Discover US Market's Hidden Gems with Reitar Logtech Holdings and Two Other Small Caps
This article highlights three small-cap companies in the US market with strong fundamental growth potential: Reitar Logtech Holdings, Oceaneering International, and TETRA Technologies. Reitar Logtech and TETRA Technologies are experiencing significant earnings growth, while Oceaneering International shows impressive growth and is trading below its estimated fair value. The analysis emphasizes identifying undervalued opportunities in a market forecasted for continued earnings growth.
Olivia Simmons is using chemistry to help transform the energy industry
Olivia Simmons, a 25-year-old with dual degrees in chemistry and chemical engineering, is making significant contributions to the energy industry through her work at Baker Hughes. As part of the LEAD program, she designs and delivers automated chemical pump systems that optimize oil and gas operations and refineries. Her innovative work involves applying both her chemistry and engineering skills to problem-solve and enhance processes for customers, particularly as she fast-tracks through the program and takes on complex projects like a massive unit for a California refinery.
A dual-coast LNG strategy
Sempra Infrastructure is pursuing a dual-coast LNG strategy, developing facilities on both the US Gulf Coast and Mexico Pacific Coast to serve Atlantic and Pacific markets. The company's Vice President, Carlos de la Vega, discusses the progress of projects like Port Arthur LNG and Cameron LNG. This approach aims to provide competitive and flexible LNG supply to a global market.
Lost Circulation Material Market Is Going to Boom Rapidly With
Coherent Market Insights has published a comprehensive study on the "Lost Circulation Material Market," covering industry trends, share, size, growth opportunities, and forecasts for 2026-2033. The report offers validated market size estimates, competitive landscape evaluation, and detailed regional insights, backed by extensive research and expert validation. It focuses on growth drivers, restraints, cost structures, and emerging trends to support informed business decisions.
Halliburton’s New Oilfield Play: What It Really Means For U.S. Energy
Halliburton's latest strategic moves in oilfield services, focusing on digital tools, AI-driven optimization, and pricing discipline, are poised to significantly impact U.S. energy production efficiency and affordability. These developments mean more stable and affordable energy for consumers and a more efficient U.S. oil and gas sector. The company's emphasis on smarter, rather than just more, drilling reflects a shift in the American energy landscape.
Infinity Natural Resources Increases Stake in Antero Ohio Acquisition with $350M Equity Investment
Infinity Natural Resources, Inc. announced a $350 million strategic equity investment from Quantum Capital Group and Carnelian Energy Capital Management, allowing it to increase its stake in the Antero Ohio Utica Shale Acquisition from 51% to 60%. This investment significantly reduces Infinity's pro forma leverage, boosts liquidity, and positions the company for accelerated development and further strategic consolidation in the Appalachian Basin. The acquisition is expected to close by the end of the first quarter of 2026.
Why Halliburton Looks Fully Priced After a 65% Run in 6 Months
Halliburton's stock has surged nearly 65% in the past six months, driven by strong international performance and shareholder returns. While the company exhibits solid fundamentals and cash generation, its valuation now appears full, especially considering its significant exposure to the North American market which is expected to decline. Analysts suggest a "wait-and-watch" approach as the upside potential seems limited after the sharp rally.
Helmerich & Payne JV Gets $1B Contract Renewal from BP in Caspian Sea
BP has renewed a $1 billion contract with a joint venture involving Helmerich & Payne (H&P) for operations in the Caspian Sea. This indicates BP's continued investment in Azerbaijan. Helmerich & Payne is an oilfield services company based in Tulsa, Oklahoma.
Why Halliburton Looks Fully Priced After a 65% Run in 6 Months
Shares of Halliburton Company (HAL) have rallied almost 65% in the past six months, reaching a 52-week high. While the company demonstrates strong international execution, cost control, and shareholder returns, its current valuation appears balanced after such a significant run. With North American activity expected to decline and margins facing compression, the stock is considered a "wait-and-watch" rather than an aggressive buy, despite solid fundamentals.
