Energy·Oil & Gas Exploration & Production·$2.8B
Northern Oil & Gas I (NOG) is an energy company focused on oil and gas exploration and production. With a market cap of $3 billion, it plays a significant role in the oil sector, which is influenced by global energy demand and prices.
EPS
Earnings per share is a key indicator of profitability and financial health, which investors closely monitor.
Revenue
Revenue figures provide insight into the company's sales performance and market demand for its products.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
1Q
EPS Beat Rate
75%
Avg EPS Surprise
+3.66%
Avg Stock Reaction
-0.94%
In Q4-2025, Northern Oil & Gas reported an EPS of $0.83, exceeding expectations. However, the stock experienced a slight decline the following day.
Management Promises & Guidance
Analysts expect Northern Oil & Gas to report solid earnings this quarter, with a consensus EPS of $0.70. Investors are particularly focused on revenue growth amidst fluctuating oil prices.
Bull Case
If the company beats earnings expectations and shows strong revenue growth, it could signal robust demand and operational efficiency, potentially boosting investor confidence.
Bear Case
Conversely, if earnings fall short of expectations or if there are signs of declining production or rising costs, it could lead to negative sentiment and a drop in stock price.
EPS
$0.70Earnings per share is a key indicator of profitability and financial health, which investors closely monitor.
Revenue
$505MRevenue figures provide insight into the company's sales performance and market demand for its products.
The print will turn on these two things.
Q1
Will EPS exceed $0.70, and how does this compare to previous quarters?
A strong EPS could indicate improved profitability and operational efficiency, which is crucial for investor confidence.
Q2
What is the revenue outlook for the next quarter?
Revenue performance is a direct reflection of market demand and can significantly influence stock performance.
Why consensus could be wrong
The consensus may underestimate the company's ability to manage costs effectively and capitalize on rising oil prices.
Supporting Evidence
Northern Oil & Gas has a history of beating EPS estimates, with a 75% success rate in the last eight quarters.
The options market is pricing a larger move than historical averages, indicating potential for a surprise.
Recent operational improvements may not be fully reflected in analyst estimates.
Key Risk
If revenue comes in below $496M, it could challenge the optimistic outlook.
Pre-commit to what would confirm each case.
The market is debating whether Northern Oil & Gas can sustain profitability in a volatile energy market.
Bull Confirmed If
Earnings exceeding $0.70 with revenue above $505M would confirm the bull case.
Bear Confirmed If
Earnings below $0.50 or revenue significantly underperforming expectations would confirm the bear case.
Implied Move
±5.52%
Historical Avg
±1.7%
The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.
Options are pricing ±5.5% while NOG has averaged ±1.7% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If NOG beats expectations, history suggests the stock could rise by around 1.72%, confirming a positive outlook.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors await further guidance.
Miss
A miss could lead to a decline, with historical data indicating an average drop of around 0.27%.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026