CRC Earnings
Tuesday, May 05 2026
EPS Estimate
$0.52
$0.19 – $0.98
Revenue Estimate
$926M
Current Price
$62.74
Our Position
bearishBerry acquisition approved, Q4 earnings due tomorrow
structured data
est. revisions falling
(-10.3pp / 30d)
The steep 45% EPS decline reflects energy market headwinds that will likely persist through the merger transition. Investors are pricing in lower commodity prices and reduced production economics—not a transient miss. This acquisition shifts CRC from independent operator to part of a larger combined entity with different cost structures and scale, but near-term earnings momentum is decidedly negative.
Watch: Tomorrow's earnings call will show whether guidance gets reset lower and whether management flags integration costs or production disruption risks. Any commentary on post-merger synergies or cost savings could limit downside, but weak energy fundamentals will dominate the narrative.
Data Signal Summary
3 bullish
1 bearish
Estimates up +90%
Insider buying cluster
Put/call 0.4 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
buying
Price Trend
downtrend
From 52w High
-8.5%
P/E Ratio
15.7
Est. Revisions (30d)
+90.2% 6up/0dn
Analyst Target (mean)
$82 $72–$92 +30%
Options P/C Ratio
0.40
Est. Dispersion
100% 10 analysts
Insider Cluster
strong buy (officer)
Recent Activity
insider trades
66 transactions
Sell
·
CANADA PENSION PLAN INVESTMENT BOARD (Beneficial Owner of more than 10% of a Class of Security)
·3,500,000 shares
·$213,850,000
Sell
·
GOULD CHRISTOPHER D (Officer)
·24,347 shares
·$1,514,688
Sell
·
HAYAT OMAR (Chief Operating Officer)
·23,000 shares
·$1,514,978
Sell
·
MCFARLAND MARK ALLEN (Director)
·16,372 shares
·$1,061,400
Sell
·
REPETTI NOELLE M (Officer)
·8,564 shares
·$545,590
61 more
Award
·
REPETTI NOELLE M
·3,638 shr
Award
·
LEON FRANCISCO
·43,833 shr
Award
·
BYS JAY A
·15,957 shr
Award
·
GOULD CHRISTOPHER D
·17,462 shr
Award
·
HAYAT OMAR
·16,327 shr
Award
·
CRESPY CLIO C
·17,462 shr
Award
·
PRESTON MICHAEL L.
·19,166 shr
Award
·
REPETTI NOELLE M
·2,914 shr
Award
·
LEON FRANCISCO
·27,320 shr
Award
·
BYS JAY A
·13,113 shr
Award
·
GOULD CHRISTOPHER D
·13,186 shr
Award
·
HAYAT OMAR
·1,744 shr
Award
·
PRESTON MICHAEL L.
·13,599 shr
Buy
·
LEON FRANCISCO
·5,425 shr
·$258,816
Buy
·
ROBY WILLIAM B
·466 shr
·$22,227
Award
·
LEON FRANCISCO
·84,710 shr
Award
·
BYS JAY A
·26,472 shr
Award
·
GOULD CHRISTOPHER D
·26,472 shr
Award
·
HAYAT OMAR
·42,355 shr
Award
·
CRESPY CLIO C
·42,355 shr
Award
·
PRESTON MICHAEL L.
·47,649 shr
Award
·
HAYAT OMAR
·18,986 shr
Award
·
MCFARLAND MARK ALLEN
·5,698 shr
Award
·
ROBY WILLIAM B
·5,698 shr
Award
·
BREMNER ANDREW B
·5,698 shr
Award
·
SAADATI BOBBY
·5,698 shr
Award
·
JACKSON JAMES ROSS
·5,698 shr
Award
·
CHAPMAN JAMES N
·5,698 shr
Award
·
CEPAK TIFFANY THOM
·9,259 shr
Award
·
VELTMANN ALEJANDRA
·5,698 shr
Award
·
KENDALL CHRISTIAN S
·5,698 shr
Buy
·
CHAPMAN JAMES N
·17 shr
·$775
Buy
·
CHAPMAN JAMES N
·2,000 shr
·$78,840
Award
·
REPETTI NOELLE M
·11,638 shr
Award
·
LEON FRANCISCO
·121,102 shr
Award
·
BYS JAY A
·52,123 shr
Award
·
GOULD CHRISTOPHER D
·54,086 shr
Award
·
HAYAT OMAR
·23,718 shr
Award
·
CRESPY CLIO C
·20,638 shr
Award
·
PRESTON MICHAEL L.
·57,146 shr
Award
·
CRESPY CLIO C
·26,383 shr
Sell
·
HAYAT OMAR
·16,016 shr
·$883,821
Sell
·
PRESTON MICHAEL L.
·83,000 shr
·$4,580,559
Sell
·
REPETTI NOELLE M
·8,770 shr
·$488,928
Sell
·
LEON FRANCISCO
·12,500 shr
·$700,798
Sell
·
REPETTI NOELLE M
·10,000 shr
·$530,000
Sell
·
LEON FRANCISCO
·7,500 shr
·$368,878
Buy
·
KENDALL CHRISTIAN S
·20,895 shr
·$1,002,291
Award
·
SAADATI BOBBY
·3,365 shr
Award
·
JACKSON JAMES ROSS
·3,365 shr
Sell
·
MCFARLAND MARK ALLEN
·55,000 shr
·$2,630,095
Sell
·
MCFARLAND MARK ALLEN
·180,000 shr
·$8,476,476
Buy
·
ROBY WILLIAM B
·388 shr
·$18,246
Award
·
MCFARLAND MARK ALLEN
·3,705 shr
Award
·
ROBY WILLIAM B
·3,705 shr
Award
·
NEEMAN BRADY NICOLE ELANA
·3,705 shr
Award
·
BREMNER ANDREW B
·3,705 shr
Award
·
CHAPMAN JAMES N
·3,705 shr
Award
·
CEPAK TIFFANY THOM
·6,021 shr
Award
·
VELTMANN ALEJANDRA
·3,705 shr
Award
·
KENDALL CHRISTIAN S
·3,705 shr
analyst ratings
1 rating
UBS
→Buy
7d ago
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