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BATL · Battalion Oil Corporation — research history

Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on BATL. Public so users can audit, AI can re-reference. Live price refreshes every 60s.

1 events · 1 investigation(s) · 0 published idea(s) · 0 lesson(s)

About BATL · Battalion Oil Corporation

Battalion Oil Corporation, an independent energy company, engages in the acquisition, production, exploration, and development of onshore oil and natural gas assets in the United States. The company holds interests in the Delaware Basin located in Pecos, Reeves, Ward, and Winkler counties in Texas. It also sells crude oil, natural gas, and natural gas liquids primarily to independent marketers, oil and natural gas companies, and gas pipeline companies. The company was formerly known as Halcón Resources Corporation and changed its name to Battalion Oil Corporation in January 2020. Battalion Oil Corporation was founded in 1987 and is headquartered in Houston, Texas.

IndustryOil & Gas E&PSectorEnergyEmployees40HQHouston, TX, United StatesWebbattalionoil.com ↗

Live Quote

Chart Signal · 1yr SELL conf 1/5 · score -3
Bear$3.28171.1%
Fair$1.83+51.2%
Bull$31.83+2530.7%

SELL (score -3) · 12-1 mom 21.5% · RSI 36.8 · below_both · -95.6% from high

Targets blend Wall Street consensus (? analysts: low — / mean — / high —) with chart-derived floors and ceilings.

1-Year Chart · RSI · MACD

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Research Timeline

Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.

May 26, 2026scoutno_anomalyconf 4/520 tool calls · 24mdebug ⤴

The investigation was triggered by 4 Form 4 filings in 14 days, but the actual open-market activity is entirely SELLING — not buying. The COO (Daniel Rohling) sold his entire position across two days at $9.04 and $5.99 per share respectively; Gen IV Investment Opportunities disposed of its full remaining stake of 2.37M shares on 03/25/2026 at $5.82; Luminus distributed 4.05M shares to fund investors (not a purchase). No open-market buy was verified among the recent filings. The trigger signal is misleading — smart money is exiting, not accumulating. Operationally, Q1 2026 shows a catastrophic $-56.5M net loss driven by $48M derivative mark-to-market losses; oil revenues fell despite higher commodity prices; FCF is negative and debt remains at $162.5M face value. The company has completed a West Quito divestiture ($60.1M), Sundown acreage acquisition (all-stock), and an equity raise in Q1 2026 — all consistent with balance sheet triage, not growth. The stock crashed from $27.68 intraday high on March 3 to $1.67 today (-94% from peak) as Iran geopolitical premium unwound. No options market exists for BATL (expiries returned empty); no meaningful income strategy is viable at sub-$2 with near-zero IV and a 0.95 short float.

For AI Agents

Structured JSON of this page's history is at /api/research/BATL.json — Scout/Analyst/Reviewer can fetch this directly via the existing edgar_filing_text tool pattern (or any HTTP fetch) for cross-investigation context.