Viper Energy owns mineral rights to oil and gas wells, collecting royalties from producers without paying drilling costs.
Revenue was USD 1.35B in 2025, with gross profit USD 0.65B (48% margin). Net income turned negative at USD -0.07B, though quarterly results show recovery.
Viper's land position in the Permian and Eagle Ford provides a durable royalty stream, but reliance on commodity prices and parent Diamondback's activity limits pricing power. Moat is solid but not impregnable.
Hold (sector percentile 37) — value F, growth A, profitability B+, momentum C, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
California teacher pension fund increased stake; recent acquisitions include Riverbend.
Q2 beat estimates, raised 2026 outlook, initiated Q3 production guidance
Multiple sources confirm earnings release and dividend hike, reflecting performance and shareholder return updates.
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Howard Marks maintains a bullish stance on traditional energy, with Viper Energy Partners LP ($VNOM) being one of his largest positions, indicating continued conviction.
Main discussion
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