$CVEO

Fraser Andrew (President, Canada) sold (to issuer) 6,657 shares of Civeo Corp (CVEO) at $33.94 ($0.23M total) on 2026-08-19.

American Century entities and the Stowers Institute filed an SEC Schedule 13G for Civeo Corporation (CVEO). American Century Investment Management, American Century Companies, and Stowers each reported 640,269 shares, 5.8% of the class, with sole voting and dispositive power. American Century ETF Trust reported 615,126 shares, 5.6%.

Analyst actions highlighted: Argus upgraded Bristol Myers (BMY) to Buy, $75 target, citing margin improvement and raised 2026 guidance. Freedom Broker upgraded McDonald's (MCD) to Buy, $305 target, on softer revenue and comps. Morgan Stanley upgraded Humana (HUM) to Equal Weight, $370 target. Jefferies downgraded Best Buy (BBY) to Hold, $85 target. Others included upgrades/downgrades for several stocks with updated price targets.

Civeo Corporation reported Q2 2026 earnings call updates. Management cited a $1.5 billion North America contract pipeline, resilient Australian metallurgical coal prices above $220/tonne, and a July 2026 convertible debt offering to reduce capital costs and fund mobilizations. Full-year 2026 guidance was unchanged, with Canada projected for 20% H2 revenue growth and a capital return target of at least 75% of free cash flow.

Simply Wall St reports Civeo (NYSE:CVEO) shares fell about 1.6% after Q2 2026 revenue rose to about $180m (up 10.7% YoY). Adjusted EBITDA was near $23.8m, but net loss was about $2.5m. Adjusted EBITDA margin compressed to ~13.2%. 2026 guidance remains $675m-$700m revenue and $85m-$90m adjusted EBITDA.

Stonegate Capital Partners updated coverage on Civeo Corp. (NYSE: CVEO). It said 2Q26 revenue was $180.0M and adjusted EBITDA $23.8M, above its estimates and consensus. Net loss improved to $2.5M, operating cash flow was $11.6M, and capex was $3.7M. It also cited 1H26 adj. EBITDA up 23% to $46.3M and discussed funding and growth drivers.

Thursday, July 30, 2026 at 9:30 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer - Bradley Dodson Chief Financial Officer and Treasurer - Collin Gerry Vice President, Corporate Development - Regan Nielsen TAKEAWAYS Total Revenue -- $180 million, representing an 11% increase from $162.7 million in the prior year period. Net Loss -- $2.5 million, compared to a net loss of $3.3 million in the second quarter of 2025.

Civeo Corp (CVEO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Civeo Reports Second Quarter 2026 Results Highlights: • Reported revenues of $180.0 million, net loss of $2.5 million and Adjusted EBITDA of $23.8 million; • Consolidated revenues increased 11%, driven by integrated services growth in both Australia and Canada, higher occupancy i

Civeo (NYSE:CVEO) reported Q2 2026 revenues of $180.0M, net loss of $2.5M, and Adjusted EBITDA of $23.8M. Revenues rose 11% year over year, helped by integrated services and higher Canada occupancy. After quarter-end, it issued $115.0M 4.50% convertible notes due 2031 and repurchased 660,297 shares for about $22.3M.

Investing.com, citing Barclays, says Western hyperscalers and AI labs could raise annual AI infrastructure spending to over $1 trillion, peaking in 2028. Barclays highlights “pick and shovel” workforce services, naming Target Hospitality and Civeo. Target Hospitality has a $130M+ DC Community Contract and reported Q1 2026 EPS -$0.13. Civeo reported Q1 2026 results above expectations and a Canada JV contract renewal.