Riley Exploration Permian Q1 Highlights Show Strong Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 16 2026
0mins
Source: Yahoo Finance
- Production Efficiency Boost: Riley Exploration Permian reported Q1 revenue of $113.9 million, exceeding analyst expectations of $109.1 million with an 11.2% year-on-year growth, reflecting significant improvements in well productivity and operational efficiencies, particularly in Texas.
- Optimized Capital Allocation: The company managed to control spending through cost-saving initiatives like chemical program changes, achieving an operating margin of 38.3%, which, while down from 48.3% year-on-year, still indicates strong capital efficiency amidst inflationary pressures.
- Positive Market Response: Despite weather disruptions, the company achieved “minimal downtime,” with CEO Bobby Riley noting that current market conditions and sustained pricing allow for the potential addition of more wells, showcasing robust market adaptability.
- Future Growth Catalysts: Analysts are monitoring upcoming catalysts including drilling pace in Texas, progress on the Targa gas pipeline, and cost management efforts, which are expected to further diversify revenue streams and drive growth.
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Analyst Views on REPX
Wall Street analysts forecast REPX stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 35.840
Low
36.00
Averages
36.00
High
36.00
Current: 35.840
Low
36.00
Averages
36.00
High
36.00
About REPX
Riley Exploration Permian, Inc. is an independent oil and natural gas company focused on the acquisition, exploration, development and production of oil, natural gas and natural gas liquids in Texas and New Mexico. It is focused on horizontal drilling of conventional oil-saturated and liquid-rich formations in the Permian Basin that produce long-term cash flows. The Permian Basin is an oil and natural gas producing area located in West Texas and the adjoining area of Southeastern New Mexico covering an area approximately 250 miles wide and 300 miles long, and encompasses several sub-basins, including the Delaware Basin, Midland Basin, Central Basin Platform and Northwest Shelf. The Company's acreage is primarily located on large contiguous blocks in Yoakum County, Texas, which represents its Champions field and in Eddy County, New Mexico, which represents its Red Lake field. Its land-based oil and natural gas facilities are typical of those found in the Permian Basin.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Riley Exploration Permian Shares Decline Amid Oil Price Drop
- Stock Volatility: Riley Exploration Permian (NYSE:REPX) shares fell 3.6% to $37.48 in afternoon trading, reflecting market concerns over a potential U.S.-Iran peace agreement, although the stock is still up 40.9% year-to-date.
- Sector Impact: Borr Drilling (BORR) dropped 16% after missing revenue expectations, exacerbating the overall decline in the oil and gas sector, highlighting the heightened risks faced by offshore drillers with high operational leverage during shifts in market sentiment.
- Oil Price Pressure: WTI crude futures plunged over 5% to below $100 per barrel following comments from President Trump indicating that negotiations with Iran were nearing completion, suggesting that easing tensions in the Middle East could restore oil supply and exert downward pressure on prices.
- Investment Opportunity: Despite the significant volatility in Riley Exploration Permian's stock, which has seen 19 moves greater than 5% in the past year, the current price drop may present a good buying opportunity for investors, particularly as the market tends to overreact to news.
See More
2026 EnerCom Denver Energy Investment Conference Set for August
- Conference Dates and Venue: The EnerCom Denver Energy Investment Conference will take place from August 17-19, 2026, at the Westin Denver Downtown, expected to attract over 1,000 industry professionals and investors, providing extensive networking opportunities.
- Charity Golf Tournament: Kicking off the event, a charity golf tournament will be held on August 17, requiring a $150 donation to participate, with proceeds supporting inclusive higher education for students with intellectual disabilities, highlighting the conference's commitment to social responsibility.
- Investor Engagement Opportunities: The conference offers investors direct access to executives from over 70 energy companies through one-on-one meetings and Q&A sessions, enabling them to gain insights into operational and financial strategies that inform investment decisions.
- Sponsors and Participating Companies: EnerCom Denver has attracted notable sponsors and participating companies, including Netherland, Sewell & Associates, showcasing its significant role in the global energy sector and enhancing connections with investors.
See More
2026 EnerCom Denver Energy Investment Conference Set to Take Place
- Conference Dates and Venue: The EnerCom Denver Energy Investment Conference will take place from August 17-19, 2026, at the Westin Denver Downtown, expecting over 1,000 industry professionals and investors, providing extensive networking opportunities.
