Sharemaestro Newsreel

Earnings call transcript: North American Construction Group beats Q2 2026 estimates

North American Construction Group reported stronger-than-expected Q2 2026 results, surpassing revenue and adjusted EPS forecasts. Despite raising its full-year revenue outlook, shares declined in after-hours trading due to investor focus on unchanged EBITDA guidance and increased capital spending. The company highlighted strong growth in …

Comstock Resources, Inc. (CRK) Stock forecasts

Argus has lowered its target price for Comstock Resources, Inc. (CRK) to $12.00. The company, an independent natural gas producer, operates in the Haynesville shale and is currently priced at $13.58. The report highlights the superior economics of its operations due to its proximity …

UBS reiterates Range Resources stock rating on growth outlook

UBS has reiterated a Neutral rating on Range Resources (NYSE:RRC) with a $44.00 price target, following investor meetings that highlighted the company's growth plans, free cash flow allocation, and operational improvements. Range Resources is expected to increase production from 2.1 Bcfepd in 2025 to …

Borr Drilling Ltd (BORR) CFO details extensive option awards and share stake

Borr Drilling Ltd's CFO, Magnus Vaaler, has reported his equity holdings, which consist of employee stock options and direct common share ownership. The options have exercise prices ranging from $1.66 to $6.54 and expiration dates between 2026 and 2029, with vesting tied to continued …

Borr Drilling Ltd (BORR) CAO details 68,729 shares and multiple option grants

Borr Drilling Ltd's Chief Accounting Officer, Jehan Mawjee, reported current equity holdings including 68,729 common shares and multiple employee stock options. The filing indicates no new purchases or sales, but details restricted stock units (RSUs) vesting between 2026 and 2028 and options with exercise …

KeyBanc cuts Murphy Oil stock price target on higher capex outlook

KeyBanc has lowered its price target for Murphy Oil Corp. (NYSE:MUR) from $48 to $43, while maintaining an Overweight rating, due to higher capital expenditure expectations and reduced free cash flow outlook. This adjustment follows mixed exploration results, including an unsuccessful well in Vietnam …

LNG Q2 Earnings Beat Estimates on Higher Volumes and Margins

Cheniere Energy, Inc. LNG reported second-quarter 2026 adjusted earnings of $3.02 per share, beating the Zacks Consensus Estimate of $2.89 by 4.5%. Higher liquefied natural gas ("LNG") volumes and stronger margins supported the quarter. However, adjusted earnings decreased 58.6% from the year-ago quarter, primarily …

Is HF Sinclair (DINO) Fully Valued As New Base Oil Deals Lift Its Outlook?

Natural Resource Partners Q2 Earnings Fall Y/Y on Soda Ash Weakness

Shares of Natural Resource Partners L.P. NRP have increased 6.2% since the company reported second-quarter 2026 earnings, outperforming the S&P 500 index, which declined 0.4% over the same period. During the past month, the stock has gained 4.5%, compared with the index's 2% advance. …

Transportadora de Gas del Sur (TGS) advances US$3B NGL project and boosts H1 cash flow

Transportadora de Gas del Sur (TGS) reported a significant increase in total revenues for the first half of 2026, primarily driven by its Liquids Production and Commercialization and Midstream segments, despite a decline in Natural Gas Transportation revenues. The company advanced its US$3 billion …

ConocoPhillips taps O’Brien for CEO role, elevates Haynes-Welsh to CFO

ConocoPhillips has announced a leadership succession plan, appointing Andy O’Brien as the new President and CEO, effective September 1, 2026. O’Brien, currently CFO, will succeed Ryan Lance, who is retiring. Konnie Haynes-Welsh will be elevated to Senior Vice President and CFO.

YPF Q2 Earnings Beat Estimates on Shale Growth & Strong Pricing

YPF Sociedad Anónima YPF reported second-quarter 2026 earnings of $3.07 per share, beating the Zacks Consensus Estimate of $2.84 per share by 8.1%. The bottom line increased from 13 cents per share reported a year earlier. Revenues of $6.57 billion topped the consensus estimate …

Devon Energy stock slips as price target is cut but valuation gap persists

Devon Energy stock experienced a slight dip despite a recent analyst price target reduction, which still indicates a significant upside from current trading levels. The company's latest earnings report reinforced an undervaluation thesis, showing strong quarterly profit ahead of expectations. Institutional investors are adjusting …

Best Momentum Stocks to Buy for August 13th

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, August 13: Par Pacific Holdings, Inc. PARR: This energy company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 24% …

1 High-Flying Stock for Long-Term Investors and 2 That Underwhelm

1 High-Flying Stock for Long-Term Investors and 2 That Underwhelm Expensive stocks typically earn their valuations through superior growth rates that other companies simply can't match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment …

Analysts Conflicted on These NA Names: Douglas AG (OtherDOUDF), CoreWeave (CRWV) and Venture Global, Inc. Class A (VG)

Analysts have provided conflicting ratings for three companies in the NA sector: Douglas AG (DOUDF), CoreWeave (CRWV), and Venture Global, Inc. Class A (VG). While CoreWeave received a "Buy" rating with a price target increase, Venture Global, Inc. Class A was maintained at "Hold." …

Magnolia Beats Q2 Earnings on Higher Volumes and Price Realization

Magnolia Oil & Gas Corporation MGY reported a second-quarter 2026 net profit of 99 cents per share, which beat the Zacks Consensus Estimate of 90 cents. The bottom line more than doubled from the year-ago quarter's 43 cents. This outperformance can be attributed to …

Earnings call transcript: Ultrapar tops EPS in Q2 2026 as cash flow surges

Ultrapar announced Q2 2026 earnings, surpassing EPS forecasts and achieving record cash generation and net income, alongside reduced leverage. The company approved significant dividends and a share buyback program, indicating confidence in its financial health and a commitment to shareholder returns. Despite a revenue …

