B+
Bull case
25%
Probability
Target price
$62.50
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
VTOL
Bristow GroupBNYSE / Energy
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$52.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$37.00
Analysis reference price unavailable
Analysis 2026-08-07 · 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 2026-08-07
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
+88.2
Score
AI commentary
The primary Q2 release is operationally positive on sequential revenue, EBITDA, cash flow, Berry Aviation completion, and affirmed guidance, but mixed because Government Services adjusted operating income declined and execution penalties persisted. The T+3 packet does not verify analyst revisions or a causal post-earnings price reaction; social evidence is absent. Maintain a neutral monitoring stance.
RankAlpha Sentiment Codex - 2026-08-07
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-04eventQ2 results improved sequentially while 2026 EBITDA guidance was affirmedMedium impact
Q2 revenue rose to $411.8 million, adjusted EBITDA to $79.8 million, and operating cash flow turned positive at $41.1 million; management affirmed 2026 adjusted EBITDA guidance of $295-$325 million. [#SEC-8K-2026-08-04]
2026-09-30catalystGovernment Services margin repair is the near-term swing factorMedium impact
Government Services revenue increased 4.0%, but adjusted operating income declined 24.2%. Aircraft-availability penalties, fuel-cost timing, supply-chain constraints, and transition costs remain key variables. [#SEC-8K-2026-08-04]
2027-06-30catalystBerry Aviation expands government-services capabilitiesHigh impact
Bristow completed the $105 million all-cash Berry Aviation acquisition, adding special missions, ISR, MRO, training, UAS, and logistics capabilities. Successful integration could support longer-term diversification, but execution remains unproven. [#8-K-2026-08-04]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-07 • Updated nightlySource: Internal modelMethodology