Extraction Oil & Gas, Inc. (XOG)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Extraction Oil & Gas, Inc. (XOG) trades at $64.92 with AI Score 41/100 (Grade C). Extraction Oil & Gas, Inc. (XOG) operates within the energy sector, focusing on oil and gas exploration and production. Sector: Energy.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for XOG: XOG does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates XOG against Energy peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
XOG: the 1 perspectives are evenly split.
How is this calculated? →Extraction Oil & Gas, Inc. (XOG) Energy Operations & Outlook
Extraction Oil & Gas, Inc. is an energy company specializing in the exploration and production of oil and natural gas. Operating in the competitive oil and gas sector, the company focuses on developing and extracting resources, navigating market volatility and regulatory landscapes while managing operational efficiency and environmental considerations. The company is based in Denver, CO.
What Is the Investment Thesis for XOG?
Extraction Oil & Gas, Inc. operates in a cyclical industry with inherent volatility. The company's beta of 1.79 indicates higher sensitivity to market movements, posing a risk during economic downturns. Growth catalysts include potential increases in oil and gas prices, which could improve profitability. However, regulatory changes and environmental concerns represent ongoing challenges. Investors should monitor the company's production costs, reserve estimates, and hedging strategies to assess its long-term viability. The company's success depends on its ability to efficiently extract resources, manage costs, and adapt to changing market conditions.
Based on FMP financials and quantitative analysis
XOG Key Highlights
- Extraction Oil & Gas, Inc. operates in the Denver-Julesburg (DJ) Basin, a prolific oil and gas producing region.
- The company focuses on advanced drilling and completion techniques to maximize resource recovery.
- Extraction Oil & Gas's portfolio includes a mix of oil and natural gas properties, providing diversification.
- The company is committed to maintaining high standards of safety and environmental stewardship.
- Extraction Oil & Gas sells crude oil, natural gas, and natural gas liquids (NGLs) to a variety of customers.
Who Are XOG's Competitors?
XOG is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CPE Callon Petroleum Company | $35.76 | +1.82% | $2.38B | 41 |
| DO Diamond Offshore Drilling, Inc. | $13.99 | -2.44% | $1.44B | 56 |
| FLMN Falcon Minerals Corporation | $7.77 | +0.52% | $1.21B | 59 |
| GLOG-PA GasLog Ltd. | $25.70 | +0.04% | $1.41B | 50 |
| HHRS Hammerhead Energy Inc. | $15.32 | -0.13% | $1.47B | 59 |
| EXE Expand Energy Corporation | $89.09 | -1.80% | $21.31B | 72 |
| ATUUF Tenaz Energy Corp. | $31.44 | -2.60% | $1.03B | 68 |
| VIST Vista Energy, S.A.B. de C.V. | $61.57 | +2.00% | $6.42B | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are XOG's Key Strengths?
- Strategic asset base in the Denver-Julesburg (DJ) Basin.
- Advanced drilling and completion techniques.
- Experienced management team.
- Commitment to safety and environmental stewardship.
What Are XOG's Weaknesses?
- Exposure to volatile commodity prices.
- Dependence on a single geographic region.
- Limited diversification of revenue streams.
- High debt levels.
What Could Drive XOG Stock Higher?
- Potential increase in oil and gas prices, which could improve profitability.
- Implementation of advanced drilling techniques to enhance resource recovery.
- Efforts to reduce the company's carbon footprint and improve its environmental performance.
- Strategic acquisitions to expand the company's asset base.
What Are the Key Risks for XOG?
- Insider selling — insiders were net sellers of roughly $6.6M recently.
- Fluctuations in oil and gas prices, which could negatively impact revenue and profitability.
- Increasing regulatory scrutiny and environmental concerns, which could increase compliance costs.
- Competition from other energy companies, which could reduce market share.
- High debt levels, which could limit the company's financial flexibility.
- Dependence on a single geographic region, which exposes the company to regional risks.
What Are the Growth Opportunities for XOG?
- Expansion of Operations in the DJ Basin: Extraction Oil & Gas, Inc. has the opportunity to expand its operations within the Denver-Julesburg (DJ) Basin. This region is known for its abundant oil and gas reserves, and the company can leverage its existing infrastructure and expertise to increase production. The market size for oil and gas in the DJ Basin is estimated to be worth billions of dollars, and Extraction Oil & Gas can capture a larger share of this market through strategic acquisitions and organic development. The timeline for this growth opportunity is ongoing, as the company continues to invest in new drilling and completion projects.
- Technological Innovation: Extraction Oil & Gas, Inc. can invest in technological innovation to improve its operational efficiency and reduce its environmental impact. This includes adopting advanced drilling techniques, implementing automation and robotics, and developing carbon capture and storage technologies. The market for these technologies is growing rapidly, as companies seek to reduce their carbon footprint and improve their bottom line. Extraction Oil & Gas can partner with technology providers and research institutions to develop and deploy these technologies. The timeline for this growth opportunity is medium-term, as the company invests in research and development and pilot projects.
