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GeoPark (GPRK)
NYSE:GPRK
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GeoPark (GPRK) AI Stock Analysis

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GPRK

GeoPark

(NYSE:GPRK)

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Neutral 62 (OpenAI - 5.2)
Rating:62Neutral
Price Target:
$10.00
▲(0.00% Upside)
Action:Reiterated
Date:08/10/26
The score is driven by a mixed financial profile: solid profitability and renewed TTM revenue growth, but tempered by meaningful leverage and volatile/free-cash-flow weakness. Valuation is a clear positive with a low P/E and a moderate dividend. The latest earnings call was cautiously positive on operations and liquidity, while cost inflation and higher planned CapEx create near-term risk. Technicals remain soft, limiting the overall score despite favorable valuation.
Positive Factors
Profitable operations and renewed revenue growth
The return to revenue growth alongside strong operating profitability indicates improved asset performance and earnings capacity. A 51% EBITDA margin also provides a meaningful cushion against commodity, cost and operating volatility.
Negative Factors
Meaningful leverage increases cyclical downside risk
The balance sheet remains materially geared for a commodity producer. Lower oil prices, weaker production or higher costs could reduce cash available for debt service and amplify pressure on investment and shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitable operations and renewed revenue growth
The return to revenue growth alongside strong operating profitability indicates improved asset performance and earnings capacity. A 51% EBITDA margin also provides a meaningful cushion against commodity, cost and operating volatility.
Read all positive factors

GeoPark (GPRK) vs. SPDR S&P 500 ETF (SPY)

GeoPark Business Overview & Revenue Model

Company Description
GeoPark Limited is an energy firm primarily engaged in the discovery, development, and extraction of petroleum and natural gas resources. Its operational footprint extends across multiple Latin American nations, specifically Chile, Colombia, Brazi...
How the Company Makes Money
GeoPark makes money primarily by producing hydrocarbons (mainly crude oil and associated natural gas) from its operated and non-operated fields and selling those volumes into domestic and export markets. Revenue is driven mainly by (1) sales volum...

GeoPark Earnings Call Summary

Earnings Call Date:Aug 04, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 11, 2026
Earnings Call Sentiment Positive
The call emphasized operational consistency and strategic progress (stable production, sequential revenue growth of 12%, adjusted EBITDA margin of 51%, Argentina execution including fracked wells and a secured rig, and a strong balance sheet with $316M cash and 1.2x net leverage). These positives were balanced against near-term cost headwinds: lifting costs rose materially (from $14.7 to $17.8/bbl, ~21% increase), first-half OpEx averaged $16.2/bbl above guidance, notable hedging losses (~$41M), and currency/energy price pressures that push expected full-year lifting costs to $17–19/bbl. Management presented mitigation actions (efficiency, energy sourcing, hedging strategy) and growth options (potential CapEx up to $250M and RIGI application), indicating confidence in both protecting cash flow and pursuing value-accretive growth. Overall, highlights (resilient production, solid margins, Argentina progress, strong liquidity) outweigh the lowlights (cost inflation, hedging loss, modest net income), pointing to a cautiously positive outlook.
Positive Updates
Stable Production
Average production of 37.3 thousand barrels of oil equivalent per day in Q2 2026, performing within full-year guidance and broadly in line with Q1 2026.
Negative Updates
Rising Operating Costs and FX Pressure
Lifting cost increased from $14.7/bbl to $17.8/bbl quarter-to-quarter (approximately a 21% increase). First-half average lifting cost was $16.2/bbl, above prior guidance of $13–15/bbl. Management now expects full-year lifting costs in the $17–19/bbl range, driven by Colombian and Argentine currency appreciation and higher energy costs (FX impact estimated at $2.1–$2.5/bbl and energy cost impact ~+$1.5/bbl).
Read all updates
Q2-2026 Updates
Negative
Stable Production
Average production of 37.3 thousand barrels of oil equivalent per day in Q2 2026, performing within full-year guidance and broadly in line with Q1 2026.
Read all positive updates
Company Guidance
The company reiterated its production and financial guidance while adding a number of specific metrics: Q2 production averaged 37.3 kbbl/d (bbl/d equivalent) and management said results are within full‑year guidance; Argentina (Vaca Muerta) is targeted to reach ~5–6 kbbl/d exit production by year‑end 2026, with 2H‑2026 Vaca Muerta CapEx of about $40–50m (70–80% in Q3) and the full‑year CapEx program potentially accelerated from the prior $190–220m range up to ~$250m; lifting cost guidance was raised from the prior $13–15/bbl to an expected $17–19/bbl for the year (H1 average lifting cost $16.2/bbl; Q1 $14.7, Q2 $17.8), with FX and energy drivers (~$2.1–2.5/bbl FX impact and ~$1.5/bbl energy impact) and ~ $2.5m OpEx per 100‑peso/USD move sensitivity; hedging covers ~19 kbbl/d in 2026 (floors ~$65/ceiling ~$72–73) and ~19 kbbl/d of expected 2027 production already protected (recently quoted floors ~$75 with ceilings ~$85–86), cash was $316m, net leverage 1.2x EBITDA, adjusted EBITDA was $73.1m (51% margin) in Q2, ROACE ~19%, and the board approved a $0.023/share dividend.

