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XOXOM

Exxon Mobil Corporation

$XOM·$644B·Oil & Gas Integrated·Energy
$156.45-1.1%YTD+28.2%1Y+38.8%
Mentions · last 7 days
2026-08-18: 162 posts2026-08-19: 110 posts2026-08-20: 102 posts2026-08-21: 67 posts2026-08-22: 26 posts618+4%
Price updated 9h ago·X counts updated 5d ago
XOXOM
$XOMExxon Mobil Corporation
$156.45-1.10%618 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $XOM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-26

The move is getting stronger, with heavier trading behind it.

Guyana past 1M bpd, Permian automation and a $8B Shell chemicals bid — the mega-cap oil compounder is executing on all three fronts.

ExxonMobil is the largest US integrated oil company, running upstream production plus downstream refining/chemicals, and the market has finally started paying it for the Guyana asset base and the disciplined capital-return story. The stock is +28% YTD with fresh operational catalysts landing on cue.

  • Guyana is the whole story going forward: the 5th FPSO arriving takes output past 1M bpd, President Ali confirming Guyana's take rises to 39.8% now that Exxon recovered initial Stabroek costs, and the Uaru development at $12.7B extending the field's runway — this is what a genuine long-cycle asset looks like doing what it was underwritten to do.
  • The Permian efficiency lever is real: plans to automate half of Permian drilling by 2028 targeting +40% production by 2030, plus the $8B potential bid for Shell's US chemicals plants — either alone is meaningful, together they signal management is prosecuting growth aggressively even at 2026 oil prices.
  • The tape is confirming: at 77% of the 52-week range, 7% above the 50-day and 12% above the 200-day, on 1.21x elevated volume with beta 0.16 — a defensive stock moving on above-average volume near the highs is real accumulation, and the 43-year dividend-raise streak plus 3% FCF yield gives the story a floor if the tape hesitates.

The path if this works is the Oct 30 print delivering another beat plus concrete Guyana production ramp commentary above 1.2M bpd, taking the tape past $175. What breaks it is a Trump gas-price intervention pre-midterms (a real risk given the electoral cycle) or an oil-price break below $60/bbl — the operating story is intact, but macro/political overlays can move XOM independently of fundamentals.

Agrees with X sentimentThe X bulls have the pieces right (Guyana ramp, Permian automation, Shell chemicals bid, Stage-2 breakout), and mechanics back the run; the Trump-intervention dissenting voice is a legitimate macro caution that shouldn't be dismissed but doesn't currently have a catalyst attached to it.

What to watch: Oct 30 Q3 print (sell-side EPS $3.66) — a clean beat plus Guyana production commentary above 1.2M bpd extends the tape past $175; an oil-price break below $60 or a Trump gas-price-intervention headline breaks the accelerating tape back toward $140.

On the calendar: 2026-10-30 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment23 posts analyzed · as of 2026-08-27

Exxon Mobil sentiment is confidently bullish. Users celebrate XOM up 57% over the past year with confirmed Stage 2 breakout above the 30-week line, Guyana's 5th FPSO arriving to push output past 1M bpd for the $12.7B Uaru development, Elliott-wave Wave 5 underway, and XOM among bidders for Shell's US chemicals business valued at up to $8B. Bulls note XOM +1.47% on an S&P heatmap day where WMT/CRWD sold off, reserves-decline forecasts still positioning XOM as a relative winner, and 'the boring blue chips are leading' framing. Skepticism is essentially absent; the modal stance is 'confirmed uptrend, larger structure higher'.

Read the AI verdict + X sentiment for $XOM

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

World's largest publicly-traded integrated oil company with upstream, refining, and chemicals operations; investing in carbon capture and lithium.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Integrated sits in its cycle right now — and what that implies for $XOM.

Oil & Gas Integrated · Energy

No material change from last week — sanctions easing would add 1-2 mb/d of Iranian supply, pressuring Brent and compressing integrated margins.

What this means for $XOM

Partial — World's largest publicly-traded integrated oil company with upstream, refining, and chemicals operations; investing in carbon capture and lithium; partial earnings exposure to oil & gas integrated demand dynamics through its product portfolio.

