$FRVO 0.53 Developing

Notable posts

• @StockSavvyShay bullish 395 eng

  $GOOGL signs the world’s largest enhanced geothermal power deal locking in 396 MW from $FRVO Utah project starting in 2028. There’s also an option to scale that partnership to nearly 1 GW by 2030 giving Google another source of firm carbon-free power as it builds out future data center capacity in Utah.

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• @wallstengine neutral 144 eng

  $GOOGL SIGNS 396MW GEOTHERMAL DEAL WITH $FRVO Google signed a 396 MW PPA with Fervo Energy to supply carbon-free power from its Cape Station geothermal project in Utah, expected online in 2028. Google also has an option to add another ~600 MW by June 2030, potentially taking the partnership to nearly 1 GW to support a future Utah data center. The deal expands a partnership that began with Fervo’s Project Red in Nevada and is structured so existing utility customers don’t bear the added power costs.

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• @wallstengine neutral 118 eng

  Today's Key Events (All EST) — 08/12/2026 07:00: US MBA Mortgage Applications 08:00: OPEC Monthly Report 08:30: US CPI Inflation data 13:00: US 10-Year Note Auction Before Open 👇 04:30: BETA Technologies $BETA 05:40: WeRide $WRD 06:00: T1 Energy $TE 06:00: Amcor $AMCR 06:00: National Vision $EYE 06:00: Global-e Online $GLBE 06:15: Brinker International $EAT 06:30: Liquidia $LQDA 06:30: Madison Square Garden $MSGE 06:45: Riskified $RSKD 06:50: Kontoor Brands $KTB 06:55: Trimble $TRMB 07:00: Nebius Group $NBIS 07:00: Humacyte $HUMA 07:00: Marex Group $MRX 07:00: Performance Food Group $PFGC 07:00: Fervo Energy $FRVO 07:00: Similarweb $SMWB 07:30: Altimmune $ALT 07:30: Nexxen International $NEXN After Hours 👇 16:00: STAAR Surgical $STAA 16:00: Alpha and Omega Semiconductor $AOSL 16:00: Grocery Outlet $GO 16:05: Cisco Systems $CSCO 16:05: Infleqtion $INFQ 16:05: Coherent $COHR 16:05: Enovix $ENVX 16:05: Virgin Galactic $SPCE 16:05: Spire Global $SPIR 16:05: EquipmentShare $EQPT 16:05: Stem $STEM 16:10: Jack in the Box $JACK 16:10: BBB Foods $TBBB 16:15: NANO Nuclear Energy $NNE 16:15: BitGo $BTGO 16:15: StubHub $STUB 16:55: Cerebras Systems $CBRS 17:45: Pan American Silver $PAAS 19:00: Liftoff Mobile $LFTO 19:00: Sunshine Silver Mining & Refining $SSMR 19:40: A2Z Cust2Mate Solutions $AZ Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine neutral 49 eng

  $FRVO is partnering with Nvidia and Pacific Northwest National Laboratory to build EGS-Twin, a digital twin platform for enhanced geothermal systems. The platform will use Fervo field data, physics-based modeling, AI forecasting, Nvidia AI infrastructure, Omniverse libraries, and DOE supercomputing resources. Training begins with proprietary data from Fervo’s Nevada and Utah sites, with full implementation targeted by 2029.

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• @wallstengine bullish 32 eng

  Jefferies Upgrades $FRVO to Buy from Hold, Lowers PT to $34 from $41 Analyst comments: "We upgrade FRVO to Buy after a ~40% pullback from May IPO highs, creating an improved risk-reward skew. Notably, EGS's risk profile has not changed since we initiated coverage—only investors' perceptions and comfort levels around execution. We remain constructive on Phase I commercial operation date timing, expected later this year in 4Q, and take advantage of the valuation disconnect to upgrade, with our revised price target showing 38% upside. Despite no disruption to FRVO's timeline or material updates from management, shares have pulled back more than 40% from the May IPO highs, with investors seemingly grouping FRVO with high-beta nuclear peers such as XE, OKLO, and SMR. While long-duration stories with commercialization timelines more than five years away seem to have fallen out of favor amid artificial intelligence bubble concerns and geopolitical uncertainty, we believe the high-risk, long-term reward comparison is unfair. FRVO's next major catalyst is months away, not years, and the company has already demonstrated repeatable success at its pilot site, supporting a more attractive risk-reward profile than the current trading level implies." Analyst: Julien Dumoulin-Smith

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• @wallstengine bullish 31 eng

  BofA Securities Upgrades $FRVO to Buy from Neutral, Lowers PT to $36 from $40 Analyst comments: "We upgrade Fervo Energy to Buy from Neutral with a revised $36 price objective. Our fundamental outlook and probability-weighted sum-of-the-parts methodology are largely unchanged, but the shares now offer compelling upside to our price objective. The recent Sawtooth 7 drilling result strengthens our conviction in Fervo’s learning-curve thesis: the company completed a longer, deeper, hotter, and larger-diameter Phase II well in 21 days, matching its prior Cape Phase I record. With 658 megawatts of binding power purchase agreements, a $7.2 billion backlog, a 3-gigawatt Google framework, and Cape Station under construction, we believe the current valuation provides a particularly attractive buying opportunity." Analyst: Ross Fowler

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• @tenet_research neutral 22 eng

  Tenet Market Wake-Up Summary 📷📷 June.22.26 $SPX $META $ABBV $APGE $UBER $TSLA $BA $SPCX $NFLX $MP $USAR $RCAT $LHX $LMT $RTX $GOOGL $KO $ASML $MSFT $CVX $HOOD $NOK $GETY $FRVO $POWW $VC $BWIN $SMCI $CRDO $EL $ACN $CLF $TEL $AAPL $DFTX $MPLT $MNTS $LGND @ripster47 | @TENETTRADEGROUP | @TenetCharts

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