EagleRock Land is growing revenue 74% YoY with a wide moat and a strong Piotroski F-Score of 7/9, with 32.0% upside to the analyst target, but earnings are expected to fall about 64% from a commodity-cycle peak and the stock is oversold below its 200-day average.
Thesis pillars
- Cycle Peak Earnings Decline↑Improving
- Strong Revenue Growth→Stable
- Wide Moat Quality→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Oct 24, 2026
EagleRock Land, LLC (EROK) Stock Analysis
Range Bound setup
Energy · Oil & Gas Equipment & Services
Hold if already holding. Not a fresh buy at $20.73, but acceptable to hold if already in. Reasons: Earnings expected to decline ~63% (cyclical peak); Earnings in 5 days (event risk).
EagleRock Land, LLC operates as a land management company. The company owns or controls approximately 236,000 acres across in the heart of the Delaware and Midland sub-basins within the prolific Permian Basin. It also owns interest in approximately 70,000 acres pursuant to an... Read more
Hold if already holding. Not a fresh buy at $20.73, but acceptable to hold if already in. Reasons: Earnings expected to decline ~63% (cyclical peak); Earnings in 5 days (event risk). Chart setup: RSI 46 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.7/10, high confidence.
Passes 5/8 gates (clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and earnings proximity 5d<=7d. Suitability: aggressive.
Recent developments
updated 2026-10-29Recent Developments — EagleRock Land, LLC
Latest news
- NEWS EagleRock Land (EROK) Institutional Ownership 2026 - MarketBeat — MarketBeat neutral
- NEWS EagleRock Land (NYSE:EROK) Trading Down 6.3% Following Weak Earnings - MarketBeat — MarketBeat negative
- NEWS EagleRock Land, LLC (NYSE: EROK) Share Price, EROK Stock News, EROK Share Price & Updates - Kalkine — Kalkine neutral
- NEWS Eaglerock Land LLC Class A Statistics – BX:EROK - TradingView — TradingView neutral
- NEWS Eaglerock Land LLC Class A Balance Sheet – BX:EROK - TradingView — TradingView neutral
Generated 2026-10-29T11:14:31Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $20.73, but acceptable to hold if already in. Reasons: Earnings expected to decline ~63% (cyclical peak); Earnings in 5 days (event risk). Chart setup: RSI 46 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Analyst target $24.07 (+16.1%), stop $19.28 (−7.5%), A.R:R 1.1:1. Score 6.7/10, high confidence.
Analyst target: $24.07 (+16.1% upside). Analyst target $24.07 (+16.1%), stop $19.28 (−7.5%), A.R:R 1.1:1. Stop-loss: $19.28.
Earnings expected to decline ~63% (cyclical peak); Earnings in 5 days (event risk).
EagleRock Land, LLC trades at a P/E of 8.0 (forward 21.8). TrendMatrix value score: 5.9/10. Verdict: Hold.
13 analysts cover EROK with a consensus score of 4.1/5. Average price target: $28.
What does EagleRock Land, LLC do?EagleRock Land, LLC operates as a land management company. The company owns or controls approximately 236,000 acres...
EagleRock Land, LLC operates as a land management company. The company owns or controls approximately 236,000 acres across in the heart of the Delaware and Midland sub-basins within the prolific Permian Basin. It also owns interest in approximately 70,000 acres pursuant to an acreage dedication related to Midland Basin water infrastructure assets. The company was founded in 2023 and is based in Houston, Texas.