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DVDVN

Devon Energy Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 73% YoY at strong marginsRecent insider buyingConsistent chatter on X (170/wk), no spike
$DVN·$52B·Oil & Gas Exploration & Production·Energy
$46.31-0.9%YTD+27.4%1Y+31.6%
Price updated 4m ago·X counts updated 2d ago
DVDVN
$DVNDevon Energy Corporation
$46.31-0.90%170 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $DVN 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.

170X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DVN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 68% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Devon Energy is being picked up by the Claude AI portfolio at $49.16 with a 5% weight, framed as 'priced as if oil settles at $72 forever' and being initiated Buy at $65 elsewhere. Massive $50 Nov 20 call flow on the tape too; nobody in the small sample is bearish.

Read what X is saying about $DVN

  • 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 $DVN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Devon up 27% YTD at 10x earnings after the Coterra merger closed — Toms Capital is pushing management to consider a sale.

Devon Energy is a US Permian and Eagle Ford E&P now materially larger post the Coterra merger. The stock is coiled just below the 50-day with an activist pushing for a strategic alternative.

  • The merger transformed the P&L: revenue $7.42B in Q2 up 73% year-on-year with 35% operating margin and $2.04 EPS — the Coterra integration is now the base for future prints, and the combined-company scale materially reset the earnings power.
  • The valuation stays undemanding: PE 10.2, FCF yield 5.6%, EV/EBITDA 4.6 — this is unusually cheap for a business generating this cash flow, and the Toms Capital activist push to 'consider a sale' at $65 target provides an explicit upside catalyst.
  • The BP-Devon Eagle Ford chatter adds M&A optionality: BP walked from a $4.5B bet but is reportedly back at the table on other Devon assets — combined with Toms Capital pressure, the strategic-alternatives narrative has a real audience.

The 11-4 print is where either strong post-merger free cash flow plus updated 2027 production guide extends the leg toward Toms Capital's target or a merger-integration hiccup resets. Watch capex/production per share, hedging book, and any explicit strategic-review commentary.

Agrees with X sentimentX's read (Claude AI portfolio position at $49.16, 'priced as if oil settles at $72 forever', Buy at $65, massive $50 Nov call flow) captures the value-plus-catalyst setup. The absence of bearish engagement is the honest observation; a name at 10x earnings with activist pressure isn't drawing many shorts.

What to watch: 11-4 earnings — post-merger free cash flow, 2027 production per share, hedging book, and any strategic-review commentary. A beat plus explicit strategic-alternatives disclosure extends the leg; another quiet integration quarter keeps the coil.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $DVN

  • 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.

US independent oil and gas producer focused on the Permian Basin and other onshore unconventional plays with ~5,100 gross wells.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $DVN

Neutral — US independent oil and gas producer focused on the Permian Basin and other onshore unconventional plays with ~5,100 gross wells.

Industry benchmark

27-name peer basket
+41.7%YTD
+28.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
10.2How 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
5.6%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
23.9%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
5.6%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
1.5Same 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
14.9%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
34.0%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
0.3Total 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 2026Aug 4, 2026$1.57$1.40+12.1%
Q1 2026May 5, 2026$1.04$1.06-1.9%
Q4 2025Feb 17, 2026$0.82$0.81+1.6%
Q3 2025Nov 5, 2025$1.04$0.93+11.8%
Next earningsWed, Nov 4·consensus EPS $1.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$7.4B+73.1%56.0%34.5%$2.04$-373.0M
Q1 FY26$3.8B-14.5%12.1%8.2%$0.19$626.0M
Q4 FY25$4.1B-6.4%23.8%20.4%$0.91$601.0M
Q3 FY25$4.3B+7.6%25.5%22.7%$1.09$820.0M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$24.9B$23.1B – $26.2B$5.15$4.60 – $5.616
FY27$25.0B$19.1B – $28.0B$5.03$3.37 – $5.916
FY28$25.2B$21.6B – $28.6B$5.61$3.22 – $6.724
FY29$24.6B$20.6B – $27.2B$4.94$3.90 – $5.642
FY30$24.8B$20.8B – $27.5B$5.24$4.15 – $5.992

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.0.8×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.72%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.-0.0%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.+5.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β0.435-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

BuySep 14Clay M GasparCEO3.9K sh$200KSellSep 14Lowe Robert Ferrall IiiEVP EXPLORATION & PRODUCTION6.8K sh$344KSellJun 10Andrea AlexanderSVP & CHIEF ADMIN OFFICER18.0K sh$841KSellMay 14Adam M VelaSVP & GENERAL COUNSEL24.3K sh$1.1MSellMay 11Jeffrey L RitenourEVP & CHIEF CORP DEV OFFICER70.0K sh$3.3M
+ 26 other (23 awards · 2 gifts · 1 inkind) in window

