$CVEO

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. EX-99.1 2 cveo-06302026xrelease.htm EX-99.1 Document 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 gr

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.

Civeo Corp (CVEO) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-4.1 2 d153591dex41.htm EX-4.1 EX-4.1 Exhibit 4.1 CIVEO CORPORATION and U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION as Trustee INDENTURE Dated as of July 7, 2026 4.50% Convertible Senior Notes due 2031 TABLE OF CONTENTS Page Article 1. Definitions; Rules of Construction 1 Sec