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SECTOR COVERAGE

Energy Stock News

40 STORIES · UPDATED JUL 25

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.

Top StorySLB

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 disruptions. The surge arrives weeks after CEO Olivier Le Peuch and EVP Steve Matthew Gassen sold approximately $5.94 million in shares at prices above where the stock currently trades.

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: Insiders Dumped $22M Before 15% Crash

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.…

ENPHAnalysis

Enphase CEO Buys $337K in Stock Above Analyst Target

Enphase Energy CEO Badrinarayanan Kothandaraman purchased 5,000 shares on the open market at $67–68, roughly 55% above the analyst consensus target of…

CRGYAnalysis

Crescent Energy 10% Owner Dumps $402M in CRGY Shares

Liberty Mutual Foundation, a 10% owner of Crescent Energy, sold 32.6 million shares for $402 million on May 7, two weeks before the company disclosed …

RIOTAnalysis

Riot Platforms CEO Sells $4.4M as Stock Hits 52-Week High

Riot Platforms shares climbed to a 52-week high above $25.93 on a reported nuclear-powered AI data center deal with Terrestrial Energy, while CEO Jaso…

BTEAnalysis

Baytex New CEO Doubles Growth Outlook Amid Q1 Net Loss

Baytex Energy reported a Q1 2026 net loss of $48.4 million and a 47.5% revenue decline while an incoming CEO nearly doubled the company's three-year g…

BTEAnalysis-47.5%

Baytex Q1 Revenue Sinks 47.5%, Net Loss $48.4M

Baytex Energy posted a $48.4M net loss and 47.5% revenue decline in Q1 2026, yet still beat revenue estimates and held its quarterly dividend. Trailin…

BTEAnalysis

Baytex Energy Posts Q1 Loss as New CEO Takes Helm

Baytex Energy Corp. reported a Q1 2026 net loss of $48.4 million and a 47.5% revenue decline while incoming leadership simultaneously announced a near…

EOSEBrief+15%

Eos Energy Enterprises Stock Jumps 15% on AI Data Center Battery Deal

Eos Energy Enterprises shares surged 15.3% after announcing a battery storage supply deal with an AI data center customer, validating its zinc-based t…

FLNCAnalysis

Fluence Energy Surges on $5.6B Record Backlog

Fluence Energy shares surged 20% to 27% overnight after the company reported a record $5.6 billion backlog and roughly doubled quarterly orders to $2 …

UUUUAnalysis+17%

Energy Fuels Surges 17% on Rare Earth Supply Chain Deal

Energy Fuels Inc. shares surged roughly 17% after announcing a rare earth magnet supply chain partnership with Vulcan Elements, followed by a second p…

PLUGBrief

Plug Power Stock Rips 40% on Bloom Energy Halo, Not Its Own Numbers

Plug Power rallied roughly 40% on a sector-wide fuel cell rerating sparked by Bloom Energy's earnings beat, but the move is sympathy, not fundamentals…

LEUBrief+7.3%

Centrus Energy Jumps 7.3% on $900M DOE Enrichment Award Ahead of Q1

Centrus Energy (LEU) shares climbed 7.3% after winning a $900mn Department of Energy HALEU enrichment contract that exceeds the company's entire trail…

UECBrief

Uranium Energy Corp Pops 9.7% on Burke Hollow Approval, First New U.S. ISR Project in Years

Uranium Energy Corp shares rose 9.7% after Burke Hollow became the first new U.S. ISR uranium project to launch in years, with Vanguard disclosing a 5…

ENPHAnalysis

Enphase Slides As Tax Credit Expiry Hits Q1 Demand

Enphase Energy's Q1 2026 print on April 28 sent shares lower in after-hours trading as the expiry of a federal tax credit gutted U.S. residential sola…

