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Pedevco (PED)
:PED
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Pedevco (PED) AI Stock Analysis

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PED

Pedevco

(PED)

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Neutral 61 (OpenAI - 5.2)
Rating:61Neutral
Price Target:
$13.00
▲(8.79% Upside)
Action:Reiterated
Date:08/17/26
The score is primarily driven by solid underlying financial resilience (very low leverage) and constructive earnings-call fundamentals (reaffirmed EBITDA guidance with strong H1 progress and major YoY revenue/EBITDA growth). This is balanced by weaker recent earnings quality and cash-flow consistency (loss/FCF volatility), a mixed technical backdrop (below longer-term moving averages and negative MACD), and valuation limitations from a negative P/E and no stated dividend yield.
Positive Factors
Conservative Balance Sheet
Very low leverage provides durable financial flexibility: it reduces refinancing and solvency risk through commodity cycles, preserves borrowing optionality for opportunistic development or acquisitions, and supports capital discipline while the company repairs profitability over the next 2–6 months.
Negative Factors
Deep Profitability Deterioration
Steep and volatile profit deterioration indicates current operations and hedging outcomes are not translating into sustainable earnings. Persistently negative margins erode retained capital, challenge reinvestment capacity, and require sustained operational improvements to restore long-term shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative Balance Sheet
Very low leverage provides durable financial flexibility: it reduces refinancing and solvency risk through commodity cycles, preserves borrowing optionality for opportunistic development or acquisitions, and supports capital discipline while the company repairs profitability over the next 2–6 months.
Read all positive factors

Pedevco (PED) vs. SPDR S&P 500 ETF (SPY)

Pedevco Business Overview & Revenue Model

Company Description
PEDEVCO Corp. is an oil and gas company primarily engaged in the acquisition, development, and production of hydrocarbon resources throughout the United States. As of December 31, 2021, the company owned approximately 32,870 net acres in New Mexic...
How the Company Makes Money
Pedevco makes money primarily by producing and selling hydrocarbons—crude oil, natural gas, and natural gas liquids—from its oil and gas properties. Revenue is generated when produced volumes are sold to purchasers/marketers, generally at market-l...

Pedevco Earnings Call Summary

Earnings Call Date:Aug 13, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 16, 2026
Earnings Call Sentiment Positive
The call highlights strong year-over-year growth in revenue and EBITDA driven by the merger and higher realized oil prices, meaningful balance sheet improvements (debt reduction, cash on hand, availability), and actionable near-term development and optimization programs enabled by permitting wins. Offsetting items include a sequential production decline, higher per-unit LOE until optimization takes effect, realized hedge-related cash outflows, and higher G&A and non-cash charges. Management reiterated full-year adjusted EBITDA guidance and emphasized financial discipline and a prioritized capital allocation framework.
Positive Updates
Significant Revenue and EBITDA Growth
Q2 revenue of $46.1 million, up 561% year-over-year (from $7.0M) and ~15% sequentially; Q2 adjusted EBITDA of $18.7 million (Q1: $18.1M), and first-half adjusted EBITDA of $36.8M. GAAP net income of $17.5M, or $1.31 per share, versus a net loss of $1.7M in Q2 2025.
Negative Updates
Sequential Production Decline
Production declined ~16% quarter-over-quarter as D-J Basin wells that peaked early in 2026 followed natural decline curves. July production was lower than initially expected due to temporary shut-ins and accelerated optimization work.
Read all updates
Q2-2026 Updates
Negative
Significant Revenue and EBITDA Growth
Q2 revenue of $46.1 million, up 561% year-over-year (from $7.0M) and ~15% sequentially; Q2 adjusted EBITDA of $18.7 million (Q1: $18.1M), and first-half adjusted EBITDA of $36.8M. GAAP net income of $17.5M, or $1.31 per share, versus a net loss of $1.7M in Q2 2025.
Read all positive updates
Company Guidance
PEDEVCO reiterated full‑year 2026 adjusted EBITDA guidance of $60–70 million after generating $36.8 million of adjusted EBITDA in H1 (Q2 adjusted EBITDA $18.7M) on Q2 revenue of $46.1M (up 561% YoY from $7M and ~15% sequentially) and Q2 production of 618,912 BOE (~6,800 BOE/d); management cited an average realized oil price of $94.07/bbl, operating income of $15.4M, LOE of $16.4M, G&A $3.4M, DD&A $10.2M, and $5M net derivative income (comprised of $8.1M realized losses and a $13.1M unrealized gain). The company finished the quarter with ~$12.1M cash, reduced revolver borrowings to $85M (a $13M repayment), approximately $73M net funded debt, $40M available on the facility, ~13.3M shares outstanding (post 1-for-20 reverse split), and plans to drill/participate in over 20 gross wells (expanded program expected to contribute late 2026/early 2027) across its >300,000 net acre position (D‑J ~88k, Powder River ~202k, Permian ~14.5k) while maintaining disciplined capital allocation.

