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SLSLNG

Stabilis Solutions, Inc.

$SLNG·$86M·Oil & Gas Integrated·Energy
$4.60+0.7%YTD+0.9%1Y-3.6%
Mentions · last 7 days
2026-07-19: 0 posts2026-07-20: 0 posts2026-07-21: 0 posts2026-07-22: 72 posts2026-07-23: 40 posts2026-07-24: 0 posts2026-07-25: 0 posts1120%
Price updated 2d ago·X counts updated 1d ago
SLSLNG
$SLNGStabilis Solutions, Inc.
$4.60+0.66%112 posts0%
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 $SLNG, 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.

Too early to tellStalledAI verdict · as of 2026-07-26

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

Stabilis is a $86M small-scale LNG micro-cap with an auditor change and canceled Seaspan charter — the story hasn't cohered.

Stabilis Solutions is a small-scale liquefied natural gas (LNG) services provider — production, distribution, and fueling for industrial, aerospace, and remote-power customers. It's a niche micro-cap in the LNG bunkering space with real assets but thin execution.

Where the setup stands:

  • The base financials describe a small-cap under pressure: Q1 revenue was $10.4M (-40% YoY) at a -14% gross margin and -41% operating margin, EPS -$0.22 with $7.1M of free cash flow — analyst FY26 revenue at $54M rising to $120M by FY27 (a 2x step-up) requires major commercial pipeline conversion, and current trailing metrics don't yet support the ramp.
  • The corporate-governance situation adds friction: the July 10 auditor change (HL&B resigned effective July 8 after being acquired by CohnReznick), the June 25 termination of the Seaspan Energy LNG bunkering charter, and the June 30 Second Modification Agreement with Huntington National Bank — three real corporate events in a short window that signal the business is being reshaped mid-cycle.
  • The technical position is a coiled base at low volume: sitting at ~44% of the 52-week range, ~10% above the 50-day and ~2% above the 200-day, with beta -0.32 (data quality issue) — the setup is more about awaiting a specific commercial catalyst than betting on a trend.

August 5 Q2 earnings is the reveal window. Watch industrial and aerospace segment revenue, any commentary on the terminated Seaspan agreement or new bunkering contracts, and updated FY guide vs the $54M revenue consensus. Confirmation of new commercial contracts + margin recovery starts a real base; another quarter of legacy customer transitions and auditor-change friction extends the drift. This is a small-cap-with-execution-risk setup, not a research position.

What to watch: August 5 Q2 earnings — industrial and aerospace segment revenue, terminated Seaspan agreement / new bunkering contract commentary, and updated FY guide vs the $54M consensus. Confirmation of new contracts + margin recovery starts a base.

On the calendar: 2026-08-05 — Q2 earnings

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What it does

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

Stabilis Solutions, Inc., along with its subsidiaries, delivers comprehensive small-scale liquefied natural gas (LNG) services—including production, distribution, and fueling—to a variety of end markets across North America. The company operates through two main divisions: LNG and Power Delivery. In its LNG segment, Stabilis supplies LNG to industrial, midstream, and oilfield sectors. It also offers alternative fuel solutions to industrial users dependent on propane, diesel, and other crude-based products, in addition to providing cryogenic equipment rental and field services. The Power Delivery segment focuses on electrical and instrumentation construction, installation, and the building of electrical systems. Stabilis caters to a broad clientele, encompassing aerospace, industrial, utilities and pipelines, mining, energy, commercial, and transportation markets. Founded in 2013, Stabilis Solutions, Inc. is headquartered in Houston, Texas.

Industry overviewAI analysisGenerated by AI from underlying data

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

Oil & Gas Integrated · Energy

No material change from last week — sanctions easing would add 1-2 mb/d of Iranian supply, pressuring Brent and compressing integrated margins.