ENPHBrief

Enphase Energy Beats EPS But U.S. Solar Demand Cracks After Tax Credit Expires

Enphase Energy beat Q1 2026 EPS estimates but revenue and adjusted earnings declined YoY as U.S. solar demand softened after the federal tax credit la…

EOSEBrief+25%

Eos Energy Enterprises Surges 25% on AI Data Center Deal, but Loses Money on Every Sale

Eos Energy surged 25% in a week after announcing a TURBINE-X partnership targeting AI data center power, but the company trades at a negative forward …

FRMIAnalysis

Fermi CEO Ousted, Sale Rejected Amid $68M Selloff

Fermi Inc. fired co-founder and CEO Toby Neugebauer, then publicly rejected his push to sell the pre-revenue AI-energy company developing a 17-gigawat…

PTENBrief+8%

Patterson-UTI Energy Jumps 8% on Analyst Upgrades, But Forward Earnings Are Negative

Patterson-UTI Energy surged 8% on a wave of analyst upgrades ahead of Q1 2025 earnings, but a negative forward P/E ratio suggests the Street expects l…

EOSEBrief+19.7%

Eos Energy Jumps 19.7% on AI Data Center Deal, But a Lawsuit Lingers

Eos Energy Enterprises surged 19.7% on preliminary Q1 2026 results and a TURBINE-X AI data center partnership, even as a securities class action tied …

EOSEBrief+433%

Eos Energy Enterprises Revenue Jumps 433% as Battery Shipments Hit Record

Eos Energy Enterprises reported preliminary Q1 revenue up 433% year-over-year with record zinc battery shipments, sending shares up more than 20%, tho…

BTEAnalysis

Baytex Energy Rallied 80% But It's Burning $759 Million in Cash a Year

Baytex Energy's stock has rallied 80% on its transformation into a pure-play Canadian operator, but the company is generating negative $759 million in…

RIGAnalysis

Transocean Is Buying 40 More Oil Rigs While 3 of Its Own Sit Empty

Transocean is absorbing Valaris's 40+ rigs through a $5.8 billion all-stock merger while simultaneously guiding for idle time on three of its own dril…

KALUBrief

Kaiser Aluminum Stock Outruns New $127 Price Target as Aluminum Sector Surges

An analyst raised Kaiser Aluminum's price target to $127, but the stock already trades near $132 as a tariff-driven "aluminum is the new oil" narrativ…

CENXAnalysis

Century Aluminum Makes Less Than 10 Cents on Every Dollar of Revenue: and Energy Costs Are Rising

CENX has missed EPS estimates four consecutive quarters by an average 21%, yet trades at 6.4x forward P/E on an Iran-driven aluminum rally. The same c…

HCCAnalysis

Warrior Met Coal Earnings Silence Exposes 7-Month Communication Blackout

Warrior Met Coal has maintained radio silence on earnings and investor communications for seven months, contradicting standard public company disclosu…

BTUBrief

BTU Closes Oversubscribed Financing Round as Energy Sector Rallies

BTU successfully closed an oversubscribed financing round, demonstrating strong investor demand amid broader energy sector gains.

SMAnalysis

SM Energy's $1 Billion Post-Merger Debt Reveals Integration Risk Street Missed

SM Energy extended its cash tender offer while simultaneously issuing $1 billion in senior notes after the Civitas merger, indicating integration is m…

TALOAnalysis

Talos Energy TALO Trading Without Basic Financial Disclosure Since Q2

Talos Energy has operated without standard quarterly earnings calls or detailed financial disclosures for multiple quarters, creating an information v…

SMBrief

SM Energy Completes Post-Merger Note Refinancing Transaction

SM Energy completed a post-merger note refinancing transaction following a recent acquisition, signaling improved financial flexibility in a strengthe…

TSLABrief

Tesla Secures $4.3bn Battery Deal with LG Energy in Supply Chain Push

Tesla secured a $4.3 billion battery supply agreement with LG Energy Solution while expanding its energy storage business into India and purchasing $2…

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