- Diversification into Renewable Energy: Extraction Oil & Gas, Inc. can diversify its operations into renewable energy sources, such as solar and wind power. This would allow the company to reduce its reliance on fossil fuels and capitalize on the growing demand for clean energy. The market for renewable energy is expanding rapidly, driven by government incentives, technological advancements, and consumer preferences. Extraction Oil & Gas can leverage its existing infrastructure and expertise to develop and operate renewable energy projects. The timeline for this growth opportunity is long-term, as the company develops new capabilities and partnerships.
- Strategic Acquisitions: Extraction Oil & Gas, Inc. can pursue strategic acquisitions to expand its asset base and geographic reach. This includes acquiring companies with complementary assets and expertise, as well as entering new markets. The market for mergers and acquisitions in the oil and gas industry is dynamic, with opportunities arising from market consolidation, financial distress, and strategic repositioning. Extraction Oil & Gas can conduct thorough due diligence and negotiate favorable terms to ensure that acquisitions create value for its shareholders. The timeline for this growth opportunity is opportunistic, as the company evaluates potential acquisition targets.
- Focus on Environmental, Social, and Governance (ESG) Factors: Extraction Oil & Gas, Inc. can enhance its focus on ESG factors to attract investors and improve its reputation. This includes reducing its carbon footprint, improving its safety record, and promoting diversity and inclusion. The market for ESG investing is growing rapidly, as investors increasingly consider environmental and social factors in their investment decisions. Extraction Oil & Gas can develop and implement ESG policies and practices, and disclose its performance to stakeholders. The timeline for this growth opportunity is ongoing, as the company continuously improves its ESG performance.
What Opportunities Does XOG Have?
- Expansion of operations in the DJ Basin.
- Technological innovation to improve efficiency.
- Diversification into renewable energy.
- Strategic acquisitions to expand asset base.
What Threats Does XOG Face?
- Fluctuations in oil and gas prices.
- Increasing regulatory scrutiny.
- Environmental concerns and opposition to fossil fuels.
- Competition from other energy companies.
What Are XOG's Competitive Advantages?
- Strategic Asset Base: Concentration in the Denver-Julesburg (DJ) Basin provides access to prolific oil and gas reserves.
- Technological Expertise: Advanced drilling and completion techniques enhance resource recovery and efficiency.
- Infrastructure and Logistics: Established infrastructure in the DJ Basin facilitates production and transportation.
- Experienced Management Team: A team of experienced professionals with expertise in geology, engineering, and operations.
What Does XOG Do?
Extraction Oil & Gas, Inc. is an independent energy company focused on the exploration, development, and production of oil and natural gas resources in the Rocky Mountains. The company's operations are primarily concentrated in the Denver-Julesburg (DJ) Basin, one of the most prolific oil and gas producing regions in the United States. Extraction Oil & Gas was founded with the goal of leveraging advanced drilling and completion techniques to maximize resource recovery while minimizing environmental impact. The company has invested heavily in technology and infrastructure to enhance its operational efficiency and reduce its carbon footprint. Over the years, Extraction Oil & Gas has grown its asset base through strategic acquisitions and organic development. The company's portfolio includes a mix of oil and natural gas properties, providing diversification and flexibility in response to market conditions. Extraction Oil & Gas employs a team of experienced professionals with expertise in geology, engineering, and operations. The company is committed to maintaining high standards of safety and environmental stewardship in all of its activities. Extraction Oil & Gas's primary products are crude oil, natural gas, and natural gas liquids (NGLs). These products are sold to a variety of customers, including refiners, processors, and marketers. The company's geographic reach is primarily focused on the Rocky Mountain region, with its headquarters located in Denver, Colorado. Extraction Oil & Gas competes with other independent energy companies, as well as major integrated oil companies, for access to resources, capital, and markets.
What Products and Services Does XOG Offer?
- Explores for oil and natural gas reserves in the Rocky Mountains.
- Develops and operates oil and gas wells.
- Produces crude oil, natural gas, and natural gas liquids (NGLs).
- Sells its products to refiners, processors, and marketers.
- Utilizes advanced drilling and completion techniques.
- Invests in technology to enhance operational efficiency.
- Focuses primarily on the Denver-Julesburg (DJ) Basin.
How Does XOG Make Money?
- Extraction Oil & Gas, Inc. generates revenue primarily from the sale of crude oil, natural gas, and natural gas liquids (NGLs).
- The company's profitability depends on the prices of these commodities, as well as its production costs.
- Extraction Oil & Gas, Inc. manages its commodity price risk through hedging strategies.
- The company invests in exploration and development activities to increase its reserves and production.
What Industry Does XOG Operate In?
Extraction Oil & Gas, Inc. operates within the highly competitive oil and gas exploration and production industry. The industry is characterized by fluctuating commodity prices, evolving regulatory landscapes, and increasing environmental concerns. Companies in this sector face the challenge of balancing resource development with environmental sustainability. The market is influenced by global supply and demand dynamics, geopolitical events, and technological advancements. Extraction Oil & Gas competes with a range of companies, from small independent operators to large integrated energy corporations, for access to resources, capital, and markets.
