$VNOM

Analysts upgraded Broadcom (AVGO) to Outperform with a $490 target, Deere (DE) to Outperform with an $813 target, and Dell (DELL) to Outperform with a $625 target. Moderna (MRNA) was downgraded to Sell with an $81 target. Seaport Research initiated Buy ratings on Devon Energy (DVN), Permian Resources (PR), and Viper Energy (VNOM).

S&P Global Ratings upgraded Viper Energy Inc.'s (VNOM) outlook to positive, citing improved financials, cash flow, and production growth. The company expects 132,500-135,000 boe/d production in 2026, up from 50,000 boe/d in 2024. Reserves grew to 406 million boe by 2025. VNOM adjusted its capital return policy, focusing on a fixed dividend and share repurchases. Parent company Diamondback Energy (FANG) holds 40% equity in VNOM.

Texas Pacific Land (NYSE:TPL) reported $246.1M in Q2 revenue, up 31.2% YoY but missing estimates. Northern Oil and Gas (NYSE:NOG) saw revenue decline 7.9% YoY to $588.7M, beating expectations. Riley Exploration Permian (NYSE:REPX) reported $165.9M in revenue, up 94.2% YoY, exceeding estimates. Stocks reacted accordingly post-earnings.

Simply Wall St reports Viper Energy (VNOM) raised full-year production guidance after a sharp Q2 jump in revenue and net income, alongside base and variable dividends and ongoing share repurchases. The article cites a $42.29 share price, a $32.00 “fair value” narrative, and a Simply Wall St DCF value of $134.35 per share.

TipRanks tracks Wall Street analysts’ dividend-stock picks amid market volatility. Phillips 66 (PSX) gets a reiterated buy and a raised TD Cowen price target to $255; quarterly dividend is $1.27. Crescent Energy (CRGY) is reiterated buy with $18 target; quarterly dividend $0.12. Viper Energy (VNOM) sees a 32% base dividend hike and a buy rating with $59 target.

Viper Energy (VNOM) reported Q2 2026 results: average production 65,077 bo/d, adjusted net income $345 million ($1.78/share), cash available for distribution $262 million ($1.37/share), and a 32% base dividend increase to $2.00/share annually. It returned $197 million to Class A holders and repurchased $132 million of shares. Q3 guidance is 67,500-68,500 bo/d. Viper also completed the Riverbend acquisition and agreed a Diamondback royalty-acres drop-down.

The article lists the biggest dividend payouts in a group, led by Diamondback Energy, which will pay $309 million on Aug. 20 at $1.10 per share. It also cites Viper Energy Partners at $0.67 per share ($131 million), plus other companies. It notes Viper Energy will report results after the close Aug. 3, focusing on Permian volumes and royalty income.

Viper Energy (VNOM) reported Q2 CY2026 results. Revenue rose 128% year on year to $677 million, beating Wall Street estimates by about 5%. Non-GAAP EPS was $0.76, about 8.7% below consensus. Free cash flow was $487 million, turning positive after a year-ago loss, while the stock was flat at $43.51 after the release.

Viper Energy (VNOM) is scheduled to report Q2 results Monday afternoon. The article notes last quarter’s revenue of $511 million, up 109% year on year, and that it beat analysts’ EBITDA and EPS estimates. For the upcoming quarter, analysts expect revenue up 117% year on year. VNOM’s average analyst price target is $56.44 versus $45.39.

TD Cowen analyst Menno Hulshof upgraded Vermilion Energy (VET) to buy from hold, citing improved risk/reward, portfolio repositioning, and an unchanged $18 target versus a $21.70 Street average. TD Cowen also adjusted targets for several Canadian energy stocks and discussed oil/FCF risks tied to U.S.-Iran and Strait of Hormuz flows. RBC Dominion initiated 5N Plus (VNP) with an outperform rating.