See when $DVN 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-KOfficer or director changeAug 278-K — Item 5.02: Officer or director change
AI summary

Devon Energy (DVN) disclosed a compensation adjustment for CEO Clay Gaspar following the May 7, 2026 closing of Devon's merger with Coterra Energy. Gaspar's base salary was raised to $1.5 million per year, retroactive to the merger closing date, reflecting his expanded responsibilities leading the combined enterprise. Additionally, Gaspar received a Restricted Stock Unit award of $2.7 million, structured to vest annually over three years, providing long-term retention incentives tied to the combined company's equity performance. These changes reflect standard post-merger executive compensation realignment.

3New insider — initial holdingsAug 253
AI summary

Devon Energy Corp/DE (DVN) filed a Form 3 initial beneficial ownership statement for Kevin William Smith, EVP and Chief Technology Officer, as of August 20, 2026, at Three Memorial City Plaza, 840 Gessner Road, Suite 1400, Houston TX. The filing establishes Smith's initial equity ownership baseline as a new Section 16 reporting executive officer. Routine initial officer filing for a major independent oil and gas producer.

3New insider — initial holdingsAug 253
AI summary

Devon Energy Corp/DE (DVN) filed a Form 3 initial beneficial ownership statement for Thomas Jeffrey Hellman, EVP Exploration & Production, as of August 20, 2026, at Devon's Houston headquarters. The filing establishes Hellman's initial equity ownership baseline as a new Section 16 reporting executive officer. This is a companion filing to the DVN 8-K (Item 5.02) and the concurrent Kevin Smith Form 3, indicating multiple new executive appointments at Devon Energy.

8-KOfficer or director changeAug 208-K — Item 5.02: Officer or director change
AI summary

Devon Energy Corporation (DVN, Houston TX), a major independent oil and gas exploration and production company, filed a current report on August 20, 2026 covering a change in executive officers or directors (Item 5.02). This filing accompanies the concurrent Form 3 filings for Kevin William Smith (EVP CTO) and Thomas Hellman (EVP E&P), indicating multiple new executive appointments. Multiple simultaneous senior leadership changes at a major E&P company are material for investors tracking management continuity.

8-KShareholder voteJun 308-K — Item 5.07: Shareholder vote
AI summary

Devon Energy (DVN) held its 2026 Annual Meeting of Stockholders on June 30, 2026, with approximately 998 million shares voted across three proposals against a record date of approximately 1.153 billion shares outstanding. All eleven board nominees were re-elected for one-year terms, with 'for' votes ranging from approximately 816 million (Kelt Kindick, the lowest) to 879 million (Clay M. Gaspar). The appointment of KPMG LLP as independent auditor for 2026 was ratified with approximately 947 million affirmative votes, and the advisory say-on-pay resolution was approved. Devon Energy is an independent oil and gas producer focused primarily on U.S. onshore basins including the Delaware and Williston Basins.

8-KMaterial agreementJun 258-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Devon Energy (DVN) completed settlement of its exchange offers for outstanding Coterra Energy Inc. notes on June 25, 2026, exchanging tendered Coterra notes for new Devon-issued notes plus cash, with the retired Coterra obligations canceled and not reissued. The exchange covered multiple Coterra note series including $585.9 million of 3.90% Senior Notes due 2027 tendered and accepted, with remaining balances disclosed by series in the filing. Devon acquired Coterra Energy (formerly Cabot Oil & Gas) through a prior merger, and this exchange simplifies the combined company's capital structure by consolidating public debt under a single issuer. Devon also entered into a Third Supplemental Indenture to govern the new Devon notes.

8-KPress release / Reg FDMay 218-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
3New insider — initial holdingsMay 123
+ 41 other (11 3s · 5 routine 8-Ks · 5 425s · 4 13Gs) in window

Recent news

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

Is Trending Stock Devon Energy Corporation (DVN) a Buy Now?zacks.com·1d agoBP Walked Away From a Potential $4.5 Billion Bet on Devon Energy's Eagle Ford Shale. Here's What It Means for BP and DVN Stock.fool.com·4d agoHere's Why Devon Energy (DVN) is a Strong Value Stockzacks.com·4d agoBP eyes Devon Energy asset amid renewed US M&A ambitions, sources sayreuters.com·5d agoWhy Toms Capital wants Devon Energy to consider a saleinvezz.com·6d ago

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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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