B+
Bull case
20%
Probability
Target price
$12.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
OIS
Oil States InternationalCNYSE / Energy
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$8.50
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$6.50
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-03
Recent news sentiment (30D)
+38.2
Positive
Company
+2.0
Mixed
Macro
+38.3
Positive
Pulse
-
Unavailable
Weekly research (10D)
+22.0
Positive
Sentiment proxy
+63.0
Score
AI commentary
The post-earnings operating read-through is mixed-positive, but forward visibility is limited by delayed awards and lower backlog conversion. The packet does not establish a clean post-release market reaction or reliable analyst revision signal, and social coverage is unavailable. The deterministic prior remains negative across 20-, 60-, and 120-day horizons, supporting a monitoring posture.
RankAlpha Sentiment Codex - 2026-08-03
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-30eventQ2 results improved sequentially, but forward conversion remained mixedMedium impact
Q2 revenue was $157 million and adjusted EBITDA was $19 million, up sequentially, with 1.2x book-to-bill. The SEC confirmed the July 30 results release, while stored earnings-call context indicates the 2026 outlook was maintained. [#SEC-8K-2026-07-30] [#PR-EARNINGS-2026-07-31]
2026-11-01catalystDelayed awards create near-term revenue timing riskHigh impact
Management commentary indicates delayed drilling, connector, and production-facility awards may shift some revenue from 2026 into 2027; backlog conversion is expected at roughly 55% over the next 12 months versus a historical 65%-70%. [#PR-EARNINGS-2026-07-31]
2027-08-03catalystBacklog, offshore mix, and military programs support longer-cycle upsideHigh impact
Offshore Manufactured Products backlog reached $451 million, while more than 70% of first-half revenue came from offshore and international activity. Military Block 6 awards are expected to begin contributing in 2027, but timing and conversion remain execution-dependent. [#PR-EARNINGS-2026-07-31]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-03 • Updated nightlySource: Internal modelMethodology