Core Viewpoint - Coterra Energy's stock performance has been strong recently, with a notable increase over the past month, but upcoming earnings may show a decline in EPS despite a significant revenue increase [1][2]. Group 1: Stock Performance - Coterra Energy's stock was up 1.15% at $30.66, trailing the S&P 500's gain of 1.97% [1] - Over the last month, Coterra Energy's shares increased by 19.28%, outperforming the Oils-Energy sector's gain of 9.19% and the S&P 500's loss of 1.49% [1] Group 2: Earnings Report Expectations - Coterra Energy is set to release its earnings on February 26, 2026, with an anticipated EPS of $0.46, reflecting a 6.12% decrease from the same quarter last year [2] - Revenue is expected to reach $1.88 billion, indicating a 34.76% increase compared to the year-ago quarter [2] Group 3: Fiscal Year Projections - For the entire fiscal year, earnings are projected at $2.14 per share, representing a 27.38% increase from the prior year, while revenue is expected to be $7.52 billion, showing a 37.81% increase [3] - Recent modifications to analyst estimates indicate changing business trends, with positive revisions suggesting analyst optimism [3] Group 4: Analyst Ratings and Valuation - Coterra Energy currently holds a Zacks Rank of 5 (Strong Sell), with a 25.6% decline in the Zacks Consensus EPS estimate over the past month [5] - The company has a Forward P/E ratio of 15.53, which is higher than the industry's Forward P/E of 12.89, and a PEG ratio of 0.66 compared to the industry average of 2.43 [6] Group 5: Industry Context - The Oil and Gas - Exploration and Production - United States industry is ranked 225 in the Zacks Industry Rank, placing it in the bottom 9% of over 250 industries [7] - The strength of industry groups is measured by the Zacks Industry Rank, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Soho House Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Soho House & Co Inc. - SHCOFeb 4, 2026 3:51 PM Eastern Standard Time# Soho House Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Soho House & Co Inc. - SHCOShare---NEW YORK & NEW ORLEANS--([BUSINESS WIRE])--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of [Kahn Swick & Foti], LLC ("KSF†) are investigating t ...

NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF†) are investigating the proposed sale of Coterra Energy Inc. (NYSE: CTRA) to Devon Energy Corporation (NYSE: DVN). Under the terms of the proposed transaction, shareholders of Coterra will receive 0.70 share of Devon common stock for each share of Coterra that they own. KSF is seeking to determine whether this consideration and the pr. ...

Roth Capital downgraded Coterra Energy (CTRA) to Neutral from Buy with a price target of $28, down from $30. The firm believes that the company will not see a higher offer than that of Devon Energy (DVN) or a competing bidder at this time despite the “modestly disappointing” takeout price, the analyst tells investors in a research note. It would take a larger company to buy Coterra given its $25 billion enterprise value, and companies with Delaware Basin adjacency like ConocoPhilips (COP), Chevron (CVX), a ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: DA Davidson upgraded Q2 Holdings (QTWO) to Buy from Neutral with an unchanged $82 price target. The firm is "not making a call" on the upcoming Q4 results per se, but it believes that the pullback in the shares over the last 6-8 months has created a more attractive entry point.Citi upgraded JetBlue (JBLU) to Neutr ...

MONSEY, N.Y., Feb. 03, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Coterra Energy (NYSE: CTRA) (“Coterra”) to Devon Energy (“Devon”) pursuant to a fixed exchange ratio under which Coterra shareholders will receive 0.70 shares of Devon common stock for each share of Coterra common stock. Based on the closing price of Devon as of February 2, 2026, the implied sale price is approximately $28.10 per share. The implied sale price is well belo ...