A Heavy-Duty Union: Chart Industries and Flowserve Complete $19 Billion Merger to Define the 'Nexus of Clean'
Chart Industries (GTLS) and Flowserve Corp. (FLS) have completed a $19 billion merger, creating a dominant force in clean energy and high-growth infrastructure. This strategic union combines Chart's cryogenic and molecule-handling technologies with Flowserve's flow control systems, aiming to unlock significant shareholder value through synergies and a large aftermarket service franchise. The new entity, led by Jill Evanko as Chair and Scott Rowe as CEO, is positioned to capitalize on the energy transition, decarbonization efforts, and the infrastructure demands of the AI era.
Devon Energy Corporation (NYSE:DVN) Q4 2025 Earnings Call Transcript
Devon Energy Corporation reported strong fourth quarter and full-year 2025 results, driven by production optimization, cost efficiencies, and better-than-guided capital spending, resulting in $700 million in free cash flow for Q4. The company highlighted its recently announced merger with Coterra Energy, which is expected to create substantial value through synergies, enhanced free cash flow generation, and accelerated capital returns to shareholders including a significant increase in dividends and a new share repurchase authorization. Devon also discussed its ongoing business optimization program, which has achieved 85% of its $1 billion target, and its strategic investments, including in Fervo Energy, a pioneer in enhanced geothermal systems.
Why Halliburton Looks Fully Priced After a 65% Run in 6 Months
Halliburton (HAL) has seen a significant 65% rally in its stock price over the last six months, reaching a 52-week high. While the company demonstrates strong international performance, diligent cost control, and aggressive shareholder returns, its valuation now appears full. The article suggests that after such a strong run, the risk-reward balance for new investors has become less favorable, particularly given its exposure to a declining North American market.
USA Compression Q4 Earnings Match Estimates, Revenues Rise Y/Y
USA Compression Partners reported fourth-quarter adjusted net profit of 28 cents per common unit, matching analyst estimates and increasing from the prior year. Revenues rose 2.7% year-over-year to $252.5 million, surpassing consensus estimates. The company also provided its full-year 2026 guidance, expecting adjusted EBITDA between $770 million and $800 million.
Amazon, Chevron, Baker Hughes And More On CNBC's 'Final Trades'
This article summarizes the "Final Trades" segment on CNBC, featuring stock picks from various financial experts. Key mentions include Chevron Corporation for its expanded exploration portfolio in Greece, Baker Hughes due to an "Outperform" rating and raised price target, State Street Financial Select Sector SPDR ETF, and Amazon.com, Inc., even with the recent discontinuation of its Blue Jay warehouse robot.
Oil and Gas Drilling Automation Market to Reach US$ 5.1 Billion
The global Oil and Gas Drilling Automation Market is projected to reach US$ 5.1 billion by 2030, growing at a CAGR of 10.2% from US$ 1.9 billion in 2022. This growth is driven by the increasing adoption of digital technologies, focusing on improved efficiency, safety, and cost-effectiveness in drilling operations. Key advancements include AI-driven autonomous drilling systems, digital twin technology, robotics, and smart rig solutions, with North America leading market share.
Does Strong 2025 Earnings and Buybacks Change The Bull Case For Oceaneering International (OII)?
Oceaneering International (OII) reported strong 2025 financial results, including increased net income and free cash flow, despite a fourth-quarter revenue decline. This performance, driven by operational execution and cost control, along with management's 2026 guidance and planned share repurchases, could reframe its investment narrative towards higher-margin technologies. However, the company still faces risks from its reliance on deepwater oil and gas and the need for successful ADTech execution.
Texas Pacific Land (TPL) Earnings Call Transcript
Texas Pacific Land (TPL) reported record Q4 2025 results in oil and gas royalty production, water sales, and produced water royalties, attributing growth to strategic initiatives and acquisitions. The company also highlighted significant progress in next-generation opportunities like data centers and freeze desalination, including a strategic investment in BOLT Data and Energy. TPL maintains a strong financial position with zero debt and increased its regular dividend, outlining plans for continued capital deployment in water infrastructure and technology diversification.
SOCAR signs exploration and production sharing agreement with Gran Tierra Energy Inc.
The State Oil Company of Azerbaijan (SOCAR) has signed an Exploration, Development, and Production Sharing Agreement with Gran Tierra Energy Inc. for an onshore prospective area in Azerbaijan's Guba-Caspian region. Under the agreement, Gran Tierra Energy Inc. will be the project operator with a 65% stake, focusing on exploration through gravimetric data acquisition, 3D seismic assessments, and exploratory drilling. The agreement's entry into force is contingent upon ratification by the Azerbaijani Parliament.
