$GPOR

Gulfport Energy (GPOR) expects 5% inflation in its development program without efficiency gains. It plans to start 2027 with two rigs but has not issued full-year guidance. The company signed gas supply agreements covering 10% of forecast Appalachian production and closed $83M in Ohio land acquisitions. It will reduce Oklahoma activity while reviewing development opportunities. Gulfport increased its share repurchase authorization to $2B.

Truist Securities kept its Hold rating on Gulfport Energy but increased its price target to $192 from $186. This implies a 23.8% upside from the Nov 5 close of $155.08, according to the firm.

Gulfport Energy reported Q3 2026 production of 1,057.2 MMcfe/d, up 10% from Q2, with liquids production rising 67% to 23.5 Mbbl/d. CEO Nick Dell'Osso announced plans for a two-rig drilling program in Ohio starting 2027, an electric frac fleet, reduced Oklahoma spending, and a $2.0 billion stock buyback.

Gulfport Energy (GPOR) reported Q3 2026 revenue of $362.5M, down 4.5% YoY but 4% above estimates. Adjusted EPS was $5.47, 4.6% above consensus. Operating margin fell to 38.8% from 41.9% YoY, while free cash flow turned negative at -$100.7M. The company's market cap is $2.81B.

GULFPORT ENERGY CORP (GPOR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Gulfport Energy Reports Third Quarter 2026 Financial and Operating Results OKLAHOMA CITY (November 4, 2026) Gulfport Energy Corporation (NYSE: GPOR) (“Gulfport” or the “Company”) today reported financial and operating results for the three months ended September 30,

Gulfport Energy's Q3 report, due November 4, will test CEO Nick Dell'Osso's promises of higher liquids volumes and improved margins. Analysts expect earnings of $4.90 per share, up 57% YoY, despite a 10% revenue decline. Key metrics include liquids production, pricing, and cost management. The stock has risen 5.7% since last earnings but remains below its 200-day average.

Peabody Energy (BTU) reported $1B revenue, up 12.7% YoY, missing EPS estimates but stock rose 7.7%. Gulfport Energy (GPOR) saw $323.2M revenue, down 27.8% YoY, beating expectations. Centrus Energy (LEU) reported $176.1M revenue, up 14% YoY, exceeding estimates but stock fell 24.5%.

Mizuho reduced Gulfport Energy's (GPOR) price target to $237 from $252, citing a weaker gas outlook, but kept an Outperform rating. The stock trades at $161.24, with a Fair Value of $199 and a P/E ratio of 6.12. Mizuho expects Q3 2026 EBITDAX to be below consensus but free cash flow above. Analysts have mixed views on GPOR's future prospects due to natural gas price risks and evolving strategies.

UBS reduced its price target for Gulfport Energy (GPOR) to $218 from $223, citing a lower natural gas price outlook. The stock has fallen 24% year-to-date, trading at $155.97. UBS maintains a Buy rating, noting positive inventory growth and potential demand growth. Gulfport's Q2 2026 earnings missed estimates, but revenue exceeded forecasts. Jefferies downgraded the stock to Hold with a $180 target.

UBS maintained a Buy rating on Gulfport Energy (GPOR) with a $223.00 price target, citing rising Appalachia power demand as a positive for natural gas. The firm sees Ohio's power plant buildout as a catalyst for GPOR, which trades near a 52-week low. GPOR's Q2 2026 earnings missed EPS estimates but exceeded revenue forecasts. Jefferies downgraded GPOR to Hold with a $180 price target, citing near-term gas price risks.