Skip to main content
EROKEagleRock Land, LLCHold6.0·$21.94-1.08%
HoldModerate Confidence
Investment thesis

EagleRock screens as an industry growth leader trading at a low PEG ratio, but weak momentum and an unfavorable risk/reward skew mean the setup does not yet clear the engine's buy gates.

Thesis pillars

  • Industry Growth LeadershipStable
  • Cheap Growth Adjusted ValuationStable
  • Momentum Gate FailureStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

EagleRock Land, LLC (EROK) Stock Analysis

HoldGrowthQualityModerate Confidence

Energy · Oil & Gas Equipment & Services

Hold if already holding. Not a fresh buy at $21.94, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining.

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

$21.94+2.2% A.UpsideScore 6.0/10#12 of 37 Oil & Gas Equipment & Services
QualityF-score7 / 9FCF yield
Stop $20.46Target $22.47(analyst − 13%)A.R:R 0.2:1
Analyst target$25.83+17.7%6 analysts
$22.47our TP
$21.94price
$25.83mean
$28

Hold if already holding. Not a fresh buy at $21.94, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Thesis

Rewards
Strong growth profile
Risks
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)110.9
P/E (Fwd)33.9
Mkt Cap$542M
EV/EBITDA20.9
Profit Mgn-77.8%
ROE
Rev Growth226.2%
Beta
DividendNone
Rating analysts13

Quality Signals

Piotroski F7/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show 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. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

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.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.0
Value Rank
0.3
Growth Rank
9.7
Industry growth leader
GatesA.R:R 0.2 < 1.5@spotMomentum 5.7>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
61 · Neutral
20D MA 50D MA 200D MASupport $20.06Resistance $22.71

Price Targets

$20
$22
A.Upside+2.2%
A.R:R0.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (2.2% upside)
! asymmetry at 0.2 (below the engine's 1.5 threshold)@spot

Earnings

We could not retrieve earnings history for EROK.
The company may be recently listed, pre-revenue, or its beat/miss record wasn't available from our source this run. Earnings signals feed the Growth and Catalyst score dimensions — absence here doesn't affect other dimensions.

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is EROK stock a buy right now?

Hold if already holding. Not a fresh buy at $21.94, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $22.47 (+2.4%), stop $20.46 (−7.2%), A.R:R 0.2:1. Score 6.0/10, moderate confidence.

What is the EROK stock price target?

Take-profit target: $22.47 (+2.2% upside). Target $22.47 (+2.4%), stop $20.46 (−7.2%), A.R:R 0.2:1. Stop-loss: $20.46.

What are the risks of investing in EROK?

Analyst target reached - limited upside remaining.

Is EROK overvalued or undervalued?

EagleRock Land, LLC trades at a P/E of 110.9 (forward 33.9). TrendMatrix value score: 4.5/10. Verdict: Hold.

What do analysts say about EROK?

13 analysts cover EROK with a consensus score of 4.1/5. Average price target: $26.

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.

Related stocks: FLOC (Flowco Holdings Inc.) · WHD (Cactus, Inc. Class A Common Sto) · NGS (Natural Gas Services Group, Inc) · USAC (USA Compression Partners, LP) · NESR (National Energy Services Reunit)
Home Stocks EROK

Latest news

No recent news