Flour Corporation (FLR)
Price target: 54.00-55.00 (Subject to change)
Second PT: 62.00-63.00 (Subject to change)
There’s a serious bullish case building in Flour Corporation as the company overcomes a few rocky years dealing with legacy “fixed price” contracts that caused significant losses. The company is currently in a transition phase, shifting toward lower risk, "reimbursable" work.
We'll be managing this trade in real-time for Hyper Stocks Pro members and exploring both shares and option set-ups.
What does Flour Corporation do?
Fluor provides end-to-end engineering and construction services for massive infrastructure and energy projects. They operate through three main segments:
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Urban Solutions: Mining, metals, advanced technologies (data centers, life sciences), and traditional infrastructure (bridges, roads).
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Energy Solutions: Energy transition (hydrogen, lithium), chemicals, and traditional oil and gas.
- Mission Solutions: Technical services and base operations for the U.S. government (Department of Energy and Department of Defense).
The company’s biggest projects for 2026 include: TeraWulf Data Center, X-energy Nuclear Project, America First Refining, uranium enrichment, and more. All of these align perfectly with The White House initiatives to boost energy and urban solutions.
Financials:
Flour is flush with cash after selling a stake in NuScale Power, and they announced a massive $1.4 billion stock buyback program for this year. If the company can continue progressing towards more profitability and free cash flow, it can finally push the stock into a breakout from its multi-month base.
Risks:
Fluor's financial health is increasingly tied to the energy transition and AI data centers. While these are booming sectors, they are highly sensitive to interest rates and government subsidies.
Please note that the stock includes risks and price targets are subject to change based on market developments and company updates. These stocks usually take time to come around and the outlook may change. Trade at your own risk.
Devon Energy Corp. (DVN)
Price target: 52.00-54.00 (Subject to change)
Second PT: 59.00-60.00 (Subject to change)
Devon Energy is a familiar name to the “OG” Hyper Stocks members who have followed our analysis for years. The last time we covered this stock was November of last year, since then, it has rallied more than 25% to our initial price targets. As the stock pulls back and cools off from the rally, it’s becoming attractive to add to again.
We'll be managing this trade in real-time for Hyper Stocks Pro members and exploring both shares and option set-ups.
What does Devon Energy do?
Devon is a leading independent oil and natural gas exploration and production company. They focus exclusively on onshore U.S. assets, making them an important part of the U.S. energy industry. Major projects and recent developments include:
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The Coterra Merger (2026): This is their defining project. By merging with Coterra, Devon has diversified its "oil-heavy" portfolio with Coterra’s massive natural gas reserves.
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Grayson Mill Integration: They are still optimizing the $5 billion acquisition of Grayson Mill Energy (completed late 2024), which tripled their footprint in the Williston Basin (North Dakota).
- Business Optimization Plan: They are on track to enhance free cash flow by $1 billion by the end of 2026 through operational efficiencies and AI-driven drilling.
The Data Center & AI Advantage:
Through the Coterra merger, Devon gained a lot more exposure to natural gas. This led to signing of directly supply agreements to provide natural gas to utility providers and data centers operators. Since AI data centers require 24/7 power that other sources of energy can’t consistently deliver, Devon’s ability to offer gas to power solutions gives them a massive edge in the AI super cycle.
Financials:
2026 marks a significant jump in revenue for Devon, and if they re-affirm that outlook on their upcoming earnings (May 5th), the stock is set for a bullish catalyst. The Coterra merger is finally set to show in the numbers, with both revenue and net income increasing. At 11.5x P/E, the stock trades at a far lower valuation than the S&P 500’s average, certainly lower than oil giants like Chevron at 28x and Exxon at 22x.
Risks:
The risk of investing in any oil & gas company is the fluctuation that comes from commodity prices. The conflict in the Middle East has ravished the energy markets around the globe, so prepare for a volatile ride if holding oil stocks as oil / gas prices jump up and down. Another risk is regulatory changes…President Trump is on the side of oil and de-regulation, but a change in leadership (whether president or congress), could be a headwind for these companies.
Please note that the stock includes risks and price targets are subject to change based on market developments and company updates. These stocks usually take time to come around and the outlook may change. Trade at your own risk.
Hyper Stocks Pro Members Only
This company sits at the center of stealth tech, nuclear modernization, and next generation warfare systems…making it one of the most important companies in global defense, and it’s a core infrastructure play on U.S. national security...unlock full analysis in Hyper Stocks Pro.
Hyper Stocks Pro Members Only
This company sits at the center of stealth tech, nuclear modernization, and next generation warfare systems…making it one of the most important companies in global defense, and it’s a core infrastructure play on U.S. national security...unlock full analysis in Hyper Stocks Pro.
Hyper Stocks Pro Members Only
This company sits at the center of stealth tech, nuclear modernization, and next generation warfare systems…making it one of the most important companies in global defense, and it’s a core infrastructure play on U.S. national security...unlock full analysis in Hyper Stocks Pro.
Disclaimer: This article is for informational and educational purposes only and does not constitute financial advice. Investing involves risk, including the possible loss of capital. Always conduct your own research or consult with a licensed financial advisor before making investment decisions.
Hyper Stocks and its contributors may hold positions in some of the securities or assets mentioned above. These positions are subject to change without notice. Any opinions expressed reflect current views at the time of writing and are not guarantees of future performance. Past performance does not guarantee future results.