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SECTOR COVERAGE

Energy Stock News

50 STORIES · UPDATED 3H AGO

Energy is a cash-flow and capital-discipline story before it's a commodity call. We cover the majors, producers, and the transition names on the metrics that survive the cycle — free cash flow, breakevens, and the return of capital to shareholders.

By Basis Report Editorial DeskReviewed by Basis Report Methodology TeamMethodology
Top StoryRIG

Transocean Wins ONGC Contract, Stock Jumps 4.5% on Backlog Growth

Transocean secured a new drilling contract with India's ONGC, lifting shares 4.5% and adding forward revenue visibility to a stock carrying 26.1% short interest and a growing 2027 workload.

EXEAnalysis

Expand Energy's EPS Beats Clash With Shrinking Revenue

Expand Energy reported a fourth consecutive EPS beat, with Q2 2026 coming in 18.8% above consensus, despite revenue declining 10.6% year-over-year to …

ARAnalysis

Goldman Sees Upside in AR as Earnings Miss Pattern Holds

Goldman Sachs has forecast strong price appreciation for Antero Resources (NYSE: AR), with the analyst consensus target implying roughly 30% upside fr…

OKLOBrief

Oklo Inc. Raises $1 Billion, Diluting a Pre-Revenue Nuclear Bet

Oklo Inc. announced a $1 billion dilutive stock offering against just $1mn in trailing revenue and -$239mn in free cash flow, extending runway while p…

HALAnalysis

Halliburton BP Contract Win Meets $8.6M Insider Exit

News coverage on September 8, 2026 cited investor reaction to a reported Halliburton BP deepwater contract win — arriving as the stock trades at $37.0…

HALAnalysis

Halliburton C-Suite Sells $8.6M After Four-Beat Run

Halliburton's senior executives sold $8.59 million in shares within six weeks of Q2 2026 earnings, buying nothing in return, as the company's beat mar…

LEUAnalysis

Centrus Energy: 289% Earnings Beat, $127M Cash Problem

Centrus Energy posted back-to-back earnings beats of 289% and 119%, yet trailing free cash flow is negative $127 million. At 45.5x forward P/E and 29.…

LEUAnalysis

BlackRock Takes Centrus Stake as Shorts Hold 29% of Float

BlackRock has reported a new ownership position in Centrus Energy (LEU) at a moment when 29.2% of the float is held short and Jefferies has just initi…

LEUAnalysis

Centrus Energy's $288% Earnings Beat Met With Hold Rating

Centrus Energy Corp. posted +118.5% and +288.9% earnings beats in Q1 and Q2 2026, yet Jefferies initiated coverage at Hold with a $169 target, creatin…

OIIAnalysis

Oceaneering Insiders Sell $1.6M Into Earnings Rally

Oceaneering International beat Q2 EPS by 40.1% and grew TTM revenue to $2.87 billion, but five insiders sold a combined $1.56 million in the post-earn…

OKLOAnalysis+8%

Oklo Surges 8% While Insiders Sold $32M Higher

Oklo jumped roughly 8% on August 25 on US-Canada trade tension headlines, a macro catalyst with no connection to any company announcement. The co-foun…

AEISAnalysis

Advanced Energy COO Sells $7.8M as Stock Falls Below Exit

Advanced Energy Industries reported Q2 2026 revenue of $574M, up 30% year over year, beat non-GAAP EPS estimates by 24%, and raised full-year growth g…

SSLAnalysis

Sasol Flags Higher Earnings but R16.8bn in Impairments

Sasol's trading statement signals higher earnings for the recently completed financial year alongside R16.8bn in pre-tax impairments, a writedown that…

MGYAnalysis

Magnolia Directors Buy $323K Dip After WildFire Debt Shock

Two Magnolia Oil & Gas directors purchased $323,125 in open-market shares on August 7, two days after the WildFire financing filing sent the stock low…

FRMIBrief-7.5%

Fermi Inc. Drops 7.5% Despite Landing a 2.6 GW Power Deal

Fermi Inc. fell 7.5% after a new CEO appointment and wider losses arrived simultaneously with a 2.6 GW power deal, raising execution risk at a valuati…

