$FRVO

Fervo Energy Co

Fervo Energy develops geothermal energy projects and technology intended to increase power production from heat beneath the Earth's surface. The company focuses on renewable electricity generation and uses its technology to access subsurface geothermal resources. Its work supports the supply of reliable, lower-carbon power.

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See all $FRVO insider activity →

Fervo Energy (FRVO) is Surging This Much. What’s Powering the Rally?

Fervo Energy (FRVO) shares rose 26.09% to $11.38 on Monday, driven by bargain hunting and strong Q3 revenue growth to $116M, up from $55M YoY. Net income turned positive at $11.7M, reversing a prior loss, due to interest income and non-recurring gains. The company's Cape Station Phase I began commercial operations in Q4, expected to contribute to revenues.

FRVO sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 17 news stories mentioning FRVO (Fervo Energy Co). Coverage has skewed bullish: 10 bullish, 5 neutral, and 2 bearish.

Recent FRVO coverage spans earnings, financial news and market movers.

In the last 30 days, FRVO insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale. The most active reporter was Latimer Timothy Michael, Chief Executive Officer, with 1 filing.

What's driving FRVO

  • Baird kept its Outperform rating on Fervo Energy but cut its price target to $20 from $26, citing a 23.1% reduction. This target suggests a 75.7% upside from the Nov 9 close of $11.38. Recent analyst notes on the company have price targets ranging from $17 to $47.

    tradingview.com · Nov 10, 2026

  • The earnings beat and revenue surge are likely to sustain upward pressure on FRVO.

    finance.yahoo.com · Nov 10, 2026

  • The operational milestone validates Fervo's geothermal platform and may trigger further buying pressure.

    seekingalpha.com · Nov 9, 2026

  • Positive catalyst from a large Google contract and reduced capex guidance may support the stock.

    finance.yahoo.com · Nov 9, 2026

  • Earnings beat on interest income but a widened loss and updated capex guidance may weigh on the stock.

    SEC EDGAR 8-K · Nov 9, 2026

AlphAI scores every news story that mentions FRVO with an AI model for sentiment and relevance, and aggregates insider trades from Fervo Energy Co's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $FRVO

Score

Fervo Energy (FRVO) is Surging This Much. What’s Powering the Rally?

Fervo Energy (FRVO) shares rose 26.09% to $11.38 on Monday, driven by bargain hunting and strong Q3 revenue growth to $116M, up from $55M YoY. Net income turned positive at $11.7M, reversing a prior loss, due to interest income and non-recurring gains. The company's Cape Station Phase I began commercial operations in Q4, expected to contribute to revenues.

Fervo Energy Q3 Earnings Call Highlights

Fervo Energy (FRVO) announced a 15-year agreement with Google for 396 MW of power, adding to its $11.9B backlog. Q3 capex rose to $256.7M, with Q4 expected at $450M-$500M. The company has $1.9B in cash and targets $3,000/kW costs long-term. It plans project financing for Google's project by mid-2027.

Fervo Energy Reports Third Quarter 2026 Results

Fervo Energy Co (FRVO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Fervo Energy Company 811 Main St, 1700 Houston, TX 77002 Fervo Energy Reports Third Quarter 2026 Results Houston, TX - November 9, 2026 - Fervo Energy Company (“Fervo” or the “Company”) (NASDAQ: FRVO), global pioneer of next-generation geothermal energy, today reported financial

Fervo Energy Just Dropped 35% in a Month. Is It Time to Sell, or Load Up?

Fervo Energy (FRVO) stock dropped 35% in the past month, partly due to a short seller's report and broader AI power stock sell-off. The company's first commercial geothermal plant started operation a day early, meeting its 33 MW capacity. Analysts have adjusted price targets, with an average now at $34. Fervo reports Q3 results on Nov. 9, with Phase I completion and Phase II funding plans being key focus areas.

Molson Coors downgraded, SiTime upgraded: Wall Street's top analyst calls

Analysts made several rating changes: Seaport upgraded SiTime (SITM) to Buy with a $425 target, citing AI cycle potential. Wells Fargo upgraded Becton Dickinson (BDX) to Overweight with a $242 target, expecting improved growth. Roth upgraded Centrus Energy (LEU) to Buy with a $115 target, noting acquisition benefits. JPMorgan upgraded SQM (SQM) to Overweight with a $71 target, seeing valuation support.

Buy, Sell, or Hold? Friday’s Top Upgrades and Downgrades: Becton Dickinson, BJ’s Wholesale Club, Cogent Communications, Fervo Energy, JinkoSolar, Molson-Coors, Pfizer, SiTime, Steven Madden, and More

Analysts upgraded Becton Dickinson (NYSE: BDX) to Overweight with a $242 target, JinkoSolar (NYSE: JKS) to Buy with a $17 target, SiTime (NASDAQ: SITM) to Buy with a $425 target, and Steven Madden (NASDAQ: SHOO) to Hold. Downgrades include BJ’s Wholesale Club (NYSE: BJ) to Neutral, Cogent Communications (NASDAQ: CCOI) to Sector Weight, Molson Coors (NYSE: TAP) to Underweight, and Pfizer (NYSE: PFE) to Hold. Initiations include Fervo Energy (NASDAQ: FRVO) with a Buy rating and $17 target.

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