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ININR

Infinity Natural Resources, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 248× YoY at strong margins2 insiders buyingQuiet on X (50 mentions/wk)
$INR·$245M·Oil & Gas Exploration & Production·Energy
$12.69+1.3%YTD-15.6%1Y-4.9%
Price updated 38m ago·X counts updated 2d ago
ININR
$INRInfinity Natural Resources, Inc.
$12.69+1.28%50 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $INR 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.

50X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

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

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $INR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-28

The move has stalled — likely just drifts unless something new shows up.

Infinity Natural Resources is a recent-IPO E&P at 50% operating margins with director Gieselman buying $364K on Sept 23.

Infinity Natural Resources is a recently-public US E&P (Appalachian basin oil, natural gas, natural gas liquids) — a business the market is still absorbing post-IPO. The stock is down 12% YTD.

  • The Q2 print was strong on a normalized basis: operating margin 50% and a 19% return on equity — this is what a well-run small-cap E&P looks like at cyclical mid-cycle.
  • The insider signal is positive: director Scott Gieselman bought $364K combined across two Sept 23 tranches — real open-market buying at these levels, a legitimate positive signal.
  • The new CFO transition (Cary Baetz appointed, Andrew Judge as SVP Finance) plus the Bank of America 165K-share position build are governance signals in a name still developing analyst coverage.

Q3 earnings on Nov 9 is the confirmation — a beat plus firm 2027 production guidance extends the story; a soft commodity print or a hedging comment and the stock stays range-bound.

What to watch: Q3 earnings on Nov 9 — a beat plus firm 2027 production guidance extends the story; a soft commodity print or a hedging comment and the stock stays range-bound.

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

no sentimentdirector buyingrecent ipo ep

Read the AI verdict on $INR

  • 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.

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 — Oil retreats as Macron calls G7 to release strategic reserves, trimming the geopolitical premium added by Houthi Red Sea seizure.

What this means for $INR

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

Industry benchmark

27-name peer basket
+43.2%YTD
+29.4%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 $0.86

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 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$688.3M$654.9M – $721.7M$2.90$2.67 – $3.103
FY27$788.8M$689.4M – $888.2M$3.05$2.35 – $4.363
FY28$925.5M$918.2M – $932.8M$4.04$3.71 – $4.312
FY29$1.0B$974.7M – $1.1B$4.03$3.70 – $4.301
FY30$1.1B$1.0B – $1.2B$4.19$3.85 – $4.481

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.17%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.-10.0%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.-16.0%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 today1.5% 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-0.525-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

BuySep 25Cary D BaetzCFO316 sh$4KBuySep 24Cary D BaetzCFO22.0K sh$296KBuySep 22Scott GieselmanDirector10.0K sh$131KBuySep 21Scott GieselmanDirector18.5K sh$233KBuyJun 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$580K
1–10 of 13
+ 3 other (3 awards) 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
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

3New insider — initial holdingsAug 143
AI summary

Cary D. Baetz filed an initial Form 3 as the newly appointed EVP and CFO of Infinity Natural Resources, Inc., effective August 12, 2026. This follows standard Section 16(a) initial disclosure requirements for a newly appointed executive. Routine officer disclosure.

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
+ 19 other (5 13Gs · 4 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

New Fortress Energy (NASDAQ:NFE) vs. Infinity Natural Resources (NYSE:INR) Head to Head Contrastdefenseworld.net·2d agoBank of America Corp DE Purchases 165,690 Shares of Infinity Natural Resources Inc. $INRdefenseworld.net·34d agoInfinity Natural Resources Q2 Earnings Call Highlightsmarketbeat.com·49d agoInfinity Natural Resources Announces Second Quarter 2026 Resultsbusinesswire.com·50d agoInfinity Natural Resources Appoints Cary Baetz as EVP and Chief Financial Officer; Andrew Judge as SVP of Financebusinesswire.com·50d ago

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Voices on X · last 7 days

No standout posts about $INR 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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