Who Are XOG's Key Customers?
- Refiners who process crude oil into gasoline and other products.
- Processors who separate natural gas into its component parts.
- Marketers who distribute oil and gas products to end users.
Extraction Oil & Gas, Inc. (XOG) Valuation Context
Relative to its peer group, XOG's quantitative score of 41/100 is below the peer average of 53/100.
ROE 321%Key Financial Metrics
Return on equity for Extraction Oil & Gas, Inc. stands at 320.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -62.9%, showing how much profit it generates from its asset base. A current ratio of 0.47 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is -14.2%, the inverse of the P/E and a quick read on earnings relative to price.
Net buyingInsider Activity
The most recent 7 insider filings for Extraction Oil & Gas, Inc. break down as 4 sales and 3 purchases. On net that is roughly 44K shares acquired (about $6.6M) — insiders putting money in tends to read as conviction.
XOG Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that management believes in the potential for recovery and growth.
- Community sentiment has shifted positively, with many investors expressing optimism about the oil market's recovery and Extraction's role in it.
- The company has made strategic moves to enhance operational efficiency, which could lead to improved margins as oil prices stabilize.
- Market perception is increasingly favorable as demand for energy rises, positioning Extraction as a key player in a recovering sector.
Bear Case
- Concerns over fluctuating oil prices remain, creating uncertainty about the company's revenue stability and growth prospects.
- Some community members express skepticism about the long-term sustainability of Extraction's business model amid ongoing environmental regulations.
- Recent discussions highlight the company's debt levels, raising fears about financial flexibility in a volatile market environment.
- Market sentiment is cautious as geopolitical tensions impact oil supply chains, leading to potential disruptions that could affect Extraction's operations.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
XOG Latest News
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Stocks That Hit 52-Week Lows On Tuesday
· Feb 11, 2020
XOG Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for XOG.
Price Targets
Wall Street price target analysis for XOG.
XOG MoonshotScore
What does this score mean?
The MoonshotScore rates XOG's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Matthew R. Owens
CEO
Matthew R. Owens serves as the Chief Executive Officer of Extraction Oil & Gas, Inc. His leadership experience spans various roles within the energy sector. He is responsible for overseeing the company's strategic direction, operational performance, and financial results. Owens manages a team of 125 employees, guiding the company's efforts in oil and gas exploration, development, and production. His background includes a strong emphasis on operational efficiency and sustainable practices within the energy industry.
Track Record: Under Matthew R. Owens' leadership, Extraction Oil & Gas, Inc. has focused on optimizing its operations in the Denver-Julesburg (DJ) Basin. Key achievements include implementing advanced drilling techniques to enhance resource recovery and improving the company's environmental performance. Strategic decisions have centered on balancing production growth with responsible environmental practices. Milestones include expanding the company's asset base through strategic acquisitions and partnerships.
XOG Energy Stock FAQ
What does Extraction Oil & Gas, Inc. do?
Extraction Oil & Gas, Inc. is an independent energy company focused on the exploration, development, and production of oil and natural gas resources, primarily in the Denver-Julesburg (DJ) Basin. The company utilizes advanced drilling and completion techniques to maximize resource recovery while minimizing environmental impact. Extraction Oil & Gas sells its products, including crude oil, natural gas, and natural gas liquids (NGLs), to refiners, processors, and marketers. The company's operations are concentrated in the Rocky Mountain region, with its headquarters located in Denver, Colorado.
What do analysts say about XOG stock?
Analyst coverage of Extraction Oil & Gas, Inc. is pending, and AI analysis is also pending. Investors should monitor analyst ratings, price targets, and research reports to assess the company's valuation and growth prospects. Key valuation metrics to consider include price-to-earnings ratio, price-to-sales ratio, and enterprise value-to-EBITDA. Growth considerations include the company's production growth, reserve estimates, and cost structure. It is important to conduct independent research and consult with a financial advisor before making any investment decisions.
What are the main risks for XOG?
Extraction Oil & Gas, Inc. faces several risks, including fluctuations in oil and gas prices, increasing regulatory scrutiny, environmental concerns, and competition from other energy companies. The company's high debt levels and dependence on a single geographic region also pose risks. Investors should carefully consider these risks before investing in Extraction Oil & Gas, Inc. The cyclical nature of the oil and gas industry and the potential for unexpected events, such as geopolitical instability or natural disasters, can also impact the company's performance.
What are the key factors to evaluate for XOG?
Extraction Oil & Gas, Inc. (XOG) holds an AI score of 41/100 (low). Not financial advice.
How frequently does XOG data refresh on this page?
XOG prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven XOG's recent stock price performance?
Extraction Oil & Gas, Inc. (XOG) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strategic asset base in the Denver-Julesburg (DJ) Basin. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider XOG overvalued or undervalued right now?
Valuing Extraction Oil & Gas, Inc. (XOG) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying XOG?
Before investing in Extraction Oil & Gas, Inc. (XOG), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending for XOG. The information provided is based on publicly available data and may not be complete or accurate.
- The company operates in a volatile industry and faces numerous risks.