GeoPark Financial Statement Overview

Summary
Income statement is solid (TTM revenue up ~13.4% and net margin ~14.8%), but the balance sheet is moderately geared for a cyclical business (debt-to-equity ~1.74x) and free cash flow is modest and volatile (TTM FCF ~$59M, sharply weaker vs prior year).
Income Statement
74
Positive
Balance Sheet
56
Neutral
Cash Flow
49
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue548.25M492.52M660.84M756.63M1.05B688.54M
Gross Profit272.24M234.27M366.14M403.37M593.11M386.78M
EBITDA228.35M219.92M409.07M372.74M533.99M267.16M
Net Income81.12M49.67M96.38M111.07M224.44M61.13M
Balance Sheet
Total Assets1.29B1.04B1.20B1.02B973.98M895.74M
Cash, Cash Equivalents and Short-Term Investments316.30M100.30M296.84M133.04M128.84M101.47M
Total Debt660.13M579.54M540.26M533.28M529.69M694.84M
Total Liabilities925.50M794.60M996.76M840.53M858.39M957.69M
Stockholders Equity364.50M245.80M203.29M176.02M115.58M-61.95M
Cash Flow
Free Cash Flow59.48M-83.65M279.70M101.90M298.69M87.52M
Operating Cash Flow209.65M14.71M471.00M300.94M467.50M216.78M
Investing Cash Flow-259.50M-155.50M-226.85M-198.59M-153.70M-126.56M
Financing Cash Flow100.79M-36.12M-99.20M-98.72M-286.55M-190.44M

GeoPark Technical Analysis

Technical Analysis Sentiment
Positive
Last Price10.00
Price Trends
50DMA
9.68
Positive
100DMA
9.67
Positive
200DMA
8.86
Positive
Market Momentum
MACD
-0.03
Negative
RSI
54.54
Neutral
STOCH
73.58
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GPRK, the sentiment is Positive. The current price of 10 is above the 20-day moving average (MA) of 9.48, above the 50-day MA of 9.68, and above the 200-day MA of 8.86, indicating a bullish trend. The MACD of -0.03 indicates Negative momentum. The RSI at 54.54 is Neutral, neither overbought nor oversold. The STOCH value of 73.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GPRK.

GeoPark Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$336.54M13.9811.47%-19.15%-28.59%
69
Neutral
$190.09M14.4818.23%554.95%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
65
Neutral
$1.55B-10.20-3.45%-5.91%-114.75%
62
Neutral
$635.34M6.5729.19%2.43%-9.51%83.18%
57
Neutral
$624.84M-5.61-25.99%4.50%-25.46%-387.85%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GPRK
GeoPark
9.79
3.44
54.12%
PNRG
Primeenergy
212.65
66.66
45.66%
EGY
Vaalco Energy
5.94
2.24
60.32%
GFR
Greenfire Resources
6.45
2.83
78.03%
ANNA
AleAnna
2.84
-1.56
-35.45%

GeoPark Corporate Events

GeoPark Posts Strong Profit Rebound in First Half of 2026
Aug 5, 2026
GeoPark Limited reported significantly improved financial performance for the three- and six-month periods ended June 30, 2026, compared with the same periods in 2025. Revenue increased to $143.3 million in the second quarter and $271.7 million in...
GeoPark Posts Strong Q2 2026 Results While Ramping Up Vaca Muerta Investment
Aug 5, 2026
In the second quarter ended June 30, 2026, GeoPark delivered stable production of 27,271 boepd from Colombia and Argentina, higher realized prices and a 12% sequential revenue increase to $143.3 million. Adjusted EBITDA edged up to $73.1 million d...
GeoPark Posts Steady Q2 2026 Output and Accelerates Vaca Muerta Growth Amid Board Refresh
Jul 22, 2026
GeoPark reported a solid operational performance for the second quarter of 2026, with consolidated production steady at 27,271 boepd and strong contributions from core Colombian blocks such as Llanos 34, CPO-5 and Llanos 123, where secondary recov...
GeoPark Shareholders Approve Board Slate and Auditor at July 14 AGM
Jul 14, 2026
GeoPark Limited reported the voting outcomes of its Annual General Meeting of Shareholders held on July 14, 2026, in Hamilton, Bermuda. A quorum representing 61.57% of the company’s 64,895,753 outstanding shares entitled to vote was reached,...
GeoPark Confirms Independent Director Slate Ahead of July 2026 AGM
Jun 29, 2026
GeoPark Limited disclosed on June 29, 2026, that its Board of Directors has reviewed the slate of director nominees for election at the 2026 Annual General Meeting and confirmed that five candidates meet its Corporate Governance Guidelines and the...
GeoPark Sets July 14, 2026 Annual General Meeting and Board, Auditor Votes
Jun 8, 2026
GeoPark Limited has called its Annual General Meeting of shareholders for July 14, 2026, in Hamilton, Bermuda, with June 1, 2026, set as the record date for voting eligibility. Shareholders are being encouraged to vote electronically or request pa...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 10, 2026