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BKV

BKV Corporation

BKV

NYSE·Energy·Oil & Gas Exploration & Production·Mkt cap $3.0B

$27.35

+0.55%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$19.56 - $32.81

P/E

8.29

Fwd P/E

13.76

Beta

1.05

Div Yield

0.00%

Avg Vol

865.1K

Shares Out

107.9M

Mkt Cap

$3.0B

Price action

Price chart

Up 18.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Vertical integration across upstream production and midstream operations reduces costs and improves margins
  • Strategic asset base in prolific Marcellus Shale and Fort Worth Basin with long reserve life
  • Strong financial backing from parent company Banpu North America enables capital deployment and operational scaling
  • Established infrastructure and operational expertise across multiple producing regions

Bear Case

2 risks

  • Average volatility.
  • Growth premium of 1.2x vs Oil & Gas E&P peers. Reasonable for this growth rate.

Growth

Strong growth ahead

Rising global demand for natural gas as a cleaner energy alternative to coal

Value

Growth premium of 1.2x vs Oil & Gas E&P peers. Reasonable for this growth rate.

Momentum

Stable

-1.6% over 3m

Quality

Strong

High-growth business (52% revenue growth, 47% gross margin). Profitable with strong growth momentum.

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 11, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of $0.22 vs $0.36 consensus (-38.9% surprise). Revenue of $432.8M vs $337.6M expected (+28.2%).

EPS miss
Rev beat +28.2%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-38.9%

Next: Aug 11, 2026

Revenue trend · last 8Q

-7%

+46%

+48%

+47%

+38%

+68%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$137.6M

$137.8M

$174.3M

$225.8M

$204.3M

$203.0M

$241.1M

$379.7M

Margins · last 8Q

Gross

Operating

Profit

11.6%

Wall Street consensus

5 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

100%

Hold

0%

Sell

0%

Median Price Target

$35.00

+28.0% vs $27.35

Low $35.00
Median $35.00
High $35.00

Latest: Citi · Jun 11, 2026

1 analyst covering

vs Industry

How BKV stacks vs Oil & Gas Exploration & Production

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.