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    NewMed Energy Limited Partnership (TASE:NWMD) Could Be 10% Undervalued After AI Data Deal

    Simply Wall St·09/30/2026 01:15:55
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    NewMed Energy - Limited Partnership (TASE:NWMD) has partnered with GeoIntelX to implement an AI-driven geospatial platform for its natural gas assets, digitizing and centralizing extensive historical technical and regulatory data.

    For investors watching the tape, NewMed Energy - Limited Partnership has seen its share price drift, with a year to date share price return down 12.81% and a 1 year total shareholder return down 4.49%. At the same time, the 3 year and 5 year total shareholder returns of 67.03% and about 3x respectively point to much stronger longer run momentum. This suggests the recent AI data push with GeoIntelX comes against a backdrop of cooling short term sentiment but still substantial longer term wealth creation for patient holders.

    Compare NewMed Energy - Limited Partnership's AI push with a hand picked set of energy and infrastructure plays using the 88 AI infrastructure stocks as your starting universe.

    The market has cooled on NewMed Energy - Limited Partnership even as analysts estimate fair value sits well above the current ₪16.06 price. How wide is that gap and what might actually be reasonable?

    Most Popular Narrative: 10% Undervalued

    On the most followed view of NewMed Energy, Limited Partnership, a fair value of ₪17.90 sits above the recent ₪16.06 close. This puts the current AI data initiative in the context of an already supportive earnings story that still hinges on execution and capital discipline.

    The Krum 1 exploration well in Bulgaria targets a potential 6 Tcf structure in a region that currently pays roughly double or triple NewMed’s existing gas prices. If commercial volumes are confirmed and developed under the long term stability arrangements agreed with the Bulgarian government, higher pricing and new market access could increase revenue and lift earnings over the long run.

    See why 1 investors see NewMed Energy - Limited Partnership as 10% undervalued.

    Result: Fair Value of ₪17.90 (UNDERVALUED)

    Still, the story around NewMed Energy can change quickly if geopolitical disruptions hit Leviathan again or if Brent linked export contracts are reset to weaker oil pricing.

    Find out about the key risks to this NewMed Energy - Limited Partnership narrative.

    Another View on NewMed Energy's Valuation

    The earlier consensus narrative points to NewMed Energy - Limited Partnership trading about 10% below a fair value of ₪17.90. A different lens tells a very different story. Our DCF model estimates the future cash flow value at ₪9.22 per unit, well below the current ₪16.06 price, which screens as overvalued on this method.

    Both approaches use reasonable inputs yet land far apart. Which one should carry more weight in your own work on NewMed Energy: the earnings driven target or the cash flow driven signal?

    Look into how the SWS DCF model arrives at its fair value.

    NWMD Discounted Cash Flow as at Sep 2026
    NWMD Discounted Cash Flow as at Sep 2026

    Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out NewMed Energy - Limited Partnership for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 197 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

    Next Steps

    Sentiment in this piece leans cautious, so treat it as a prompt to review the numbers yourself, move quickly, and benchmark NewMed Energy - Limited Partnership against its 3 important warning signs.

    Looking for more investment ideas beyond NewMed Energy?

    If NewMed Energy Limited Partnership is on your radar, do not stop there. Broaden your watchlist with a few focused stock pools that can sharpen your next move.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.