XOM Earnings
2026-05-01
EPS Estimate
$1.83
$1.34 – $2.56
Revenue Estimate
$87.1B
Earnings Trend
beating
Current Price
$169.66
Our Position
bullishExxon hits all-time high on oil supply fears, guidance beats
est. revisions rising
(+10.5pp / 30d)
37% gains in three months rest entirely on Brent staying above $100—a supply-driven premium that crude futures suggest is temporary. If Q1 guidance signals subsidy to sub-$85 prices, the stock reprices sharply downward from current all-time highs. Buyback extension ($20B annually through 2026) and dividend hike to $1.03 per share lock in shareholder returns only if oil stays elevated.
Watch: Q1 2026 earnings in mid-April will reveal Permian and Guyana volume growth at current prices; guidance implying oil below $85 Brent triggers reversal from highs.
Data Signal Summary
2 bullish
2 bearish
Estimates up +22%
Put/call 1.4 (bearish skew)
Price uptrend
Insider selling
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
uptrend
1-Month Return
+12.4%
From 52w High
0.0%
P/E Ratio
25.5
Est. Revisions (30d)
+21.9% 9up/1dn
Analyst Target (mean)
$156 $123–$186
Options P/C Ratio
1.35 1C/4P unusual
Est. Dispersion
67% 20 analysts
Fund Convergence
moderate D.E. Shaw, Citadel
Recent Activity
insider trade
Stock Award(Grant) at price 0.00 per share.
insider trade
Sale at price 157.82 per share.
insider trade
Sale at price 149.18 per share.
insider trade
Sale at price 139.75 - 139.76 per share.
insider trade
Stock Award(Grant) at price 0.00 per share.
insider trade
Stock Award(Grant) at price 0.00 per share.
insider trade
Stock Award(Grant) at price 0.00 per share.
insider trade
Stock Award(Grant) at price 0.00 per share.
insider trade
Stock Award(Grant) at price 0.00 per share.
insider trade
Stock Award(Grant) at price 0.00 per share.
Get alerted when this prediction scores after earnings.