Is Matador Resources Company (NYSE:MTDR) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Matador Resources Company at current levels.
Delaware Basin pure-play with a midstream sidecar the market still values like a vanilla driller, trading at 4.8x EBITDA into a tightening crude tape.
Where MTDR is headed
Matador in mid-2028 looks less like the small-cap Permian wildcatter Wall Street still files it under and more like a vertically integrated Delaware Basin operator with two distinct cash engines. The Ameredev acquisition has been digested, the rig count sits at six to seven, and production runs north of 220,000 boe/d with oil mix above 58%. The interesting part is San Mateo, the midstream arm. Third-party volumes on the Pronto and San Mateo systems are scaling fast enough that a spin or partial monetisation at 9-10x EBITDA becomes the obvious capital allocation move, and management has been telegraphing it for two years.
Read the full Compass Direction on MTDR
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $59.52).
See the full MTDR analysisGet calls like this, free
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Frequently asked questions
Is Matador Resources Company (NYSE:MTDR) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Matador Resources Company at current levels. Delaware Basin pure-play with a midstream sidecar the market still values like a vanilla driller, trading at 4.8x EBITDA into a tightening crude tape.
What is MTDR's Compass Score?
Matador Resources Company scores 74/100 on Alexandria's Compass, placing it in the "Favorable" tier. Scores blend eight factors and update weekly.
What is the price target for MTDR?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the MTDR page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.