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Battalion Oil (BATL)
:BATL
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Battalion Oil (BATL) AI Stock Analysis

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BATL

Battalion Oil

(BATL)

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Neutral 52 (OpenAI - Gpt-5.6Sol)
Rating:52Neutral
Price Target:
$1.00
▼(-23.66% Downside)
Action:Reiterated
Date:09/17/26
BATL’s score is primarily constrained by weak and volatile profitability (current net loss) and clearly bearish technicals with the stock below all major moving averages. Offsetting these are improved balance-sheet flexibility and notably strong recent free cash flow, plus positive corporate developments (refinancing, compliance restoration, and capital structure simplification) that reduce financing and listing risk.
Positive Factors
Improving cash generation
Positive operating and free cash flow provide internal funding for drilling, debt reduction, and other corporate needs. The sharp recent improvement suggests better cash discipline or capital-spending dynamics, although sustaining this benefit will depend on operating performance and commodity conditions.
Negative Factors
Weak and volatile profitability
Current losses weaken the company’s ability to convert production into durable shareholder returns and make internally funded growth less dependable. The history of alternating profits and losses indicates that earnings remain highly sensitive to commodity prices, costs, and operating execution.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving cash generation
Positive operating and free cash flow provide internal funding for drilling, debt reduction, and other corporate needs. The sharp recent improvement suggests better cash discipline or capital-spending dynamics, although sustaining this benefit will depend on operating performance and commodity conditions.
Read all positive factors

Battalion Oil (BATL) vs. SPDR S&P 500 ETF (SPY)

Battalion Oil Business Overview & Revenue Model

Company Description
Battalion Oil Corporation functions as an autonomous energy enterprise, primarily focused on the acquisition, exploration, extraction, and enhancement of crude oil and natural gas deposits located on land throughout the United States. As of the cl...
How the Company Makes Money
Battalion Oil primarily makes money by producing hydrocarbons from its operated oil and gas wells and selling those volumes into the market. Its core revenue streams are (1) crude oil sales, which are generally the largest contributor to revenue, ...

Battalion Oil Financial Statement Overview

Summary
Financial performance is mixed: revenue is modestly higher (+3.4%) and gross margin is strong (~49%), but profitability is currently weak with negative operating profit and a large net loss (net margin ~-24.5%) and meaningful year-to-year volatility. The balance sheet is improved with more manageable leverage (debt-to-equity ~0.78), and cash flow is a key positive with positive operating cash flow (~$27.0M) and strongly positive free cash flow (~$75.2M, +89%), though cash generation has been uneven historically.
Income Statement
44
Neutral
Balance Sheet
58
Neutral
Cash Flow
63
Positive
BreakdownTTMDec 2025Mar 2025Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue162.85M164.96M193.89M220.76M359.06M285.20M
Gross Profit80.60M17.82M79.24M100.18M233.89M180.28M
EBITDA22.92M92.86M36.00M86.89M94.05M25.11M
Net Income-39.91M11.88M-31.88M-3.05M18.54M-28.32M
Balance Sheet
Total Assets432.58M460.68M431.05M485.34M485.36M390.27M
Cash, Cash Equivalents and Short-Term Investments83.10M27.96M19.71M57.53M32.73M48.75M
Total Debt158.94M189.82M165.87M197.88M218.09M182.37M
Total Liabilities229.45M267.23M249.39M310.78M400.73M326.56M
Stockholders Equity203.14M193.45M181.66M174.56M84.63M63.70M
Cash Flow
Free Cash Flow66.28M-35.48M-29.34M-28.85M-47.82M15.64M
Operating Cash Flow25.97M39.09M35.35M17.59M78.80M68.57M
Investing Cash Flow30.75M-74.95M-65.44M-51.84M-126.13M-51.91M
Financing Cash Flow-13.04M44.11M-7.73M59.06M31.79M27.41M

Battalion Oil Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.31
Price Trends
50DMA
1.37
Negative
100DMA
1.57
Negative
200DMA
3.36
Negative
Market Momentum
MACD
-0.07
Positive
RSI
34.17
Neutral
STOCH
7.33
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BATL, the sentiment is Negative. The current price of 1.31 is above the 20-day moving average (MA) of 1.27, below the 50-day MA of 1.37, and below the 200-day MA of 3.36, indicating a bearish trend. The MACD of -0.07 indicates Positive momentum. The RSI at 34.17 is Neutral, neither overbought nor oversold. The STOCH value of 7.33 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BATL.

Battalion Oil Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$22.06M13.487.95%0.97%-9.59%-5.69%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
52
Neutral
$64.16M-0.21-29.92%―-12.20%-140.47%
51
Neutral
$25.78M-2.278.65%―――
49
Neutral
$14.00M-1.92-67.70%2.44%-25.24%25.19%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BATL
Battalion Oil
1.05
-0.19
-15.32%
BRN
Barnwell
0.94
-0.38
-28.71%
MXC
Mexco Energy
10.31
0.97
10.42%
VOC
VOC Energy
3.41
0.97
39.98%
EONR
EON Resources
0.49
0.06
14.95%
TPET
Trio Petroleum Corp.
1.71
-8.28
-82.88%

Battalion Oil Corporate Events

Delistings and Listing ChangesRegulatory Filings and Compliance
Battalion Oil Restores NYSE American Listing Compliance
Positive
Sep 16, 2026
On September 16, 2026, Battalion Oil Corporation announced that NYSE American has determined the company is back in compliance with all continued listing standards related to minimum stockholders’ equity. The exchange found that Battalion me...
Business Operations and StrategyFinancial DisclosuresPrivate Placements and Financing
Battalion Oil strengthens balance sheet and midstream capacity
Positive
Aug 12, 2026
In the second quarter of 2026, Battalion Oil Corporation reported average production of 12,407 Boe/d, with operating revenue rising to $48.1 million from $42.8 million a year earlier on stronger realized prices despite slightly lower volumes. Leas...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Battalion Oil Simplifies Capital Structure via Preferred Repurchase
Positive
Aug 7, 2026
On August 7, 2026, Battalion Oil Corporation entered into a Preferred Stock Repurchase and Conversion Agreement with Gen IV Investment Opportunities, LLC to repurchase specified Series A, Series A-1, and related preferred shares for $19 million an...
Business Operations and StrategyPrivate Placements and Financing
Battalion Oil Refinances Credit Facility to Boost Flexibility
Positive
Jul 1, 2026
On July 1, 2026, Battalion Oil Corporation closed a refinancing of its senior secured credit facility through a Third Amended and Restated Senior Secured Credit Agreement that lowers borrowing costs, extends the loan maturity to December 31, 2029 ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 17, 2026