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TickerTalks›$FRVO
FRFRVO

Fervo Energy Company

$FRVO·$3.9B·Renewable Utilities·Utilities
$9.68-5.7%1Y-64.1%
Price updated 6h ago·X counts updated 5d ago
FRFRVO
$FRVOFervo Energy Company
$9.68-5.65%106 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $FRVO 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.

106X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $FRVO'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 data5 posts analyzed · as of 2026-09-15

Fervo posters flag $800K + $340K whale $25C 3/2027 flow (31% OTM) suggesting a March-call setup with $22.50-25 targets, framing the alternative-power IPO as putting in a bottom. Tone is constructive on flow and structure.

Read what X is saying about $FRVO

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

Hinges on a big eventCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Fervo just signed a 15-year Google Energy PPA for 396 MW and declared commercial operation at Cape Station — the whole bet is next-gen geothermal landing.

Fervo Energy is a Houston-based enhanced geothermal systems developer — horizontal drilling plus hydraulic stimulation to tap deeper, hotter resources. The stock is cooling after the IPO with a landmark Google Energy PPA plus a Cape Station commercial-operation declaration as the fresh catalysts.

  • The Google PPA is transformational: a 15-year 396 MW PPA with Google Energy LLC (announced Sep 1) is the kind of credit-worthy counterparty that puts the business on solid ground — enhanced geothermal is now a validated hyperscaler-power source.
  • Cape Station reached commercial operation ahead of schedule (Oct 1 announcement) and declared first power on Sep 30 — these are tangible operational milestones that convert the IPO narrative into real producing capacity.
  • The post-IPO transmission-curtailment revelation is the active negative overhang: the Oct 1 HBSS investigation framing is the first serious shareholder-litigation risk, and the TTM -46% drop reflects the market pricing it.

Resolution of the transmission-curtailment disclosure plus continued hyperscaler PPA signings re-rates it off the lows; another curtailment-related surprise or a dilutive raise before scale and the cooling extends.

Agrees with X sentimentX is bullish on the $800K + $340K whale $25C 3/2027 flow (31% OTM) suggesting a March-call setup with $22.50-25 targets — real positioning. The alternative-power IPO putting in a bottom framing is directionally consistent with the Cape Station commercial-operation milestone. The HBSS investigation is the counter-signal.

What to watch: The transmission-curtailment disclosure resolution, next quarterly print for cash runway and Cape Station economics, and any new hyperscaler PPA announcements beyond the Google 396 MW. A clean curtailment resolution plus new PPA signings re-rates sharply; another curtailment surprise extends the cooling.

float missing

Read the AI verdict on $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)
  • 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.

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

No material change from last week — AI data-centre PPAs and IRA investment tax credits drive utility-scale renewable project development, but interconnection queue backlogs constrain near-term monetization.

What this means for $FRVO

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

Top industry ETF

$ICLNiShares Global Clean Energy ETF
+2.9%YTD
-2.7%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%
Next earningsWed, Nov 11·consensus EPS $-0.09

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.3M$3.3M – $7.4M-$0.50-$0.79 – -$0.168
FY27$70.9M$68.9M – $73.1M-$0.37-$0.62 – -$0.2110
FY28$197.0M$136.0M – $216.7M-$0.31-$0.42 – -$0.2511
FY29$459.9M$362.5M – $507.8M$0.17$0.12 – $0.195
FY30$753.8M$594.2M – $832.3M$0.82$0.59 – $0.935

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.2.7×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.-40.4%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 today10.2% 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
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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 FDOct 18-K — Item 7.01: Press release / Reg FD
AI summary

FERVO ENERGY CO MPANY (FRVO) filed a Regulation FD disclosure (8-K Item 7.01) on 2026-10-01. The excerpt shows only the cover page; the actual disclosed material (typically investor presentation slides, a press release, or conference call transcript) is attached as an exhibit. Reg FD events can contain forward-looking statements or updated guidance material to investors.

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.

+ 28 other (14 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.

ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Fervo Energy Company Investors to Inquire About Securities Class Action Investigation - FRVOnewsfilecorp.com·2d agoROSEN, LEADING INVESTOR COUNSEL, Encourages Fervo Energy Company Investors to Inquire About Securities Class Action Investigation - FRVOnewsfilecorp.com·3d agoFervo Energy Company (FRVO) Scrutinized in New Report Questioning Geothermal Narrative, Stock Closes 46% Below IPOprnewswire.com·4d agoFERVO ENERGY COMPANY INVESTIGATION: FRVO Securities Investors Encouraged to Contact Kirby McInerney LLP About Their Rightsglobenewswire.com·4d agoFRVO Investor News: If You Have Suffered Losses in Fervo Energy Company, You Are Encouraged to Contact The Rosen Law Firm About Your Rightsglobenewswire.com·4d 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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