Equities Analysts Issue Forecasts for BKV Q2 Earnings

BKV Corporation (NYSE:BKV) – Equities research analysts at KeyCorp decreased their Q2 2026 earnings per share (EPS) estimates for BKV in a research report issued to clients and investors on Wednesday, April 1st. KeyCorp analyst T. Rezvan now forecasts that the company will earn $0.35 per share for the quarter, down from their prior forecast of $0.40. KeyCorp currently has a “Overweight” rating and a $35.00 target price on the stock. The consensus estimate for BKV’s current full-year earnings is ($1.82) per share. KeyCorp also issued estimates for BKV’s Q3 2026 earnings at $0.77 EPS, Q4 2026 earnings at $0.54 EPS, Q2 2027 earnings at $0.39 EPS and Q3 2027 earnings at $0.83 EPS.

BKV (NYSE:BKV) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $0.29 EPS for the quarter, missing analysts’ consensus estimates of $0.37 by ($0.08). The company had revenue of $259.91 million for the quarter, compared to analysts’ expectations of $268.05 million. BKV had a return on equity of 7.91% and a net margin of 17.16%.

Several other research analysts have also recently weighed in on BKV. Mizuho boosted their price target on shares of BKV from $33.00 to $36.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Zacks Research cut shares of BKV from a “hold” rating to a “strong sell” rating in a research report on Thursday, February 26th. Wall Street Zen raised shares of BKV from a “sell” rating to a “hold” rating in a research note on Sunday, March 29th. Citigroup reiterated a “buy” rating and issued a $36.00 target price on shares of BKV in a report on Tuesday, March 10th. Finally, Roth Mkm reissued a “buy” rating and issued a $32.00 price target on shares of BKV in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $33.38.

BKV Stock Down 0.2%

Shares of BKV opened at $27.58 on Friday. BKV has a 52-week low of $15.00 and a 52-week high of $32.81. The company has a market capitalization of $3.02 billion, a PE ratio of 14.14 and a beta of 1.64. The stock has a fifty day simple moving average of $29.60 and a two-hundred day simple moving average of $26.68. The company has a quick ratio of 1.75, a current ratio of 1.78 and a debt-to-equity ratio of 0.24.

BKV declared that its board has approved a stock repurchase program on Thursday, December 18th that permits the company to buyback $100.00 million in shares. This buyback authorization permits the company to purchase up to 3.9% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling

In other BKV news, CFO David Tameron sold 7,300 shares of the company’s stock in a transaction dated Friday, March 27th. The shares were sold at an average price of $29.71, for a total value of $216,883.00. Following the transaction, the chief financial officer owned 61,925 shares of the company’s stock, valued at $1,839,791.75. This represents a 10.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 3.12% of the stock is owned by insiders.

Institutional Investors Weigh In On BKV

Institutional investors and hedge funds have recently made changes to their positions in the stock. Cooper Creek Partners Management LLC purchased a new position in shares of BKV during the 2nd quarter worth approximately $8,215,000. Geode Capital Management LLC raised its position in BKV by 40.4% in the fourth quarter. Geode Capital Management LLC now owns 556,539 shares of the company’s stock valued at $15,114,000 after purchasing an additional 160,171 shares during the period. SG Americas Securities LLC purchased a new stake in BKV in the fourth quarter valued at approximately $1,509,000. Strs Ohio acquired a new position in BKV during the third quarter worth $278,000. Finally, SBI Okasan Asset Management Co.Ltd. acquired a new position in BKV during the fourth quarter worth $52,000.

Key BKV News

Here are the key news stories impacting BKV this week:

• Positive Sentiment: KeyCorp raised its price target to $35.00 and keeps an “Overweight” rating, signaling analyst conviction that shares have meaningful upside from current levels. This bullish action is being cited by the market as a catalyst. Price Target Raised to $35.00 at KeyCorp
• Positive Sentiment: Jim Cramer called BKV “a good one” in recent coverage, bringing retail attention and short‑term buying interest from viewers who follow his stock picks. Jim Cramer on BKV Corporation: “This is a good one”
• Neutral Sentiment: Technical/valuation context: BKV sits below its 50‑day moving average (~$29.61) but above its 200‑day (~$26.64). Market cap ~ $3.0B and trailing P/E ~14 — metrics that make it visible to both growth and value investors.
• Negative Sentiment: KeyCorp trimmed near‑term EPS estimates across several quarters (Q2–Q4 2026 and Q2–Q3 2027), lowering expectations for upcoming quarters and increasing short‑term earnings risk. These cuts can weigh on sentiment despite the higher price target.
• Negative Sentiment: Recent quarter: BKV missed consensus on both EPS ($0.29 vs. $0.37 expected) and revenue, which keeps concerns about growth and margin momentum on investors’ radars and helps explain downward pressure. (Background company earnings release)

BKV Company Profile

BKV Corporation engages in the acquisition, operation, and development of natural gas and NGL properties. It is also involved in the gathering, processing, and transportation of natural gas. The company was founded in 2015 and is based in Denver, Colorado with additional offices in Tunkhannock, Pennsylvania and Fort Worth, Texas. BKV Corporation, LLC operates as a subsidiary of Banpu North America Corporation.