and completions ("D&C") and production operations led Chord to increase FY26 oil volumes by 2 MBopd to 161 MBopd while keeping capital unchanged; 4-Mile Lateral Update: Successfully executed and turned in line ("TIL") the Toonie 5-well pad, representing Chord's first full 4-mile DSU development. Execution and performance are in line with expectations; Shareholder Returns: Returned $145MM to shareholders through a base dividend of $1.30 per share and $71MM of share repurchases. 1Q26 Operational and Financial Highlights: Strong Volumes: Oil volumes of 158.0 MBopd exceeded the high-end of guidance and were 2.6% above the midpoint of guidance; Capital Discipline: CapEx of $342MM (excluding $3.0MM of reimbursable non-op CapEx) was in-line with the midpoint of guidance; Cost Control: LOE of $9.87/Boe was in-line with the midpoint of guidance; Realizations: Gas realizations were favorable, reflecting seasonally strong regional benchmark prices; Profitability: Net income was $108.6MM and Adjusted Net Income(1) was $258.9MM ($4.56/diluted share); and Cash Generation: Net cash provided by operating activities was $507.5MM, Adjusted EBITDA(1) was $713.0MM and Adjusted Free Cash Flow(1) was $324.0MM (excluding $3.0MM of reimbursable non-op CapEx). (1) Non-GAAP financial measure. See "Non-GAAP Financial Measures" below for a reconciliation to the most directly comparable financial measures under United States generally accepted accounting principles ("GAAP"). "Chord delivered strong first quarter execution, demonstrated efficient operations, and generated free cash flow above expectations," said Danny Brown, Chord Energy's President and Chief Executive Officer. "Oil volumes exceeded the high-end of guidance with capital and operating expenses in line. This strong operational performance supported robust free cash flow, enabling high return of capital to shareholders. The Chord team also achieved a key operational mil...

Chord Energy Corporation (CHRD) came out with quarterly earnings of $4.56 per share, beating the Zacks Consensus Estimate of $3.35 per share. This compares to earnings of $4.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +36.12%. A quarter ago, it was expected that this company would post earnings of $1.17 per share when it actually produced earnings of $1.28, delivering a surprise of +9.4%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Chord Energy Corporation, which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry, posted revenues of $1.15 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 6.79%. This compares to year-ago revenues of $1.22 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Chord Energy Corporation shares have added about 61% since the beginning of the year versus the S&P 500's gain of 5.2%. While Chord Energy Corporation has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Chord Energy Corporation was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the m...