Gulfport Energy: Attractive Entry Point with Strong Growth Potential and Valuation Upside

In a report released today, Gabriel Daoud from TD Cowen upgraded Gulfport Energy (GPOR – Research Report) to a Buy, with a price target of $197.00.

Gabriel Daoud has given his Buy rating due to a combination of factors that highlight Gulfport Energy’s potential for growth and value. The recent sell-off in Gulfport Energy’s stock has created an attractive entry point, especially as Daoud shifts his focus towards gas-weighted equities. The valuation gap between Gulfport and its peers is seen as unwarranted, with Gulfport’s assets and execution capabilities providing a strong foundation for future performance.
Daoud emphasizes the company’s low-cost gas assets and strong execution as key strengths. The valuation metrics, such as the 2025 estimated free cash flow yield and EV/EBITDAX multiple, are favorable compared to peers, indicating potential upside. Additionally, Gulfport’s asset base and access to premium markets, along with its liquid-rich optionality, make it well-positioned to benefit from changes in commodity prices. These factors contribute to Daoud’s confidence in Gulfport Energy’s stock, leading to the Buy rating.