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VEVET

Vermilion Energy Inc.

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationPrice and volume picking up
$VET·$1.7B·Oil & Gas Exploration & Production·Energy
$10.36-2.1%YTD+35.0%1Y+23.2%
Mentions · last 7 days
2026-07-20: 37 posts2026-07-21: 51 posts2026-07-22: 43 posts2026-07-23: 33 posts2026-07-24: 47 posts2026-07-25: 42 posts2026-07-26: 31 posts285+4%
Price updated 7m ago·X counts updated 2d ago
VEVET
$VETVermilion Energy Inc.
$10.36-2.08%285 posts+4%
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 $VET, 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 numbersEvent coming upAI verdict · as of 2026-07-28

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Canadian E&P up 35% YTD on natgas exposure — Q2 earnings tomorrow into weak Q1 numbers.

Vermilion Energy is a Canadian upstream oil and gas producer with international assets (Europe, Australia, US, Canada) and meaningful natural gas exposure that has driven the recent outperformance. The stock is up 35% YTD as European gas prices firmed, but Q2 earnings tomorrow land against a Q1 miss.

  • The Q1 numbers were weak: revenue declined 16% YoY to $489M with EPS of -$0.96 — the shape of a company caught by lower commodity prices in the first calendar quarter that then benefited from the summer natural-gas price recovery.
  • European natural-gas exposure is the differentiator: Vermilion has meaningful Dutch, German, and Australian gas positions that price at premiums to Henry Hub — this is what gives Vermilion the higher realized-price beta versus pure US E&Ps and drove the YTD outperformance.
  • The valuation is undemanding: at 6.1x trailing P/E and a stated FY26 consensus EPS of about $1.68, the forward multiple is roughly 6.3x — cheap for an E&P with international gas exposure, though the trailing dividend yield has been reduced from prior cycles.
  • The float and beta profile is measured: beta of 0.49 and float bucket 'mid' means Vermilion doesn't move as hard as smaller E&Ps on macro headlines — this is a name where fundamentals actually matter for near-term price direction.

Tomorrow's Q2 print is the near-term catalyst — Q2 realized gas prices (Netherlands TTF and German markers) and any updated FY26 production and dividend commentary matter more than the EPS beat. What would break the setup: a European gas price rollover into fall shoulder season, since Vermilion's revenue mix means European gas is roughly 25-30% of realized prices at this point in the year. Note: the X chatter tagged $VET is about the VeChain crypto blockchain (StarGate staking, AgentSuite launch), not Vermilion Energy the E&P — no meaningful sentiment overlap on the underlying equity.

What to watch: Tomorrow's Q2 print — Q2 realized gas prices (Netherlands TTF, German markers) and any updated FY26 production and dividend commentary matter more than the EPS beat. What would break the setup: European gas price rollover into fall shoulder season, since ~25-30% of Vermilion's realized prices come from European gas at this point.

On the calendar: 2026-07-29 — Q2 2026 earnings

sentiment wrong entity

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment68 posts analyzed · as of 2026-07-27

VeChain chatter highlights ongoing StarGate staking with over 15.4B VET locked, the AgentSuite no-code AI agent marketplace launch, growing wallet activity with 1,000+ new wallets daily, and Power Slap 22 sponsorship. Posters cite the enterprise DPP supply-chain use case as underappreciated, though the token itself trades near multi-year lows. Sentiment leans bullish on ecosystem momentum.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

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

Industry benchmark

14-name peer basket
+34.3%YTD
+16.3%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
Q1 2026May 6, 2026$-0.67$0.22-404.5%
Q4 2025Mar 4, 2026$0.63$0.30+110.0%
Q3 2025Nov 5, 2025$-0.02$0.04-150.0%
Q2 2025Aug 7, 2025$-0.20$-0.06-233.3%
Next earningsWed, Jul 29·consensus EPS $0.20

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 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.4B – $1.6B$0.14$0.14 – $0.152
FY27$1.5B$1.4B – $1.6B$0.95$0.90 – $1.003
FY28$1.7B$1.6B – $1.7B$0.82$0.78 – $0.871
FY29$1.6B$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.1.1×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.46%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.-1.0%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.+3.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 151.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.

+ 17 other (11 6-Ks · 3 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 Inc. Announces TSX Approval for Renewal of Normal Course Issuer Bid and Confirms Q2 2026 Release Date and Conference Call Detailsprnewswire.com·20d agoClarion Partners, Vermilion Development, and Quartz Lake Capital Announce Opening of The Duncanbusinesswire.com·62d agoVermilion Energy: Undervalued Even After A 100% Rally (Rating Downgrade)seekingalpha.com·67d agoVermilion Energy: The Re-Rating Story Is Far From Overseekingalpha.com·68d agoVermilion Energy: Good Production In Q1 2026, But Lackluster Cash Flow Projections This Year (Rating Downgrade)seekingalpha.com·79d 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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