Flowco Holdings

FLOC · NYSE

$19.10+$0.17 (+0.90%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $18.93

FLOC analyst rating

BuyConsensus of 4 analysts over the last 12 months. 75% rate it a buy.

Strong buy0
Buy3
Hold1
Underperform0
Sell0

12-month price target · 11 analysts

Average $31.04 (+62.5% upside)

Low: $27.27
Now: $19.10
High: $34.65

Upgrades and downgrades

The latest rating actions, newest first

FLOC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citigroup	Sep 3, 2026	Maintains	Neutral	$30.81 → $27.00	48%
Piper Sandler	Jul 14, 2026	Maintains	Overweight	$32.00 → $31.00	46%
Citigroup	May 28, 2026	Initiates	Neutral	$31.00	48%
Piper Sandler	Mar 6, 2026	Maintains	Overweight	$28.00 → $32.00	46%
Evercore ISI Group	Feb 27, 2026	Maintains	Outperform	$25.00 → $28.00	61%
BMO Capital	Feb 3, 2026	Maintains	Outperform	$24.00 → $26.00	51%

The case for and against

Updated Jan 26, 2026

Bull case

Flowco Holdings Inc. is projected to achieve a 10% EBITDA growth in 2025, outpacing its peers, which reflects strong operational performance and effective strategic positioning within the oil and natural gas industry. The company's ability to "pull forward" capital expenditures (capex) allows for more significant investment in growth initiatives, with 2026 growth capex expected to align with the $110 million anticipated for 2025, signaling robust financial planning. Furthermore, Flowco's recent performance, showing a 4% increase compared to a 3% rise in the Oilfield Services Index (OIH), indicates a competitive advantage and solid market positioning among its peers.

Bear case

Flowco Holdings Inc. has experienced a significant decline in its Natural Gas Solutions segment, with a 40% year-over-year decrease in top-line revenues attributed to a strategic shift towards increasing rental exposure, particularly for vapor recovery units. Despite a solid second quarter performance and an accretive acquisition, the company has faced downward revisions in its 2025 and 2026 EBITDA estimates by 0.75%, combined with a decreased price target reflecting a broader de-rating trend in the US Land sector. Furthermore, the company's guidance for the third quarter appears to be below consensus expectations, indicating underlying softness for the full year, which collectively contributes to a negative outlook on the stock's performance.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.