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OXOXY

Occidental Petroleum Corporation

$OXY·$60B·Oil & Gas Exploration & Production·Energy
$62.38+2.8%YTD+49.5%1Y+52.0%
Price updated 7h ago·X counts updated 5d ago
OXOXY
$OXYOccidental Petroleum Corporation
$62.38+2.82%418 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $OXY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

418X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $OXY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10 · top-engagement diverged

Occidental Petroleum chatter is thin and split, with one post highlighting historical stocks staging rebounds after S&P 100 removal and another citing bearish oil-market context. Sentiment reflects broader energy uncertainty rather than a company-specific catalyst.

Read what X is saying about $OXY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $OXY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Occidental at 11.8x earnings, Buffett-position-anchored — coiled around the 50-day as oil tape stays mixed.

Occidental Petroleum is a US-focused oil-and-gas E&P plus midstream and chemicals (OxyChem) with meaningful Permian presence post the Anadarko and CrownRock deals. The stock is up 40% YTD, consolidating around the 50-day MA ahead of Nov 9 earnings.

  • The P&L is holding: revenue fell 23% YoY to $5.23B last quarter at a 12.4% operating margin and EPS $3.25 — the Permian is the cash engine; the comp was weak due to divestitures and oil-price timing.
  • The S&P 100 removal story is one of several catalysts — bulls cite historical rebounds in similar setups, and Buffett's 20%+ ownership stake anchors the trade.
  • CEO Hollub's 90K-share gift is governance-neutral; the real question is whether oil prices support Q4 cash flow or if OXY needs to continue the debt-reduction program at a slower pace.

Coiling resolves higher if Nov 9 earnings confirm Permian production above 1.4M BOE/day, OxyChem segment stays near-record, and debt-reduction continues on schedule. It resolves lower if Brent crude moves below $70 or any specific OxyChem commentary softens; the trade is tied to oil-price tape and operational discipline.

Agrees with X sentimentThe X mixed read reflects the real setup — the S&P 100 removal is a specific catalyst, and the bearish oil-market voices are the honest counter. Buffett's position is the structural anchor that gives OXY a floor the chart has to respect.

What to watch: Nov 9 earnings — Permian production above 1.4M BOE/day, OxyChem segment profit, debt-reduction trajectory, and FY27 CapEx guide. Brent crude moves below $70 or soft OxyChem commentary is what breaks the coil lower.

On the calendar: 2026-11-09 — Q3 FY26 earnings

Read the AI verdict on $OXY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Explores and produces oil and gas primarily in the Permian Basin; also operates OxyChem chemical unit and midstream assets; Berkshire-backed.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $OXY.

Oil & Gas Exploration & Production · Energy

No material change from last week — Oil retreats as Macron calls G7 to release strategic reserves, trimming the geopolitical premium added by Houthi Red Sea seizure.

What this means for $OXY

Neutral — Explores and produces oil and gas primarily in the Permian Basin; also operates OxyChem chemical unit and midstream assets; Berkshire-backed.

Industry benchmark

27-name peer basket
+50.2%YTD
+52.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$2.40$1.83+31.1%
Q1 2026May 5, 2026$1.06$0.60+76.4%
Q4 2025Feb 18, 2026$0.31$0.16+88.0%
Q3 2025Nov 10, 2025$0.64$0.51+25.0%
Next earningsMon, Nov 9·consensus EPS $1.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.2B-23.1%11.9%7.2%$3.25$-298.0M
Q4 FY25$5.0B-27.6%27.8%9.3%$-0.07$1.9B
Q3 FY25$6.6B-6.5%32.6%17.7%$0.67$1.0B
Q2 FY25$6.3B-8.1%30.2%13.6%$0.27$962.0M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.4B$25.8B – $26.9B$6.31$5.19 – $8.3610
FY27$24.1B$23.1B – $25.1B$4.02$2.67 – $7.5810
FY28$24.4B$23.2B – $25.7B$4.16$3.36 – $4.929
FY29$24.7B$23.4B – $26.2B$4.03$3.73 – $4.344
FY30$25.0B$23.6B – $26.5B$4.82$4.46 – $5.194

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.82%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 995.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.165-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 23Richard A. JacksonCEO4.8K sh$250K
+ 20 other (12 awards · 7 inkinds · 1 gift) in window

See when $OXY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 43
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for OXY (OXY) dated 2026-08-04. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

Occidental Petroleum Corporation (OXY) filed an 8-K covering an executive leadership change (Item 5.02), annual meeting vote results (Item 5.07), and a Regulation FD disclosure (Item 7.01). The energy company reported outcomes of its annual shareholders' meeting alongside a personnel update at the officer or director level. The RegFD item ensures concurrent investor communications are publicly accessible. Details of the executive transition and vote tallies are provided as exhibits.

+ 11 other (4 earnings 8-Ks · 3 13Gs · 2 10-Qs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

OXY or DTM: Which Is the Better Value Stock Right Now?zacks.com·15h agoAre Investors Undervaluing Occidental Petroleum (OXY) Right Now?zacks.com·17h agoOccidental Petroleum Corporation $OXY Holdings Increased by Assenagon Asset Management S.A.defenseworld.net·1d agoWill Occidental (OXY) Beat Estimates Again in Its Next Earnings Report?zacks.com·2d ago26,084 Occidental Petroleum Corporation $OXY Shares Purchased by Krilogy Financial LLCdefenseworld.net·2d ago

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Voices on X · last 7 days

No standout posts about $OXY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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