Core Viewpoint - Coterra Energy (CTRA) and Devon Energy (DVN) have announced a definitive agreement to merge through an all-stock transaction, aiming to reshape the shale energy industry and create a dominant large-cap shale operator [2][4]. Merger Details - Coterra's shareholders will receive a fixed exchange ratio of 70 cents per share of Devon common stock for each share of Coterra's common stock, implying a combined enterprise value of approximately $58 billion based on Devon's closing price on January 30, 2026 [3]. - Post-merger, Devon's shareholders will own approximately 54% of the new entity, while Coterra's shareholders will hold 46% on a fully diluted basis [3]. Strategic Benefits - The merger will create one of the world's largest shale operators, with pro forma third-quarter 2025 production expected to exceed 1.6 million barrels of oil equivalent (Boe) per day, including over 550,000 barrels of oil per day and 4.3 billion cubic feet of gas per day [7]. - The combined company will have a well-balanced and diversified product mix, positioning it to deliver a resilient free cash flow profile [8]. - The Delaware Basin will be a key asset, with pro forma production of 863,000 Boe per day from nearly 750,000 net acres, representing over 50% of the company's total production and cash flow [9][10]. Cost Synergies and Efficiency - The merger is expected to generate $1 billion in annual pre-tax synergies by the end of 2027, driven by optimized capital programs and improved operating margins [11]. - The all-stock structure ensures that shareholders from both companies will benefit from these synergies, enhancing operational and financial success [11]. Technological Advancements - The merger will leverage combined AI capabilities to enhance capital efficiency and operational performance, providing a technological edge in the shale industry [12]. Shareholder Returns - The merger is anticipated to be accretive to key per-share financial metrics, including free cash flow and net asset value, leading to improved returns for shareholders [13]. - The combined company plans to declare a quarterly dividend of 31.5 cents per share and authorize a new share repurchase program exceeding $5 billion [14]. Financial Strength - The combined entity will have a strong financial foundation with a pro forma net debt-to-EBITDAX ratio of 0.9x and total liquidity of approximately $4.4 billion as of September 30, 2025 [15]. Governance Structure - The new company's board will consist of 11 members, with six from Devon and five from Coterra, and will be led by Clay Gaspar as president and CEO, with Tom Jorden as non-executive chairman [16]. Conclusion - The merger between CTRA and DVN represents a significant development in the shale industry, creating a leading operator with world-class assets and a strong financial foundation, poised for long-term growth and value creation for shareholders [18].

Devon Energy and Coterra Energy have agreed to merge through an all-stock transaction, creating a major entity in the US shale industry with an estimated combined enterprise value of $58bn. The new entity, which will operate under the name Devon Energy, will be headquartered in Houston, Texas, while maintaining a substantial presence in Oklahoma City. With a strong operational base in the Delaware Basin, the enlarged Devon Energy aims to leverage core strengths and attain $1bn in annual pre-tax synergie ...

根据交易协议，科特拉的股东每持有1股股票，将获得0.7股戴文能源股票。戴文能源股东将持有合并后 公司54%的股份，科特拉股东将持有46%股份。 此次整合的发生，正值全球石油供应过剩之际。加上越来越多的委内瑞拉原油重新流入市场，这给美国 原油价格带来了压力，进而削弱了页岩油生产企业的利润空间。 尽管2025年页岩油气行业的并购活动有所减少，但美国页岩矿区的生产商仍继续追求规模优势：通过降 低每桶成本，并在二叠纪及阿纳达科等成熟矿区延长钻探周期来提高竞争力。 合并后的公司将被命名为"德文能源"，企业价值达580亿美元（约合人民币4025亿元），将成为美国最 大的石油天然气企业之一，产量仅低于埃克森美孚、雪佛龙以及康菲。 来源：市场资讯 （来源：中国化工信息周刊） 关键词 | 油气行业 大型并购 共 568 字 | 建议阅读时间 1 分钟 美国页岩油气生产商戴文能源(Devon)2月2日宣布，同意以股票互换形式收购科特拉能源(Coterra)，预计 将在2026年第二季度完成交易。 两家公司的目标是，到2027年实现每年节省10亿美元的税前成本。合并后的新公司以美国特拉华盆地的 优质页岩矿区为核心，日产量将超过16 ...

Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]