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XOXOM

Exxon Mobil Corporation

$XOM·$575B·Oil & Gas Integrated·Energy
$147.39+1.0%YTD+22.7%1Y+32.0%
Mentions · last 7 days
2026-07-11: 154 posts2026-07-12: 290 posts2026-07-13: 566 posts2026-07-14: 378 posts2026-07-15: 382 posts2026-07-16: 369 posts2026-07-17: 370 posts2,531+19%
Price updated 4h ago·X counts updated 4h ago
XOXOM
$XOMExxon Mobil Corporation
$147.39+0.99%2.5k posts+19%
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 numbersEvent coming upAI verdict · as of 2026-07-17

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The geopolitical premium is real and the underlying business earns cash — July 31 is the pass-through test.

ExxonMobil is the largest US integrated oil major, running an upstream, downstream and chemicals mix that captures crude prices, refining margins, and product-cycle tailwinds simultaneously. The stock is going into July 31 earnings with a fresh geopolitical premium.

Why the picture is stable:

  • The business earns real cash: 3% free cash flow yield with a 5.5% return on invested capital and modest leverage — meaning even after a large dividend and buyback, the underlying business funds itself.
  • The Iran / Hormuz risk is the immediate driver: with the ceasefire declared over and oil spiking, XOM ran 5% above pre-headline prices — the Hormuz-Strait premium is what earns the current bid, not a demand story.
  • The tape reads pause-before-earnings: sitting at 57% of the 52-week range and essentially flat against the 50-day, with volume 23% below average — a coiled setup, not a directional bet either way.
  • The check is the crude-decoupling tell: some bears note that pre-headline XOM had underperformed crude by 12% — meaning the equity has been slow to price barrels, and there's headline-driven catch-up but not a durable lag.

July 31 earnings is the pass-through test. A quarter showing upstream margin expansion plus continued buyback pace validates the current bid; a downstream margin miss with soft chemicals reads as the crude spike not making it to the bottom line.

Agrees with X sentimentX is bullish on the Hormuz-Strait geopolitical premium and the July call flow, and the setup genuinely justifies it — options traders were early. The specific check bulls are under-weighting is the crude-decoupling tell: XOM has lagged barrels, meaning the earnings pass-through of high oil prices hasn't been as clean as retail assumes.

What to watch: The July 31 print — upstream margin trajectory, downstream refining margins, and buyback pace commentary. Upstream margin expansion plus a continued buyback pace validates the premium; a downstream miss reopens the decoupling debate.

On the calendar: 2026-07-31 — Q2 earnings

float missing

X sentiment

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

Bullish sentiment25 posts analyzed · as of 2026-07-15

ExxonMobil chatter is bullish on geopolitical premium. The US-Iran ceasefire has been declared over, oil is spiking, and XOM is +5.2% premarket to $143.50 (up from $141.50 to $137.50 briefly) on Hormuz Strait risk headlines. Options traders hit 100% on $145 calls at $0.52 → $1.08. Community frames energy as the top ceasefire-collapse trade alongside CVX, ahead of defense (LMT, RTX, PLTR, ONDS) and financials (GS, JPM, MS). A softer bear thread notes 'XOM priced in oil got killed today - down 6%' as oil is 12% less in barrels than pre-war, showing the twisted decoupling. Bulls are net winners; XLE post-July OPEX and earnings setup adds to the bull case.

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

Direct beneficiary — World's largest publicly-traded integrated oil company with upstream, refining, and chemicals operations; investing in carbon capture and lithium; core operations sit in the path of the Iranian sanctions easing pressure on Brent integrated margin.

Industry benchmark

4-name peer basket
+33.7%YTD
+40.0%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
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%
Q2 2025Aug 1, 2025$1.64$1.57+4.5%
Next earningsFri, Jul 31·consensus EPS $3.68

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 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$395.1B$334.6B – $430.6B$11.08$9.12 – $12.0310
FY27$370.3B$341.9B – $409.6B$10.54$8.59 – $12.2210
FY28$376.4B$376.2B – $376.7B$11.18$9.02 – $13.3910
FY29$352.5B$306.8B – $401.1B$12.94$10.76 – $15.265
FY30$358.4B$311.9B – $407.8B$13.02$10.82 – $15.355

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.0.8×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.57%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.-0.1%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.+6.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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$339KSellFeb 9Darrin L TalleyVP - Corp Strategic Planning3.2K sh$482KSellFeb 2Darrin L TalleyVP - Corp Strategic Planning5.0K sh$699K

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

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.

8-KPress release / Reg FDApr 88-K — Item 7.01: Press release / Reg FD
AI summary

XOM filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-08. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KOfficer or director changeFeb 208-K — Item 5.02: Officer or director change
+ 27 other (11 proxys · 3 13Gs · 1 25-NSE · 1 POSASR) in window

Recent news

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

Will ExxonMobil's Expanding LNG Portfolio Drive Long-Term Growth?zacks.com·13h agoExxonMobil Is Poised for a Major Transformation by 2040fool.com·2d agoExxonMobil vs. Phillips 66: Which Energy Stock Should You Pick?zacks.com·3d agoIf You’d Invested $10,000 In Exxon Mobil When The Iran Conflict Started, Here’s How Much You’d Have Now247wallst.com·3d agoOil Crosses $80 Again: Can ExxonMobil's Upstream Business Thrive?zacks.com·4d ago

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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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