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    Matador Resources (MTDR) Expands In The Delaware Basin, Is The Stock Still A Bargain?

    Simply Wall St·08/29/2026 23:24:45
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    Matador Resources (MTDR) is back in focus after its presentation at the 17th Annual Midwest IDEAS Conference in Chicago, where management detailed plans for Delaware Basin expansion and future free cash flow priorities.

    Over the past year Matador Resources has delivered a 30.05% year to date share price return and a 15.57% one year total shareholder return. The recent 15.89% one month share price gain suggests momentum has been building ahead of the Delaware Basin expansion outlined at the conference, even though the stock has eased slightly over the past week.

    Scan how Matador Resources compares with other energy producers focused on cash generation and balance sheet strength by reviewing our curated 44 high quality undervalued stocks.

    After a 30.05% year to date gain and a sharp 15.89% move in the past month, Matador Resources now faces a simple tension. Does the recent Delaware Basin story already sit in the price, or is valuation support still strong enough for new money to step in rather than wait?

    Most Popular Narrative: 17.6% Undervalued

    Compared with the current $56.39 share price, the most followed narrative pins Matador Resources' fair value materially higher and builds that view on specific production and midstream assumptions.

    Matador's concentrated acreage in the Delaware Basin, coupled with multi-zone development and a robust drilling inventory, enables above-average production growth rates versus peers, directly supporting future top-line revenue increases and cash flow durability.

    Read the complete narrative. Read the complete narrative.

    Want a clearer picture of why this fair value sits above today's price? The narrative leans heavily on steady revenue gains, fatter margins and a future profit multiple that stays below the broader sector. Curious how those moving parts fit together in the cash flow model and what they imply for where Matador Resources could sit by the end of the decade?

    Result: Fair Value of $68.42 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, Matador Resources still faces meaningful risks, including heavy concentration in the Delaware Basin and ongoing capital demands that rely on supportive commodity pricing and steady project execution.

    Find out about the key risks to this Matador Resources narrative.

    Next Steps

    With both risks and rewards on the table for Matador Resources, use this moment to review the details and shape your own view. To see how those trade offs line up in one place, check the full breakdown of 4 key rewards and 2 important warning signs

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.