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TickerTalks›$FRO
FRFRO

Frontline Plc

Strong FundamentalsStrong FundamentalsRevenue growing 67% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (416/wk), no spike
$FRO·$12B·Marine Shipping·Industrials
$52.49-0.1%YTD+178.4%1Y+128.1%
Price updated 7h ago·X counts updated 5d ago
FRFRO
$FROFrontline Plc
$52.49-0.10%416 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $FRO 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.

416X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $FRO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-16

Frontline is drawing a tanker-cycle bull thesis with posters citing the 2002-2008 analog when the stock ran 25x and traded 2x NAV at the top. A Cosmo Frontline vessel just went on subs at ~$29.5M with strong TCE math, and the poster's tanker-basket call has $DHT +53%, $FRO +80%, and $NAT +79% since their tweet. The only off-topic voice is a rap-artist memecoin sub-thread that does not touch the shipping thesis.

Read what X is saying about $FRO

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

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Frontline is up 149% YTD on a tanker-cycle super-up — 8.6x P/E and 94% of the 52w range say the market is still catching up.

Frontline is one of the largest publicly-traded oil-tanker operators — VLCCs, Suezmaxes, and LR2 product tankers, benefiting from the tanker-rate cycle. The stock has +149% YTD as the 2002-2008 tanker-cycle analog started showing up in the P&L.

  • Growth is accelerating hard: Q1 2026 revenue of $714M at +67% YoY after +47% in Q4 — the tanker-rate cycle is converting directly to revenue, with 39% operating margins.
  • EPS beats are consistent: last four prints at +8%, +3%, -10%, -33% — the Q4 2025 miss was a timing issue, with the subsequent two prints showing operating leverage returning.
  • 8.6x trailing earnings is cheap for a cyclical in the up-cycle part: 2027 consensus EPS tracking elevated levels, and the Cosmo Frontline vessel sale at ~$29.5M with strong TCE math is the kind of asset-value signal that confirms the sector thesis.

A Nov 30 Q3 print with tanker-rate commentary holding plus 2027 fleet-utilization guide above 95% extends the move; a tanker-rate pullback below $40K/day or a demand shock and the stock gives back a chunk.

Agrees with X sentimentX correctly flags the 2002-2008 analog where tankers ran 25x and traded 2x NAV, the Cosmo Frontline $29.5M vessel sale with strong TCE math, and the $DHT +53% / $FRO +80% / $NAT +79% tanker-basket outperformance. The crowd is directionally bullish and the mechanics (67% revenue growth, 39% op margin) back it.

What to watch: Nov 30 Q3 earnings — tanker-rate realizations, fleet utilization above 95%, 2027 guide, and any new vessel-sale economics confirming the asset-value thesis. A tanker-rate pullback below $40K/day or a demand shock is the hard downside.

On the calendar: 2026-11-30 — Q3 2026 earnings

Read the AI verdict on $FRO

  • 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.

Operates one of the largest listed fleets of crude and product tankers transporting oil worldwide; pure-play spot tanker shipping.

Industry overviewAI analysisGenerated by AI from underlying data

Where Marine Shipping sits in its cycle right now — and what that implies for $FRO.

Marine Shipping · Industrials

No material change from last week — crude tanker rates remain elevated as Red Sea Houthi route disruptions structurally lengthen ton-miles.

What this means for $FRO

Partial — Operates one of the largest listed fleets of crude and product tankers transporting oil worldwide; pure-play spot tanker shipping.

Top industry ETF

$SEAU.S. Global Sea to Sky Cargo ETF
+40.7%YTD
+46.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
8.7How 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
15.9%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
38.9%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
7.6%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
3.5Same 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
36.0%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
41.5%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
0.9Total 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 28, 2026$2.96$2.74+8.0%
Q1 2026May 22, 2026$2.51$2.44+2.9%
Q4 2025Feb 27, 2026$1.03$1.15-10.4%
Q3 2025Nov 21, 2025$0.18$0.27-32.6%
Next earningsMon, Nov 30·consensus EPS $2.64

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$714.2M+66.9%55.4%51.8%$2.51$59.5M
Q4 FY25$624.5M+46.7%46.3%44.5%$1.02$276.5M
Q3 FY25$432.7M-11.8%24.3%22.2%$0.18$104.4M
Q2 FY25$480.1M-13.7%29.9%27.5%$0.35$151.6M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.6B$2.4B – $3.0B$10.33$9.05 – $12.315
FY27$2.0B$1.7B – $2.6B$5.36$3.60 – $8.737
FY28$1.4B$1.3B – $1.5B$3.21$2.58 – $3.855
FY29$2.4B$2.2B – $2.8B$4.03$3.53 – $4.802

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.82%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.+9.7%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.+39.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 120.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% 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.β0.055-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.

SEC filings

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

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 4 other (3 6-Ks · 1 13G) in window

Recent news

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

Frontline (NYSE:FRO) Sets New 52-Week High – Here’s Whydefenseworld.net·1d agoFrontline (NYSE:FRO) Shares Gap Up – What’s Next?defenseworld.net·5d agoFrontline Education and AI for Education Win Two Tech & Learning Best for Back to School Awardsglobenewswire.com·8d agoFrontline PLC (NYSE:FRO) Receives Average Recommendation of “Hold” from Brokeragesdefenseworld.net·17d agoIMUNON Makes the Frontline Case for Phase 3 IMNN-001 Study: 14.7-Month OS Signal, Historical IL-12 Safety Barriers Overcome, Enrolling Ahead of Planglobenewswire.com·23d ago

More in Marine Shipping

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Voices on X · top 5 · 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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