I am upgrading PANW from HOLD to BUY, citing strong Q3 results, robust guidance, and a promising AI cybersecurity strategy. NGS ARR surpassed $5B, driven by rapid adoption of AI-powered products like XSIAM. The Protect AI acquisition and platformization strategy should accelerate growth and help achieve the $15B ARR target by 2030.
The average of price targets set by Wall Street analysts indicates a potential upside of 45.3% in Natural Gas Services (NGS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
WPM, RGLD and NGS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 20, 2025.
Natural Gas Services Group, Inc. (NYSE:NGS ) Q1 2025 Earnings Conference Call May 13, 2025 8:30 AM ET Company Participants Anna Delgado - IR Justin Jacobs - CEO Ian Eckert - Chief Financial Officer Conference Call Participants Robert Brown - Lake Street Capital James Rollyson - Raymond James Tate Sullivan - Maxim Group Operator Good morning, ladies and gentlemen, and welcome to the Natural Gas Services Group Incorporated Quarter 1 Earnings Call. At this time, all participants are in listen-only mode.
Natural Gas Services (NGS) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.41 per share a year ago.
Natural Gas Services Group, Inc. (NGS) Q4 2024 Earnings Call Transcript
Natural Gas Services (NGS) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.13 per share a year ago.
NGS offers natural gas compression equipment rentals, providing stable cash flows and resilience to commodity price swings, making it an attractive energy stock for diversified portfolios. The company benefits from the growth of unconventional gas production, particularly in the Permian Basin, and has a technological edge with its SMART technology. NGS maintains a healthy balance sheet with strong operating margins and attractive valuations, trading cheaper than peers despite higher growth rates.
Natural Gas Services thrives as a niche player by offering specialized, made-to-order compressors and technology advantages for specialized situations. The company's earnings have significantly improved, with net income more than doubling, despite low natural gas prices affecting the smaller compressor business. Stock price appreciation can be sudden and significant.
Natural Gas Services Group, Inc. (NYSE:NGS ) Q3 2024 Earnings Conference Call November 15, 2024 8:30 AM ET Company Participants Anna Delgado - IR Justin Jacobs - CEO John Bittner - Interim CFO Conference Call Participants Jim Rollyson - Raymond James Rob Brown - Lake Street Capital Market Selman Akyol - Stifel Tate Sullivan - Maxim Group Operator Good morning, ladies and gentlemen, and welcome to the Natural Gas Services Group, Incorporated Quarter Three Earnings Call. At this time, all participants are in listen-only mode.
Natural Gas Services (NGS) came out with quarterly earnings of $0.40 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.18 per share a year ago.
Palo Alto delivered an in-line revenue while beating profitability in the quarter. FY4Q24 results exceeded expectations, with revenue growth, adjusted EPS, and NGS ARR showing positive signs. Management reiterated their goal to achieve NGS ARR of $15 billion by FY2030, and that FY2025 NGS ARR is expected to grow 28%.