$FRVO (Fervo Energy Company) — investor discussion on X

Five-factor rating: Sell (sector percentile 0.1%)

Graded daily on value F, profitability F, momentum F, revisions C. Sector-relative, identical for every user.

Most active credible voices on $FRVO

@openoutcrier (Open Outcrier) — 16 mentions · 79.7K followers
@hedgefundtips (Thomas J. Hayes) — 11 mentions · 72.4K followers
@marketrebels (Market Rebellion) — 8 mentions · 367.8K followers

Recent headlines featuring $FRVO

2026-09-01: Fervo lands 396 MW Google geothermal PPA, with room for 600 MW more by 2030

Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $FRVO are available with SpikePanel Pro.

Stock Ratings · Today Headlines · SpikePanel

For richer charts and full features, open SpikePanel on desktop.

$FRVOFervo Energy Company · Renewable Utilities · $3.8B

$12.87

+13.1%

Event thread

Key events, in time order

15 items

2026-11-098-K filing
8-K: Item 2.02
D1 +26.0% · since +0.0%
2026-11-09Earnings
Earnings report
D1 +26.0% · since +0.0%

13 earlier events

2026-11-09Earnings
Fervo Energy Reports Q3 2026 Results, Begins Commercial Operations
Q3 results released; first geothermal unit commercial, on track for ~100 MW in Q4
D1 +26.0% · since +0.0%
2026-09-29 → 10-01Company
Fervo Energy Cape Station Reaches Commercial Operation Early, Transmission Curtailment Concerns Persist
Early commercial operation announced, but transmission curtailment concerns weigh on investor sentiment
D1 -2.6% · +5d +4.2%
2 waves of this story
- 2026-09-29 Company announcement reveals temporary transmission infrastructure shutdown affecting power delivery
- 2026-10-01 Early commercial operation announced, but transmission curtailment concerns weigh on investor sentiment
2026-09-25 → 09-29Company
Fervo Energy's Cape Station First Power Confirmed by Multiple Sources
Multiple outlets confirm first power, but transmission curtailment disclosure weighs on sentiment
D1 -9.2% · +5d -4.8%
2 waves of this story
- 2026-09-25 Company announcement confirms first power at flagship geothermal project, a milestone for enhanced geothermal commercialization
- 2026-09-29 Multiple outlets confirm first power, but transmission curtailment disclosure weighs on sentiment
2026-09-25Analyst
Wolfe Research upgrades to Outperform
D1 -9.2% · +5d -4.8%
2026-09-02 → 09-04CompanyBull
Fervo breaks out of falling wedge on monster volume after Google 396MW PPA
Monster volume breakout follows Google PPA, aligning technicals with fundamentals
D1 -9.0% · +5d -12.5%
3 waves of this story
- 2026-09-02 Largest geothermal deal, power from 2028, expandable to 1GW
- 2026-09-02 Largest enhanced geothermal deal globally, securing Cape Station output from 2028
- 2026-09-04 Monster volume breakout follows Google PPA, aligning technicals with fundamentals
2026-09-04CompanyBull
Fervo CEO details 400MW Google geothermal deal, Cape Station progress
CEO on site at Cape Station discusses enhanced geothermal bet and 400MW Google deal
D1 +5.8% · +5d -17.6%
2026-09-018-K filing
8-K: Item 8.01, Item 9.01
D1 +28.4% · +5d -12.7%
2026-08-128-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 -16.6% · +5d -11.6%
2026-08-12Earnings
Fervo Energy Reports Q2 2026 Results, First Since IPO
Q2 revenue $113k; advanced 400MW capacity; mineral rights expanded to 650k acres
D1 -16.6% · +5d -11.6%
2026-08-12Earnings
Earnings report
Fervo reported a Q2 2026 net loss of $55.9 million and an operating loss of $28.7 million, with Q2 capital expenditures of $226.5 million.
D1 -16.6% · +5d -11.6%
2026-07-17 → 07-21AnalystBull
Jefferies Upgrades Fervo Energy to Buy, Cuts PT to $34
Following BofA, Jefferies turns bullish after ~40% pullback, but lowers PT to $34
D1 +6.7% · +5d -2.6%
2 waves of this story
- 2026-07-17 BofA Securities upgrades from Neutral to Buy, lowers PT from $40 to $36, reflecting revised fundamental and probability-weighted outlook.
- 2026-07-21 Following BofA, Jefferies turns bullish after ~40% pullback, but lowers PT to $34
2026-07-20AnalystBull
Jefferies upgrades to Buy
D1 +3.4% · +5d -5.9%
2026-07-17AnalystBull
B of A Securities upgrades to Buy
D1 +6.7% · +5d -2.6%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

Discussion

be the first

Be civil · your views are your own

No comments yet.

Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

15 items

2026-11-098-K filing
8-K: Item 2.02
D1 +26.0% · since +0.0%
2026-11-09Earnings
Earnings report
D1 +26.0% · since +0.0%
2026-11-09Earnings
Fervo Energy Reports Q3 2026 Results, Begins Commercial Operations
Q3 results released; first geothermal unit commercial, on track for ~100 MW in Q4
D1 +26.0% · since +0.0%
2026-09-29 → 10-01Company
Fervo Energy Cape Station Reaches Commercial Operation Early, Transmission Curtailment Concerns Persist
Early commercial operation announced, but transmission curtailment concerns weigh on investor sentiment
D1 -2.6% · +5d +4.2%
2 waves of this story
- 2026-09-29 Company announcement reveals temporary transmission infrastructure shutdown affecting power delivery
- 2026-10-01 Early commercial operation announced, but transmission curtailment concerns weigh on investor sentiment
2026-09-25 → 09-29Company
Fervo Energy's Cape Station First Power Confirmed by Multiple Sources
Multiple outlets confirm first power, but transmission curtailment disclosure weighs on sentiment
D1 -9.2% · +5d -4.8%
2 waves of this story
- 2026-09-25 Company announcement confirms first power at flagship geothermal project, a milestone for enhanced geothermal commercialization
- 2026-09-29 Multiple outlets confirm first power, but transmission curtailment disclosure weighs on sentiment

10 earlier events

2026-09-25Analyst
Wolfe Research upgrades to Outperform
D1 -9.2% · +5d -4.8%
2026-09-02 → 09-04CompanyBull
Fervo breaks out of falling wedge on monster volume after Google 396MW PPA
Monster volume breakout follows Google PPA, aligning technicals with fundamentals
D1 -9.0% · +5d -12.5%
3 waves of this story
- 2026-09-02 Largest geothermal deal, power from 2028, expandable to 1GW
- 2026-09-02 Largest enhanced geothermal deal globally, securing Cape Station output from 2028
- 2026-09-04 Monster volume breakout follows Google PPA, aligning technicals with fundamentals
2026-09-04CompanyBull
Fervo CEO details 400MW Google geothermal deal, Cape Station progress
CEO on site at Cape Station discusses enhanced geothermal bet and 400MW Google deal
D1 +5.8% · +5d -17.6%
2026-09-018-K filing
8-K: Item 8.01, Item 9.01
D1 +28.4% · +5d -12.7%
2026-08-128-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 -16.6% · +5d -11.6%
2026-08-12Earnings
Fervo Energy Reports Q2 2026 Results, First Since IPO
Q2 revenue $113k; advanced 400MW capacity; mineral rights expanded to 650k acres
D1 -16.6% · +5d -11.6%
2026-08-12Earnings
Earnings report
Fervo reported a Q2 2026 net loss of $55.9 million and an operating loss of $28.7 million, with Q2 capital expenditures of $226.5 million.
D1 -16.6% · +5d -11.6%
2026-07-17 → 07-21AnalystBull
Jefferies Upgrades Fervo Energy to Buy, Cuts PT to $34
Following BofA, Jefferies turns bullish after ~40% pullback, but lowers PT to $34
D1 +6.7% · +5d -2.6%
2 waves of this story
- 2026-07-17 BofA Securities upgrades from Neutral to Buy, lowers PT from $40 to $36, reflecting revised fundamental and probability-weighted outlook.
- 2026-07-21 Following BofA, Jefferies turns bullish after ~40% pullback, but lowers PT to $34
2026-07-20AnalystBull
Jefferies upgrades to Buy
D1 +3.4% · +5d -5.9%
2026-07-17AnalystBull
B of A Securities upgrades to Buy
D1 +6.7% · +5d -2.6%

$FRVO — what investors on X are saying · SpikePanel

$FRVO (Fervo Energy Company) — investor discussion on X

Five-factor rating: Sell (sector percentile 0.1%)

Most active credible voices on $FRVO

Recent headlines featuring $FRVO

$FRVO (Fervo Energy Company) — investor discussion on X

Five-factor rating: Sell (sector percentile 0.1%)

Most active credible voices on $FRVO

Recent headlines featuring $FRVO

8-K: Item 2.02

Earnings report

Fervo Energy Reports Q3 2026 Results, Begins Commercial Operations

Fervo Energy Cape Station Reaches Commercial Operation Early, Transmission Curtailment Concerns Persist

Fervo Energy's Cape Station First Power Confirmed by Multiple Sources

Wolfe Research upgrades to Outperform

Fervo breaks out of falling wedge on monster volume after Google 396MW PPA

Fervo CEO details 400MW Google geothermal deal, Cape Station progress

8-K: Item 8.01, Item 9.01

8-K: Item 2.02, Item 7.01, Item 9.01

Fervo Energy Reports Q2 2026 Results, First Since IPO

Earnings report

Jefferies Upgrades Fervo Energy to Buy, Cuts PT to $34

Jefferies upgrades to Buy

B of A Securities upgrades to Buy

Bull vs bear

Discussion

8-K: Item 2.02

Earnings report

Fervo Energy Reports Q3 2026 Results, Begins Commercial Operations

Fervo Energy Cape Station Reaches Commercial Operation Early, Transmission Curtailment Concerns Persist

Fervo Energy's Cape Station First Power Confirmed by Multiple Sources

Wolfe Research upgrades to Outperform

Fervo breaks out of falling wedge on monster volume after Google 396MW PPA

Fervo CEO details 400MW Google geothermal deal, Cape Station progress

8-K: Item 8.01, Item 9.01

8-K: Item 2.02, Item 7.01, Item 9.01

Fervo Energy Reports Q2 2026 Results, First Since IPO

Earnings report

Jefferies Upgrades Fervo Energy to Buy, Cuts PT to $34

Jefferies upgrades to Buy

B of A Securities upgrades to Buy