FRVO
Fervo Energy CoPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- A Jun 8 8 analysts initiate
- I Jun 30 46 funds open new positions (13F)
- R Aug 12 Fervo Energy reported Q2 2026 earnings with a net loss of $55.9M and…
- X Aug 31 Short interest jumps 40.9% to 13.49M
- R Sep 1 Fervo Energy signed a 396 MW power purchase agreement (PPA) with Goo…
- X Sep 15 Short interest jumps 31.1% to 17.68M
- X Sep 30 Short interest jumps 45.4% to 25.72M
- R Oct 1 Fervo Energy announced that its first GeoBlock at Cape Station reach…
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
- InstitutionsBULLISH
Q2 2026: 46 added (46 new), 0 trimmed or exited. Largest new: Jpmorgan Chase & $240.4M, Canada Pension Plan Investment Board $213.3M.
- AnalystsBULLISH
19 of 20 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate −$0.053 → −$0.055 over 90 days. 1 up, 0 down in 30 days.
- Short sellersBUILDING
Short interest +45.4% to 25.72M shares. 3.6 days to cover, ≈8.7% of shares.
- TrendDOWNTREND
45% below its 50-day average. New closing low $7.97 on Oct 26.
- SocialQUIET
Crowd 50° (neutral) this week from 3 mentions: 1 bullish, 1 bearish. No setup call. Excludes 1 subscriber-only day.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| JPMORGAN CHASE & CO | NEW | $240.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | NEW | $213.3M |
| Capital Research Global Investors | NEW | $175.5M |
| BlackRock, Inc. | NEW | $132.4M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | $129.6M |
| UBS Group AG | NEW | $107.2M |
| NORGES BANK | NEW | $93.5M |
| VICTORY CAPITAL MANAGEMENT INC | NEW | $90.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
20 analystsPrice is below the lowest target. Median implies +339%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 19, 2026 | JP Morgan MAINTAIN | Overweight |
| Oct 2, 2026 | Bernstein REITERATE | Outperform |
| Sep 25, 2026 | Wolfe Research UPGRADE | Outperform |
| Sep 25, 2026 | B of A Securities MAINTAIN | Buy |
| Sep 24, 2026 | Johnson Rice INITIATE | Buy |
| Sep 24, 2026 | Bernstein REITERATE | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 20, 2026 | Jewett Sarah Allison Chief Operating Officer | EXERCISE | $77.5K |
| May 14, 2026 | DEVON ENERGY CORP/DE Director | CONVERT | 4,401,830 sh |
| May 14, 2026 | DEVON ENERGY CORP/DE Director | CONVERT | 2,329,345 sh |
| May 14, 2026 | DEVON ENERGY CORP/DE Director | CONVERT | 3,429,061 sh |
| May 14, 2026 | TIF Partners, LLC 10%+ Owner | CONVERT | 1,760,732 sh |
| May 14, 2026 | TIF Partners, LLC 10%+ Owner | CONVERT | 5,448,761 sh |
| May 14, 2026 | TIF Partners, LLC 10%+ Owner | CONVERT | 2,840,894 sh |
| May 14, 2026 | TIF Partners, LLC 10%+ Owner | CONVERT | 1,760,732 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.06 | -$0.07–-$0.03 | -10.0% | $150.0K |
| Next Q | -$0.02 | -$0.14–$0.14 | -21.2% | $4.8M |
| Current FY | -$0.39 | -$0.75–-$0.14 | -0.7% | $6.1M |
| Next FY | -$0.28 | -$0.44–-$0.06 | -5.0% | $71.8M |
Short side
FINRA· Sep 30, 2026SecBot reports
17 filings · 2 press releases · 3 bullish · 1 bearish · 13 neutral- NEUTRAL INST-CLUSTEROct 12, 2026
42 institutional investors, overwhelmingly mega-passive index funds, initiated new positions in…
The uniform passive buying pattern strongly suggests FRVO was added to a major index (e.g., Russell 2000/3000) or completed its IPO during Q2. Monitor upcoming index reconstitution dates and the…
- BULLISH 8-KOct 1, 2026
Fervo Energy announced that its first GeoBlock at Cape Station reached commercial operation on…
Monitor commissioning progress of the remaining two Phase I GeoBlocks ahead of the January 1, 2027 deadline. Phase II construction timeline and any updates on PPA pricing or capacity factors will be…
- BULLISH 8-KSep 1, 2026
Fervo Energy signed a 396 MW power purchase agreement (PPA) with Google, the world's largest…
This PPA is a strong commercial validation of Fervo's EGS technology and its repeatable GeoBlock model, significantly derisking the Cape Station project's revenue stream. Traders should monitor…
- NEUTRAL 8-KAug 12, 2026
Fervo Energy reported Q2 2026 results with a net loss of $55.9M and revenue of $113K, far below…
Monitor Cape Station Phase I commissioning progress toward Q4 2026 first power; the stock will likely trade on operational milestones rather than quarterly financials until revenue generation begins.
All FRVO filing & press-release reports (19)
- INST-CLUSTER reportOct 12, 2026
- 8-K reportOct 1, 2026
- 8-K reportSep 1, 2026
- 8-K reportAug 12, 2026
- PRESS-RELEASE reportAug 12, 2026
- 8-K reportJun 22, 2026
- PRESS-RELEASE reportJun 12, 2026
- 8-K reportJun 10, 2026
- 8-K reportMay 15, 2026
- 424B4 reportMay 14, 2026
- EFFECT reportMay 13, 2026
- 3 reportMay 12, 2026
- PRESS-RELEASE reportMay 12, 2026
- 3 reportMay 12, 2026
- 3 reportMay 12, 2026
- PRESS-RELEASE reportMay 11, 2026
- S-1/A reportMay 11, 2026
- S-1/A reportMay 8, 2026
- S-1/A reportMay 4, 2026