Jan. 02, 2026 8:14 PM ETDevon Energy Corporation (DVN) StockNGSRonald Ferrie3.6K FollowersCommentsSummaryDevon Energy (DVN) is aggressively integrating AI, notably ChatDVN 3.0, to optimize drilling, production, and operational efficiency across its portfolio.DVN’s AI-driven gas lift optimization and partnership with NGS's SMART system are delivering 3–5% production uplifts and reducing CAPEX via outsourced compression.Strategic renegotiation of NGL contracts and accelerated debt reduction are set to yield $200M in annual savings and $60M in annual interest savings.DVN remains undervalued on an EV:EBITDA basis, generates a 13.7% FCF yield, and is rated BUY for 2026 despite near-term commodity headwinds.BlackJack3D/iStock via Getty ImagesThesisDevon Energy (DVN) is an oil company that is developing an obsession with AI and the potential improvement opportunities that the new technology presents. The company’s CEO, Clay Gaspar, is a self proclaimed “This article was written byRonald Ferrie3.6K FollowersI am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appreciation. My articles are to serve as a platform for presenting the underlying fundamentals and long-term potential of each equity/business.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NGS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments