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EagleRock Land, LLC

EROK

Last
$21.91
Day
+1.5%
1y
-1.2%
5y
-1.2%
52w
-21.3%
SPY YTD
+13.3%
XLE
+42.9%
Earnings
2026-11-0929d
EMA 21
22.31
EMA 50
22.92
EMA 200
22.45
20d high
-16.1%
5y high
-21.3%
5y range
24th
Website · 28 employees · United States

Positions held

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Score
1
Hold
watch
Signal
Neutral
Target
$23.28
Stop
$20.16
Stop distance
8.0%
Target vs last
+6.3%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • EagleRock Land, LLC operates in the oil and gas equipment and services industry, which is poised for growth as global energy demand increases and companies seek efficient solutions.
  • The company reported a revenue increase of 80% compared to the prior quarter, reaching $42 million.
  • Gross margin improved to 54.4%, up from 46.6% in the previous quarter.
Bear case
  • Despite revenue growth, EagleRock Land has a negative profit margin of -2.93%, indicating ongoing financial challenges.
  • The operating margin has significantly compressed to -128%, reflecting operational inefficiencies.
  • The company's stock score is a 'Strong Sell' with a score of -16.00, indicating bearish market sentiment.

Fundamentals

Market cap$2.84BEnterprise value$1.92BTrailing P/E8.33Forward P/E22.67
PEG—Price / book1.61Beta—Dividend yield0.00%
Revenue growth74.0%Earnings growth—Gross margin67.7%Operating margin-128.0%
Profit margin-2.9%ROE—ROA—Debt / equity0.00
Current ratio2.06Free cash flow—Analyst recommendationbuyMean target$28.83
52w high$27.4252w low$19.75

Quarterly

2026-Q22026-Q12025-Q22025-Q1
Revenue$41.5M$23.1M$23.9M$7.1M
Op margin-128.0%26.7%22.1%23.1%
Net income-$7.6M$3.4M-$70.8M-$1.1M
Gross margin54.4%46.6%38.5%38.1%
Gross profit$22.6M$10.7M$9.2M$2.7M
Operating income-$53.1M$6.2M$5.3M$1.6M
  • Revenue +80% vs prior quarter ($42M vs $23M).
  • Gross margin 54.4% (was 46.6% prior quarter).
  • Operating margin compressed to -128%.

Yearly (6y)

20252024
Revenue$141M$17.7M
Op margin2.9%15.0%
Net income$0.4M-$1.1M
Gross margin49.1%30.8%
Gross profit$69.5M$5.4M
Operating income$4.1M$2.6M
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

EROK · daily-3.3% over 13 sessions
Close EMA21 EMA50 EMA200
19.9120.9421.9723.0024.032026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
-$71M-$43M-$15M$13M$42M-128%-37%54%2025-Q12025-Q22026-Q12026-Q2