Bloom Energy is doubling its revenue on the back of AI data center demand. Diamondback is generating extraordinary free cash flow, paying a growing dividend, and quietly positioning itself at the intersection of oil and AI infrastructure.
Viper Energy's aggressive inorganic expansion has propelled revenue to $658M in 2026Q2, a 129.3% YoY surge, while maintaining a fortress balance sheet with a debt-to-equity of 0.16. However, the company's net margin has been negative in two of the last four qu...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 129.3% YoY to $658M in 2026Q2, yet gross margin contracted to 63.8% from 70.4% in 2024Q2, and net margin swung from -24.4% in 2025Q4 to 21.6% in 2026Q2, indicating volatility.
Multiple bullish investment theses on Viper Energy, Inc. (VNOM) have been highlighted, suggesting positive sentiment among analysts.
VNOM's trailing and forward P/E ratios indicate potential undervaluation or growth expectations, with trailing P/E at 15.49 and forward P/E at 55.25.
Viper Energy operates in the Oil & Gas Midstream sector, which may benefit from favorable industry trends and demand dynamics.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $0.76-0.5% vs $0.76 | $677M+5.2% vs $643M |
Q2 2026 May 4, 2026 | $0.55+27.8% vs $0.43 | $511M+2.2% vs $500M |
Q1 2026 Feb 23, 2026 | $0.31+6.7% vs $0.29 | $435M+2.9% vs $423M |
Q4 2025 Nov 3, 2025 | $0.40+5.3% vs $0.38 | $418M+3.6% vs $404M |
Bloom Energy is doubling its revenue on the back of AI data center demand. Diamondback is generating extraordinary free cash flow, paying a growing dividend, and quietly positioning itself at the intersection of oil and AI infrastructure.
Energy remains my top sector for 2026, with structural underweighting in the S&P 500 and compelling long-term rotation potential. Oil market dynamics are complex: inventory drawdowns, geopolitical risks, and inflation sensitivity create both upside and macroeconomic hazards. My preferred energy picks—TPL, VNOM, CNQ, CVX, and WBI—offer high margins, inflation protection, and resilience across oil price scenarios.
Markets wobble heading into the Labor Day weekend as bond vigilantes push back against Washington, oil stays tense with Middle East strikes escalating, and Wall Street analysts make bold calls on names ranging from Broadcom to Moderna that could reshape your portfolio positioning.
Viper Energy (VNOM) reported earnings 30 days ago. What's next for the stock?
Benchmark VNOM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Viper Energy, Inc. (VNOM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $40.77 | $14.68B | -84.94 | 56.56% | -5.05% | -0.95% | 5.64% | |
| $29.10 | $1.4B | 24.25 | -5.38% | 45.68% | 28.58% | — | |
| $14.76 | $3.14B | 11.53 | -3.89% | 58.63% | 25.56% | — | |
| $355.24 | $24.5B | 50.97 | 13.09% | 60.32% | 35.77% | — | |
| $109.76 | $1.45B | 10.93 | -17.42% | 54% | 16.56% | — | |
| $184.50 | $51.9B | 32.20 | 36.31% | 9.27% | 3.62% | — |
Viper Energy, Inc. (VNOM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Viper Energy, Inc. (VNOM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
Aug 19, 2025·SEC
Aug 4, 2025·SEC
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Viper Energy, Inc. (VNOM) stock FAQ — growth, dividends, profitability & financials explained
Viper Energy, Inc. (VNOM) reported $1.97B in revenue for fiscal year 2025. This represents a 3185% increase from $59.9M in 2013.
Viper Energy, Inc. (VNOM) grew revenue by 56.6% over the past year. This is strong growth.
Yes, Viper Energy, Inc. (VNOM) is profitable, generating $59.0M in net income for fiscal year 2025 (-5.1% net margin).
Yes, Viper Energy, Inc. (VNOM) pays a dividend with a yield of 5.64%. This makes it attractive for income-focused investors.
Viper Energy, Inc. (VNOM) has a return on equity (ROE) of -1.0%. Negative ROE indicates the company is unprofitable.
Viper Energy, Inc. (VNOM) had negative free cash flow of $3.42B in fiscal year 2025, likely due to heavy capital investments.