This is the top oil stock to watch for 2025, Jefferies says

Investing.com12-16

Investing.com -- ConocoPhillips (NYSE:COP) is the top oil stock to watch in 2025, Jefferies analysts said in a note Sunday. Analysts highlight ConocoPhillips' advantageous asset duration, scale, and ...

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This lower capital requirement is expected to result in an approximately 11% FCF yield, based on current oil and gas prices.\nAnalysts also reflected on the estimated growth capital for ConocoPhillips' key projects. In the Permian Basin, around $900 million is estimated for growth capital, with a total of about $4.1 billion needed to maintain production at approximately 450 mmbopd.\nThe Montney project in Canada is projected to require a new processing facility biennially to support a 25% compound liquids growth over the next five years, with near-term drilling and completion (D&C) growth spending of $100 million and an additional $150 million for facilities.\nFor the Willow project, Jefferies forecasts an average run rate of $1.15 billion from 2026 to 2028 to achieve 200 mmbopd of growth.\nJefferies values ConocoPhillips at approximately 5.9 times the enterprise value to EBITDA (EV/EBITDA) multiple relative to its 2027 EBITDA estimate, resulting in the firm’s price target on the stock of $146.\nThe firm also identified several catalysts that could positively impact the stock, including “1) clearer capital trajectory post 2025; 2) higher MRO synergies; 3) additional announcements of coring up of Permian acreage; and 4) base dividend increase.”\nRelated Articles\nThis is the top oil stock to watch for 2025, Jefferies says\nExclusive-Procter & Gamble to disclose more details about wood-pulp audits, investors say\nBitcoin buyer MicroStrategy's Nasdaq 100 entry to support stock rally","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2491908966"}