EagleRock Land is growing revenue 74% YoY with a wide moat and a strong Piotroski F-Score of 7/9, with 32.0% upside to the analyst target, but earnings are expected to fall about 64% from a commodity-cycle peak and the stock is oversold below its 200-day average.
Thesis pillars
- Cycle Peak Earnings Decline↑Improving
- Strong Revenue Growth→Stable
- Wide Moat Quality→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Oct 24, 2026
EagleRock Land, LLC (EROK) Stock Analysis
Range Bound setup
Energy · Oil & Gas Equipment & Services
Wait for pullback to $18.82. Weak momentum — blocks BUY_NOW at $19.81. Engine's entry $18.82 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Earnings expected to decline ~63% (cyclical peak); Negative momentum.
EagleRock Land, LLC operates as a land management company. The company owns or controls approximately 236,000 acres across in the heart of the Delaware and Midland sub-basins within the prolific Permian Basin. It also owns interest in approximately 70,000 acres pursuant to an... Read more
Wait for pullback to $18.82. Weak momentum — blocks BUY_NOW at $19.81. Engine's entry $18.82 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Earnings expected to decline ~63% (cyclical peak); Negative momentum. Chart setup: RSI 41 mid-range, Bollinger mid-band. Earnings in 1 day. Wait until post-earnings. Score 6.7/10, high confidence.
Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and earnings proximity 1d<=7d. Suitability: aggressive.
Recent developments
updated 2026-11-02Recent Developments — EagleRock Land, LLC
Latest news
- NEWS EagleRock Land (EROK) Institutional Ownership 2026 - MarketBeat — MarketBeat neutral
- NEWS EagleRock Land (NYSE:EROK) Trading Down 6.3% Following Weak Earnings - MarketBeat — MarketBeat negative
- NEWS EagleRock Land, LLC (NYSE: EROK) Share Price, EROK Stock News, EROK Share Price & Updates - Kalkine — Kalkine neutral
- NEWS Earnings Preview: EROK to Report Financial Results Post-market on November 03 - Moomoo — Moomoo neutral
- NEWS Eaglerock Land LLC Class A Statistics – BX:EROK - TradingView — TradingView neutral
Generated 2026-11-02T11:28:05Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
1 floor-breaker·1 ceiling hit
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $18.82. Weak momentum — blocks BUY_NOW at $19.81. Engine's entry $18.82 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Earnings expected to decline ~63% (cyclical peak); Negative momentum. Chart setup: RSI 41 mid-range, Bollinger mid-band. Earnings in 1 day. Wait until post-earnings. Target $24.07 (+21.5%), stop $17.50 (−13.2%), A.R:R 1.5:1. Score 6.7/10, high confidence.
Take-profit target: $24.07 (+21.5% upside). Target $24.07 (+21.5%), stop $17.50 (−13.2%), A.R:R 1.5:1. Stop-loss: $17.50.
Earnings expected to decline ~63% (cyclical peak); Negative momentum.
EagleRock Land, LLC trades at a P/E of 7.6 (forward 20.8). TrendMatrix value score: 6.0/10. Verdict: Buy (Wait for Entry).
13 analysts cover EROK with a consensus score of 4.1/5. Average price target: $28.
What does EagleRock Land, LLC do?EagleRock Land, LLC operates as a land management company. The company owns or controls approximately 236,000 acres...
EagleRock Land, LLC operates as a land management company. The company owns or controls approximately 236,000 acres across in the heart of the Delaware and Midland sub-basins within the prolific Permian Basin. It also owns interest in approximately 70,000 acres pursuant to an acreage dedication related to Midland Basin water infrastructure assets. The company was founded in 2023 and is based in Houston, Texas.