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Blue Dolphin Energy Company (BDCO)
OTHER OTC:BDCO
US Market
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Blue Dolphin Energy Company (BDCO) AI Stock Analysis

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BDCO

Blue Dolphin Energy Company

(OTC:BDCO)

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Neutral 69 (OpenAI - Gpt-5.6Sol)
Rating:69Neutral
Price Target:
$8.50
▲(97.67% Upside)
Action:Downgraded
Date:08/26/26
The score is driven mainly by the TTM financial rebound (profitability restored and strong free cash flow) and a very low P/E valuation. Offsetting these positives are historically inconsistent results and a technically overbought setup (high RSI), which increases near-term risk despite strong upward trend signals.
Positive Factors
Revenue and Profit Recovery
The sharp improvement in revenue and profitability indicates renewed operating demand and stronger economics after the 2024–2025 downturn. Sustained product volumes and margins would improve earnings capacity, although the recovery still needs to prove durable across refinery cycles.
Negative Factors
Earnings Volatility
The pronounced swings between profitable and loss-making periods show that current recovery has not yet established a consistent earnings record. This volatility can complicate planning, reduce confidence in normalized profitability, and increase vulnerability to another operating downturn.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and Profit Recovery
The sharp improvement in revenue and profitability indicates renewed operating demand and stronger economics after the 2024–2025 downturn. Sustained product volumes and margins would improve earnings capacity, although the recovery still needs to prove durable across refinery cycles.
Read all positive factors

Blue Dolphin Energy Company (BDCO) vs. SPDR S&P 500 ETF (SPY)

Blue Dolphin Energy Company Business Overview & Revenue Model

Company Description
Blue Dolphin Energy Company specializes in the refinement and distribution of petroleum products across the United States. The firm's activities are divided into two core segments: Refinery Operations, and Tolling and Terminaling. Through its Refi...
How the Company Makes Money
BDCO makes money primarily by earning a “crack spread” margin: it purchases crude oil and other feedstocks, processes them through its refining operations, and sells higher-value refined products (e.g., gasoline and other transportation/industrial...

Blue Dolphin Energy Company Financial Statement Overview

Summary
Financials show a clear TTM recovery with strong revenue growth, restored profitability, and strong free cash flow conversion (FCF closely matching net income). Balance sheet leverage has improved (debt below equity), but results have been historically volatile with meaningful deterioration in 2024–2025 after stronger 2022–2023 performance.
Income Statement
68
Positive
Balance Sheet
58
Neutral
Cash Flow
73
Positive
BreakdownTTMMar 2026Mar 2025Dec 2023Mar 2023Dec 2021
Income Statement
Total Revenue364.86M279.38M317.52M396.05M487.50M300.82M
Gross Profit47.65M8.38M3.89M44.68M46.07M914.00K
EBITDA41.31M1.35M-1.29M39.49M42.02M-3.86M
Net Income26.34M-5.60M-8.64M31.01M32.89M-19.04M
Balance Sheet
Total Assets49.15M107.54M101.90M106.08M83.90M66.31M
Cash, Cash Equivalents and Short-Term Investments30.90M1.01M266.00K18.71M630.00K119.00K
Total Debt38.53M47.77M45.92M48.49M49.84M64.20M
Total Liabilities70.49M71.71M68.93M64.48M73.32M89.94M
Stockholders Equity59.83M27.36M32.96M41.60M10.59M-23.63M
Cash Flow
Free Cash Flow41.50M-779.00K-15.72M19.90M16.17M-6.06M
Operating Cash Flow41.62M-766.00K-15.67M20.00M16.27M-6.06M
Investing Cash Flow-116.00K-13.00K-46.00K-102.00K-102.00K0.00
Financing Cash Flow-11.57M1.74M-1.92M-2.71M-14.71M5.00M

Blue Dolphin Energy Company Technical Analysis

Technical Analysis Sentiment
Positive
Last Price4.30
Price Trends
50DMA
4.35
Positive
100DMA
3.98
Positive
200DMA
2.78
Positive
Market Momentum
MACD
0.81
Negative
RSI
78.46
Negative
STOCH
72.05
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BDCO, the sentiment is Positive. The current price of 4.3 is below the 20-day moving average (MA) of 5.04, below the 50-day MA of 4.35, and above the 200-day MA of 2.78, indicating a bullish trend. The MACD of 0.81 indicates Negative momentum. The RSI at 78.46 is Negative, neither overbought nor oversold. The STOCH value of 72.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BDCO.

Blue Dolphin Energy Company 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
$3.72B4.2957.75%13.19%
69
Neutral
$104.16M3.9466.65%22.80%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
63
Neutral
$1.71B10.2324.58%6.26%20.35%87.03%
62
Neutral
$1.82B-11.13-13.21%2.09%7.56%58.21%
58
Neutral
$892.89M-50.588.43%2.50%
57
Neutral
$896.31M16.54-72.93%9.65%0.29%21.69%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BDCO
Blue Dolphin Energy Company
7.62
6.10
401.32%
GLP
Global Partners
49.74
1.29
2.66%
WKC
World Kinect
35.38
9.56
37.00%
CAPL
Crossamerica Partners
23.00
3.94
20.70%
PARR
Par Pacific Holdings
73.82
41.57
128.90%
APC
ARKO Petroleum Corp. Class A
18.84
1.98
11.72%

Blue Dolphin Energy Company Corporate Events

Executive/Board ChangesShareholder Meetings
Blue Dolphin Stockholders Approve Directors and Pay Proposals
Neutral
Jun 26, 2026
On June 25, 2026, Blue Dolphin Energy Company held its Annual Meeting of Stockholders, where investors elected five directors to serve until the next annual meeting and approved, on an advisory basis, the company’s executive compensation pro...
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 26, 2026