Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market moves: The S & P 500 was slightly higher to start the week, but most of the gains were concentrated in AI-related technology stocks and the Magnificent Seven — especially Amazon, after it struck a multiyear deal with OpenAI worth $38 billion of compute capacity. The Nasdaq , with a heavier weighting in tech, was modestly higher. Th ...

Core Insights - Diamondback Energy, Inc. (NASDAQ:FANG) is recognized among the 15 Dividend Growth Stocks with the highest growth rates [1] - Susquehanna has raised Diamondback Energy's price target to $188 from $182, maintaining a Positive rating on the stock [3] - The company has a strong operational focus in the Permian Basin, utilizing horizontal drilling and hydraulic fracturing techniques [2] Financial Performance - Diamondback Energy initiated dividend payments in 2018 and has consistently increased its payouts, currently offering a quarterly dividend of $1.00 per share [4] - The dividend yield stands at 2.74% as of October 30, with an annual average payout increase of 24.33% over the past five years [4] Market Outlook - Susquehanna has adjusted its Q4 WTI crude oil price assumption to $62.50 per barrel, while keeping the 2026 outlook unchanged at $65 per barrel [3]

Texas is backing a proposed Permian Basin power plant fueled by natural gas with a $1.1 billion low-interest loan, the largest such project under a state program aimed to shore up supplies after widespread blackouts in 2021.Competitive Power Ventures will use the loan from the Texas Energy Fund to construct a 1,350-megawatt combined-cycle gas plant — among the more efficient types of fossil-fuel generation — in the Permian that’s expected to start up by 2029, CPV said Thursday in a statement. That’s enough ...

Welcome back. Artificial intelligence applied to the energy business at the Peran Basin in Midland, Texas. I travel to Midland last week and tooured Diamondback Energy's efracking site.Take a look. >> Case, where is the wellhead. >> There's six wellheads on this uh location.We're on a location here. >> All right. >> They were drilled by a drilling rig a couple months ago.And now these six well heads are anywhere from 7 to 10,000 ft down in the ground and then they go horizontally so that we're in the pay zo ...

Core Viewpoint - Analysts forecast that Diamondback Energy (FANG) will report quarterly earnings of $2.85 per share, reflecting a year-over-year decline of 15.7%, while revenues are expected to reach $3.46 billion, an increase of 30.9% compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 7.1% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3]. Revenue Estimates - Total revenues from oil, natural gas, and natural gas liquids are projected to be $3.27 billion, representing a year-over-year increase of 38.8% [5]. - Oil sales revenues are expected to be $2.78 billion, indicating a year-over-year change of 28.8% [5]. - Revenues from natural gas liquid sales are anticipated to reach $352.64 million, reflecting a significant increase of 67.1% from the prior year [6]. Production Metrics - Average daily production is forecasted to be 920,999 barrels of oil equivalent per day, up from 571,098 barrels per day in the same quarter last year [6]. - Total production volume for natural gas is estimated at 113,465.90 million cubic feet, compared to 66,519.00 million cubic feet in the previous year [9]. - Total production volume for oil is expected to reach 45,917 thousand barrels, an increase from 29,537 thousand barrels reported last year [10]. - Combined total production volume is projected at 85,050 thousand barrels of oil equivalent, up from 52,541 thousand barrels of oil equivalent in the same quarter last year [11]. Price Estimates - Average prices for hedged natural gas liquids are expected to remain at $18 per barrel, unchanged from the previous year [7]. - Average prices for hedged oil are projected to be $63 per barrel, down from $72 per barrel in the same quarter last year [7][11]. - Average prices for natural gas liquids are estimated at $17 per barrel, a decrease from $18 per barrel reported last year [8]. Market Performance - Diamondback shares have shown a return of +0.1% over the past month, underperforming compared to the Zacks S&P 500 composite's +3.6% change [12].

