Zacks Investment Research
05 Jun 2026, 13:50 UTC · 1h ago
APA or Ovintiv: Where Should Energy Investors Look Now?
Zacks Investment Research
05 Jun 2026, 13:50 UTC · 1h ago
Story key points
5 claims · impact-rated
APA's GranMorgu project in Suriname is on track for first oil in mid-2028, providing a long-term high-margin growth lever. — Significant future production growth from a large offshore resource base typically drives long-term valuation upside.
+0.40APA is targeting a net debt reduction goal of $3 billion and has no major debt maturities until late 2029. — Stronger balance sheets and extended maturity profiles reduce solvency risk and improve creditworthiness.
+0.30APA expects a large pretax cash contribution from its gas trading portfolio in 2026 due to wider Waha differentials and stronger LNG pricing. — Increased near-term cash flow from trading activities provides a buffer against commodity price volatility.
+0.30Continue reading
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APA has reduced drilling and completion costs in the Permian and Egypt, with further cost savings targeted by year-end 2026. — Operational efficiency and cost reduction directly improve margins and free cash flow.
+0.20Ovintiv (OVV) is seeing better-than-expected well performance in the Permian Basin and Montney regions due to improved drilling techniques. — Higher-than-expected production efficiency suggests improved asset quality and short-term earnings growth.
+0.20Ticker attribution
Model heads
The analyst highlights a strong investment case based on cash generation, financial discipline, and growth optionality in Suriname.
The analyst notes strong execution in North American basins and better-than-expected well performance.
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