CNX · CNX Resources Corporation — research history
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About CNX · CNX Resources Corporation
CNX Resources Corporation, an independent natural gas and midstream company, engages in the acquisition, exploration, development, and production of natural gas properties in the Appalachian Basin. The company operates in two segments, Shale and Coalbed Methane (CBM). It produces and sells pipeline quality natural gas primarily for gas wholesalers. The company owns rights to extract natural gas from shale formations in Pennsylvania, West Virginia, and Ohio, as well as rights to extract natural gas from other Shale and shallow oil and gas formations primarily in Illinois, Indiana, New York, Ohio, Pennsylvania, Virginia, and West Virginia. In addition, the company designs, builds, and operates natural gas gathering systems to move natural gas from the wellhead to interstate pipelines or other local sales points; owns or operates approximately 2,600 miles of natural gas gathering pipelines as well as various natural gas processing facilities. Further, it offers turn-key solutions for water sourcing, delivery and disposal for its natural gas operations and supplies solutions for water sourcing as well as delivery and disposal for third parties. The company was formerly known as CONSOL Energy Inc. and changed its name to CNX Resources Corporation in November 2017. CNX Resources Corporation was founded in 1860 and is based in Canonsburg, Pennsylvania.
Live Quote
HOLD (score -1) · 12-1 mom 2.0% · RSI 44.6 · below_both · -21.4% from high
Targets blend Wall Street consensus (11 analysts: low $34.00 / mean $38.82 / high $49.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Cheap valuation is offset by lowered guidance, weak technicals, and a material convertible dilution overhang; no smart-money cluster or asymmetric catalyst justifies a position.
Cheap valuation is offset by lowered guidance, weak technicals, and a material convertible dilution overhang; no smart-money cluster or asymmetric catalyst justifies a position.
CNX Resources is an Appalachian-basin natural gas E&P company with exceptional EBITDA margins (97.5%) and a forward P/E of ~7.9x, presenting a historically cheap valuation. The investigation trigger cited 4 Form 4 filings in 14 days, but upon reading each filing all are restricted stock unit vestings at $0 exercise price (compensation awards), not open-market purchases. Director Nicholas DeIuliis holds ~$86M+ in direct/trust shares representing meaningful alignment, but no new cash commitment was made. The company recently lowered full-year guidance and faces ~12M share dilution from convertible note conversion. Technical picture is bearish: below both 50DMA and 200DMA with RSI at 34.6. No material mispricing relative to commodity-exposed sector peers; stock at 17% discount to 52-week high but lacking near-term catalyst for re-rating.