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VEVET

Vermilion Energy Inc.

$VET·$2.0B·Oil & Gas Exploration & Production·Energy
$13.52+1.1%YTD+56.4%1Y+81.9%
Price updated 3m ago·X counts updated 2d ago
VEVET
$VETVermilion Energy Inc.
$13.52+1.08%606 posts3×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $VET 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.

606X posts · last 7 days
Aug 23Sep 8
Chatter Meter
3×
QuietNormal · 1×Loud

How loud $VET's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 94% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data85 posts analyzed · as of 2026-09-09

Traders talk up VeChain accumulation ahead of the September 16 Interstellar upgrade adding EVM compatibility, with mentions of an Nvidia industrial AI/robotics partnership. Posts frame it as a quiet setup even as a few call the broader altcoin bag dead.

Read what X is saying about $VET

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

Comeback attemptCooling offAI verdict · as of 2026-09-10

Catching its breath after a run — could pick back up or fade from here.

European oil & gas name up 82% t12m as hedges roll off — leverage to spot pricing arrives at exactly the right moment.

Vermilion Energy is a Canadian-listed international E&P — the rare small-cap with actual European natural-gas exposure (France, Netherlands, Germany, Ireland, Croatia) — historically capped by low-price hedges that are finally rolling off.

The read:

  • The Q2 EPS blowout was decisive ($0.62 vs $0.05 estimated, +1140% surprise) because hedge losses from the 2024-2025 European gas run-up flushed out of the P&L, exposing the underlying free-cash-flow generation.
  • FCF yield now runs at 13.7%, one of the highest in the E&P space, and every quarter of hedge roll-off widens the gap between reported earnings and the cash yield the equity should trade off — the whole trade is measured in quarters of hedge normalization.
  • The valuation is deep — 3.2x EV/EBITDA and 1.2x sales — reflecting historical volatility and Canadian-listed international-E&P discount, but that also means any operational hiccup gets forgiven fast versus premium-multiple peers.

Cooling at the 81st percentile of the 52-week range, above both MAs on normal volume — a healthy pause after the summer beat. What restarts it: Nov 4 Q3 print landing another hedge-clean beat plus any European gas price break above prior highs. What breaks it: European gas cooling harder than the hedge tailwind (a mild winter, LNG oversupply), or a debt-financed acquisition that expands leverage.

What to watch: Nov 4 Q3 earnings — the specific number is realized-vs-spot pricing gap (needs to narrow further as hedges roll off) and any European asset FCF disclosure. Watch European gas price trend into winter.

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

ticker collisionhedge normalizationeuropean gas exposure

Read the AI verdict on $VET

  • 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.

International oil and gas E&P company operating in Canada, Europe, and Australia, known for dividends from diversified production.

Industry overviewAI analysisGenerated by AI from underlying data

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

Oil & Gas Exploration & Production · Energy

US shale E&P is consolidating to achieve scale efficiencies; natural-gas producers benefit from LNG export demand growth while oil producers manage WTI price and capital-return discipline. AI-seismic and drill-optimisation tools are improving recovery rates and reducing per-barrel costs.

What this means for $VET

Partial — Vermilion Energy Canada/Europe; European gas leverage, Montney Canada growth.

Industry benchmark

26-name peer basket
+55.5%YTD
+49.9%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
6.7%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
20.2%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
13.7%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
1.2Same 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
-33.7%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
35.9%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
0.6Total 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 2026Jul 29, 2026$0.62$0.05+1140.0%
Q1 2026May 6, 2026$-0.67$0.22-404.5%
Q4 2025Mar 4, 2026$-2.08$0.12-1782.3%
Q3 2025Nov 5, 2025$0.01$0.13-89.2%
Next earningsWed, Nov 4·consensus EPS $0.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$489.1M-16.4%25.4%20.8%$-0.96$93.5M
Q4 FY25$429.7M-16.7%6.6%-0.8%$-2.85$-60.4M
Q3 FY25$422.1M-16.3%58.9%53.0%$-0.03$242.8M
Q2 FY25$472.3M+23.9%52.7%9.2%$-1.51$25.0M

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.5B$0.43$0.42 – $0.441
FY27$1.5B$1.5B – $1.6B$0.99$0.97 – $1.022
FY28$1.7B$1.7B – $1.7B$0.17$0.17 – $0.181
FY29$1.7B$1.6B – $1.7B$0.00$0.00 – $0.001

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.1.0×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.81%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.+19.7%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.+23.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 151.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β0.495-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.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 15 other (11 6-Ks · 2 13Gs · 1 SD · 1 S-8) in window

Recent news

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

Vermilion Energy: Buy It Before The Hedges Expireseekingalpha.com·34d agoVermilion Energy: Coming Off Strong After A Great Q2 Showingseekingalpha.com·35d agoVermilion Energy: Better Execution, Still Not Clean Enoughseekingalpha.com·36d agoVermilion Energy Q2 Earnings Call Highlightsmarketbeat.com·41d agoVermilion Energy Inc (VET) Shares Surge 3.6% -- What GF Score of 62 Tells Investorsgurufocus.com·41d 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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