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

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BATL

Battalion Oil

(NYSE MKT:BATL)

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Neutral 51 (OpenAI - 5.2)
Rating:51Neutral
Price Target:
$1.50
▲(23.97% Upside)
Action:Reiterated
Date:07/09/26
The score is held back primarily by weak and volatile profitability (TTM net loss and declining revenue) and a technically weak longer-term trend (below 50/100/200-day averages with negative MACD). Offsetting factors include a materially improved balance sheet (low leverage) and improving free cash flow, with the recent refinancing adding additional liquidity and flexibility.
Positive Factors
Improved Balance Sheet / Low Leverage
Capital structure materially strengthened: debt-to-equity around 0.15 and a sizable equity base reduce default risk and fund future development. This lower leverage gives Battalion durable financial flexibility to execute multi-well programs and withstand commodity cycles over the next several quarters.
Negative Factors
Weak and Volatile Profitability
Earnings have swung materially across recent years, with sizable TTM losses driven by non-cash charges and price sensitivity. Persistent volatility in reported earnings limits free-cash-flow predictability, raises remediation risk during downturns, and complicates multi-period planning for investors and lenders.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved Balance Sheet / Low Leverage
Capital structure materially strengthened: debt-to-equity around 0.15 and a sizable equity base reduce default risk and fund future development. This lower leverage gives Battalion durable financial flexibility to execute multi-well programs and withstand commodity cycles over the next several quarters.
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 selling the crude oil, natural gas, and natural gas liquids (NGLs) produced from its operated and non-operated wells. Revenue is driven mainly by (1) production volumes (how many barrels of oil and volumes of...

Battalion Oil Financial Statement Overview

Summary
Financials are mixed: profitability is weak and volatile (TTM revenue down -5.1% with a sizable net loss of -$50.6M and -32.3% net margin), but the balance sheet is notably stronger (low debt-to-equity ~0.15) and cash flow has improved (TTM operating cash flow $28.5M and free cash flow $43.3M, +26.9%). Overall, improved leverage and FCF are positives, but inconsistent earnings meaningfully cap the score.
Income Statement
38
Negative
Balance Sheet
72
Positive
Cash Flow
62
Positive
BreakdownTTMDec 2025Mar 2025Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue157.53M164.96M193.89M220.76M359.06M285.20M
Gross Profit73.43M17.82M79.24M100.18M233.89M180.28M
EBITDA16.48M92.86M36.00M86.89M94.05M25.11M
Net Income-50.62M11.88M-31.88M-3.05M18.54M-28.32M
Balance Sheet
Total Assets412.37M460.68M431.05M485.34M485.36M390.27M
Cash, Cash Equivalents and Short-Term Investments46.37M27.96M19.71M57.53M32.73M48.75M
Total Debt23.19M189.82M165.87M197.88M218.09M182.37M
Total Liabilities255.25M267.23M249.39M310.78M400.73M326.56M
Stockholders Equity157.12M193.45M181.66M174.56M84.63M63.70M
Cash Flow
Free Cash Flow39.67M-35.48M-29.34M-28.85M-47.82M15.64M
Operating Cash Flow28.46M39.09M35.35M17.59M78.80M68.57M
Investing Cash Flow1.60M-74.95M-65.44M-51.84M-126.13M-51.91M
Financing Cash Flow-49.39M44.11M-7.73M59.06M31.79M27.41M

Battalion Oil Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price1.21
Price Trends
50DMA
1.91
Negative
100DMA
5.13
Negative
200DMA
3.30
Negative
Market Momentum
MACD
-0.11
Negative
RSI
49.69
Neutral
STOCH
31.57
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BATL, the sentiment is Neutral. The current price of 1.21 is below the 20-day moving average (MA) of 1.36, below the 50-day MA of 1.91, and below the 200-day MA of 3.30, indicating a neutral trend. The MACD of -0.11 indicates Negative momentum. The RSI at 49.69 is Neutral, neither overbought nor oversold. The STOCH value of 31.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
60
Neutral
$17.10M12.976.59%0.96%-10.83%-23.27%
51
Neutral
$34.79M-0.28-38.74%-18.02%-131.87%
46
Neutral
$14.83M-1.69-77.96%-36.07%1.03%
43
Neutral
$2.40M-69.23%-22.13%-238.13%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BATL
Battalion Oil
1.58
0.28
21.54%
BRN
Barnwell
1.03
-0.12
-10.43%
MXC
Mexco Energy
8.36
0.10
1.21%
MTR
Mesa Royalty
3.15
-2.22
-41.29%
VIVK
Vivakor
0.26
-147.35
-99.82%

Battalion Oil Corporate Events

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 ...
Executive/Board ChangesShareholder Meetings
Battalion Oil Stockholders Approve Directors and Auditor Appointments
Positive
Jun 16, 2026
On June 11, 2026, Battalion Oil Corporation held its 2026 Annual Meeting of Stockholders, where investors voted to elect four directors to serve until the next annual meeting or until their successors are chosen. All four nominees, Jonathan D. Bar...
Business Operations and StrategyFinancial DisclosuresM&A TransactionsPrivate Placements and FinancingRegulatory Filings and Compliance
Battalion Oil Reshapes Portfolio With West Quito Divestiture
Neutral
May 13, 2026
In the first quarter of 2026, Battalion Oil reported average production of 12,578 Boe/d, up from late 2025 levels, while operating revenue fell year-on-year to $39.2 million as weaker realized commodity prices more than offset higher volumes. The ...
Business Operations and StrategyPrivate Placements and FinancingRegulatory Filings and Compliance
Battalion Oil Establishes $150 Million At-the-Market Program
Neutral
May 5, 2026
On May 5, 2026, Battalion Oil Corporation entered into a sales agreement with Roth Capital Partners that allows the company, at its discretion, to issue and sell up to $150 million of common stock from time to time through at-the-market transactio...
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: Jul 09, 2026