BKV Corporation

NYSE:BKV Stock Report

Market Cap: US$2.7b

BKV Future Growth

Future criteria checks 0/6

BKV's earnings are forecast to decline at 22.5% per annum while its annual revenue is expected to grow at 6.3% per year. EPS is expected to decline by 24.4% per annum. Return on equity is forecast to be 6.1% in 3 years.

Key information

-22.5%

Earnings growth rate

-24.41%

EPS growth rate

Oil and Gas earnings growth4.1%
Revenue growth rate6.3%
Future return on equity6.11%
Analyst coverage

Low

Last updated07 Aug 2026

Recent future growth updates

Recent updates

Narrative Update Jul 24

BKV: Future Upside Will Hinge On Natural Gas And Carbon Capture Execution

The analyst price target for BKV has shifted modestly lower from approximately $32 to about $29.22, as analysts update their models around revenue growth, profit margin assumptions, and P/E expectations ahead of upcoming earnings updates. Analyst Commentary on BKV Recent research updates on BKV highlight a series of modest price target cuts as analysts recalibrate their models ahead of upcoming earnings.
Narrative Update Jul 10

BKV: Texas Carbon Capture Projects Will Drive Future ReRating Potential

For BKV, the analyst price target framework has shifted to $35.36 from $30.71 as analysts adjust fair value, discount rate, growth, margin, and future P/E assumptions in response to recent target cuts to $34 and $33 in Street research. Analyst Commentary Recent Street research on BKV highlights a mix of optimism on the company’s long term setup and some caution around near term execution and valuation, reflected in the clustered price targets in the low to mid 30s.
Seeking Alpha Jul 04

BKV Corporation: Dilution Fears Make A Great Case Not So Great

Summary BKV Corporation offers compelling carbon capture growth, but persistent share dilution undermines the investment case. Despite strong CCUS prospects, BKV's EPS estimate for 2029 drops from $3.59 to $1.93 when accounting for dilution. Natural gas remains BKV’s core revenue driver, with recent acquisitions boosting upstream exposure and commodity sensitivity. I rate BKV as a Hold, as dilution risk outweighs the substantial long-term CCUS opportunity and current earnings power. Read the full article on Seeking Alpha
Narrative Update Jun 26

BKV: Higher Fair Value Will Depend On Delivering Stronger Production Execution

The analyst fair value estimate for BKV has moved from $26.00 to $32.00, reflecting updated Street price targets around $33 and mixed research views that incorporate revised expectations for growth, margins, and future P/E levels. Analyst Commentary Recent Street research on BKV has been mixed, with several bearish analysts trimming price targets and highlighting areas where expectations for growth, margins, and valuation may be too optimistic.
New Narrative Mar 21

Long Term Gas Power And Carbon Capture Integration Will Reshape Future Earnings Potential

Catalysts About BKV BKV is an energy company focused on natural gas production, power generation and carbon capture with an integrated closed loop model. What are the underlying business or industry changes driving this perspective?
New Narrative Mar 07

CCUS And Data Center Ambitions Will Expose Weaknesses In This Closed Loop Energy Model

Catalysts About BKV BKV is an energy company focused on upstream natural gas, power generation and carbon capture using an integrated closed loop model. What are the underlying business or industry changes driving this perspective?
Analysis Article Feb 02

Need To Know: The Consensus Just Cut Its BKV Corporation (NYSE:BKV) Estimates For 2026

The latest analyst coverage could presage a bad day for BKV Corporation ( NYSE:BKV ), with the analysts making...
Analysis Article Nov 27

BKV Corporation (NYSE:BKV) Stocks Shoot Up 27% But Its P/S Still Looks Reasonable

BKV Corporation ( NYSE:BKV ) shareholders would be excited to see that the share price has had a great month, posting a...
Analysis Article Nov 17

There May Be Underlying Issues With The Quality Of BKV's (NYSE:BKV) Earnings

BKV Corporation ( NYSE:BKV ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Analysis Article Aug 18

Analysts Just Shipped A Sizeable Upgrade To Their BKV Corporation (NYSE:BKV) Estimates

BKV Corporation ( NYSE:BKV ) shareholders will have a reason to smile today, with the analysts making substantial...
Analysis Article May 13

Revenues Tell The Story For BKV Corporation (NYSE:BKV) As Its Stock Soars 32%

Those holding BKV Corporation ( NYSE:BKV ) shares would be relieved that the share price has rebounded 32% in the last...

Earnings and Revenue Growth Forecasts

NYSE:BKV - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20281,320156-716912
12/31/20271,510167-895284
12/31/20261,714205-3034533
6/30/20261,050264-593319N/A
3/31/2026999298-449298N/A
12/31/2025894172-330243N/A
9/30/202590344-269224N/A
6/30/2025837-1914215N/A
3/31/2025708-186-23116N/A
12/31/2024591-14318119N/A
9/30/2024617-48382N/A
6/30/2024665-42-4252N/A
3/31/2024676-186129N/A
12/31/2023739117-70123N/A
9/30/2023972335-51204N/A
6/30/20231,364391-30269N/A
3/31/20231,600699-6302N/A
12/31/20221,660410101349N/A
9/30/20221,556359135344N/A
6/30/20221,21253159301N/A
3/31/2022997-292212310N/A
12/31/2021890-171289358N/A
12/31/2020123-44-522-7N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: BKV's earnings are forecast to decline over the next 3 years (-22.5% per year).

Earnings vs Market: BKV's earnings are forecast to decline over the next 3 years (-22.5% per year).

High Growth Earnings: BKV's earnings are forecast to decline over the next 3 years.

Revenue vs Market: BKV's revenue (6.3% per year) is forecast to grow slower than the US market (12.9% per year).

High Growth Revenue: BKV's revenue (6.3% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: BKV's Return on Equity is forecast to be low in 3 years time (6.1%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/10 21:22
End of Day Share Price 2026/08/10 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

BKV Corporation is covered by 16 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Wei JiangBarclays
Scott GruberCitigroup Inc
Stephen RichardsonEvercore ISI