Dogs of the Dow Strategy: This investment strategy focuses on identifying underperforming stocks within the Dow Jones Industrial Average that have high yields, with the expectation of mean reversion over a year.
Current Oil Market Dynamics: Crude oil prices have significantly decreased, impacting oil and gas investors negatively, while the Energy Select Sector Index has underperformed compared to the S&P 500 and technology sector.
Coterra Energy's Performance: Coterra Energy, formed from a merger, has shown strong production results and is well-positioned in the oil market, with a low breakeven price and expected substantial free cash flow growth.
Investment Considerations: Coterra is recommended as a stock worth owning due to its dividend yield and financial health, with suggestions for strategies like "buy write" to enhance returns.
Wall Street analysts forecast CTRA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CTRA is 32.50 USD with a low forecast of 27.00 USD and a high forecast of 37.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast CTRA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CTRA is 32.50 USD with a low forecast of 27.00 USD and a high forecast of 37.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 27.280
Low
27.00
Averages
32.50
High
37.00
Current: 27.280
Low
27.00
Averages
32.50
High
37.00
Barclays
Overweight
downgrade
$35 -> $34
2026-01-21
New
Reason
Barclays
Price Target
$35 -> $34
AI Analysis
2026-01-21
New
downgrade
Overweight
Reason
Barclays lowered the firm's price target on Coterra Energy to $34 from $35 and keeps an Overweight rating on the shares. The firm adjusted ratings and targets in the exploration and production group as part of a Q4 preview. The upstream sector's cash return model "remains resilient" amid macro volatility, the analyst tells investors in a research note. Barclays see attractive opportunities in U.S. onshore. It tells investors to "tread carefully" through the near-term commodity uncertainty.
BofA
Buy
downgrade
$32 -> $31
2026-01-16
Reason
BofA
Price Target
$32 -> $31
2026-01-16
downgrade
Buy
Reason
BofA lowered the firm's price target on Coterra Energy to $31 from $32 and keeps a Buy rating on the shares. For 2026, the firm remains cautious on the oil backdrop and continues to favor companies with resilient portfolios and low breakevens that fully cover capex and dividends in this environment, the analyst tells investors.
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Scotiabank
Outperform -> NULL
downgrade
$32 -> $31
2026-01-16
Reason
Scotiabank
Price Target
$32 -> $31
2026-01-16
downgrade
Outperform -> NULL
Reason
Scotiabank lowered the firm's price target on Coterra Energy to $31 from $32 and keeps an Outperform rating on the shares. The firm is updating its price targets for U.S. Integrated Oil, Refining, and Large Cap Exploration & Production, E&P, stocks under its coverage, the analyst tells investors. Scotiabank expects earnings for the quarter to be straightforward due to the absence of major winter weather disruptions. Additionally, looking ahead, the firm expects investors to focus on whether recent market turmoil will cause changes to 2026 guidance and if any E&P companies will adopt cost reduction programs.
UBS
Josh Silverstein
Buy
maintain
$32 -> $33
2025-12-12
Reason
UBS
Josh Silverstein
Price Target
$32 -> $33
2025-12-12
maintain
Buy
Reason
UBS analyst Josh Silverstein raised the firm's price target on Coterra Energy to $33 from $32 and keeps a Buy rating on the shares. After three years of limited gains, the Energy sector appears positioned for a stronger 2026, supported by improving oil and natural gas outlooks, M&A-driven value creation, cost and capex efficiencies, emerging OFS opportunities, and attractive valuations, the analyst tells investors in a research note. Natural gas E&Ps are favored, though positive momentum is expected broadly across Oil E&Ps and OFS, UBS adds.
About CTRA
Coterra Energy Inc. is an exploration and production company based in Houston, Texas with focused operations in the Permian Basin, Marcellus Shale and Anadarko Basin. The Company is engaged in the development, exploration and production of oil, natural gas and natural gas liquids exclusively within the continental United States. Its Permian Basin operation consists of approximately 345,000 net acres. Its development activities are primarily focused on the Wolfcamp Shale and the Bone Spring formation in Culberson and Reeves Counties in Texas and Lea and Eddy Counties in New Mexico. Its Marcellus Shale operation includes properties that are principally located in Susquehanna County, Pennsylvania, where it holds approximately 186,000 net acres in the dry gas window of the Marcellus Shale. Its Anadarko Basin operation holds around 182,000 net acres that are located in Oklahoma. Its development activities are primarily focused on both the Woodford Shale and the Meramec formations.
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.
