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CES Energy Solutions Corp (TSE:CEU)
TSX:CEU
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CES Energy Solutions (CEU) Price & Analysis

254 Followers

CEU Stock Chart & Stats

C$18.38
-C$0.18(-1.04%)
At close: 4:00 PM EDT
C$18.38
-C$0.18(-1.04%)

Bulls Say, Bears Say

Bulls Say
Revenue And Margin GrowthStrong revenue growth combined with expanding adjusted EBITDAC shows that CES is scaling while preserving attractive operating economics. The margin above guidance indicates solid execution and supports reinvestment, resilience, and continued earnings growth over the next several quarters.
Market Share And Business ExpansionLeading regional market shares and growth in production chemicals provide evidence of competitive positioning and a broader earnings base. The expansion of AES and production chemicals can deepen customer relationships and reduce reliance on any single service category.
Improved Leverage And Capital EfficiencyLower leverage, extended maturities, and reduced annual interest expense improve financial flexibility and reduce refinancing pressure. High ROCE and ROIC indicate that CES is deploying capital productively, supporting disciplined growth and shareholder returns.
Bears Say
Weak Cash ConversionCash generation remains positive, but conversion below accounting earnings indicates that working capital or other timing factors are absorbing cash. Persistent softness in free cash flow could constrain debt reduction, acquisitions, and shareholder distributions.
Cost And Supply VolatilityInput-cost and availability volatility can pressure margins even when revenue grows, making recent profitability harder to sustain. Management’s decision not to raise the margin outlook suggests that external cost risks remain relevant to earnings quality over the coming quarters.
Dilutive Long-dated Growth InitiativesLong development timelines and current dilution from offshore investment can weigh on consolidated margins before these initiatives reach targeted economics. Capital and management attention may therefore be tied up for an extended period without near-term earnings contribution.

CES Energy Solutions News

CEU FAQ

What was CES Energy Solutions Corp’s price range in the past 12 months?
CES Energy Solutions Corp lowest stock price was C$8.79 and its highest was C$20.83 in the past 12 months.
    What is CES Energy Solutions Corp’s market cap?
    CES Energy Solutions Corp’s market cap is C$4.28B.
      When is CES Energy Solutions Corp’s upcoming earnings report date?
      CES Energy Solutions Corp’s upcoming earnings report date is Nov 12, 2026 which is in 20 days.
        How were CES Energy Solutions Corp’s earnings last quarter?
        CES Energy Solutions Corp released its earnings results on Aug 06, 2026. The company reported C$0.18 earnings per share for the quarter, missing the consensus estimate of C$0.219 by -C$0.039.
          Is CES Energy Solutions Corp overvalued?
          According to Wall Street analysts CES Energy Solutions Corp’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does CES Energy Solutions Corp pay dividends?
            CES Energy Solutions Corp pays a Quarterly dividend of C$0.055 which represents an annual dividend yield of 1.01%. See more information on CES Energy Solutions Corp dividends here
              What is CES Energy Solutions Corp’s EPS estimate?
              CES Energy Solutions Corp’s EPS estimate is 0.31.
                How many shares outstanding does CES Energy Solutions Corp have?
                CES Energy Solutions Corp has 210,857,330 shares outstanding.
                  What happened to CES Energy Solutions Corp’s price movement after its last earnings report?
                  CES Energy Solutions Corp reported an EPS of C$0.18 in its last earnings report, missing expectations of C$0.219. Following the earnings report the stock price went up 11.502%.
                    Which hedge fund is a major shareholder of CES Energy Solutions Corp?
                    Currently, no hedge funds are holding shares in TSE:CEU
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      CES Energy Solutions Corp

                      CES Energy Solutions Corp., headquartered in Calgary, Canada, was established in 1986. This company specializes in the development, production, and distribution of advanced consumable fluids and bespoke chemical products tailored for the energy sector. Their comprehensive chemical solutions address various stages of oil and gas operations, including the drill-bit phase, completion and stimulation processes, wellhead and pump-jack maintenance, and the pipeline and midstream segments. Key products include corrosion inhibitors, demulsifiers, H2S scavengers, paraffin control agents, surfactants, scale inhibitors, biocides, and other specialized additives. Beyond product manufacturing, CES Energy Solutions offers an array of services. They engineer and deploy custom drilling fluid systems and completion solutions for oil and gas producers. The company also produces a range of specialty chemicals for use in oil and natural gas production, fracturing operations, and the pipeline and midstream infrastructure. Furthermore, they manage their own fleet of trucks and trailers for product transportation within the industry. Complementary services include environmental consulting, water management, responsible disposal of drilling fluids waste primarily for producers, and analytical laboratory services. CES Energy Solutions caters to a diverse client base across the oil and natural gas industry, encompassing multinational producers, intermediate operators, independent junior companies, and joint ventures, as well as participants in the pipeline and midstream markets. Their primary geographic focus is Western Canada and the United States. The company officially adopted the name CES Energy Solutions Corp. in June 2017, having previously operated as Canadian Energy Services & Technology Corp.

                      CES Energy Solutions (CEU) Earnings & Revenues

                      CEU Company Deck

                      CEU Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call portrayed a strongly positive operating and financial quarter with multiple records (revenue, adjusted EBITDAC, U.S. and Canada regional highs, and funds flow). Management emphasized market-share gains, organic growth in production chemicals (notably in U.S. land), disciplined capital allocation, improved working capital metrics and a conservative but constructive outlook for 2026–2027. Headwinds include supply chain/cost volatility from the Iran conflict, deliberate working capital investments that compressed free cash flow this quarter, longer timelines and near-term dilutive investments for offshore and heavy oil expansion, and modest increases in leverage and net draws. Overall the positive growth, margin outperformance and strong returns metrics materially outweigh the manageable risks and timing-driven lowlights.View all TSE:CEU earnings summaries

                      CEU Stock 12 Month Forecast

                      Average Price Target

                      C$21.30
                      ▲(15.89% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":9.488,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":12.163,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            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5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":16.743,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":17.379,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n     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