XOM Earnings
Friday, May 01 2026
EPS Estimate
$1.35
$0.78 – $2.54
Revenue Estimate
$85.7B
Track Record
4/4 beats
Current Price
$149.24
Our Position
bullish · highExxon’s Guyana production and oil rally fuel gains
est. revisions falling
(-22.4pp / 30d)
Exxon's Guyana expansion and rising oil prices support earnings and cash flow strength, reinforcing its position as a leading cash-generating energy giant amid a cautious market.
Watch: Monitor Q1 earnings for Exxon to gauge how rising production and oil prices impact revenue and profit margins after recent price volatility.
Data Signal Summary
1 bullish
3 bearish
Estimates down -11%
Put/call 0.4 (bullish skew)
Price downtrend
Insider selling
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
1-Month Return
-0.6%
From 52w High
-11.0%
P/E Ratio
22.8
Est. Revisions (30d)
-11.0% 6up/8dn
Analyst Target (mean)
$163 $123–$195 +9%
Options P/C Ratio
0.37 2C/1P unusual
Est. Dispersion
131% 19 analysts
Fund Convergence
moderate D.E. Shaw, Citadel
Recent Activity
insider trades
1 transaction
Sell
·
TALLEY DARRIN L (Officer)
·1,080 shares
·$167,935
analyst ratings
11 ratings
TD Cowen
→Buy
4d ago
JP Morgan
→Overweight
5d ago
Piper Sandler
→Overweight
5d ago
RBC Capital
→Sector Perform
5d ago
Jefferies
→Buy
5d ago
6 more
Wells Fargo
→Overweight
Wolfe Research
→Outperform
Citigroup
→Neutral
HSBC
→Hold
Mizuho
→Neutral
Barclays
→Overweight
filing changes
MEDIUM
REMOVED items:
Detailed acreage summaries and terms of leases and concessions removed.
MEDIUM
Material LANGUAGE CHANGES:
Risk factor language about crude price impacts elaborated with more detail on market drivers and key projects.
HIGH
Material LANGUAGE CHANGES:
Shift from detailed reserve estimation and operational data to forward-looking market analysis and financial results.
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