ProPetro Holding (PUMP) Q3 Loss Narrows To US$0.02 EPS And Tests Turnaround Narrative
ProPetro Holding (PUMP) reported a narrowed Q3 2025 loss of US$0.02 EPS on revenues of US$293.9 million, continuing a pattern of volatile but improving margins. While bulls point to shrinking losses and occasional profitable quarters, bears remain cautious due to ongoing unprofitability despite US$1.3 billion in revenue and recent shareholder dilution. The article discusses how these results test the company's turnaround narrative and highlights the differing perspectives on its path to sustained profitability.
SLB stock price rebounds as Equinor awards OneSubsea North Sea upgrade — what to watch next
SLB's stock price rebounded by 2.6% in early trading following news of a new subsea upgrade contract from Equinor for the Gullfaks field in the North Sea. This uptick was also supported by a nearly 3% rise in crude oil prices driven by geopolitical tensions. Investors are now looking forward to upcoming U.S. inventory numbers and comments from SLB executives at industry conferences for future guidance.
Devon Energy (DVN) Q4 2025 Earnings Transcript
Devon Energy reported strong Q4 and full-year 2025 results, driven by operational efficiencies, exceeding production guidance, and achieving significant cost reductions. The company highlighted the transformative value of its pending merger with Cotera Energy, anticipating $1 billion in annual pretax synergies and substantial shareholder returns through increased dividends and a new share repurchase program. Devon Energy also emphasized its financial strength, strategic investments in innovative technologies like geothermal energy, and a commitment to continuous improvement across its operations.
Cenovus Energy Inc. (CVE) Target Cut to C$25 on Supply-Side Risk Concerns
JPMorgan downgraded Cenovus Energy Inc. (CVE) to Neutral from Overweight and reduced its price target to C$25 from C$29, citing evolving supply-side risks in crude markets and a preference for U.S.-based integrated majors. Despite the downgrade, Cenovus' 2026 production guidance exceeded expectations, reflecting strength in its oil sands portfolio and strategic initiatives aimed at optimizing its balance sheet and enhancing shareholder value. The company's operational catalysts suggest the capacity to generate resilient cash flows over the medium term.
Applied Digital Shifts To Monetization With Long Term AI Data Center Leases
Applied Digital (APLD) is transitioning from a build-out phase to active monetization, securing long-term, non-cancellable leases for its data centers with a leading hyperscaler and CoreWeave. These contracts are expected to generate billions in revenue, making the company's profile more focused on contracted cash flows and specialized AI data center services. Investors are now watching the execution of these contracts and capital allocation towards AI infrastructure, especially as the stock price is trading below analyst targets despite recent short-term declines.
SLB Stock Price, Forecast & Analysis | SLB LTD (NYSE:SLB)
This article provides an analysis of SLB (NYSE:SLB), an energy technology company, including its stock price, forecast, and various financial and technical ratings. As of February 19, 2026, the stock price is $51.395, with analysts forecasting a 6.96% increase within the next year. ChartMill rates SLB with a strong technical score of 9/10 but a moderate fundamental score of 5/10, noting good profitability with minor financial health concerns.
Vanguard Group Inc. Acquires 598,159 Shares of Baker Hughes Company $BKR
Vanguard Group Inc. increased its stake in Baker Hughes Company (NASDAQ:BKR) by 0.5% in the third quarter, acquiring an additional 598,159 shares, bringing its total holdings to over 123 million shares valued at approximately $6.04 billion. This increase occurred amidst Baker Hughes reporting strong quarterly earnings, beating analyst estimates, and announcing a quarterly dividend. The company maintains a "Moderate Buy" consensus rating from analysts, with several recent price target revisions.
Allegion's Q4 Earnings Miss Estimates, Revenues Increase Y/Y
Allegion's fourth-quarter 2025 adjusted earnings of $1.94 per share missed the Zacks Consensus Estimate of $2.01, despite increasing 4.3% year over year. The company's revenues were $1.03 billion, in line with estimates and up 9.3% year over year, driven by organic growth and acquired assets. For 2026, Allegion anticipates revenue growth of 5-7% and adjusted earnings of $8.70-$8.90 per share.
