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TickerTalks›$FRVO
FRFRVO

Fervo Energy Company

$FRVO·$7.4B·Renewable Utilities·Utilities
$15.25+3.3%1Y-45.3%
Mentions · last 7 days
2026-08-21: 4 posts2026-08-22: 1 posts2026-08-23: 1 posts29-10%
Price updated 5m ago·X counts updated 8d ago
FRFRVO
$FRVOFervo Energy Company
$15.25+3.27%29 posts-10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FRVO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-08-30

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

Fervo Energy -46% TTM, IPO'd May, -35% below 50-day — SBS Law + Johnson Fistel fraud investigations, Bill Gates backing.

Fervo Energy Company is a $7.4B enhanced-geothermal-systems developer (recent Nasdaq IPO). Broken tape post-IPO with fresh multiple fraud investigations.

How it reads:

  • Fundamentals are pre-formal: no complete quarterly financials or valuation multiples in the bundle — IPO reporting still forming.
  • Position is very weak: no full 52w data, 34.7% below 50-day, no 200-day fully established — the post-IPO tape is broken.
  • Aug 12 Q2 2026 financial and operating results 8-K — the specific report is out but the fundamentals aren't in the bundle.
  • The specific catalysts: FRVO -57% since May IPO ($27 → mid-$15s) at all-time lows, plus SBS Law + Johnson Fistel fraud investigations both announced Aug 12 — twin catalysts driving the breakdown.
  • The bull framing: only pure-play geothermal energy company, average analyst PT $42.82 (+176%) with Bill Gates backing, $1.2M near-Jan '27 $20 call order (unclear direction — hit at mid).
  • Insider signal is silent: zero transactions in 90-day window — no defense, no fade.
  • No next-earnings date visible on the calendar.

Next quarterly disclosure (date TBD) — a specific project-timeline plus reiterated FY27 commissioning defends a floor; another fraud-investigation escalation or a project-delay drops to $10 support and the setup is fully broken.

Agrees with X sentimentAgree with the mixed take — bullish anchors ($1.2M near-Jan '27 $20 call order with direction unclear at mid, only pure-play geothermal energy company, average analyst PT $42.82 for +176%, Bill Gates backing) and bearish (FRVO -57% since May IPO $27→mid-$15s at all-time lows, stopped-out contributors waiting for better climate) both map to real signals; the honest add is the Aug 12 SBS Law + Johnson Fistel fraud investigations are the load-bearing risk driving the breakdown.

What to watch: Next quarterly disclosure — a specific project-timeline plus reiterated FY27 commissioning defends a floor; another fraud-investigation escalation or a project-delay drops to $10 support.

fundamentals incomplete52w missingvs 200d missingnext earnings missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment5 posts analyzed · as of 2026-08-30

The Fervo conversation is a broken-IPO-with-optionality readout. Posters note FRVO sits at all-time lows, down 57% since its May IPO opening, with an average price target of $42.82 implying 176% upside and a massive near-$1.2M order for January $20 calls hitting the tape. Bulls call it the only pure-play geothermal energy company priced as if it will never earn a return. One trader stopped out and plans to revisit in a better climate.

Read the AI verdict + X sentiment for $FRVO

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Develops geothermal power plants using horizontal drilling and fiber optic sensing technology, targeting 24/7 carbon-free baseload electricity.

Industry overviewAI analysisGenerated by AI from underlying data

Where Renewable Utilities sits in its cycle right now — and what that implies for $FRVO.

Renewable Utilities · Utilities

AI data center power demand — hyperscalers signing long-term renewable PPAs — is the new structural demand driver layering on top of grid decarbonization mandates. Permitting timelines and grid interconnection queues remain the constraint on supply-side scaling.

What this means for $FRVO

Partial — upstream oil & gas exposure ties to commodity price cycle; Fervo Energy Company, a geothermal energy developer, builds,.

Top industry ETF

$ICLNiShares Global Clean Energy ETF
+10.4%YTD
+20.4%1Y

Fundamentals & catalyst

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

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.38$-0.07-415.3%
Q1 2026Jun 22, 2026$-3.72$-0.05-6716.9%

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.4M$6.1M – $6.8M-$0.21-$0.40 – -$0.138
FY27$79.0M$69.1M – $82.4M-$0.26-$0.56 – -$0.186
FY28$233.2M$225.7M – $251.9M-$0.16-$0.20 – -$0.149
FY29$526.4M$504.2M – $552.5M$0.30$0.29 – $0.324
FY30$806.7M$772.7M – $846.7M$0.72$0.68 – $0.774

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.1.2×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.—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.-34.7%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 203.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.β1.545-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.

+ 1 other (1 conversion) in window

See when $FRVO 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
Free, forever. No credit card.

