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Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$4.4B
295M shares
52-week range
$14.60 – $42.65
2% from low
Sector
ELECTRIC SERVICES
Exchange
NASDAQ
CS
Fervo Energy Co operates as a geothermal energy developer that builds, owns, and operates geothermal power facilities. Its innovations include technologies such as computational models, horizontal drilling, and distributed fiber optic sensing. The company's revenue is derived mainly from the sale of electricity from geothermal resources, facilitated through long-term PPAs with utilities and other entities.
www.fervoenergy.comNo one on the platform currently holds FRVO.
No tracked institution reports a position in FRVO as of their last filing.
No one on the platform has traded FRVO yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | ||||||
| Profit Margin % | -51097.8% | |||||
| Free Cash Flow Margin % | -360446.4% | |||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $6M | +3950.2% | $-0.48 | $-0.85–$-0.16 | — | 6 |
| 2027 | $72M | +1194.6% | $-0.37 | $-0.65–$-0.22 | — | 6 |
| 2028 | $203M | +180.9% | $-0.29 | $-0.43–$-0.18 | — | 3 |
| 2029 | $481M | +136.6% | $0.22 | $0.16–$0.25 | 68.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 0 of the last 2 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-12 | $-0.07 | $-0.38 | -415.3% |
| 2026-06-22 | $-0.05 | $-3.72 | -6716.9% |
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.
$FRVO The strongest evidence today remains remarkably simple: a $14.85 early low, almost no time below $15, then hours of heavy trading above $15.10 while the overall market is markedly down. That’s a notably resilient tape.
View on StockTwits ↗$FRVO study the tutes buying- not being bought by flippers
View on StockTwits ↗$FRVO clear relative strength with accumulation-like characteristics
View on StockTwits ↗$FRVO The U.S. Department of Energy has launched a Geothermal Center of Excellence in Golden, Colorado, intended to bring geothermal developers, oil-and-gas companies, service companies and national laboratories together to accelerate commercialization. Significantly for Fervo followers, CEO Tim Latimer participated in the launch, and more than a dozen companies are represented on the center’s industry advisory board. DOE specifically identifies enhanced geothermal systems as an area receiving growing attention. This is strategically positive for Fervo because federal R&D infrastructure, drilling knowledge and industry collaboration can help reduce the technological and execution risk of scaling EGS beyond Cape Station.
View on StockTwits ↗$FRVO genuine stock-specific accumulation/relative strength
View on StockTwits ↗$FRVO fresh positive drilling update (hottest well to date at Blanford, >555°F
View on StockTwits ↗
$FRVO Great long term investment. Could be reversal from the lows right here.
View on StockTwits ↗$FRVO analyst-consensus report says 12 of 17 covering analysts rate FRVO Buy and another 2 Strong Buy, giving it an overall Moderate Buy consensus
View on StockTwits ↗
$FRVO https://www.ft.com/content/720ff9ec-f292-468c-af88-d368fbc88c84?syn-25a6b1a6=1
View on StockTwits ↗
$FRVO that was a nice pump CNBC did. How many people got stuck with it.
View on StockTwits ↗$FRVO If Cape Station succeeds, drilling costs continue falling, Google takes its additional capacity, and Fervo can replicate Cape elsewhere, then even $75–$90 2035 central scenario could actually prove conservative. A company operating 10+ GW rather than Northland’s ~5 GW would potentially support a substantially higher valuation. That’s why I view Cape Station’s first 33 MW as disproportionately important. It is the first major bridge between “EGS could unlock tens of gigawatts” and “Fervo can economically capture a meaningful percentage of those gigawatts.”
View on StockTwits ↗$FRVO But here’s the important part for FRVO’s valuation: Fervo doesn’t need anything remotely close to the entire 90 GW opportunity for today’s ~$15 stock price to work. Northland’s bullish valuation reportedly assumes only about 5 GW of Fervo operating capacity in 2035. That’s roughly 5.6% of 90 GW. Even if the eventual commercially viable U.S. EGS market were only half the DOE figure, 5 GW would represent about 11% of it. So Northland’s 5-GW assumption isn’t mathematically dependent upon Fervo dominating the entire future EGS market.
View on StockTwits ↗$FRVO The total installed geothermal capacity in the United States today is about 4 gigawatts. Four. Not because the heat isn’t below, but because the other two requirements limit geothermal projects to a handful of hyper-localized pockets that meet the geological trifecta. Now, listen to this. The U.S. Department of Energy estimates that Enhanced Geothermal Systems (EGS) could unlock over 90 gigawatts of power. 90 GW is enough electricity to power around 67 million homes—almost half of all households in the country. Fervo’s technology transforms geothermal from a niche, geography-locked novelty into a massive, scalable grid solution capable of powering tens of millions of homes and the next generation of AI data centers.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.