CNX Resources Corporation (CNX) AI Stock Analysis

CNX Resources Corporation is an independent natural gas and midstream company engaged in the acquisition, exploration, development, and production of natural gas properties primarily in the Appalachian Basin. Operating through Shale and Coalbed Methane (CBM) segments, CNX extracts pipeline-quality natural gas sold to regional wholesalers. Extraction rights span Pennsylvania, West Virginia, and Ohio, alongside positions in Illinois, Indiana, New York, and Virginia. CBM acreage extends across multiple states including New Mexico. The company also designs, builds, and operates natural gas gathering infrastructure covering approximately 2,600 miles of pipelines, while offering water sourcing, delivery, and disposal services to its operations and third parties.

Over the five-year period from FY2020 to FY2025, CNX Resources achieved a revenue CAGR of 14.6%. Top-line results have fluctuated, rising to $3.92B in FY2022 before dropping to $1.44B in FY2024, followed by a 48.9% rebound to $2.14B in FY2025 with net income of $633.2M. Operating margin reached 36.8% in FY2025, up from 11.8% in FY2024. For the trailing twelve months ended June 30, 2026, revenue totaled $2.14B with an operating margin of 62.9% and a net profit margin of 44.4%. In the latest quarter ended June 30, 2026, quarterly revenue fell 18.1% year-over-year while quarterly earnings fell 47.7%.

As of June 30, 2026, CNX Resources held $40.5M in cash and short-term investments against $2.38B in total debt, resulting in net debt of $2.34B. Total assets stood at $9.14B and shareholders' equity was $4.84B, reflecting a debt-to-equity ratio of 0.49 and a current ratio of 0.13. In FY2025, operating cash flow of $1.03B supported $495.0M in capital expenditures and $523.6M in share buybacks. Through ongoing repurchases, the company reduced its share count by 29.1% over five years.

At the closing price of $35.91 on October 16, 2026, CNX Resources had a market capitalization of $5.31B and an enterprise value of $7.26B. The stock trades at a trailing P/E of 5.8x and a forward P/E of 8.4x, below the median of its US-listed Energy peers at 15.0x and 12.7x, respectively. Its EV-to-EBITDA ratio is 3.8x compared to the peer median of 8.0x. Over the past year, CNX returned 12.9%, trailing the S&P 500 return of 16.8%. Over five years, the stock returned 171.0%, outpacing the S&P 500 gain of 83.0%.

Analyst coverage consists of 1 Strong Buy, 0 Buys, 9 Holds, 1 Sell, and 1 Strong Sell. The mean price target is $37.17, representing a 3.5% upside from the last close of $35.91. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $3.17 on revenue of $2.29B. For the following fiscal year, 8 analysts project EPS of $4.04 and revenue of $2.16B. CNX has beaten consensus EPS estimates in 4 of the last 4 quarters, with next earnings scheduled for October 29, 2026.

This page is an AI-written research summary of CNX Resources Corporation (CNX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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