Gabriele Sorbara, an analyst from Siebert Williams Shank & Co, reiterated the Buy rating on BKV Corporation. The associated price target remains the same with $36.00.
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Gabriele Sorbara has given his Buy rating due to a combination of factors that, in his view, support an attractive valuation for BKV. Despite mixed 4Q25 results, he highlights that production, EBITDA, and capex all exceeded expectations, and that 2026 capex and production guidance, once adjusted for JV partner capital, broadly align with his prior forecasts.
Sorbara also points out that BKV’s sum-of-the-parts valuation and its EV/EBITDA metrics, excluding the Power segment, compare favorably with gas-focused E&P peers. While he acknowledges potential share price volatility given the low float and some weaker elements in Power and differential guidance, he believes progress on securing a long-term PPA and advancing CCUS projects, combined with solid underlying operations, justify maintaining a positive stance on the stock.
Sorbara covers the Energy sector, focusing on stocks such as Coterra Energy, Devon Energy, and Ovintiv. According to TipRanks, Sorbara has an average return of 14.5% and a 63.92% success rate on recommended stocks.
In another report released today, Roth MKM also maintained a Buy rating on the stock with a $32.00 price target.