Industry benchmark

16-name peer basket
+39.9%YTD
+42.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
24.8How 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
5.5%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
9.0%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
3.0%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
1.9Same 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
9.8%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
25.5%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
0.2Total 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 2026Jul 31, 2026$3.52$3.68-4.3%
Q1 2026May 1, 2026$1.16$0.98+17.9%
Q4 2025Jan 30, 2026$1.71$1.70+0.6%
Q3 2025Oct 31, 2025$1.88$1.82+3.3%
Next earningsFri, Oct 30·consensus EPS $3.50

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$83.2B+2.6%37.7%6.4%$1.00$2.2B
Q4 FY25$80.0B-1.3%18.9%7.5%$1.50$5.2B
Q3 FY25$83.3B-5.1%22.4%11.0%$1.76$6.1B
Q2 FY25$79.5B-11.7%22.6%11.2%$1.64$5.3B

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$395.8B$340.3B – $438.0B$10.99$9.59 – $12.2110
FY27$370.8B$344.2B – $415.3B$10.44$8.66 – $12.3311
FY28$374.8B$373.7B – $375.8B$10.90$8.79 – $13.0610
FY29$353.4B$310.2B – $406.3B$12.31$10.35 – $14.715
FY30$359.3B$315.4B – $413.1B$12.19$10.25 – $14.565

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.1.0×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.71%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.+4.1%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.+9.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 4.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% 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

SellMar 16Darrin L TalleyVP - Corp Strategic Planning1.1K sh$168KSellMar 2Darrin L TalleyVP - Corp Strategic Planning2.1K sh$339K

See when $XOM 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

8-KPress release / Reg FDJul 318-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

XOM (XOM) reported Q2 2026 financial results on 2026-07-31, reporting results detailed in attached press release. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KPress release / Reg FDJul 78-K — Item 7.01: Press release / Reg FD
AI summary

ExxonMobil Holdings filed a Regulation FD earnings considerations presentation for Q2 2026, providing preliminary guidance on upstream production volumes, refining margins, chemical spreads, and corporate costs affecting the quarter's results ahead of the official earnings release. Standard pre-earnings investor communication for the integrated energy major.

3New insider — initial holdingsJul 63
AI summary

ExxonMobil filed an initial beneficial ownership statement (Form 3) for Susan Elaine Buchanan, VP – CAO & Controller, effective July 1, 2026. She directly owns 47,308 shares of Exxon Mobil Corp common stock and holds 1,000 shares indirectly via a family trust and 1,291.89 shares via a savings plan. Derivative securities (likely RSUs/options) are not visible in the excerpt. This is a routine Section 16(a) officer disclosure with no market significance.

8-KMaterial agreementJul 18-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 3.01: Listing / delisting notice · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment
AI summary

ExxonMobil Corporation (XOM) completed a corporate redomiciliation on July 1, 2026, with ExxonMobil Holdings Corporation becoming a guarantor of ExxonMobil's existing notes via a Second Supplemental Indenture with Deutsche Bank Trust Company Americas under the 2014 Indenture. The 8-K covers seven items reflecting the merger's downstream effects: guaranteed indenture (1.01), acquisition completion (2.01), securities delisting or transfer (3.01), modification of security holders' rights (3.03), and officer/organizational changes (5.02, 5.03). This is a structural corporate reorganization with no expected impact on XOM's business operations or credit quality.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

ExxonMobil held its Annual Meeting of Shareholders on May 27, 2026, with 87.8% of outstanding shares (4.14B total) voting in person or by proxy. All twelve director nominees were elected, with percentages generally 96-98% in favor; the excerpt cuts off after partial results. Routine annual governance at a mega-cap oil major; no contested director races visible in the excerpt.

SC 13D/AActivist amendmentMay 20SC 13D/A
AI summary

Exxon Mobil Corporation (XOM) filed Amendment No. 2 to its Schedule 13D on May 18, 2026 regarding ProPetro Holding Corp. (common stock, CUSIP 74347M108). ExxonMobil is a Spring, Texas-based global oil and gas company; ProPetro is an oilfield services company where ExxonMobil holds a significant stake. As a 13D filer, ExxonMobil has previously disclosed non-passive intent; this amendment reflects updated holdings or a change in ExxonMobil's plans with respect to its ProPetro position.

8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change
AI summary

XOM disclosed a personnel change (8-K Item 5.02, dated 2026-05-04). An executive departure and a new appointment are both reported. Susan Buchanan as Vice President. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KPress release / Reg FDMay 18-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

XOM reported first quarter 2026 results, a copy of which is includ financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 49 other (23 S-8 POSs · 10 proxys · 3 13Gs · 2 10-Qs) in window

Recent news

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

EPD vs. Exxon: Which Energy Dividend Should Retirees Trust?247wallst.com·15h agoWhy ExxonMobil's Financial Strength Matters for Investorszacks.com·18h agoThese three stocks are must-owns after the PCE datainvezz.com·19h ago2026 2H Oil Stock Roundup: ExxonMobil Better Poised Than Enbridgeseekingalpha.com·2d agoCan ExxonMobil's Permian Growth Keep Driving Upstream Momentum?zacks.com·2d ago

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