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 FDAug 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Fervo Energy Company (FRVO), a Houston-based enhanced geothermal systems developer listed on Nasdaq, filed an 8-K on August 12, 2026 reporting Q2 2026 financial and operating results for the quarter ended June 30, 2026. Alongside the earnings release (Exhibit 99.1), the company filed a Regulation FD disclosure directing investors to its website (fervoenergy.com) for ongoing material disclosures. As an emerging growth company operating geothermal power projects with data center and utility offtake partners, investors will focus on megawatt capacity additions and power purchase agreement progress. No specific financial figures appear in the filing excerpt.

8-KPress release / Reg FDJun 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

DE 001-43285 82-3168838 reported financial results for the period March 31, 2026 (the “earnings release”). Press release attached; detailed financials in the exhibit. DE 001-43285 82-3168838 furnished a Reg FD disclosure covering: of Operations and Financial Condition. On June 22, 2026, Fervo Energy Company (the “Company”) issued a press release announcing financial and operating results for the first quarter ended March 31, 2026 (the “earnings release”). A copy of the earnings release is furnished to the Securities and Exchange Commission (the “SEC”) as Exhibit 99.1 to this Current Report on Form 8-K. The information conta.

8-KOfficer or director changeJun 108-K — Item 5.02: Officer or director change
AI summary

Fervo Energy Company appointed Sarah Jewett as Chief Operating Officer, effective June 15, 2026. Jewett, 36, has been with Fervo since 2020 and most recently served as SVP Strategy; she previously held roles at Select Energy Services and Schlumberger. Her compensation includes a $400,000 base salary, a 55% target bonus, and 29,629 RSUs vesting over four years. This is a routine internal promotion — no external hire risk, no leadership vacuum.

8-KCharter amendmentMay 158-K — Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

Fervo Energy Company (FRVO) filed its amended and restated certificate of incorporation and bylaws effective May 12, 2026, in connection with the completion of its initial public offering of Class A Common Stock listed on Nasdaq under 'FRVO.' The amended charter establishes a dual-class structure (Class A: 1 vote/share; Class B: 40 votes/share), concentrating voting control with co-founders Tim Latimer and Jack Norbeck. This is a routine IPO closing filing establishing Fervo's permanent governance structure.

424B4Prospectus supplement (offering)May 14424B4
AI summary

Fervo Energy Company (FRVO) priced its IPO at $27.00/share for 70,000,000 shares of Class A Common Stock, raising $1.89 billion in gross proceeds, to be listed on Nasdaq as 'FRVO.' Co-founders CEO Tim Latimer and CTO Jack Norbeck hold all Class B shares (40 votes/share each), giving them approximately 53% voting control post-IPO despite only ~2.75% combined economic ownership. At $1.89B, this is one of the largest clean energy IPOs in recent years — a transformative public market debut for next-generation enhanced geothermal energy, with proceeds funding commercial-scale geothermal development.

3New insider — initial holdingsMay 123
AI summary

Devon Energy Corp/DE (10%+ owner, FRVO) filed Form 3 effective May 12, 2026, disclosing approximately 49.7 million Class A Common Stock shares held through its wholly-owned subsidiary Devon Technology Ventures Holdings, L.L.C. (converted from Series D-1: 35.5M, D-2: 4.8M, D-3: 3.2M, and Series E-1: 6.1M preferred shares at IPO). Devon is a major strategic energy-sector investor in Fervo and among its largest shareholders at IPO; its stake reflects a bet on geothermal energy complementing Devon's own portfolio.

3New insider — initial holdingsMay 123
AI summary

TIF Partners, LLC (managed by Capricorn Investment Group) and related fund entities filed Form 3 as a 10%+ owner of Fervo Energy Co. (FRVO) effective May 12, 2026, holding large Class A positions from Series B through D-3 preferred rounds through Technology Impact Fund and Technology Impact Growth Fund II, L.P. Capricorn is a prominent climate-tech investor and major strategic backer of Fervo. Routine post-IPO disclosure; no new shares acquired in connection with this filing.

3New insider — initial holdingsMay 123
AI summary

Christian Gradl (SVP, GeoBlock Factory, FRVO) filed Form 3 effective May 12, 2026, holding 20,143 Class A Common Stock shares directly and stock options for approximately 1.05 million Class A shares with exercise prices from $0.24 to $5.91. Routine post-IPO officer disclosure.

+ 28 other (13 3s · 3 13Gs · 3 S-1/As · 2 10-Qs) in window

Recent news

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

FRVO Investors Have Opportunity to Join Fervo Energy Company Fraud Investigation with SBS Lawgurufocus.com·4d agoFRVO Investors Have Opportunity to Join Fervo Energy Company Fraud Investigation with SBS Lawbusinesswire.com·4d agoWhy Shares of Fervo Energy Are Crashing This Weekfool.com·17d agoFervo Energy (FRVO) Investor Alert: Johnson Fistel Begins Investigation Following Recent Company Disclosuresglobenewswire.com·19d agoFervo Energy Company (FRVO) Q2 2026 Earnings Call Transcriptseekingalpha.com·19d 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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