Pallas Capital Advisors LLC Sells 8,784 Shares of Chart Industries, Inc. $GTLS
Pallas Capital Advisors LLC reduced its stake in Chart Industries (NYSE:GTLS) by 36.8% during the third quarter, selling 8,784 shares and now holding 15,090 shares valued at $3.02 million. Wall Street analysts have mixed views on GTLS, with a consensus "Hold" rating and an average price target of $204.10, although Zacks upgraded it to "Strong Buy" and JPMorgan raised its target to $210. The stock is currently trading near its 12-month high with a market cap of $9.3 billion and a high P/E ratio of 252.27, reflecting a rich valuation.
How Investors Are Reacting To NOV (NOV) Earnings Miss, Impairments, Buybacks And Tighter M&A Focus
NOV Inc. recently reported a Q4 2025 earnings miss, including a net loss and significant impairments, and provided weak Q1 2026 revenue guidance. In response, the company is focusing on portfolio efficiency, tighter acquisition criteria, and has completed a substantial share buyback. This strategy aims to support higher-return growth and potentially amplify future earnings recovery, though investors must weigh risks like accelerating energy transition and market volatility.
Chart Industries, Inc. $GTLS Shares Sold by TimesSquare Capital Management LLC
TimesSquare Capital Management LLC reduced its stake in Chart Industries, Inc. (NYSE:GTLS) by 18.1% in the third quarter, selling 24,235 shares. Despite trading near its 52-week high with a market cap of $9.3 billion and a high P/E ratio, analyst opinions are mixed, resulting in a consensus "Hold" rating. Other institutional investors have adjusted their positions, with several increasing their holdings in the company.
Credit Industriel ET Commercial Takes $1.60 Million Position in Chart Industries, Inc. $GTLS
Credit Industriel ET Commercial has acquired a new position in Chart Industries, Inc. (NYSE:GTLS) by purchasing 8,000 shares valued at approximately $1.60 million during the third quarter. Other institutional investors have also adjusted their holdings in Chart Industries. The stock currently trades around $206.86 with a market capitalization of $9.30 billion and has received mixed analyst ratings, with a MarketBeat consensus of "Hold" and an average price target of $204.10.
Is It Too Late To Consider Oceaneering International (OII) After Its Strong Multi‑Year Run?
Oceaneering International (OII) has seen a strong multi-year run, prompting questions about its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is approximately 11.4% undervalued, while its current P/E ratio of 14.24x is below the industry average, indicating it's "about right" based on earnings. The article encourages investors to use "Narratives" on Simply Wall St to align their views with financial forecasts for a more personalized valuation.
A Look At SLB (SLB) Valuation After New Offshore Contracts With Mubadala Energy
SLB (SLB) has secured new offshore contracts with Mubadala Energy for a deepwater natural gas project in Indonesia, reinforcing its integrated model. The stock shows strong recent performance and is trading at an 8% discount to the average analyst target and a 38% intrinsic discount. While the market considers SLB undervalued, with a narrative predicting a fair value of $54.08, potential risks include integration setbacks with ChampionX and a decrease in global upstream spending.
Cameco Corporation (NYSE:CCJ) Q4 2025 Earnings Call Transcript
Cameco Corporation announced its Q4 and full-year 2025 results, reporting strong financial performance with annual revenue of $3.5 billion and adjusted net earnings of nearly $630 million. The company emphasized disciplined execution of its long-term strategy, focusing on preserving uncommitted uranium volumes for future higher-priced contracts and strategically pacing production based on market demand. Cameco also highlighted the significant contribution and future potential of its investment in Westinghouse, particularly with advancing Gen III+ AP1000 reactor deployment and its unique position in the nuclear fuel cycle.
PACK Private Wealth LLC Buys Shares of 11,700 Chart Industries, Inc. $GTLS
PACK Private Wealth LLC has acquired 11,700 shares of Chart Industries (NYSE:GTLS) during Q3, a position valued at approximately $2.34 million. This investment now represents 1.1% of the firm's portfolio and is its 14th largest holding. Other institutional investors like Nordea, Atlantic Investment Management, and Alpine Associates have also increased or initiated positions in Chart Industries, while analysts maintain a "Hold" consensus rating with an average price target of $204.10.