- Charity Golf Tournament: On the opening day, a charity golf tournament will be held, requiring a $150 donation to participate, with proceeds supporting inclusive higher education initiatives in Colorado, highlighting the conference's commitment to social responsibility.
- Executive Access Opportunities: The conference offers investors direct access to executives from over 70 energy companies through one-on-one meetings and breakout Q&A sessions, aimed at helping investors gain insights into operational and financial strategies.
- Sponsorship and Presentation Opportunities: EnerCom Denver provides sponsorship opportunities for companies looking to enhance their market presence, attracting participation from several well-known firms, thereby increasing the conference's industry impact and professionalism.
See More
Riley Exploration Permian Stock Trend Analysis
- Price Uptrend: Riley Exploration Permian, Inc. (REPX) has seen a 49.2% price increase over the past 12 weeks, reflecting sustained investor confidence in its potential upside, thereby enhancing its appeal for short-term investors.
- Strong Short-Term Performance: The stock has gained 18.2% in the last four weeks, further confirming the continuity of its price trend and indicating robust upward momentum in the near term.
- High Trading Signal: REPX is currently trading at 98.2% of its 52-week high-low range, suggesting that the stock may be on the verge of a breakout, attracting more investor attention.
- Strong Fundamental Support: With a Zacks Rank of #1 (Strong Buy), REPX ranks in the top 5% of over 4,000 stocks, and its average broker recommendation of #1 indicates high optimism in the market regarding its future performance.
See More
Riley Exploration Permian Q1 Highlights Show Strong Performance
- Production Efficiency Boost: Riley Exploration Permian reported Q1 revenue of $113.9 million, exceeding analyst expectations of $109.1 million with an 11.2% year-on-year growth, reflecting significant improvements in well productivity and operational efficiencies, particularly in Texas.
- Optimized Capital Allocation: The company managed to control spending through cost-saving initiatives like chemical program changes, achieving an operating margin of 38.3%, which, while down from 48.3% year-on-year, still indicates strong capital efficiency amidst inflationary pressures.
- Positive Market Response: Despite weather disruptions, the company achieved “minimal downtime,” with CEO Bobby Riley noting that current market conditions and sustained pricing allow for the potential addition of more wells, showcasing robust market adaptability.
- Future Growth Catalysts: Analysts are monitoring upcoming catalysts including drilling pace in Texas, progress on the Targa gas pipeline, and cost management efforts, which are expected to further diversify revenue streams and drive growth.
See More
Riley Exploration Exceeds Production Expectations with Strategic Growth Forecast
- Production Outperformance: Riley Exploration Permian Inc (REPX) exceeded production expectations while spending below the low end of capital guidance, forecasting a 30% production growth for the year and a potential 10% year-over-year growth in 2027, demonstrating high efficiency in resource allocation.
- Financial Strength: The company reduced debt by $8 million and returned $12 million to shareholders through dividends and share repurchases, indicating a proactive strategy in capital management and shareholder returns, which enhances market confidence.
- Infrastructure Progress: REPX is making significant strides on its high-pressure trunk line project in New Mexico, which is on track for commercial operations in Q3, further boosting the company's production capacity and market competitiveness.
- Operational Efficiency Gains: Despite facing service cost inflation, REPX has successfully offset some of the cost increases by improving drilling and completion execution efficiency, ensuring strong margins when oil prices stabilize between $70 and $80.
See More
Riley Exploration Permian Shares Decline Amid Oil Price Drop
- Stock Volatility: Riley Exploration Permian (NYSE:REPX) shares fell 3.6% to $37.48 in afternoon trading, reflecting market concerns over a potential U.S.-Iran peace agreement, although the stock is still up 40.9% year-to-date.
- Sector Impact: Borr Drilling (BORR) dropped 16% after missing revenue expectations, exacerbating the overall decline in the oil and gas sector, highlighting the heightened risks faced by offshore drillers with high operational leverage during shifts in market sentiment.
- Oil Price Pressure: WTI crude futures plunged over 5% to below $100 per barrel following comments from President Trump indicating that negotiations with Iran were nearing completion, suggesting that easing tensions in the Middle East could restore oil supply and exert downward pressure on prices.
- Investment Opportunity: Despite the significant volatility in Riley Exploration Permian's stock, which has seen 19 moves greater than 5% in the past year, the current price drop may present a good buying opportunity for investors, particularly as the market tends to overreact to news.
See More
2026 EnerCom Denver Energy Investment Conference Set for August
- Conference Dates and Venue: The EnerCom Denver Energy Investment Conference will take place from August 17-19, 2026, at the Westin Denver Downtown, expected to attract over 1,000 industry professionals and investors, providing extensive networking opportunities.