RIOTBrief

Riot Platforms Stock Hits 4-Year High on Terrestrial Energy Deal

Riot Platforms announced a nuclear energy partnership with Terrestrial Energy, sending shares to a 4-year high as Bitcoin crossed $72,000, on bets tha…

MWHAnalysis

SOLV Energy: 37% EPS Beat, 10% Holder Plans New Sale

SOLV Energy beat consensus EPS by 37.4% last quarter, posting $0.33 against $0.24 estimates, but a 10% shareholder has announced another block sale, a…

CRKAnalysis+16%

Comstock Q2: Output Rises 16% as Gas Prices Cut Profit

Comstock Resources grew production 16% sequentially in Q2 2026 while natural gas at $2.89 per MMBtu left $390 million in development spending generati…

BTUAnalysis

Peabody Faces Fraud Suit as New Investor Takes 7% Stake

Peabody Energy faces securities fraud class action suits alleging misrepresentations caused a 10% share price decline, with shares now at $26.85, belo…

MGYAnalysis

Magnolia Oil Posts Blowout Beat, But WildFire Deal Divides

Magnolia Oil & Gas Corporation reported Q2 EPS of $0.99, beating the $0.941 consensus by 5.3% and extending its winning streak to four straight beats,…

VISTAnalysis

Vista Energy Buybacks Clash With Three Straight Misses

Vista Energy repurchased 100,000 Series A shares across two tranches under a shareholder-approved program while posting three consecutive EPS misses o…

LBRTAnalysis

Liberty Energy Q2 Beat Cannot Bridge a $302M FCF Gap

Liberty Energy reported Q2 2026 EPS of $0.09 against a $0.08 consensus, its fourth consecutive beat, while trailing free cash flow stands at negative …

SEIAnalysis

Solaris Energy: Four Beats, 26% Float Sold Short

Solaris Energy Infrastructure has posted four consecutive earnings beats ranging 26% to 69% above consensus while carrying negative $807 million in tr…

SWKAnalysis

Stanley Black & Decker Beats on Tariffs, 2027 Hike Ahead

Stanley Black & Decker beat Q2 adjusted EPS by $0.37 and raised full-year guidance to $5.20 to $5.80, but management confirmed the entire beat decompo…

EXEAnalysis-10.6%

Expand Energy Insiders Buy as Revenue Falls 10.6%

Expand Energy's interim CEO and CFO bought a combined 4,000 shares worth $368,000 in June 2026, weeks before Q2 results showed trailing revenue down 1…

LBRTAnalysis

Liberty Energy CFO Sells While Director Buys at $18

Liberty Energy CFO Michael Stock made six open-market sales from May through August, realizing $1.55 million as the stock fell 37%, while director Arj…

GGBAnalysis

Gerdau Posts Best EBITDA Since 2023, CEO Buys $781K

Gerdau posted its strongest adjusted EBITDA since Q3 2023 at BRL 3.4B in Q2 2026, with adjusted net income rising 45% sequentially, as North American …

PLUGBrief+6%

Plug Power Stock Jumps 6% Pre-Earnings as 27% of Float Sits Short

Plug Power jumped 6% Monday ahead of an imminent earnings report, but with 26.7% of float sold short and $407mn in negative free cash flow, the move l…

SMRAnalysis

NuScale COO Cashes Out on Q2 Day, TVA Deal Looms

NuScale Power reported Q2 2026 revenue of $0.1 million, down 98.8% year-over-year, as CEO John Hopkins cited NRC approvals and a potential 6-8 gigawat…

BTEAnalysis

Baytex Q2 Beats After Three Misses, Lifts 2026 Guidance

Baytex Energy posted Q2 2026 EPS of $0.234 against an $0.08 consensus estimate, its first beat in four quarters, while raising full-year production gu…

MURAnalysis

Murphy Oil Q2 Beat Triggers 6.1% Selloff

Murphy Oil Corporation posted $232 million in Q2 2026 net income, beating consensus on both earnings and revenue lines. Shares fell 6.1% on earnings d…

VGAnalysis

Venture Global: Insiders Sold $79M as Shares Broke Out

Venture Global posted a 60.2% earnings beat on $15.47B in revenue while five officers sold a combined $79.18M in shares over the same three-month wind…