Pedevco Financial Statement Overview

Summary
Strong balance sheet (very low leverage and materially higher equity) and clear top-line momentum support the score, but it is capped by volatile profitability (recent net losses after 2024 strength) and inconsistent free cash flow (deterioration to near-breakeven/negative recently).
Income Statement
54
Neutral
Balance Sheet
78
Positive
Cash Flow
49
Neutral
BreakdownTTMMar 2026Mar 2025Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue116.38M45.75M39.55M30.78M30.03M15.86M
Gross Profit47.45M26.63M11.18M10.08M8.48M2.54M
EBITDA20.39M17.74M20.82M15.04M14.10M6.18M
Net Income-17.00M-10.36M17.79M264.00K2.84M-1.30M
Balance Sheet
Total Assets359.70M375.87M133.84M129.59M116.11M98.22M
Cash, Cash Equivalents and Short-Term Investments10.80M3.22M4.01M18.52M29.43M25.93M
Total Debt85.00M214.00K228.00K316.00K81.00K195.00K
Total Liabilities159.65M168.50M12.74M28.13M19.65M6.74M
Stockholders Equity200.05M207.36M121.10M101.45M96.46M91.48M
Cash Flow
Free Cash Flow1.88M-9.73M12.60M23.44M3.73M5.93M
Operating Cash Flow31.12M10.76M12.77M23.48M15.98M5.97M
Investing Cash Flow-150.15M-133.18M-26.87M-35.74M-12.27M-2.76M
Financing Cash Flow119.96M122.14M0.000.0035.00K14.69M

Pedevco Technical Analysis

Technical Analysis Sentiment
Positive
Last Price11.95
Price Trends
50DMA
12.07
Positive
100DMA
13.59
Negative
200DMA
12.87
Positive
Market Momentum
MACD
0.19
Negative
RSI
60.41
Neutral
STOCH
82.65
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PED, the sentiment is Positive. The current price of 11.95 is above the 20-day moving average (MA) of 11.40, below the 50-day MA of 12.07, and below the 200-day MA of 12.87, indicating a bullish trend. The MACD of 0.19 indicates Negative momentum. The RSI at 60.41 is Neutral, neither overbought nor oversold. The STOCH value of 82.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PED.

Pedevco Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
$215.21M11.216.79%24.79%0.31%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
64
Neutral
$168.98M-28.82-2.92%4.29%53.71%-204.13%
61
Neutral
$175.84M-3.36-9.65%229.37%-332.30%
60
Neutral
$198.58M9.825.13%-23.70%30.67%
56
Neutral
$120.07M-34.07-5.44%12.53%-3.16%-313.41%
47
Neutral
$124.73M-1.54-474.82%-9.01%-293.99%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PED
Pedevco
13.03
1.25
10.64%
EPM
Evolution Petroleum
3.55
-0.93
-20.74%
AMPY
Amplify Energy
4.91
0.94
23.68%
KGEI
Kolibri Global Energy
6.09
0.87
16.67%
EPSN
Epsilon Energy
5.65
0.15
2.82%
EP
Empire Petroleum
3.18
-1.58
-33.15%

Pedevco Corporate Events

Business Operations and StrategyExecutive/Board Changes
Pedevco Enhances Executive Contracts and Equity Incentives
Positive
Jul 24, 2026
On July 21, 2026, PEDEVCO granted a total of 35,240 restricted stock units and 11,530 performance-based restricted stock units under its 2021 Equity Incentive Plan as part of its 2025 annual compensation review, with significant awards to Chief Op...
Executive/Board ChangesRegulatory Filings and Compliance
PEDEVCO Finalizes Executive Separation and Severance Agreement
Neutral
Jul 18, 2026
On July 15, 2026, PEDEVCO Corp. entered into a Separation Agreement and General Release with former employee Paul Pinkston, following the mutual termination of his employment on June 23, 2026. Under the agreement, PEDEVCO will pay Pinkston $80,885...
Business Operations and StrategyExecutive/Board Changes
Pedevco Chief Accounting Officer Steps Down Amid Transition
Negative
Jun 29, 2026
On June 23, 2026, PEDEVCO Corp. and Chief Accounting Officer Paul Pinkston mutually agreed that he would step down from his role and terminate his employment with the company. The departure affects the company’s senior financial leadership s...
Business Operations and StrategyExecutive/Board Changes
Pedevco Grants New Performance-Based Equity Awards to Executives
Positive
Jun 24, 2026
On June 22, 2026, PEDEVCO granted restricted stock units and performance-based restricted stock units under its 2021 Equity Incentive Plan as part of the company’s 2025 annual compensation review. The awards cover 96,630 time-based RSUs and ...
Business Operations and StrategyPrivate Placements and Financing
Pedevco Expands Credit Facility and Borrowing Capacity
Positive
May 20, 2026
On May 19, 2026, PEDEVCO Corp. entered into a third amendment to its amended and restated credit agreement with Citibank, N.A. and other lenders, increasing the borrowing base and elected commitment from $120 million to $125 million. This redeterm...
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: Aug 17, 2026