US · Energy · Oil & Gas E&P
EPS came in at 0.46 against a street estimate of 0.32 — a beat of 43.8%.
Analysts rate BKV Corporation a strong buy (11 buy, 0 hold, 0 sell out of 11) with an average price target of $34.09.
CONFIDENT BKV delivered record Q2 EBITDAX ($142M) and net income ($51M) on strong upstream execution, power growth momentum, and carbon capture scaling. Raised 2026 production guidance to 950 MMcfe/d midpoint. Power CapEx increased $128M to fund Temple and Jack County development ahead of expected PPA signings. Q2 2026 Management open to Northeast PA monetization if compelling offer emerges but maintaining base plan for cash generation. ERCOT represents accelerating AI/data center load growth; BKV positioned as integrated platform provider. Analysts probed Jack County configuration, interconnection risk mitigation, and Upper Barnett economics. Management emphasized integrated platform uniqueness, alignment with regulatory/customer trends, and cost discipline enabling lower breakevens despite infrastructure leverage. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Yaupon Capital Management LP | 2.53% |
| BlackRock Inc | 2.48% |
| Cooper Creek Partners Management LLC | 2.44% |
| Boston Partners Global Investors, Inc | 2.33% |
| The Goldman Sachs Group Inc | 1.79% |
| FMR Inc | 1.69% |
| Citadel Advisors Llc | 1.65% |
| State Street Corp | 1.61% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • BKV entered into an equipment supply contract on October 2, 2026, for a prospective Texas power generation project. • The contrac | 2026-10-07 |
| Board / officer change · Q3 2026 BKV CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Company: BKV Corporation, Delaware-incorporated, trades as BKV on NYSE • Filing Date: September | 2026-09-25 |
| Material agreement · Q3 2026 BKV CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Issued $575,000,000 aggregate principal amount of 1.625% Convertible Senior Notes due October 15 | 2026-09-14 |
| Company announcement · Q3 2026 BKV CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • BKV Corporation announced a proposed offering of $400 million aggregate principal amount of 1.62 | 2026-09-10 |
| Quarterly report · Q2 2026 BKV CORPORATION – FORM 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $4.235 billion as of June | 2026-08-06 |
| Results announced · Q3 2026 SUMMARY: BKV CORPORATION FORM 8-K (August 6, 2026) HEADLINE NUMBERS • Report Date: August 6, 2026 • Company: BKV Corporation, Delaware incorporated | 2026-08-06 |
| Shareholder vote results · Q2 2026 BKV CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held on June 11, 2026 • Company is an emerging growth company, | 2026-06-12 |
| Material agreement · Q2 2026 BKV CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Document Date: May 20, 2026 (filed May 22, 2026) • Company: BKV Corporation, Delaware corporatio | 2026-05-22 |
Readable in the app.
| Announcement | Date |
|---|---|
| $800 million equipment supply contract for Texas power generation project BKV entered into an approximately $800 million contract to buy two turbines, related power-generation equipment, and services for a planned Texas project. Deliveries are scheduled from Septe | 2026-10-07 |
| Amended joint venture agreement expands strategic initiatives and acquisition authority BKV Corporation completed a transaction on January 30, 2026, acquiring an additional 25% stake in a joint venture power plant in Texas from a related company (BPPUS), increasing BKV's owners | 2026-01-30 |
| Shareholder approval obtained for acquisition of power company joint venture stake BKV Corporation announced that its transaction partner Banpu Power Public Company Limited (BPP) received shareholder approval for a previously announced deal. On January 29, 2026, BPP held a | 2026-01-29 |
| Board authorizes $100 million two-year share repurchase program BKV Corporation announced on December 18, 2025 that its Board of Directors approved a two-year share repurchase program allowing the company to buy back up to $100 million of its common stoc | 2025-12-18 |
| Equity offering to fund previously announced acquisition of controlling interest BKV Corporation completed a stock offering on December 3, 2025, selling 6.9 million shares of common stock at $26 per share (6 million shares plus 900,000 shares from the underwriters' optio | 2025-12-03 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.