2026-09-29 → 10-01 Company
Fervo Energy Cape Station Reaches Commercial Operation Early, Transmission Curtailment Concerns Persist Early commercial operation announced, but transmission curtailment concerns weigh on investor sentiment
D1 -2.6% · +5d +4.2%
› 2 waves of this story2026-09-29 Company announcement reveals temporary transmission infrastructure shutdown affecting power delivery2026-10-01 Early commercial operation announced, but transmission curtailment concerns weigh on investor sentiment2026-09-25 → 09-29 Company
Fervo Energy's Cape Station First Power Confirmed by Multiple Sources Multiple outlets confirm first power, but transmission curtailment disclosure weighs on sentiment
D1 -9.2% · +5d -4.8%
› 2 waves of this story2026-09-25 Company announcement confirms first power at flagship geothermal project, a milestone for enhanced geothermal commercialization2026-09-29 Multiple outlets confirm first power, but transmission curtailment disclosure weighs on sentiment10 earlier events › 2026-09-25 Analyst
Wolfe Research upgrades to Outperform D1 -9.2% · +5d -4.8%
2026-09-04 Company Bull
Fervo CEO details 400MW Google geothermal deal, Cape Station progress CEO on site at Cape Station discusses enhanced geothermal bet and 400MW Google deal
D1 +5.8% · +5d -17.6%
2026-09-02 → 09-04 Company Bull
Fervo breaks out of falling wedge on monster volume after Google 396MW PPA Monster volume breakout follows Google PPA, aligning technicals with fundamentals
D1 -9.0% · +5d -12.5%
› 3 waves of this story2026-09-02 Largest geothermal deal, power from 2028, expandable to 1GW2026-09-02 Largest enhanced geothermal deal globally, securing Cape Station output from 20282026-09-04 Monster volume breakout follows Google PPA, aligning technicals with fundamentals2026-09-01 8-K filing
8-K: Item 8.01, Item 9.01 D1 +28.4% · +5d -12.7%
2026-08-12 Earnings
Earnings report D1 -16.6% · +5d -11.6%
2026-08-12 Earnings
Fervo Energy Reports Q2 2026 Results, First Since IPO Q2 revenue $113k; advanced 400MW capacity; mineral rights expanded to 650k acres
D1 -16.6% · +5d -11.6%
2026-08-12 8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01 D1 -16.6% · +5d -11.6%
2026-07-17 → 07-21 Analyst Bull
Jefferies Upgrades Fervo Energy to Buy, Cuts PT to $34 Following BofA, Jefferies turns bullish after ~40% pullback, but lowers PT to $34
D1 +6.7% · +5d -2.6%
› 2 waves of this story2026-07-17 BofA Securities upgrades from Neutral to Buy, lowers PT from $40 to $36, reflecting revised fundamental and probability-weighted outlook.2026-07-21 Following BofA, Jefferies turns bullish after ~40% pullback, but lowers PT to $342026-07-20 Analyst Bull
Jefferies upgrades to Buy D1 +3.4% · +5d -5.9%
2026-07-17 Analyst Bull
B of A Securities upgrades to Buy D1 +6.7% · +5d -2.6%
by direction · sourced
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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