-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：FANG第一季每股盈餘(EPS)強勁成長，達到4.23美元，超出市場預期0.48美元，主要得益於原油日產量達到97.94萬桶油當量(boe/d)，較去年同期成長15%，超出市場預期2.7%。儘管受到天氣影響，原油日產量仍達到52.1萬桶，超過了先前預期的上限，而資本支出僅為9.33億美元，低於預期中位數。我們認為FANG放棄公式化的股東回報計算方式是審慎之舉，這種方式比僵化的季度百分比更具彈性。該公司將2026年原油日產量預期上調至至少52萬桶，總產量預期上調至97.2萬桶油當量(boe/d)，高於先前92.6萬至96.2萬桶油當量(boe/d)的預期。第一季自由現金流成長10%至17億美元，鑑於WTI原油價格自2月以來上漲57%，我們預期第二季自由現金流將大幅成長。 FANG公司以每股167.61美元的價格回購股票，返還了5.48億美元，並將股息提高5%至每股1.10美元，股息殖利率為2.0%。鑑於我們預期2027年原油價格在經歷了強勁的2026年之後可能會下跌，我們認為保留額外的自由現金流是明智之舉。
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