Ratings by Piper Sandler (Derek Podhaizer)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/27/2026 | Solaris Energy Infrastructure | SEI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2026 | ProPetro Holding | PUMP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2026 | Liberty Energy Inc | LBRT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2026 | Atlas Energy Solutions Inc | AESI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2026 | Patterson-UTI Energy | PTEN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2026 | Baker Hughes | BKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2026 | Kodiak Gas Services Inc | KGS | New Coverage | Overweight (N/A) |
59.08 (64.05) |
8.41% | Details | |
| 7/27/2026 | SLB | SLB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2026 | Liberty Energy Inc | LBRT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2026 | Cactus, Inc. | WHD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2026 | National Energy Services Reunited | NESR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2026 | Flowco Holdings | FLOC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2026 | Baker Hughes | BKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2026 | Patterson-UTI Energy | PTEN | Upgrade | Overweight (Neutral) |
9.39 (12.93) |
37.7% | Details | |
| 7/14/2026 | Halliburton | HAL | Upgrade | Overweight (Neutral) |
34.39 (37.13) |
7.97% | Details | |
| 6/23/2026 | Fervo Energy | FRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2026 | Fervo Energy | FRVO | New Coverage | Overweight (N/A) |
38.86 (17.24) |
-55.64% | Details | |
| 5/27/2026 | Patterson-UTI Energy | PTEN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2026 | Select Water Solutions, Inc | WTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | Cactus, Inc. | WHD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | Tenaris S.A. | TS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2026 | ProPetro Holding | PUMP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | Ormat Technologies | ORA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | National Energy Services Reunited | NESR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | Innovex International Inc. | INVX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | Helmerich & Payne | HP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | Atlas Energy Solutions Inc | AESI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2026 | ProFrac Holding Corp. | ACDC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2026 | Nabors | NBR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2026 | Patterson-UTI Energy | PTEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2026 | Liberty Energy Inc | LBRT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2026 | HMH Holding Inc | HMH | New Coverage | Overweight (N/A) |
20.21 (20.86) |
3.22% | Details | |
| 4/22/2026 | Weatherford International plc | WFRD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2026 | Halliburton | HAL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2026 | Expro Group | XPRO | Maintain | Underweight (N/A) |
|
Details | ||
| 4/15/2026 | Weatherford International plc | WFRD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Tenaris S.A. | TS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2026 | SLB | SLB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Solaris Energy Infrastructure | SEI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Ranger Energy Services | RNGR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Patterson-UTI Energy | PTEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2026 | Nabors | NBR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Helmerich & Payne | HP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Halliburton | HAL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2026 | TechnipFMC | FTI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Baker Hughes | BKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2026 | Atlas Energy Solutions Inc | AESI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/16/2026 | Weatherford International plc | WFRD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2026 | Flowco Holdings | FLOC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | Select Water Solutions, Inc | WTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2026 | Cactus, Inc. | WHD | New Coverage | Overweight (N/A) |
58.44 (69.82) |
19.47% | Details | |
| 2/17/2026 | Precision Drilling | PDS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Nabors | NBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2026 | NOV Inc. | NOV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2026 | Helmerich & Payne | HP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2026 | Patterson-UTI Energy | PTEN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2026 | Liberty Energy Inc | LBRT | Upgrade | Overweight (Neutral) |