Epsilon Energy issues Q3 and FY2026 production and $42–47M capital guidance

Epsilon Energy (EPSN) has provided its production guidance for Q3 and full-year 2026, alongside outlining a capital program of $42.0–47.0 million for FY2026. The company expects Q3 production between 3,270–3,510 MMcfe and FY2026 production of 13,740–14,280 MMcfe. This capital program includes significant investments in …

Form 8K Epsilon Energy Ltd For: 13 August By Investing.com

This article reports on an SEC Form 8K filing by Epsilon Energy Ltd on August 13th, as covered by Investing.com. The brief announcement provides no specific details about the content of the 8K filing, only noting its publication date. The article also includes various …

Golar LNG orders fourth FLNG unit for 2029 delivery

Golar LNG Ltd has ordered its fourth floating LNG (FLNG) unit, a second MKII design vessel with a liquefaction capacity of 3.5 million tpy, from Yantai CIMC Raffles Offshore Ltd. The project, budgeted at approximately US$2.45 billion, is expected to be delivered by late …

Teekay Tankers Ltd stock hits 52-week high at 84.0 USD

Teekay Tankers Ltd (TNK) reached a new 52-week high of $84, reflecting an 89.08% increase over the past year. Despite this surge, the stock is considered undervalued with a Fair Value of $102.76. This performance follows record second-quarter results, with adjusted net income of …

M2i Global and Vivakor sign deal to explore merger to boost US critical minerals supply chain

M2i Global Inc and Vivakor Inc have signed a non-binding agreement to explore a merger. The proposed deal aims to combine M2i's critical minerals platform with Vivakor's commodities marketing and remediation businesses to create a larger US-focused platform. This merger is intended to strengthen …

Zacks Industry Outlook Highlights Kinder Morgan, Williams Companies and MPLX

Zacks Equity Research highlights Kinder Morgan, Inc. (KMI), The Williams Companies Inc. (WMB), and MPLX LP (MPLX) as strong pipeline stocks despite a gloomy outlook for the oil and gas production and pipelines industry. The sector faces headwinds from high debt, the shift to …

Shell stock holds firm as buybacks and dividend boost investor returns

Shell stock is maintaining stability around the $90 mark due to its ongoing share buyback program, a quarterly dividend of $0.7812 per ADR, and strong recent earnings and revenue. Analysts have a consensus "Hold" rating with an average price target of $102.17, suggesting potential …

3 Small-Cap Stocks We Find Risky

3 Small-Cap Stocks We Find Risky Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive …

EOG|EOG Resources Inc|Price:143.140|

Uranium Royalty (UROY) Stock Looks Pricey On The Sweetwater Deal

Uranium Royalty (UROY) stock has seen a significant 100.5% return over the past three years, but current valuation checks suggest it is expensive, particularly with a P/E ratio of 38.7x compared to the industry average of 18.5x. Despite recent corporate moves like the Sweetwater …

MTDR Maintained by Wells Fargo -- Price Target Raised to $79.00

Wells Fargo has maintained an "Equal-Weight" rating for Matador Resources (MTDR) while increasing its price target from $63.00 to $79.00, signaling a more positive valuation outlook for the company. Despite the positive adjustment, Wells Fargo does not believe the stock is significantly undervalued compared …

Wells Fargo & Company Raises Matador Resources (NYSE:MTDR) Price Target to $79.00

Wells Fargo & Company has increased its price target for Matador Resources (NYSE:MTDR) from $63.00 to $79.00, maintaining an "equal weight" rating and suggesting a potential upside of 50.62%. This adjustment follows Matador's recent quarterly results, which surpassed analyst expectations with an EPS of …

Should Suncor Energy (TSX:SU) Investors Expect A New Direction Under Peter Zebedee?

Suncor Energy (TSX:SU) has announced significant executive leadership changes, including the future appointment of Peter Zebedee as CEO and President, alongside a broader refresh of its executive team. This transition is framed as a strategic shift in corporate direction and operational focus, though the …

ETFs Investing in Suncor Energy Inc. Stocks

This article provides a comprehensive list of Exchange Traded Funds (ETFs) that hold Suncor Energy Inc. (SU) stocks, sorted by market value. It details various ETFs, including their issuer, management style, focus, expense ratio, assets under management (AUM), and historical performance metrics. The information …

Folketrygdfondet reports 4.5% Frontline plc (FRO) holding in amended 13G

Folketrygdfondet has filed an amended 13G stating a 4.5% beneficial ownership in Frontline plc (FRO), totaling 10,082,471 common shares. This ownership includes sole voting and sole dispositive power over all reported shares, based on 222,622,889 shares outstanding as of March 31, 2026. The filing …

Borr Drilling (NYSE: BORR) swings to $241M Q2 loss after major refinancing

Borr Drilling (NYSE: BORR) reported a significant Q2 2026 net loss of $241.4 million, a sharp increase from $29.0 million in Q1 2026, despite revenues of $232.3 million. This loss followed a major refinancing effort where the company issued $2.035 billion in new senior …

Is Delek Logistics Partners (DKL) Stock Outpacing Its Oils-Energy Peers This Year?

For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. Delek Logistics Partners, L.P. (DKL) is a stock that can certainly grab the attention of many investors, but do its recent …

Golar LNG signs $2.5bn agreement for fourth floating LNG vessel

Golar LNG has signed an engineering, procurement and construction (EPC) agreement with Yantai CIMC Raffles Offshore for its fourth floating liquefaction natural gas (FLNG) production vessel, at a total budget of around $2.45bn. Delivery of the vessel to its intended site is anticipated by …