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PRPR

Permian Resources Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 55% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (285/wk), no spike
$PR·$18B·Oil & Gas Exploration & Production·Energy
$21.20-0.5%YTD+51.2%1Y+62.7%
Price updated 15h ago·X counts updated 3d ago
PRPR
$PRPermian Resources Corporation
$21.20-0.47%285 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PR 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.

285X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $PR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 65% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-07

Permian Resources got a Wells initiation at Overweight with a $27 price target (13% above yesterday's close). Crude closing over $90 keeps energy names popping on the Early Morning Movers bullish scan, and PR also shows up on healthcare-adjacent bullish morning scans. Broadly a fresh-coverage catalyst tape.

Read what X is saying about $PR

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

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Permian Resources at 13x earnings with a 10% FCF yield — up 52% YTD on real 55% revenue growth and a 50% operating margin.

Permian Resources is a pure-play Permian E&P that has quietly become one of the cleanest energy compounders on the tape. The stock is up 52% year-to-date on real production growth and a rising oil-price tape.

  • Growth is exceptional for E&P: revenue $1.86B last quarter up 55% year-on-year with gross margin at 80% and operating margin at 50% — this is the kind of scaling you see when a growing production base meets a firm price deck, and PR is executing on both.
  • Free cash flow is real: $1.33B last quarter and a 10.3% trailing FCF yield — E&P names rarely trade at 5.4x EV/EBITDA with this much cash generation; the setup is undemanding.
  • Wells Fargo initiated at Overweight with a $27 price target (roughly 27% upside from here), and Brent closing above $90 keeps energy names bid — the near-term catalyst stack is aligned.

The 11-4 print into a coiled tape is where a fourth consecutive strong quarter plus updated 2027 production guidance either extends the run toward $27 or an oil pullback resets. Watch production growth, DUC inventory, and any updated hedging program.

Agrees with X sentimentX's read (Wells initiation at OW with $27 target, Brent >$90, PR on early-morning bullish scans) matches the fundamental setup — the print backs it, and the analyst upgrade adds structural support. No serious bear on the tape is fair given the FCF and growth combination.

What to watch: 11-4 earnings — production growth versus guide, DUC inventory, hedging program updates, and 2027 capex guide. A beat plus higher 2027 production keeps the run; a Brent pullback plus a capex-heavy guide resets.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $PR

  • 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.

Delaware Basin-focused oil producer formed by the Centennial and Colgate merger, targeting low-cost Permian crude growth.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $PR

Neutral — Delaware Basin-focused oil producer formed by the Centennial and Colgate merger, targeting low-cost Permian crude growth.

Industry benchmark

27-name peer basket
+39.8%YTD
+25.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
13.1How 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
10.2%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
37.7%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
10.3%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
3.0Same 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
11.3%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
49.9%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
0.3Total 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 5, 2026$0.93$0.58+59.0%
Q1 2026May 6, 2026$0.05$0.38-86.9%
Q4 2025Feb 25, 2026$0.45$0.28+58.5%
Q3 2025Nov 5, 2025$0.08$0.31-74.0%
Next earningsWed, Nov 4·consensus EPS $0.58

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.9B+55.1%80.1%50.0%$0.95$1.3B
Q1 FY26$1.4B+0.8%44.5%41.1%$0.05$142.0M
Q4 FY25$1.2B-9.8%26.8%23.1%$0.46$181.2M
Q3 FY25$1.3B+8.7%33.5%29.7%$0.08$100.6M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.7B$6.2B – $7.0B$2.15$1.87 – $2.309
FY27$6.8B$6.2B – $7.4B$2.19$1.70 – $2.659
FY28$6.8B$6.1B – $7.3B$2.08$1.46 – $2.528
FY29$6.6B$6.1B – $7.2B$2.09$1.89 – $2.326
FY30$6.8B$6.3B – $7.4B$2.09$1.89 – $2.326

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.0.7×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.73%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.-4.3%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.+10.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 795.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β0.485-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

SellSep 3Guy M OliphintCFO5.1K sh$121KSellSep 3Shannon Robert ReganEVP, Chief Accounting Officer5.1K sh$121KSellSep 3Bell John CharlesEVP, General Counsel5.5K sh$130KSellMay 21Guy M OliphintCFO62.8K sh$1.3M
+ 14 other (11 awards · 3 gifts) in window

See when $PR 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 FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

PR (PR) reported Q2 2026 financial results on 2026-08-05, reporting results detailed in attached press release. The press release notes: above is incorporated herein by reference. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KAgreement terminatedMay 68-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 7 other (2 10-Qs · 2 proxys · 1 SD · 1 S-8) in window

Recent news

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

31,665 Permian Resources Corporation $PR Shares Purchased by NewEdge Advisors LLCdefenseworld.net·5d agoWhy Permian Resources (PR) is a Top Growth Stock for the Long-Termzacks.com·15d agoTop Wall Street analysts recommend these 3 dividend stocks for higher returnscnbc.com·17d agoHere's Why Permian Resources (PR) is a Strong Momentum Stockzacks.com·23d agoPermian Resources (PR) Up 17.1% Since Last Earnings Report: Can It Continue?zacks.com·26d ago

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Voices on X · last 7 days

No standout posts about $PR 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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