25.34 (22.06) |
-12.94% | Details | |
| 1/22/2026 | Halliburton | HAL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/14/2026 | ProPetro Holding | PUMP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2026 | Liberty Energy Inc | LBRT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/14/2026 | Halliburton | HAL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2025 | Weatherford International plc | WFRD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Tenaris S.A. | TS | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2025 | SLB | SLB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | RPC Inc. | RES | Maintain | Underweight (N/A) |
|
Details | ||
| 12/18/2025 | Select Water Solutions, Inc | WTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Precision Drilling | PDS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Ormat Technologies | ORA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | NOV Inc. | NOV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2025 | Halliburton | HAL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2025 | Innovex International Inc. | INVX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | TechnipFMC | FTI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Ranger Energy Services | RNGR | Upgrade | Overweight (Neutral) |
13.44 (17.21) |
28.05% | Details | |
| 12/18/2025 | Nabors | NBR | Upgrade | Overweight (Underweight) |
50.06 (90.54) |
80.86% | Details | |
| 12/18/2025 | Helmerich & Payne | HP | Upgrade | Overweight (Neutral) |
27.34 (44.21) |
61.7% | Details | |
| 12/18/2025 | Expro Group | XPRO | Downgrade | Underweight (Neutral) |
12.65 (18.19) |
43.79% | Details | |
| 12/9/2025 | Flowco Holdings | FLOC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2025 | National Energy Services Reunited | NESR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2025 | Atlas Energy Solutions Inc | AESI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/17/2025 | Solaris Energy Infrastructure | SEI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2025 | Flowco Holdings | FLOC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2025 | ProPetro Holding | PUMP | Upgrade | Overweight (Neutral) |
10.38 (12.22) |
17.73% | Details | |
| 10/28/2025 | Expro Group | XPRO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2025 | Precision Drilling | PDS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2025 | TechnipFMC | FTI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2025 | Weatherford International plc | WFRD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2025 | Halliburton | HAL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2025 | Liberty Energy Inc | LBRT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2025 | SLB | SLB | Upgrade | Overweight (Neutral) |
32.92 (57.05) |
73.3% | Details | |
| 10/16/2025 | Weatherford International plc | WFRD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2025 | SLB | SLB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2025 | National Energy Services Reunited | NESR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2025 | Baker Hughes | BKR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2025 | Atlas Energy Solutions Inc | AESI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2025 | ProFrac Holding Corp. | ACDC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2025 | TechnipFMC | FTI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2025 | TechnipFMC | FTI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2025 | Ormat Technologies | ORA | Upgrade | Overweight (Neutral) |
91.75 (98.81) |
7.69% | Details | |
| 9/17/2025 | Tenaris S.A. | TS | Downgrade | Neutral (Overweight) |
35.84 (57.59) |
60.69% | Details | |
| 8/20/2025 | National Energy Services Reunited | NESR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2025 | ProFrac Holding Corp. | ACDC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2025 | Solaris Energy Infrastructure | SEI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2025 | Ormat Technologies | ORA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | Expro Group | XPRO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | Tenaris S.A. | TS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2025 | Ranger Energy Services | RNGR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | RPC Inc. | RES | Maintain | Underweight (N/A) |
|
Details | ||
| 8/14/2025 | ProPetro Holding | PUMP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | Precision Drilling | PDS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2025 | NOV Inc. | NOV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | Nabors | NBR | Maintain | Underweight (N/A) |
