{"filings":[{"id":3189837,"accession_number":"0001628280-26-064103","cik":1853868,"company_name":"Fervo Energy Co","ticker":"FRVO","form_type":"8-K","filed_at":"2026-10-01T11:05:25+00:00","items":["7.01","9.01"],"status":"ready","headline":"Fervo Energy's Cape Station first GeoBlock hits commercial operation ahead of schedule at 33 MW","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["First Cape Station GeoBlock declared commercial operation Sept 30, one day before contractual COD; synchronized to grid Sept 24 and now generating revenue under Fervo's PPA.","GeoBlock produced 33 MW of net power, meeting the expected production threshold under the PPA; Phase I totals ~100 MW across three 33-MW GeoBlocks.","Remaining two Phase I GeoBlocks expected to reach contractual COD by January 1, 2027; Phase II's additional 400 MW is under construction with 2028 COD.","Fervo cites over 1 gigawatt of binding PPAs signed; first GeoBlock was built and commissioned in 23 months, with an 18-month target for future GeoBlocks.","CEO Tim Latimer called it the first greenfield enhanced geothermal development to reach contractual commercial operations; CFO David Ulrey cited disciplined capital execution."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11324340482.34,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2586597,"accession_number":"0001628280-26-059707","cik":1853868,"company_name":"Fervo Energy Co","ticker":"FRVO","form_type":"8-K","filed_at":"2026-09-01T12:05:12+00:00","items":["8.01","9.01"],"status":"ready","headline":"Fervo signs 396 MW geothermal PPA with Google; expansion option to ~950 MW","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["396 MW PPA with Google for Cape Station EGS project in Utah; 4 tranches of 99 MW, COD from Q3 2028.","15-year delivery term; parent guarantees from Fervo and Alphabet.","Option for ~600 MW expansion, total ~950 MW by June 2030, subject to agreement.","Project uses SB132 flexible delivery pathways; regulatory approvals pending.","Press release dated Sept 1, 2026; deal is world's largest enhanced geothermal PPA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11324340482.34,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2198797,"accession_number":"0001628280-26-055942","cik":1853868,"company_name":"Fervo Energy Co","ticker":"FRVO","form_type":"8-K","filed_at":"2026-08-12T11:05:20+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Fervo Q2 net loss $55.9M; raises 2030 target to 1.1 GW after $2.2B IPO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2026 operating loss $28.7M, net loss $55.9M; capex $226.5M vs $108.0M in Q2 2025.","Raised 2030 development target to 1.1 GW (up 100 MW); 400 MW moved to Advanced Development.","Cape Station Phase I: GeoBlocks 1-2 mechanical completion; GeoBlock 1 first power targeted Q4 2026.","May 2026 IPO raised ~$2.2B gross proceeds; repaid XRC Facility using Project Granite debt.","Sawtooth 7 set record: 19,500 ft measured depth in 21 days at 460°F; Phase II cost target $5,500/kW."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11324340482.34,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1176842,"accession_number":"0001628280-26-044474","cik":1853868,"company_name":"Fervo Energy Co","ticker":"FRVO","form_type":"8-K","filed_at":"2026-06-22T11:04:46+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Fervo Energy reports Q1 2026 net loss $31.8M; Cape Station Phase I on track for Q4 2026 first power","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Completed IPO on May 14: 80.5M shares at $27.00, gross proceeds $2.2B, above revised range.","Q1 2026 operating loss $20.1M, net loss $31.8M; capex $172.8M (up 64% YoY).","Cape Station Phase I (100 MW) commissioning underway, first power Q4 2026; Phase II (400 MW) COD 2028.","Closed $421.4M non-recourse project financing for Cape Phase I; signed 3 GW framework with Google.","Expects ~$1.2B capex from Q2 2026 through Q1 2027 for Cape Station and GeoClusters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11324340482.34,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":974356,"accession_number":"0001628280-26-042278","cik":1853868,"company_name":"Fervo Energy Co","ticker":"FRVO","form_type":"8-K","filed_at":"2026-06-10T20:48:11+00:00","items":["5.02","9.01"],"status":"ready","headline":"Fervo Energy appoints Sarah Jewett as COO effective June 15, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Sarah Jewett as COO effective June 15, 2026; previously SVP, Strategy since Oct 2025.","Compensation: $400k base salary, target cash bonus 55% of base, 29,629 RSUs vesting over 4 years.","Jewett led Strategy since 2020; prior roles at Select Energy Services and Schlumberger as engineer.","Appointment aligns with Fervo's acceleration of GeoBlock/GeoCluster standardized EGS development model."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11324340482.34,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":452236,"accession_number":"0001628280-26-035311","cik":1853868,"company_name":"Fervo Energy Co","ticker":"FRVO","form_type":"8-K","filed_at":"2026-05-15T11:00:13+00:00","items":["5.03","8.01","9.01"],"status":"ready","headline":"Fervo Energy completes 80.5M-share IPO at $27.00, raising $2.17B gross","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed IPO of 80.5M shares (including full underwriter option of 10.5M shares) at $27.00 per share.","Gross proceeds of approximately $2.174 billion before underwriting discounts and offering expenses.","Amended and restated certificate of incorporation and bylaws became effective May 12, 2026.","Class A common stock trades on Nasdaq under ticker FRVO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11324340482.34,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}