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CRCRK

Comstock Resources, Inc.

$CRK·$4.1B·Oil & Gas Exploration & Production·Energy
$14.00+3.7%YTD-41.2%1Y-21.0%
Price updated 2d ago·X counts updated 7d ago
CRCRK
$CRKComstock Resources, Inc.
$14.00+3.70%17 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CRK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

17X posts · last 7 days
Sep 30Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data15 posts analyzed · as of 2026-09-08

Comstock Resources appears in energy-sector Early-Morning-Movers Bullish scans as WTI crossed $90, with 12% weekly-round-trip profit posts and re-entries the same day. Multiple traders returning after selling despite themselves.

Read what X is saying about $CRK

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CRK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Haynesville nat-gas producer with Q2 revenue -25% YoY and the $1.65B SOCAR 20% non-op working-interest framework signed Sep 1.

Comstock Resources explores and produces natural gas and oil in the US with a Haynesville-focused asset base, so earnings are a direct read on realized gas pricing — with the SOCAR partnership adding strategic financing optionality.

  • Q2 FY26 revenue $351.7M, -25.2% YoY with 6.0% operating margin; Q1 FY26 revenue $585.5M, +14.2% with 30% operating margin — Q2 margin compressed hard on realized gas price
  • TTM: 8.8x earnings, 2.4x sales, 21% ROE, 24% gross margin, 19% operating margin, FCF yield -16%, debt-to-equity 1.23 — levered E&P with cycle exposure
  • 2026 estimates: $1.90B revenue, $0.36 EPS; 2027 $1.85B, $0.54 EPS
  • YTD -44%, trailing-12m -40% at $12.84 against a $3.85B market cap
  • Sep 1: letter of intent plus framework agreement with SOCAR for ~$1.65B to acquire a 20% non-operated working interest in Haynesville asset package; separate $450M Jones JV announced
  • 2026 FCF yield -16% implies capex running ahead of operating cash flow

The operating line is in cyclical compression (Q2 -25% YoY) but the SOCAR and Jones deals bring $2B+ in strategic financing against ongoing Haynesville development. The thesis is whether gas pricing recovers alongside the deal close or the FCF profile stays negative into FY27.

Agrees with X sentimentX frames CRK in energy-sector momentum scans as WTI crossed $90, with 12% weekly-round-trip profit posts and re-entries. The attention is tactical rather than fundamental, consistent with the catalyst-play framing — the SOCAR deal and gas-price cycle are the swing factors.

What to watch: Nov 2 Q3 earnings and SOCAR definitive-agreement conversion — whether realized gas pricing stabilizes above the Q2 level and whether the $1.65B strategic deal closes on committed terms.

On the calendar: 2026-11-02 Q3 earnings

Read the AI verdict on $CRK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Independent natural gas E&P focused on the Haynesville Shale in east Texas and Louisiana, one of the lowest-cost dry-gas basins in the US.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $CRK.

Oil & Gas Exploration & Production · Energy

No material change from last week — Oil retreats as Macron calls G7 to release strategic reserves, trimming the geopolitical premium added by Houthi Red Sea seizure.

What this means for $CRK

Neutral — Independent natural gas E&P focused on the Haynesville Shale in east Texas and Louisiana, one of the lowest-cost dry-gas basins in the US.

Industry benchmark

27-name peer basket
+53.5%YTD
+54.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-16.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
20.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.03$0.02+62.0%
Q1 2026May 5, 2026$0.15$0.23-34.8%
Q4 2025Feb 11, 2026$0.16$0.11+45.5%
Q3 2025Nov 3, 2025$0.09$0.04+125.0%
Next earningsWed, Nov 4·consensus EPS $0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$351.7M-25.2%12.1%6.0%$0.03$-261.7M
Q1 FY26$585.5M+14.2%34.3%29.6%$0.38$-143.8M
Q4 FY25$495.4M+35.2%26.2%23.1%$0.97$-141.2M
Q3 FY25$449.9M+47.7%15.7%11.7%$0.38$-188.4M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.7B – $2.1B$0.31$0.12 – $0.465
FY27$1.8B$1.6B – $2.0B$0.42-$0.76 – $1.075
FY28$2.0B$1.7B – $2.3B$0.94$0.58 – $1.556
FY29$2.0B$1.8B – $2.3B$1.16$1.02 – $1.364
FY30$2.2B$2.0B – $2.5B$1.09$0.96 – $1.273

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.9%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-18.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 78.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.105-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 12 other (9 inkinds · 3 awards) in window

See when $CRK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 18-K — Item 7.01: Press release / Reg FD
AI summary

Comstock Resources (CRK) announced two major transactions on September 1, 2026: (1) a letter of intent with SOCAR (State Oil Company of Azerbaijan) for SOCAR to acquire a non-operated 20% working interest in Comstock's Legacy Haynesville assets, 15% (reducing to 7.5% after five years and a 15% ROI) in Western Haynesville, and 15% of Comstock's 73% stake in Pinnacle Gas Services, for $1.65 billion in cash, effective July 1, 2026; and (2) a drilling venture with majority stockholder Jerry Jones, under which the Jones family partnership will fund 85% of 18 Western Haynesville wells and 80% of 9 Legacy Haynesville wells (~$450M) over the next 12 months, with 50% of well interests reverting to Comstock after a 15% ROI. Transformative: together these deals bring ~$2.1B in capital into Comstock's Haynesville shale program while preserving upside through interest reversion provisions.

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Comparing WhiteHawk Income (WHK) & Its Competitorsdefenseworld.net·5d agoContrasting Phillips 66 (NYSE:PSX) & WhiteHawk Income (NYSE:WHK)defenseworld.net·6d agoCritical Survey: WhiteHawk Income (WHK) vs. Its Rivalsdefenseworld.net·10d agoCOMSTOCK RESOURCES, INC. ANNOUNCES THIRD QUARTER 2026 EARNINGS DATE AND CONFERENCE CALL INFORMATIONglobenewswire.com·13d agoCRK Advances $1.65B SOCAR Partnership by Signing Framework Agreementzacks.com·19d ago

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Voices on X · last 7 days

No standout posts about $CRK on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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