Energy Infrastructure

搜索文档
 Fast-paced Momentum Stock Enerflex (EFXT) Is Still Trading at a Bargain
 ZACKS· 2025-10-31 21:51
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead  ...
 Where is Integra Resources Corp. (ITRG) Headed According to Analysts?
 Insider Monkey· 2025-10-31 11:29
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
 Piper Sandler Remains Bullish on Compass Therapeutics (CMPX)
 Insider Monkey· 2025-10-31 11:29
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
 Korn Ferry (KFY) Delivers Record Bill Rates and Sustained Dividend Growth Through Diversification
 Insider Monkey· 2025-10-31 07:27
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
 Raymond James Reduces PT on ONEOK (OKE) Stock
 Yahoo Finance· 2025-10-30 21:08
 ONEOK, Inc. (NYSE:OKE) is one of the Best Bargain Stocks to Buy in November. On October 24, Raymond James reduced the price target on the company’s stock to $82 from $100, while keeping an “Outperform” rating, as reported by The Fly. The firm adjusted targets in the midstream suppliers group ahead of the Q3 2025 prints. As per the analyst, midstream has been showing stability for investors, with robust diesel margins, as well as a consensus view that oil markets are oversupplied, pushing the refiners to ce ...
 Jim Cramer Likes Toast, But Isn't Buying Shares—Yet
 Benzinga· 2025-10-30 20:06
On CNBC's “Mad Money Lightning Round,” Jim Cramer said he would buy shares of Toast, Inc. (NYSE:TOST), but only after the restaurant management software company reports earnings results on Nov. 4.Supporting his views, Citigroup analyst Bryan Keane, on Oct. 22, initiated coverage on Toast with a Buy rating and announced a price target of $51, while Wells Fargo analyst Jason Kupferberg initiated coverage on the stock with an Overweight rating and announced a price target of $47.Cramer also likes Energy Transf ...
 Top 3 Energy Stocks That Could Lead To Your Biggest Gains In Q4
 Benzinga· 2025-10-30 18:48
The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players in th ...
 Jane Street Is Betting Big on Hut 8 Stock. Should You?
 Yahoo Finance· 2025-10-29 23:03
 Hut 8 (HUT) stock has gone ballistic in the last 12 months, with returns of over 200% during the period.  The upside has been backed by strong fundamental developments that include the company’s growth in EBITDA and expansion plans for the energy infrastructure segment.  More News from Barchart  The big rally has, however, not been a deterrent for fresh exposure in the energy infrastructure and Bitcoin (BTCUSD) mining company. According to Schedule 13Gs filed on Oct. 23, Jane Street reported beneficial own ...
 ONEOK(OKE) - 2025 Q3 - Earnings Call Presentation
 2025-10-29 23:00
 业绩总结 - 2025年第三季度净收入为9.4亿美元,同比增长10%[12] - 2025年第三季度调整后EBITDA为21.2亿美元,同比增长7%[13] - 2025年6月30日的净收入为8.53亿美元,9月30日的净收入为9.40亿美元[51] - 2025年6月30日的调整后EBITDA为19.81亿美元,9月30日的调整后EBITDA为21.19亿美元[51]   用户数据 - 在墨西哥湾沿岸/二叠纪地区,天然气液体(NGL)的运输量增长了8%[14] - 总天然气处理量增长了5%[14] - 2025年第三季度,天然气管道的处理量为5852百万立方英尺/日,同比增长5%[39] - 2025年第三季度,天然气液体的平均原料进料吞吐量为157.4万桶/日[28] - 精炼产品和原油的平均吞吐量为152.6万桶/日,较第二季度增长1.5%[34]   未来展望 - 2025年调整后EBITDA指导范围为80亿至84.5亿美元[20] - 2025年预计将实现250百万美元的年度协同效应[17] - 2025年每股稀释收益预期范围为4.97美元至5.77美元[49] - 平均稀释流通股数为6.252亿股[50]   分红信息 - 每股季度分红为1.03美元,年化分红为4.12美元[14] - ONEOK预计2025年年度股息没有资本回报[49]   成本与费用 - 2025年6月30日与9月30日的利息支出分别为4.38亿美元和4.50亿美元[51] - 2025年6月30日与9月30日的折旧和摊销费用分别为3.68亿美元和3.78亿美元[51] - 2025年6月30日与9月30日的所得税费用分别为2.60亿美元和2.97亿美元[51] - 与EnLink收购相关的交易成本分别为2100万美元和700万美元[52] - 2025年6月30日与9月30日的非现金补偿费用分别为3000万美元和1700万美元[51]
 Vista Energy Q3 Earnings & Revenues Top Estimates on Higher Production
 ZACKS· 2025-10-29 22:55
 财务业绩 - 2025年第三季度调整后每股收益为1.48美元,超过市场预期的1.24美元,并显著高于去年同期的0.55美元 [1] - 季度总收入达7.06亿美元,显著高于去年同期的4.62亿美元,并超出市场预期的6.63亿美元 [1] - 净经营活动产生的现金流量为3.039亿美元 [7]   生产运营 - 第三季度总产量平均为126,752桶油当量/日,较去年同期72,825桶油当量/日增长74% [3] - 原油产量增至109,677桶/日,去年同期为63,499桶/日 [4] - 天然气液体产量保持平稳,天然气产量增长87%至265万立方米/日 [4] - 产量增长主要得益于Bajada del Palo Oeste和La Amarga Chica地区油井的强劲生产率 [2][3]   价格与成本 - 原油实现平均价格为每桶64.6美元,较去年同期的68.4美元下降5% [5] - 天然气实现平均价格为每百万英热单位3.30美元,低于去年同期的3.80美元 [5] - 天然气液体实现价格同比上涨16%至每公吨365美元 [5] - 举升费用总额为5180万美元,同比增长64%,但每桶油当量举升费用下降6%至4.4美元 [6] - 销售费用为4880万美元,同比增长33%,主要受销售量增加驱动 [6]   资本结构与支出 - 截至2025年9月30日,现金、银行存款及其他短期投资总额为3.197亿美元 [7] - 总金融债务为29.2亿美元 [7] - 资本支出总额为3.51亿美元 [7]   业绩展望 - 预计第四季度总产量约为130,000桶油当量/日,2025年全年产量预期在112,000至114,000桶油当量/日之间 [8] - 2025年调整后EBITDA指引重申为16.5亿至18.5亿美元(此前在油价60美元/桶假设下为13亿至13.5亿美元) [8][9] - 2025年资本支出指引预计在12亿至13亿美元之间 [8]   行业相关公司 - Cheniere Energy专注于液化天然气相关业务,其Corpus Christi第三阶段液化项目的首条生产线已开始生产,旨在扩大产能以应对全球液化天然气市场需求增长 [11] - Bloom Energy制造先进的燃料电池能源平台,其产品包括用于发电的Bloom Energy Server和用于制氢的Bloom Electrolyzer,预计将受益于数据中心、加密货币挖矿及制造业回流对清洁可靠电力需求的增长 [12] - Archrock是一家专注于中游天然气压缩的能源基础设施公司,提供天然气合同压缩服务并产生稳定的费用收入,预计随着天然气在能源转型中作用日益重要,其服务需求将持续 [13]