VEN Plans to Grant More Oil Blocks to Chevron and Repsol
Venezuela intends to grant additional oil production blocks to Chevron Corp. and Repsol SA as the Trump administration pushes for private companies to revitalize the nation's energy sector. This move aims to increase Venezuela's oil production, which has severely declined, and to diminish the influence of China and Russia in the region. US Energy Secretary Chris Wright highlighted Chevron's potential to significantly expand its operations and production in Venezuela.
Öl-Service (Oilfield Services) by Halliburton: The Quiet Backbone Powering the World’s Energy Tra
This article highlights Halliburton's "Öl-Service" (oilfield services) as a critical, often unseen, component powering the global energy sector, emphasizing its role in risk reduction and efficiency. Halliburton positions itself as an end-to-end technology and services partner throughout the well life cycle, focusing on digital workflows, cost optimization, and lower-carbon solutions including carbon capture and storage. The company aims to provide integrated solutions for complex assets, helping operators manage performance, cost, and ESG targets in a demanding energy landscape.
Williams Companies Q4 Earnings Miss Estimates, Revenues Beat
Williams Companies (WMB) reported Q4 2025 adjusted earnings of 55 cents per share, missing the Zacks Consensus Estimate of 58 cents due to increased costs and weak performance in certain segments. Despite the earnings miss, revenues for the quarter beat estimates at $3.2 billion, an increase from the previous year, driven by higher service revenues and product sales. The company provided optimistic 2026 guidance, including an expected adjusted EBITDA between $8.05 billion and $8.35 billion, and announced a 5% increase in its annual dividend.
IEA Outlook Dampens IXC Gains as Oversupply Fears Return
The iShares Global Energy ETF (IXC) experienced a 1.80% decline in net asset value following a report from the International Energy Agency (IEA) warning of potential oil market oversupply. Despite this recent dip, the fund still shows a year-to-date gain of 20.52%. The IEA's cautious outlook is based on persistent economic uncertainty and growing non-OPEC+ production, alongside a significant rise in US crude oil inventories.
Eni, YPF and XRG Sign Joint Development Agreement Advancing Argentina LNG
Eni, YPF, and XRG have signed a binding Joint Development Agreement (JDA) to advance the Argentina LNG project. This large-scale project aims to unlock Argentina's Vaca Muerta shale basin and establish the country as a major global LNG supplier with an expected capacity of 12 mtpa. The partners will now proceed with Front-End Engineering Design (FEED) and related activities, targeting a Final Investment Decision (FID) in the second half of 2026.
PHINIA Inc. Posts 13% Q4 EBITDA Margin, Expands Share Repurchase Program
PHINIA Inc. reported strong Q4 and full-year 2025 financial results, achieving a 13.0% adjusted EBITDA margin in Q4 and expanding its share repurchase program to $750 million. The company, which has repurchased approximately 21% of its outstanding shares since its 2023 spin-off, anticipates stable but cautious growth in 2026 despite projected declines in internal combustion engine production. PHINIA's strategy focuses on alternative fuel technologies and heavy-duty commercial vehicles, aiming for over $200 million in annual adjusted free cash flow through the end of the decade.
YPF, Eni, XRG Advance 12-MMtpy Argentina LNG Toward FID
YPF, Eni, and XRG have formally partnered to advance the 12-million-ton-per-year (MMtpy) Argentina LNG project through a Joint Development Agreement. This initiative aims to monetize gas from the Vaca Muerta shale basin, positioning Argentina as a major LNG exporter. The partners plan to launch Front-End Engineering Design (FEED) with a target Final Investment Decision (FID) in the second half of 2026.
Some May Be Optimistic About Baker Hughes' (NASDAQ:BKR) Earnings
Despite a soft earnings report, Baker Hughes' stock remained strong, suggesting investor optimism about its future. The company's statutory profit was reduced by unusual items, which are often non-recurring, potentially leading to improved profitability in the coming year. This makes the company's earnings potential appear better than the recent figures suggest.
