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ININR

Infinity Natural Resources, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 248× YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (128/wk), no spike
$INR·$262M·Oil & Gas Exploration & Production·Energy
$14.08+2.4%1Y+0.9%
Mentions · last 7 days
2026-08-07: 6 posts2026-08-08: 3 posts2026-08-09: 33 posts2026-08-10: 12 posts2026-08-11: 21 posts2026-08-12: 50 posts2026-08-13: 3 posts128+13%
Price updated 16h ago·X counts updated 2d ago
ININR
$INRInfinity Natural Resources, Inc.
$14.08+2.40%128 posts+13%
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 $INR, 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.

Proven numbersAcceleratingAI verdict · as of 2026-08-15

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

Infinity Natural Resources is a small-cap oil-and-gas producer beating consistently — Q2 EPS +8%, new CFO from Boart Longyear.

Infinity Natural Resources is a small-cap ($262M) US natural-gas and oil producer with operations focused on Appalachian and Rockies basins. The equity has been quietly compounding on cost discipline and hedged production growth.

  • Q2 was a beat: EPS $0.88 vs $0.816 estimate (+8%), revenue $171M vs $163M — the last four EPS prints beat by 8-107%, so consensus is running behind actual production and pricing.
  • Fundamentals are exceptional for the space: 52% gross margin and 50% op margin at 2.7x trailing earnings — that's the shape of a low-cost producer catching favorable hedges and production growth.
  • The new CFO Baetz is a real change: Cary Baetz appointed EVP/CFO August 12 — former CFO of Boart Longyear (2024-2026) and Berry Corporation (2017-2023), so brings public-company O&G finance experience.
  • The tiny float is a specific structural feature: 16.3M share float means significant volume can move the price — insider Baetz received a 63,636-share A-Award as part of onboarding.
  • Position at 35% of 52w, +8% above 50d MA — trending move coiled after the CFO announcement.

November 9 is the next print — a fifth consecutive beat with continued production growth and Baetz's initial capital-allocation commentary extends the re-rate; any natural gas price break or Appalachian production issue is the invalidator. The real risk on a small-cap E&P is commodity-price beta — INR is highly exposed to nat-gas spot prices.

What to watch: November 9 Q3 print — production growth trajectory and Baetz's initial capital-allocation commentary. A fifth beat extends the re-rate; nat-gas price break or Appalachian production issue is the invalidator.

On the calendar: 2026-11-09 — Q3 earnings

position history missing

Read the AI verdict + X sentiment for $INR

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What it does

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

Appalachian oil and gas producer focused on Utica Shale Oil across ~64,000 net acres in Ohio with light oil targets.

Industry overviewAI analysisGenerated by AI from underlying data

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

Oil & Gas Exploration & Production · Energy

No material change from last week — an outcome that compresses the upside price optionality that E&Ps have been pricing.

Industry benchmark

24-name peer basket
+39.6%YTD
+38.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
2.7How 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
4.0%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
49.9%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
-13.4%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
0.0Same 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
19.3%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
52.4%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
1.4Total 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 10, 2026$0.88$0.82+7.8%
Q1 2026May 12, 2026$1.76$0.85+107.1%
Q4 2025Mar 10, 2026$1.32$0.65+103.1%
Q3 2025Nov 10, 2025$0.65$0.44+47.7%
Next earningsMon, Nov 9·consensus EPS $0.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$18.6B+24831.5%52.2%50.1%$3.50$-2.7B
Q1 FY26$154.9M+81.8%62.7%42.2%$-0.28$-640.5M
Q4 FY25$117.1M+69.4%58.9%46.4%$1.32$-75.8M
Q3 FY25$79.7M+15.1%48.4%30.0%$0.67$-42.7M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$683.1M$637.7M – $729.5M$3.24$2.85 – $3.535
FY27$781.0M$654.1M – $878.9M$3.87$2.64 – $5.284
FY28$908.4M$858.5M – $983.4M$4.59$3.63 – $5.563
FY29$1.0B$923.7M – $1.1B$4.84$4.25 – $5.281
FY30$1.1B$985.4M – $1.2B$5.96$5.24 – $6.502

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.0.9×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.35%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.+8.0%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.-4.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 16.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β-0.495-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

BuyJun 17Scott GieselmanDirector10.0K sh$129KBuyJun 12Steven D GrayDirector25.0K sh$320KBuyJun 11William J QuinnDirector11.5K sh$152KBuyJun 11David P PooleDirector4.0K sh$54KBuyJun 10David P PooleDirector7.5K sh$105KBuyJun 5William J QuinnDirector44.0K sh$580KBuyJun 3William J QuinnDirector10.5K sh$139KBuyMay 26Scott GieselmanDirector20.0K sh$282KBuyMay 22Scott GieselmanDirector900 sh$13KSellMar 18David SprouleSee remarks275.0K sh$4.8M
+ 21 other (11 awards · 6 exempts · 2 inkinds · 1 return · 1 conversion) in window

See when $INR 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

3New insider — initial holdingsAug 143
8-KOfficer or director changeAug 108-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Infinity Natural Resources (INR) appointed Cary Baetz (age 61) as Executive Vice President and Chief Financial Officer, effective August 12, 2026. Mr. Baetz previously served as CFO of Boart Longyear Ltd. (2024–2026) and as EVP/CFO of Berry Corporation (2017–2023). He also held CFO roles at Seventy Seven Energy and Atrium Companies, and serves on the Oklahoma A&M Board of Regents and OSU Board of Governors. His compensation under the offer letter was not detailed in the excerpt filed.

3New insider — initial holdingsJul 153
AI summary

A reporting person filed an initial Form 3 at Infinity Natural Resources (INR), disclosing no securities are beneficially owned. The form was signed by Raleigh Wolfe as attorney-in-fact. This is a routine initial Section 16 reporting obligation for a new insider.

8-KOfficer or director changeJul 158-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Infinity Natural Resources (INR) disclosed that Timothy Dugan was appointed to its Board of Directors on July 13, 2026, effective immediately, to fill a vacancy, serving an initial term expiring at the 2027 Annual Meeting. Mr. Dugan is the former President and CEO of Olympus Energy (an Appalachian E&P company), where he led the sale to EQT Corporation. He previously served as EVP and COO of CNX Resources (2014–2019), where he also served on the board of CNX Midstream Partners LP.

8-KMaterial agreementJun 228-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Infinity Natural Resources subsidiary INR Holdings LLC entered the Fifth Amendment to its Credit Agreement with Citibank N.A. (as administrative and collateral agent) on June 22, 2026. The amendment modifies the requirements around restricted payments and adds additional permissions to make certain restricted payments under the existing credit facility (originally dated September 25, 2024). No financial amounts or specific restricted payment permissions are detailed in the 8-K body excerpt.

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
3/ANew insider — initial holdingsMay 43/A
3New insider — initial holdingsApr 143
+ 34 other (7 13Gs · 6 earnings 8-Ks · 3 8-Ks · 3 3s) in window

Recent news

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

Infinity Natural Resources Q2 Earnings Call Highlightsmarketbeat.com·4d agoInfinity Natural Resources Announces Second Quarter 2026 Resultsbusinesswire.com·5d agoInfinity Natural Resources Appoints Cary Baetz as EVP and Chief Financial Officer; Andrew Judge as SVP of Financebusinesswire.com·5d agoInfinity Natural Resources Announces Second Quarter 2026 Results Earnings Release and Conference Call Datesbusinesswire.com·22d agoInfinity Natural Resources Announces Second Quarter Impact of Derivative Contractsbusinesswire.com·29d ago

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