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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$572.2M
11M shares
52-week range
$18.12 – $65.43
67% from low
Sector
OIL & GAS FIELD MACHINERY & EQUIPMENT
Exchange
NYSE
CS
Borrow rate
0.41%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.06B | $956.5M | $512.5M | $541.1M | $699.9M | $738.9M | $816.4M | $791.5M |
| Cost of revenue | $807.8M | $711.7M | $523.5M | $417.8M | $511.4M | $534.7M | $561.4M | $572.4M |
| Gross profit | $256.4M | $244.9M | −$11.0M | $123.3M | $188.5M | $204.2M | $255.0M | $219.0M |
| Gross margin | 24.1% | 25.6% | -2.1% | 22.8% | 26.9% | 27.6% | 31.2% | 27.7% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | −$397.0M | −$536.1M | −$231.6M | −$45.6M | $17.3M | $20.7M | −$86.8M | $19.1M |
| EBITDA | −$282.7M | −$474.0M | −$28.5M | −$7.8M | $78.9M | $45.2M | −$43.2M | $68.7M |
| Net income | −$374.1M | −$567.1M | −$96.9M | −$82.7M | $3.7M | −$18.9M | −$135.3M | −$9.7M |
| Net margin | -35.2% | -59.3% | -18.9% | -15.3% | 0.5% | -2.6% | -16.6% | -1.2% |
| EPS (diluted) | -68.78 | -103.02 | -17.37 | -14.66 | 0.36 | -1.85 | -11.00 | -0.81 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $859M | $2.16 | $2.08–$2.24 | 2 |
| 2027 | $915M | $2.75 | $2.42–$3.08 | 2 |
Forward consensus · source: Financial Modeling Prep
Forum Energy Technologies Inc is a manufacturing company serving the oil, natural gas, industrial, and renewable energy industries. Its products include engineered capital equipment, as well as products that are consumed in the drilling, well construction, production, and transportation of oil and natural gas. The company operates in two reportable segments: Drilling and Completions, and Artificial Lift and Downhole. Maximum revenue is generated from the Drilling and Completions segment, which offers products used in the drilling process, and other products like hydraulic fracturing pumps, ROVs and trenchers, submarine rescue vehicles, etc. Geographically, the firm generates maximum revenue from the U.S., followed by Canada, Middle East, Europe and Africa, Asia-Pacific, and Latin America.
www.f-e-t.comNo one on the platform currently holds FET.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 140,475 | $8.2M |
| Execution date | Ratio |
|---|---|
| 2020-11-10 | 1-for-20reverse |
No one on the platform has traded FET yet.
| $216M |
| — |
| NCNACCO Industries, Inc. | $50.54 | +0.78% | $377M | — |
| NGSNatural Gas Services Group, Inc. | $43.59 | +1.92% | $549M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 0.8× sales vs its 0.3× historical median P/S.
Fair value ≈ $21.92 · price $49.86 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$FET 638 from Enverus (+10% YoY), frac spread +8 on Friday to 200 (+12% YoY), CAOEC at 209 (+32% YoY). BS price moves into a very favorable activity environment makes the impact of buybacks much better LT. We're coming for the top end of the EBITDA and CF estimates for 2026.
View on StockTwits ↗$FET now trading right about 5x the 2026 EBITDA guidance (probably a little lower adjusted for buybacks). This is the buy zone. Oil trading at the same level it was pre iran conflict with massive supply draws and we’re still incredibly far away from normalization of flows.
View on StockTwits ↗$FET US rigs +10% YoY per Enverus, Canada still close to +40% YoY per CAOEC. US frac spread count now up YoY for the last 5 weeks. I'd expect we see orders creeping up and early signs of activity based revenue increasing. IMO, Q2 results should be a reasonable shot in the arm for moving back to YTD highs but I think the real moves come after Q3 results. The Q3 2025 asset impairment/restructuring costs are still a speed bump in for paper trailing results (even though they bought back 5% of outstanding shares that quarter). Following Q3 results we see huge moves in YoY results. Let it play out
View on StockTwits ↗$FET is showing a weekly BB Squeeze with volatility compressed to extreme levels. This type of setup often precedes a major move. The next key signal is the breakout direction and volume confirmation.
View on StockTwits ↗$FET I seriously wonder how the fuck you source 400k shares to trade all at once at the end of the day. Where did they come from?
View on StockTwits ↗$KLXE $FET $PR ouch see yall next week!
View on StockTwits ↗$FET the presentation they gave yesterday doesn’t have much you wouldn’t know already EXCEPT that Neil definitely eluded to current activity levels and market environment are much better than they used for guidance (despite the vol). Friendly reminder that prices were in the $50’s & $60’s in Q1 when they were building guidance. From the presentation from Neil: “As we think about our 2026 guidance our assumption coming into this year was relatively flat activity. Not high oil prices but stable oil prices. As we head into this year, obviously a war in Iran, we’ve had a change in activity. We’re going to reassess. And as we think about our Q2 call we’ll update that if we see a change in activity “ Well, we’ve seen a change in activity… obviously oil price volatility won’t have everyone running to grab a rig but all things equal, the market is better now compared to when guidance was given. https://event.summitcast.com/view/bpjo3VVjZ25pp6SXpUua92/HaTmpwcfBZitKcgeXEfUXw
View on StockTwits ↗$FET the US rig count posted 2 weeks of YoY gains which should continue for the foreseeable future. This is after 159 consecutive weeks of YoY declines… Probably nothing for services 🙄 … $OIH
View on StockTwits ↗$FET oil price pretty well flushed out on what looks to be a gigantic win for Iran and 60 days of negotiations I have just about zero confidence in. Bombed out sentiment makes it feel like there’s only 1 way to go. Activity data looking strong. Canada +33% YoY (CAOEC count), US +5% YoY (Enverus daily), US frac spread +5% YoY. Let it play out.
View on StockTwits ↗$MOG.X $FET $RENDER.X 🚨🚨👉STG bottom in load the boat back to $0.70
View on StockTwits ↗$FET agree 100% with this post. Though I’m at the point where i just want the market to trade on fundamentals not tweets. We should not be off of highs by 20-25% when the market has lost 1.5-2 billion barrels of production (this happens if the strait opens tomorrow). Oil stocks have nearly zero representation in the indexes and the small caps have more algo volume than fundamental volume by a long shot. I don’t actually think we’re anywhere close to a deal but I want one. FET already gonna print cash, I’m just annoyed by the 5-10% swings in oil that send the market all over the place. https://x.com/econ_713/status/2065154704842039405?s=46
View on StockTwits ↗$FET frac spreads and rigs inflecting high YoY and we get caught in the AI ponzi sell off? We're in the buy zone...
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.