WTTRAnalysis

Select Water Hits 52-Week High After Insider $65M Exit

Select Water Solutions surged 19% to a 52-week high of $22.26 after Q2 EPS of $0.169 beat the $0.062 consensus by 177.2%, the largest positive surpris…

SMRAnalysis

NuScale Rallies on Earnings Miss as CFO Cashed Out Higher

NuScale Power shares climbed 5.4% on August 5, 2026, on a Q2 earnings miss extending the streak to four consecutive quarters below consensus, with tra…

HALAnalysis

Halliburton Beats Four Quarters, Insiders Sell $9 Million

Halliburton posted its fourth consecutive EPS beat in Q2 2026, yet the stock fell after the July 21 report and now trades at $32.19, a 35% discount to…

DNNAnalysis

Denison Mines Starts Phoenix Build, $730M Debt Unanswered

Denison Mines began full-scale construction at its Phoenix uranium deposit in Saskatchewan's Athabasca Basin on July 28, a milestone the development s…

RIGAnalysis

Transocean Hits 52-Week High, $5B Debt Casts Doubt

Transocean shares reached a 52-week high on August 3, 2026, supported by $4.14 billion in trailing revenue up 19.3% and free cash flow of $1.089 billi…

NRGAnalysis

NRG Energy Misses Q2, Signs 1.2 GW AI Power Deal

NRG Energy hit a 52-week low on August 4 after missing Q2 2026 earnings estimates, with rising interest costs cited as the primary drag, on the same d…

PLUGAnalysis

Plug Power Climbs as UK Hydrogen Project Clears Hurdle

Plug Power has gained in consecutive sessions after a UK hydrogen project cleared a major hurdle and Microsoft and Bloom Energy earnings spotlighted A…

SLBAnalysis

SLB Surges on Q2 Beat Despite Middle East Headwinds

SLB reported a Q2 2026 earnings and revenue beat that sent shares up 10.4%, with coverage citing resilient activity outside Middle East war disruption…

FRMIAnalysis

Fermi Rejects Full Sale as Shares Swing on New Deal

Fermi Inc. shares surged 18% following a dilutive financing deal and a Project Matador milestone, even as the board rejected a former CEO's push for a…

BEAnalysis

BE: $22M Insider Sales Before Short Attack

Bloom Energy shares dropped 14.9% on July 25 following a short-seller report that retail investors attempted to dismiss as manipulation. Company insid…

OKLOAnalysis

Oklo Rises on Nuclear Initiative as Insiders Sold $55M

Oklo shares jumped Tuesday on reports of a federal nuclear reactor initiative, but no SEC filing confirms the deal's scope or parties. The more concre…

NXEAnalysis

NexGen Wins Federal Approval for Rook I, Names New CFO

NexGen Energy secured final federal approval for its Rook I uranium project, sending shares up 5.9%, while appointing a new CFO with large-scale minin…

CIGAnalysis

Cemig Q1 Profit Hits R$979M as Solar Assets Expand

Cemig's Q1 net profit of R$979 million arrived alongside a solar distributed-generation acquisition, extending the utility's clean-energy buildout. Wi…

UUUUAnalysis

UUUU: Rare Earth Milestone, Stock Still Falling

Energy Fuels announced a rare earth production breakthrough and says it is on pace to meet full-year 2026 production guidance in six months, yet share…

FLNCAnalysis+6.2%

Fluence Energy Jumps 6.2% After DNV 99% Uptime Report

Fluence Energy shares surged 6.2% after DNV certified its grid-scale batteries operate 99% of the time, a third-party reliability stamp that arrived w…

EOSEAnalysis

Eos Energy Shareholders Approve Frontier Power Share Raise

Eos Energy shareholders voted June 3 to expand authorized shares for Frontier Power USA financing, clearing the company's most immediate capital hurdl…

PTENAnalysis

PTEN Expands Equity Plan and Refinances With 2036 Notes

Patterson-UTI Energy's CEO, COO, and a board director sold a combined $9.43 million in stock over five weeks with zero open-market purchases, even as …

UECAnalysis+11%

Uranium Energy Stock Jumps 11% Ahead of Q3 Earnings

Uranium Energy Corp. jumped 11% Tuesday as AI power demand and U.S. domestic uranium policy returned the sector to investor attention, extending a 13.…

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