Stocks to Keep an Eye on This Tuesday: Ferguson Enterprises, Dave & Buster's, and 3 Others
Ferguson Enterprises Earnings: Ferguson Enterprises Inc. is expected to report quarterly earnings of $2.88 per share on revenue of $8.41 billion, with shares rising 0.6% to $215.87 in after-hours trading.
Adtran Holdings Convertible Notes: Adtran Holdings Inc. announced a $150 million convertible senior notes offering, leading to a 10% drop in shares to $9.40 in after-hours trading.
Brand House Collective Forecast: Analysts predict Brand House Collective Inc. will report a quarterly loss of 74 cents per share on revenue of $77.63 million, with shares increasing 1.6% to $1.96 in after-hours trading.
Dave & Buster's Disappointing Results: Dave & Buster’s Entertainment Inc. reported second-quarter revenue of $557.41 million, missing estimates, resulting in a 17.3% decline in shares to $20.00 in after-hours trading.
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- Investor Preference: During turbulent and uncertain market conditions, many investors gravitate towards high dividend-yielding stocks, which typically possess strong free cash flows and reward shareholders with substantial dividend payouts.
- Energy Sector Performance: Analyst ratings for three high-yielding energy stocks, namely Evolution Petroleum Corp (NYSE:EPM), Vitesse Energy Inc (NYSE:VTS), and Plains All American Pipeline LP (NASDAQ:PAA), indicate their strong appeal to investors in the current market environment.
- Analyst Accuracy: The ratings for these stocks come from the most accurate analysts, suggesting that in uncertain market conditions, investors are increasingly relying on professional advice to ensure the safety and profitability of their investments.
- Market Trends: As market volatility intensifies, the demand for high dividend stocks may continue to rise, reflecting not only a desire for stable income but also potentially influencing the overall flow of funds in the market.
- Financial Performance Improvement: Evolution Petroleum reported total revenues of $20.7 million for Q2, a 2% year-over-year increase, with net income of $1.1 million, a significant turnaround from a net loss of $1.8 million in the prior year, showcasing the company's success in asset diversification and cost control.
- Operational Leverage Realized: CEO Kelly Loyd highlighted that improved natural gas pricing and incremental contributions from minerals and royalty investments significantly boosted earnings and cash flow, reflecting the company's resilience in a mixed commodity price environment.
- Strategic Importance of Minerals: Recent activities in the SCOOP/STACK mineral area demonstrate the growth potential of the minerals and royalty platform, with expectations that newly acquired Haynesville-Bossier mineral assets will contribute meaningfully to cash flow and production in the upcoming quarters.
- Stable Capital Expenditure Guidance: CFO Ryan Stash reaffirmed the full-year capital expenditure guidance of $4 million to $6 million, with management expressing confidence in the integration of new mineral assets and ongoing efforts to optimize operating costs, which are expected to enhance shareholder value further.
- Earnings Beat: Evolution Petroleum Corporation reported a Q2 GAAP EPS of $0.03, beating expectations by $0.03, indicating stable profitability despite revenue shortfalls.
- Revenue Growth: The company generated $20.68 million in revenue for Q2, reflecting a 2.0% year-over-year increase, although it missed analyst expectations of $21.79 million, highlighting ongoing market challenges.
- Debt Analysis: With $50 million in debt, the company achieved a breakeven quarter, yet the high debt level may pose risks to future financial flexibility, necessitating close monitoring of sustainability.
- Rating Adjustment: Roth reinstated a “Buy” rating on Evolution Petroleum based on its “acquire and exploit” strategy, indicating market confidence in its growth potential despite current financial fluctuations.

- Financial Performance Boost: In Q2 2026, Evolution's total revenues increased by 2% year-over-year to $20.7 million, primarily driven by a 6% rise in production and a 22% increase in natural gas prices, demonstrating the company's resilience amid market fluctuations.
- Consistent Shareholder Returns: The company declared its 15th consecutive cash dividend of $0.12 per share, marking its 50th consecutive quarterly cash dividend payment, reflecting its commitment to shareholders and stable cash flow.
- Acquisition Activity Expansion: Between late December 2025 and January 2026, Evolution closed four mineral and royalty acquisitions totaling $4.5 million, adding 321 net royalty acres, with expectations of payback within three years, enhancing cash flow and portfolio diversification.
- Operational Efficiency Improvement: By transitioning from electric submersible pumps to rod pumps in the Chaveroo field, production efficiency significantly improved, trending approximately 5% above initial expectations, which will further enhance capital efficiency and long-term asset value.
- Earnings Announcement: Evolution Petroleum Corporation is set to release its Q2 2023 earnings report on February 10th after market close, with a consensus EPS estimate of $0.01, reflecting a significant year-over-year increase of 133.3%, indicating improved profitability.
- Revenue Expectations: The anticipated revenue for Q2 is $21.8 million, representing a 7.5% year-over-year growth, which highlights the company's stable growth trajectory despite facing market challenges.
- Historical Performance Review: Over the past two years, Evolution Petroleum has beaten EPS estimates 38% of the time and revenue estimates 50% of the time, demonstrating a degree of reliability in its financial performance.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and one downward revision, while revenue estimates have experienced no upward revisions and two downward revisions, reflecting a cautious market outlook on the company's future performance.
- Analyst Rating Update: Evercore ISI Group analyst Chris Baker lowered the price target for Vitesse Energy from $22 to $20 on October 6, 2025, maintaining an In-Line rating, reflecting a cautious outlook on the company's future performance.
- Attractive Dividend Yield: With a dividend yield of 11.79%, Vitesse Energy appeals to investors seeking stable cash flows, although recent stock price volatility indicates challenges in the energy sector.
- Competitive Analysis: Vitesse Energy's dividend yield surpasses many peers in the energy industry, highlighting its competitive advantage in capital returns despite facing market uncertainties.
- Market Dynamics: The mixed quarterly results from Vitesse Energy, coupled with analysts' rating adjustments, reveal differing perspectives on its future profitability, which may impact investor confidence.







