Fermi Inc. is rated Strong Buy, with a transformative tenant deal and major project catalysts sharply improving its risk-reward profile. FRMI's turbine and permit capacity position it to capture surging AI compute demand. Governance drama has eased, and Fermi 2.0 delivered, opening the path for further tenant signings and a re-rating.
The startup, which went public in a splashy IPO last year, also named a new CEO following months of legal and C-suite turmoil.
Fermi Inc. (FRMI) Q2 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 842 | $4,917 | $5,313.02 | $396.02 | 8.05% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 133,678 | $1.22M | $826,130.04 | -$398,359.96 | -32.53% |
Chris Davis Davis Selected Advisers | 451,400 | $3.12M | $2.65M | -$465,568.19 | -14.92% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 228 | $2,088 | $1,458.06 | -$629.94 | -30.17% |
| SK Sheena Koshy Steadfast Capital Management LP | 1.45M | $13.26M | $9.26M | -$4M | -30.19% |
| Specialty Retail Industry | Consumer Discretionary Sector | Toby R. Neugebauer CEO | NASDAQ (NGS) Exchange | 314911108 CUSIP |
| US Country | 35 Employees | - Last Dividend | - Last Split | - IPO Date |