Industry benchmark

11-name peer basket
+49.2%YTD
+59.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-22.7How 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
-4.2%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
-7.3%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
8.1%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
1.4Same 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
-5.9%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
10.7%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
0.5Total 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
Q1 2026May 6, 2026$-0.22$-0.04-388.9%
Q4 2025Mar 4, 2026$-0.01$-0.04+73.0%
Q3 2025Nov 5, 2025$0.06$0.01+419.5%
Q2 2025Aug 6, 2025$-0.03$0.01-343.9%
Next earningsWed, Aug 5·consensus EPS $-0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$10.4M-40.1%-13.7%-40.6%$-0.22$7.1M
Q4 FY25$13.3M-23.3%11.3%-6.3%$-0.01$-2.5M
Q3 FY25$20.3M+15.3%18.5%4.8%$0.06$-1.5M
Q2 FY25$17.3M-6.9%15.7%-2.3%$-0.03$3.9M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$53.7M$53.7M – $53.7M-$0.30-$0.30 – -$0.301
FY27$119.6M$119.6M – $119.6M$0.47$0.47 – $0.471

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.0.5×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.44%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.+9.9%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.+2.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 3.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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-0.325-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

BuyMay 13Edward L KuntzDirector7.5K sh$29KBuyMay 12Edward L KuntzDirector167 sh$601BuyMay 12Puhala Andrew LewisCFO2.0K sh$7K

See when $SLNG 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-KMaterial eventJul 108-K — Item 4.01
AI summary

Stabilis Solutions, Inc. (SLNG) disclosed on July 10, 2026 that its auditor, Ham, Langston and Brezina, LLP (HL&B), resigned effective July 8, 2026 after HL&B was acquired by CohnReznick LLP. The Audit Committee promptly approved CohnReznick as Stabilis's new independent auditor for fiscal year ending December 31, 2026. HL&B's prior audit reports for fiscal years 2024 and 2025 contained no adverse opinions or qualifications, and no accounting disagreements or reportable events occurred. The auditor transition is purely structural due to the HL&B–CohnReznick transaction and does not signal any financial reporting concerns at Stabilis.

8-KMaterial agreementJun 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Stabilis Solutions, Inc. (SLNG) entered into a Second Modification Agreement with The Huntington National Bank (successor to Cadence Bank) on June 29, 2026, amending its June 2023 loan agreement. The amendment restructures financial covenants, requiring a minimum Fixed Charge Coverage Ratio of 1.20x starting March 31, 2027, and establishes a $5 million cash collateral account as security, limiting revolving credit availability to that amount (capped at $10 million) until FCCR compliance is demonstrated for two consecutive quarters, after which the full borrowing base applies up to $10 million; Stabilis paid an upfront fee of $15,000. The covenant reset and cash lock-box requirement suggest the company is operating under financial pressure and has renegotiated headroom in exchange for tighter lender controls.

8-KAgreement terminatedJun 258-K — Item 1.02: Agreement terminated
AI summary

Stabilis Solutions, Inc. (SLNG) disclosed on June 25, 2026 that its subsidiary Stabilis GDS, Inc. terminated its time charter agreement with Seaspan Energy Ltd. for the LNG bunkering vessel Seaspan Garibaldi, effective June 24, 2026, after Seaspan exercised an early termination option granted on June 11, 2026. In connection with the termination, Stabilis GDS must pay Seaspan an early termination fee of $750,000 (due January 1, 2027) plus approximately $1.1 million in previously accrued charter amounts payable in two installments during Q3 2026 — a total exit cost of roughly $1.85 million. The charter termination signals a pullback in Stabilis's LNG marine bunkering operations and adds near-term cash obligations to an already pressured balance sheet.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KMaterial agreementApr 208-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Apr 20424B5
S-3Shelf registrationMar 13S-3
8-KPress release / Reg FDMar 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 10 other (3 proxys · 1 10-Q · 1 routine 8-K · 1 EFFECT) in window

Recent news

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

Comparing Texas Pacific Land (NYSE:TPL) & Stabilis Solutions (NASDAQ:SLNG)defenseworld.net·1d agoStabilis Solutions Q1 Earnings Call Highlightsmarketbeat.com·79d agoStabilis Solutions, Inc. (SLNG) Q1 2026 Earnings Call Transcriptseekingalpha.com·80d agoStabilis Solutions Announces First Quarter 2026 Resultsaccessnewswire.com·81d agoStabilis Solutions, Inc. (NASDAQ:SLNG) Short Interest Down 80.1% in Aprildefenseworld.net·91d 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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