Halliburton Taxes Highlight Private Participation in Mexico’s O&G
Halliburton paid US$112 million in income taxes in Mexico in 2025, making it the largest foreign tax jurisdiction for the company and underscoring the deep involvement of private service companies in Mexico's oil and gas sector. This highlights the evolving hybrid model under the Sheinbaum administration, which seeks to balance state control of hydrocarbons through PEMEX with selective private sector engagement via mixed development contracts and legislative reforms to boost production and attract investment. The article emphasizes the critical role of private expertise and capital in Mexico's energy future, contributing to operational efficiency, fiscal revenues, and production stability.
NOV Inc. SEC 10-K Report
NOV Inc. released its 2025 10-K report, detailing a decline in total revenue, gross profit, operating profit, and net income attributed to decreased global activity, inflationary pressures, and a higher effective tax rate. Despite a challenging environment, the company continues to invest in innovative technologies for energy production, streamline operations, and manage capital effectively through share repurchases and dividends. NOV Inc. also faces industry competition, regulatory risks, operational challenges, and cybersecurity threats, which it addresses by focusing on efficiency, technological advancements, and financial resilience.
Precision Drilling shares fall after decommissioning charge drags it to a Q4 loss
Precision Drilling Corp. reported a Q4 net loss of $41.9 million, or $3.23 per share, primarily due to non-cash charges totaling $84 million related to decommissioning 31 drilling rigs and writedowns on drill pipe. Despite increased revenues and active rig counts in Canada and the U.S., the decommissioning charge significantly impacted its financial performance, causing its shares to fall. The company, however, maintains a favorable long-term business outlook driven by stabilizing natural gas demand and projected growth in energy needs.
Tamboran advances Beetaloo pilot as funding and infrastructure build gather pace in Q2
Tamboran Resources Corporation is on track to deliver first gas from the Beetaloo Basin in Q3 2026, with significant progress made in drilling, infrastructure development, and securing funding. The company has advanced its Shenandoah South Pilot Project, including batch drilling and stimulation campaigns, and infrastructure like the Sturt Plateau Compression Facility and Pipeline are nearing completion. Tamboran's financial position was strengthened through public offerings and private investments, positioning it for active development in the Beetaloo Basin this year under new CEO Todd Abbott.
Wellington Shields Capital Management LLC Reduces Stake in Chart Industries, Inc. $GTLS
Wellington Shields Capital Management LLC reduced its stake in Chart Industries, Inc. (NYSE:GTLS) by 37.8% in Q3, selling 5,745 shares and ending the period with 9,445 shares valued at $1.89 million. While Wellington Shields decreased its holdings, other institutions like Norges Bank, Loomis Sayles & Co. L P, Third Point LLC, Bank of Montreal Can, and Frontier Capital Management Co. LLC significantly increased their positions. Analysts currently have an average "Hold" rating on GTLS with a consensus target price of $206.00, and the stock is trading near its one-year high.
US shale market ‘appears to be stabilising’: top drilling CEO
The US shale market is showing signs of stabilization, according to Nabors Industries CEO Anthony Petrello, despite a decrease in the average rig count over the past year. Nabors Industries, a major drilling company, remains optimistic about the Lower 48 region.
Baker Hughes Agreements Highlight Shift Toward Storage And Low Carbon Projects
Baker Hughes has announced new partnerships and awards that signal a strategic shift towards energy storage and low-carbon projects, alongside its traditional oil and gas services. Key agreements include a collaboration with Hydrostor for compressed air energy storage, a multiyear provider deal with Marathon Petroleum for hydrocarbon treatment solutions, and technology awards for a low-carbon ammonia plant in Indiana. These developments highlight the company's efforts to expand into cleaner energy solutions while maintaining its legacy business.
Baker Hughes Receives Gas Turbine Order from Twenty20 Energy to Power U.S. Data Center Infrastructure
Baker Hughes has received an order from Twenty20 Energy for 10 Frame 5 gas turbines and associated generator technology, providing up to 250 MW of power for U.S. data center projects in Georgia and Texas. This initial order is a key step in a broader strategic collaboration between the two companies to supply multi-gigawatt power generation equipment to meet the growing demand for AI and digital infrastructure. Both companies emphasize their commitment to delivering reliable, resilient, and sustainable power solutions.
