Topic
Latest reporting and analysis tagged with energy sector.
Cenovus Energy Inc. (CVE) received several Buy ratings from financial institutions in December and January, including National Bank and Goldman Sachs, after announcing its 2026 capital budget.
Equinor ASA announced twelve new framework agreements for modifications and maintenance, valued at NOK 10 billion annually, starting in 2026. Bank of America reiterated a Buy rating, while UBS maintained a Sell rating on the stock.
Barclays and Roth MKM reaffirm Hold ratings on Range Resources stock. The company plans to redeem $600 million in senior notes on January 15, 2026.
Barclays and Bernstein maintained ratings on Devon Energy stock with price targets around $40-$42, while Roth Capital provided a 2026 production forecast.
TD Cowen analyst Eli Mingos initiated coverage on Constellation Energy (CEG) with a $440 price target, citing Calpine integration and gas PPA deals as opportunities, while noting regulatory risks.
TD Cowen analyst Marc Bianchi increased Helmerich & Payne's price target to $35 on January 7, citing potential gains from US actions in Venezuela, while the company seeks to recover $90 million in unpaid invoices and 11 rigs seized in 2010.
Jim Cramer reassured a caller worried about Talen Energy's recent stock decline, advising against selling and expressing a personal inclination to buy. Polen Capital noted Talen as a top performer in its Q3 2025 letter, citing its role in meeting rising data center power demand.
Bernstein lowered Diamondback Energy's price target to $190, while Piper Sandler maintained a buy rating with a $219 target, citing the company's strong performance and Permian position.
Venture Global Inc. stock gained 6.78% on Tuesday, closing at $7.88, as investors bought amid winter energy demand, despite the company lowering its adjusted EBITDA forecast for Q4 and full-year 2025.