|
Details | ||
| 8/14/2025 | Liberty Energy Inc | LBRT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | Helmerich & Payne | HP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | Atlas Energy Solutions Inc | AESI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2025 | Flowco Holdings | FLOC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2025 | Baker Hughes | BKR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2025 | Weatherford International plc | WFRD | Upgrade | Overweight (Neutral) |
57.90 (93.06) |
60.73% | Details | |
| 7/28/2025 | Halliburton | HAL | Downgrade | Neutral (Overweight) |
22.42 (34.39) |
53.39% | Details | |
| 7/21/2025 | SLB | SLB | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2025 | Helmerich & Payne | HP | New Coverage | Neutral (N/A) |
17.17 (44.21) |
157.48% | Details | |
| 7/15/2025 | Liberty Energy Inc | LBRT | New Coverage | Neutral (N/A) |
12.47 (25.34) |
103.21% | Details | |
| 7/15/2025 | Nabors | NBR | New Coverage | Underweight (N/A) |
34.12 (90.54) |
165.36% | Details | |
| 7/15/2025 | ProPetro Holding | PUMP | New Coverage | Neutral (N/A) |
6.54 (12.22) |
86.85% | Details | |
| 7/15/2025 | Innovex International Inc. | INVX | New Coverage | Overweight (N/A) |
16.20 (29.84) |
84.2% | Details | |
| 7/15/2025 | National Energy Services Reunited | NESR | New Coverage | Overweight (N/A) |
6.36 (34.70) |
445.6% | Details | |
| 7/15/2025 | Select Water Solutions, Inc | WTTR | New Coverage | Overweight (N/A) |
9.63 (20.50) |
112.88% | Details | |
| 7/15/2025 | Expro Group | XPRO | New Coverage | Neutral (N/A) |
9.49 (18.19) |
91.68% | Details | |
| 7/15/2025 | Ranger Energy Services | RNGR | New Coverage | Neutral (N/A) |
12.31 (17.21) |
39.81% | Details | |
| 7/15/2025 | RPC Inc. | RES | New Coverage | Underweight (N/A) |
5.15 (6.58) |
27.77% | Details | |
| 7/15/2025 | Patterson-UTI Energy | PTEN | New Coverage | Neutral (N/A) |
6.55 (9.39) |
43.36% | Details | |
| 7/15/2025 | ProFrac Holding Corp. | ACDC | New Coverage | Neutral (N/A) |
7.97 (5.48) |
-31.24% | Details | |
| 7/14/2025 | Atlas Energy Solutions Inc | AESI | Downgrade | Neutral (Overweight) |
14.40 (14.58) |
1.25% | Details | |
| 5/14/2025 | Flowco Holdings | FLOC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | Atlas Energy Solutions Inc | AESI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | Weatherford International plc | WFRD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2025 | Baker Hughes | BKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Weatherford International plc | WFRD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2025 | SLB | SLB | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2025 | Halliburton | HAL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Baker Hughes | BKR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Tenaris S.A. | TS | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2025 | Atlas Energy Solutions Inc | AESI | New Coverage | Overweight (N/A) |
17.62 (14.40) |
-18.27% | Details | |
| 2/28/2025 | TechnipFMC | FTI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2025 | Tenaris S.A. | TS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2025 | Solaris Energy Infrastructure | SEI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | Solaris Energy Infrastructure | SEI | New Coverage | Overweight (N/A) |
30.28 (67.67) |
123.48% | Details | |
| 2/10/2025 | NOV Inc. | NOV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2025 | Weatherford International plc | WFRD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2025 | Flowco Holdings | FLOC | New Coverage | Overweight (N/A) |
28.50 (21.08) |
-26.04% | Details | |
| 2/3/2025 | Baker Hughes | BKR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2024 | Tenaris S.A. | TS | New Coverage | Overweight (N/A) |
36.97 (35.84) |
-3.06% | Details | |
| 12/19/2024 | Halliburton | HAL | New Coverage | Overweight (N/A) |
27.19 (37.13) |
36.56% | Details | |
| 12/19/2024 | Baker Hughes | BKR | New Coverage | Overweight (N/A) |
41.41 (63.64) |
53.68% | Details | |
| 12/19/2024 | TechnipFMC | FTI | New Coverage | Overweight (N/A) |
29.96 (77.81) |
159.71% | Details | |
| 12/19/2024 | SLB | SLB | New Coverage | Neutral (N/A) |
38.93 (57.05) |
46.55% | Details | |
| 12/19/2024 | Weatherford International plc | WFRD | New Coverage | Neutral (N/A) |
71.62 (93.06) |
29.94% | Details | |
| 12/19/2024 | Ormat Technologies | ORA | New Coverage | Neutral (N/A) |
71.47 (91.75) |
28.38% | Details | |
| 12/19/2024 | NOV Inc. | NOV | New Coverage | Neutral (N/A) |
14.56 (21.52) |
47.8% | Details |