- Charity Golf Tournament: Kicking off the event, a charity golf tournament will be held on August 17, requiring a $150 donation to participate, with proceeds supporting inclusive higher education for students with intellectual disabilities, highlighting the conference's commitment to social responsibility.
- Investor Engagement Opportunities: The conference offers investors direct access to executives from over 70 energy companies through one-on-one meetings and Q&A sessions, enabling them to gain insights into operational and financial strategies that inform investment decisions.
- Sponsors and Participating Companies: EnerCom Denver has attracted notable sponsors and participating companies, including Netherland, Sewell & Associates, showcasing its significant role in the global energy sector and enhancing connections with investors.
See More
2026 EnerCom Denver Energy Investment Conference Set to Take Place
- Conference Dates and Venue: The EnerCom Denver Energy Investment Conference will take place from August 17-19, 2026, at the Westin Denver Downtown, expecting over 1,000 industry professionals and investors, providing extensive networking opportunities.
- Charity Golf Tournament: On the opening day, a charity golf tournament will be held, requiring a $150 donation to participate, with proceeds supporting inclusive higher education initiatives in Colorado, highlighting the conference's commitment to social responsibility.
- Executive Access Opportunities: The conference offers investors direct access to executives from over 70 energy companies through one-on-one meetings and breakout Q&A sessions, aimed at helping investors gain insights into operational and financial strategies.
- Sponsorship and Presentation Opportunities: EnerCom Denver provides sponsorship opportunities for companies looking to enhance their market presence, attracting participation from several well-known firms, thereby increasing the conference's industry impact and professionalism.
See More
Riley Exploration Permian Stock Trend Analysis
- Price Uptrend: Riley Exploration Permian, Inc. (REPX) has seen a 49.2% price increase over the past 12 weeks, reflecting sustained investor confidence in its potential upside, thereby enhancing its appeal for short-term investors.
- Strong Short-Term Performance: The stock has gained 18.2% in the last four weeks, further confirming the continuity of its price trend and indicating robust upward momentum in the near term.
- High Trading Signal: REPX is currently trading at 98.2% of its 52-week high-low range, suggesting that the stock may be on the verge of a breakout, attracting more investor attention.
- Strong Fundamental Support: With a Zacks Rank of #1 (Strong Buy), REPX ranks in the top 5% of over 4,000 stocks, and its average broker recommendation of #1 indicates high optimism in the market regarding its future performance.
See More
Riley Exploration Permian Q1 Highlights Show Strong Performance
- Production Efficiency Boost: Riley Exploration Permian reported Q1 revenue of $113.9 million, exceeding analyst expectations of $109.1 million with an 11.2% year-on-year growth, reflecting significant improvements in well productivity and operational efficiencies, particularly in Texas.
- Optimized Capital Allocation: The company managed to control spending through cost-saving initiatives like chemical program changes, achieving an operating margin of 38.3%, which, while down from 48.3% year-on-year, still indicates strong capital efficiency amidst inflationary pressures.
- Positive Market Response: Despite weather disruptions, the company achieved “minimal downtime,” with CEO Bobby Riley noting that current market conditions and sustained pricing allow for the potential addition of more wells, showcasing robust market adaptability.
- Future Growth Catalysts: Analysts are monitoring upcoming catalysts including drilling pace in Texas, progress on the Targa gas pipeline, and cost management efforts, which are expected to further diversify revenue streams and drive growth.
See More
Riley Exploration Exceeds Production Expectations with Strategic Growth Forecast
- Production Outperformance: Riley Exploration Permian Inc (REPX) exceeded production expectations while spending below the low end of capital guidance, forecasting a 30% production growth for the year and a potential 10% year-over-year growth in 2027, demonstrating high efficiency in resource allocation.
- Financial Strength: The company reduced debt by $8 million and returned $12 million to shareholders through dividends and share repurchases, indicating a proactive strategy in capital management and shareholder returns, which enhances market confidence.
- Infrastructure Progress: REPX is making significant strides on its high-pressure trunk line project in New Mexico, which is on track for commercial operations in Q3, further boosting the company's production capacity and market competitiveness.
- Operational Efficiency Gains: Despite facing service cost inflation, REPX has successfully offset some of the cost increases by improving drilling and completion execution efficiency, ensuring strong margins when oil prices stabilize between $70 and $80.
See More
