J.P. Morgan analyst Arun Jayaram maintains $Ovintiv (OVV.US)$ with a buy rating, and adjusts the target price from $51 to $52.
According to TipRanks data, the analyst has a success rate of 53.9% and a total average return of 9.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ovintiv (OVV.US)$'s main analysts recently are as follows:
Expectations are set for Ovintiv to surpass operational forecasts for Q3, driven by strong performance in operations. Nonetheless, after adjustments to the market estimates for strip pricing, it is anticipated that there will be a shortfall in both cash flow and EBITDAX for the quarter.
Estimates for the integrated oil and exploration and production sector have been adjusted due to a revised forecast that anticipates a decrease in oil prices by $10 per barrel in 2025 and $5 in 2026. Despite the recent pullback in the sector, there appears to be a favorable risk/reward balance for stocks, as company fundamentals and operational momentum are assessed to be strong.
The estimates for the exploration and production sector have been modified to better reflect updated projections for commodity prices and investment perspectives. While long-term expectations for Brent and Henry Hub prices are maintained, there's a possibility that if operational efficiencies continue and service costs decrease further, the exploration and production companies could maintain improved capital efficiency into 2025. This improvement may help to balance the effects of resource maturity.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析师Arun Jayaram维持$Ovintiv (OVV.US)$买入评级，并将目标价从51美元上调至52美元。
根据TipRanks数据显示，该分析师近一年总胜率为53.9%，总平均回报率为9.0%。
此外，综合报道，$Ovintiv (OVV.US)$近期主要分析师观点如下：
预计ovintiv将在第三季度超过运营预测，受到运营业绩强劲推动。然而，在对市场对条带定价的调整之后，预计本季度现金流和EBITDAX均会出现不足。
由于修订后的预测预计2025年原油价格将下降10美元，2026年将下降5美元，综合石油和勘探生产领域的估值已经调整。尽管行业最近有所回调，但股票似乎具有良好的风险/回报平衡，因为公司基本面和运营势头被认为强劲。
调整了勘探与生产板块的估值，以更好地反映商品价格和投资前景的更新预测。虽然对布伦特和亨利哈伯价格的长期预期保持不变，但如果运营效率持续提高并且服务成本进一步降低，那么在2025年，勘探与生产公司可能保持改善的资本效率。这种改善有助于平衡资源成熟的影响。
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TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
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