COP

COP Earnings Preview

ConocoPhillips · Energy · $142B

8d until earnings

COP Earnings

Thursday, Apr 30 2026
EPS Estimate
$1.67
$1.19 – $2.31
Revenue Estimate
$16.1B
Current Price
$120.26

Our Position

bullish · high

Jefferies Raises COP Price Target to $160

structured data est. revisions falling (-3.7pp / 30d)

Rising production guidance, strong analyst upgrades, and elevated oil prices amid geopolitical tensions support bullish medium-term price potential for COP despite recent volatility.

Watch: Monitor Q1 2026 earnings release and oil price movements around $110-$120 to confirm growth trajectory and geopolitical impact.

Data Signal Summary

2 bullish
1 bearish
Estimates up +22% Insider buying cluster Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
1-Month Return
-7.6%
From 52w High
-13.0%
P/E Ratio
18.3
Est. Revisions (30d)
+21.8% 8up/0dn
Analyst Target (mean)
$138 $100–$183 +15%
Options P/C Ratio
0.77
Est. Dispersion
67% 15 analysts
Insider Cluster
strong buy
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma, Renaissance

Recent Activity

insider trades 64 transactions
Other · LEACH TIMOTHY ALLEN (Director) ·7,251 shares
Sell · LANCE RYAN MICHAEL (Chief Executive Officer) ·113,221 shares ·$15,025,389
Sell · ROSE KELLY BRUNETTI (General Counsel) ·7,700 shares ·$1,001,212
Sell · OLDS NICHOLAS G (Officer) ·6,994 shares ·$888,651
Sell · LANCE RYAN MICHAEL (Chief Executive Officer) ·506,800 shares ·$64,493,594
59 more
Exercise · LANCE RYAN MICHAEL ·506,800 shr ·$25,215,834
Sell · HRAP HEATHER G. ·2,654 shr ·$317,631
Sell · LUNDQUIST ANDREW D ·34,500 shr ·$4,128,960
Exercise · LUNDQUIST ANDREW D ·34,500 shr ·$1,716,548
Sell · OLDS NICHOLAS G ·14,522 shr ·$1,733,376
Sell · HAYNES-WELSH KONTESSA S. ·10,339 shr ·$1,241,406
Sell · OLDS NICHOLAS G ·12,150 shr ·$1,413,835
Exercise · OLDS NICHOLAS G ·12,150 shr ·$604,523
Sell · ROSE KELLY BRUNETTI ·8,500 shr ·$1,003,345
Sell · LEACH TIMOTHY ALLEN ·40,000 shr ·$4,751,684
Other · LEACH TIMOTHY ALLEN ·15,864 shr
Other · OLDS NICHOLAS G ·1,903 shr
Other · ROSE KELLY BRUNETTI ·10,050 shr
Other · OLDS NICHOLAS G ·8,564 shr
Other · HAYNES-WELSH KONTESSA S. ·2,000 shr
Other · HRAP HEATHER G. ·4,260 shr
Other · O'BRIEN ANDREW M ·4,009 shr
Other · JOHNSON KIRK L ·4,103 shr
Other · LUNDQUIST ANDREW D ·3,693 shr
Other · LANCE RYAN MICHAEL ·48,990 shr
Sell · LANCE RYAN MICHAEL ·500,708 shr ·$46,315,490
Exercise · LANCE RYAN MICHAEL ·819,900 shr ·$27,159,188
Other · LEACH TIMOTHY ALLEN ·26,130 shr
Other · LEACH TIMOTHY ALLEN ·324 shr
Other · ROSE KELLY BRUNETTI ·446 shr
Other · OLDS NICHOLAS G ·498 shr
Other · LUNDQUIST ANDREW D ·211 shr
Other · LANCE RYAN MICHAEL ·2,195 shr
Buy · MCRAVEN WILLIAM H. ·5,768 shr ·$500,000
Buy · JOHNSON KIRK L ·5,300 shr ·$499,472
Other · LEACH TIMOTHY ALLEN ·20,178 shr
Other · ROSE KELLY BRUNETTI ·12,050 shr
Other · BULLOCK WILLIAM L JR ·14,591 shr
Other · OLDS NICHOLAS G ·8,968 shr
Other · HAYNES-WELSH KONTESSA S. ·1,827 shr
Other · HRAP HEATHER G. ·3,871 shr
Other · O'BRIEN ANDREW M ·2,556 shr
Other · DELK CHRISTOPHER P ·3,579 shr
Other · JOHNSON KIRK L ·3,216 shr
Other · HAYNES WELSH KONTESSA S ·1,827 shr
Other · LUNDQUIST ANDREW D ·4,671 shr
Other · LANCE RYAN MICHAEL ·58,699 shr
Other · BULLOCK WILLIAM L JR ·41,254 shr
Buy · MURTI ARJUN N ·2,500 shr ·$239,675
Buy · WALKER R A ·10,400 shr ·$1,017,161
Other · LEACH TIMOTHY ALLEN ·7,350 shr
Other · LEACH TIMOTHY ALLEN ·273 shr
Other · ROSE KELLY BRUNETTI ·398 shr
Other · BULLOCK WILLIAM L JR ·532 shr
Other · OLDS NICHOLAS G ·1,108 shr
Other · LUNDQUIST ANDREW D ·156 shr
Other · LANCE RYAN MICHAEL ·1,862 shr
Sell · LEACH TIMOTHY ALLEN ·55,500 shr ·$6,000,255
Award · MULLINS ERIC D ·111 shr ·$12,721
Award · MULLINS ERIC D ·111 shr ·$12,782
Award · MULLINS ERIC D ·100 shr ·$12,764
Other · MULLIGAN SHARMILA ·1,974 shr
Other · LEACH TIMOTHY ALLEN ·2,230 shr
Other · MCRAVEN WILLIAM H. ·2,230 shr
ae trade 7
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