$FRVO 0.58 Developing

Notable posts

• @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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