Core Insights - Red Cat Holdings, Inc. has announced that its FANG™ FPV drone system has been officially added to the Department of War's Blue UAS Cleared List, confirming its compliance with the Pentagon's highest standards for cybersecurity and operational trustworthiness [1][2][3] Group 1: Certification and Compliance - The FANG system's Blue UAS certification allows for streamlined acquisition by the Department of War and other federal agencies without the need for additional cybersecurity approvals or sourcing waivers, ensuring full compliance with NDAA Section 848 [2][3] - The certification validates the hardware and engineering of the FANG system, making it easier for defense and security customers to procure a fully approved, low-cost, American-made FPV drone [3][4] Group 2: Product Availability and Development - The FANG F7 is available for direct purchase or through approved government procurement channels, with additional models in development to enhance capabilities while maintaining compliance with Department of War procurement requirements [5] - The full FANG system includes four UMAC components, providing users with a compliant, government-cleared platform available as a complete system or modular DIY kit [4]

Key Takeaways Diamondback Energy will report Q3 2025 results on Nov. 3, with EPS estimated at $2.79 on $3.4B revenue.FANG's Q3 earnings estimate rose 2.6% in a week, with expected revenue up 29.1% year over year.The $26B Endeavor deal boosts Permian scale, driving forecast output up 58.5% from last year.Diamondback Energy ((FANG) is set to release third-quarter 2025 results on Nov. 3. The Zacks Consensus Estimate for the to-be-reported quarter is a profit of $2.79 per share on revenues of $3.4 billion.Let’s ...

Core Insights - The Texas shale boom is experiencing a slowdown, but demand from the AI sector may provide stability to the state's energy industry [1][3]. Industry Overview - Production activity in the US oil and gas sector, particularly in Texas, has declined for two consecutive quarters, with the oil rig count reaching its lowest level in nearly four years [1][2]. - The CEO of Diamondback Energy expressed a pessimistic outlook for the US shale oil production, suggesting it has likely peaked at current oil prices [2]. Demand Projections - The Electric Reliability Council of Texas forecasts that power demand in the state will increase significantly, from an initial estimate of 148 gigawatts by 2030 to 208 gigawatts [4]. - A substantial portion of this new demand, approximately 50 gigawatts, is anticipated to arise from data centers supporting the AI revolution [4]. Opportunities for Transition - Analysts indicate that existing energy assets in the Permian Basin, particularly natural gas turbines, are well-positioned to support the transition to new-economy applications [5]. - West Texas has ample land available for the construction of data centers and new power generation facilities, allowing developers to utilize stranded natural gas resources [6]. Resource Utilization - Produced water from oil and gas extraction can be utilized for cooling needs in data centers, while flared gas can be redirected to meet new power demands [7].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Diamondback Energy (FANG) despite higher revenues when it reports its results for the quarter ended September 2025 [1][3]. Earnings Expectations - Diamondback is expected to report quarterly earnings of $2.79 per share, reflecting a year-over-year decrease of 17.5% [3]. - Revenues are projected to reach $3.42 billion, which is an increase of 29.1% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 4.75% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Diamondback is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +4.26% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive reading indicates a likely earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Diamondback currently holds a Zacks Rank of 3, suggesting a potential to beat the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Diamondback exceeded the expected earnings of $2.63 per share by delivering $2.67, resulting in a surprise of +1.52% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Context - In the broader industry context, CNX Resources Corporation is expected to post earnings of $0.4 per share for the quarter ended September 2025, indicating a year-over-year change of -2.4% [18]. - CNX Resources' revenue is projected to be $385.67 million, up 9% from the previous year, but it has a negative Earnings ESP of -5.32% [19][20].

Core Viewpoint - Morgan Stanley analyst Devin McDermott maintains a "Buy" rating on Diamondback Energy (FANG.US), lowering the target price from $186 to $184, citing expected robust operational reports but weaker cash flows due to declining natural gas and natural gas liquids prices [1] Group 1: Analyst Ratings and Target Prices - Morgan Stanley's target price for Diamondback Energy is adjusted down to $184 from $186 [1] - Susquehanna analyst Charles Minervino also maintains a "Buy" rating but raises the target price from $182 to $188, reflecting updated earnings expectations for the exploration and production segment [1] Group 2: Market Expectations and Price Projections - The company is expected to report a "solid" operational performance in Q3, although cash flows may fall below market expectations due to weaker prices for natural gas and natural gas liquids [1] - The fourth-quarter WTI crude oil price expectation is lowered to $62.5 per barrel, while the 2026 price expectation remains unchanged at $65 per barrel [1] Group 3: Company Overview - Diamondback Energy is an independent oil and gas company focused on exploring, acquiring, and developing unconventional energy resources in the Permian Basin of West Texas [1]