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IMIMPP

Imperial Petroleum Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 92% YoY at strong marginsCatalyst pendingQuiet on X (14 mentions/wk)
$IMPP·$204M·Oil & Gas Midstream·Energy
$4.87-7.2%YTD+49.3%1Y+5.4%
Price updated 15h ago·X counts updated 5d ago
IMIMPP
$IMPPImperial Petroleum Inc.
$4.87-7.24%14 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $IMPP 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.

14X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-11

Imperial Petroleum is bullish on X — Q2 report tomorrow (9/10) with revenue expected +99% YoY ($72.1M vs $36.4M), Baltic Dry Index +10% in 2 days, and 0.40 fully-diluted NAV cited by shipping-community bulls. Adding to bet ahead of earnings blowout thesis.

Read what X is saying about $IMPP

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

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Imperial Petroleum at 65% of range with 92% revenue growth — the Baltic Dry index +10% is the tailwind into Oct 27.

Imperial Petroleum is a Greek-origin tanker-shipping operator whose 2026 story has been operational-execution meeting shipping-cycle recovery — Baltic Dry Index +10% in 2 days provides the specific sector tailwind.

  • The P&L is firing: Q2 revenue grew 92% YoY to $62M at a 43% operating margin and $0.60 EPS, with trailing EPS beats of 4.4% and 70.6% — these are the kinds of large surprises on a tanker-cycle leveraged operator where realized rates are running well above Street modeling.
  • The specific valuation and capital-return setup is substantive: 0.40 fully-diluted NAV cited by shipping-community bulls, 56% discount to NAV framing, Series A Preferred dividend declaration, and substantial share repurchase program.

At 65% of its 52-week range going into Oct 27 earnings, the setup is coiled on validation. Another 50%+ EPS surprise plus continued Baltic Dry rate strength is the trigger for continuation; a sharp rate-softening or any Series A Preferred-related dilution signal is the invalidation.

Agrees with X sentimentThe Baltic Dry Index +10% in 2 days framing is a specific rate datapoint, and the 0.40 fully-diluted NAV plus 56% NAV discount are specific valuation anchors.

What to watch: Oct 27 Q3 earnings — tanker revenue growth, operating margin direction, Baltic Dry rate commentary, dividend-and-buyback pace, and FY27 guide. 50%+ EPS surprise plus Baltic Dry strength is the trigger; rate softness is the invalidation.

On the calendar: 2026-10-27 — Q3 earnings

event ahead 30dtanker cycle

Read the AI verdict on $IMPP

  • 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 a fleet of oil tankers providing spot and time-charter seaborne crude and petroleum product transportation.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Midstream sits in its cycle right now — and what that implies for $IMPP.

Oil & Gas Midstream · Energy

No material change from last week — LNG export capacity expansion and record Permian gas throughput are the structural demand drivers for fee-based midstream.

What this means for $IMPP

Neutral — Operates a fleet of oil tankers providing spot and time-charter seaborne crude and petroleum product transportation.

Top industry ETF

$AMLPAlerian MLP ETF
+10.3%YTD
+13.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
3.4How 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
10.3%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
30.3%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
51.2%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
1.0Same 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
13.4%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
34.1%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
0.0Total 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 2026Sep 10, 2026$0.76$0.73+4.4%
Q1 2026May 22, 2026$0.58$0.34+70.6%
Q4 2025Mar 6, 2026$0.39$0.34+14.7%
Q3 2025Dec 11, 2025$0.31$0.11+181.8%
Next earningsTue, Oct 27·consensus EPS $1.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$61.7M+92.3%45.9%42.9%$0.60$36.4M
Q4 FY25$51.1M+95.1%30.4%26.7%$0.39$23.7M
Q3 FY25$41.4M+25.4%27.4%22.6%$0.33$14.2M
Q2 FY25$36.3M-22.7%27.0%22.5%$0.36$21.3M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$299.7M$299.7M – $299.7M$2.96$2.96 – $2.961
FY27$269.9M$269.9M – $269.9M$2.25$2.25 – $2.251

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.1.4×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.50%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.-6.7%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.+4.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.9M 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.β1.195-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.

+ 3 other (1 exempt · 1 gift · 1 award) in window

See when $IMPP 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

SC 13D/AActivist amendmentAug 28SC 13D/A
AI summary

Imperial Petroleum Inc. (IMPP, Marshall Islands) filed SC 13D/A (Amendment No. 13) on C3is Inc. common stock as of August 26, 2026, updating its beneficial ownership. Harry N. Vafias (Athens, Greece) is the authorized contact; funds source is OO (other). The specific share count and percentage stake are not visible in the excerpt, which cuts off before the numeric disclosure table. At Amendment 13, this is a long-running position by the Vafias-affiliated group, which historically has maintained activist or controlling stakes in Greek shipping entities.

SC 13D/AActivist amendmentJul 30SC 13D/A
AI summary

an institutional investor filed an amended SC 13D/A on 2026-07-30 disclosing a 5%+ beneficial ownership stake in IMPP (IMPP) representing 68.8 % of outstanding shares. The reported intent is passive investment. This amendment updates a prior position — watch for changes in share count or intent. The disclosure could presage further accumulation, board engagement, or a takeover bid depending on intent.

SC 13D/AActivist amendmentJun 24SC 13D/A
AI summary

Harry N. Vafias and affiliated entities filed SC 13D/A Amendment No. 11 on June 22, 2026, with Vafias personally holding 31.9% (14,266,903 shares) of Imperial Petroleum Inc., Flawless Management Inc. at 15.7% (6,991,255 shares), and Arethusa Properties LTD at 7.4% (3,307,452 shares). The combined affiliated group holds a dominant concentrated stake. Material — the CEO/insider's aggregate group controls a dominant position, signaling very concentrated control and significant related-party influence.

SC 13D/AActivist amendmentJun 24SC 13D/A
AI summary

Imperial Petroleum Inc. filed SC 13D/A Amendment No. 11 (June 22, 2026) disclosing it holds 7,171,543 shares of C3is Inc. — an 82.9% controlling stake. This is a cross-holding disclosure: Imperial Petroleum is the reporting party and C3is (a separate Marshall Islands shipping company) is the issuer. Material — flags Imperial Petroleum's dominant position in C3is; relevant for C3is minority shareholders given the near-total ownership concentration by a single related-party entity.

SC 13D/AActivist amendmentMay 6SC 13D/A
AI summary

Imperial Petroleum Inc. (IMPP) received an amended Schedule 13D/A (Amendment No. 10) from C3is Inc. or affiliated entities updating their beneficial ownership position. This tenth amendment to the active investor disclosure reflects continued changes in holdings or stated intentions regarding the shipping company. C3is's persistent amendments signal ongoing portfolio management activity in IMPP shares. Current aggregate ownership, voting rights, and purpose of transaction are detailed in the filing.

+ 7 other (4 6-Ks · 2 13Gs · 1 20-F) in window

Recent news

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

Analyzing Imperial Petroleum (NASDAQ:IMPP) and Kinder Morgan (NYSE:KMI)defenseworld.net·4d agoImperial Petroleum: Strong Results, And A 56% Discount To NAVseekingalpha.com·32d agoImperial Petroleum Inc. Declares Dividend on Series A Preferred Sharesglobenewswire.com·35d agoImperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchasesseekingalpha.com·36d agoImperial Petroleum Inc. (IMPP) Q2 2026 Earnings Call Prepared Remarks Transcriptseekingalpha.com·36d ago

In themes

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Voices on X · last 7 days

No standout posts about $IMPP 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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