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XOXOM

Exxon Mobil Corporation

$XOM·$680B·Oil & Gas Integrated·Energy
$174.64-1.3%YTD+34.3%1Y+56.5%
Price updated 9h ago·X counts updated 4d ago
XOXOM
$XOMExxon Mobil Corporation
$174.64-1.34%871 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $XOM 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.

871X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

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

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

Exxon rides Brent > $100 and diesel-shortage warnings ($8-10/gal into heating oil season) as posts frame multi-name setups across APA/COP/XOM/CVX. Trump's June 23 buy anecdote and physical Brent premium reinforce the story despite one put-holder cheer.

Read what X is saying about $XOM

  • 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
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersEvent coming upAI verdict · as of 2026-10-03

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

The oil-major leading on dividends while Brent runs over $100 — the Q3 is where capital returns get its real test.

ExxonMobil is the global integrated-oil major with the strongest capital-return pacing in big oil. A Brent print above $100, a tightening diesel/heating-oil balance into winter, and a third US aircraft carrier moving toward the Middle East put XOM in the sweet spot for both cash generation and geopolitical-premium optionality.

  • Earnings have been steadier than the top line suggests: revenue grew just 2.6% YoY last quarter at a slim 6.4% operating margin, but the EPS beat of 18% two prints ago and $3.52 EPS the quarter before say downstream and chemicals are converting the oil price into real cash.
  • The dividend pedigree is doing the compounding: XOM has raised its dividend without needing $100 oil, and management has been returning cash via buybacks on top — that's where the +34% YTD comes from, not just the commodity.

At 81% of its 52-week range going into Oct 30 earnings, the setup is late-cycle but supported. A beat with reaffirmed buyback pacing and strong Permian unit-economics is the trigger for a continuation; a soft downstream print or a crude pullback to the mid-$80s cools the setup fast.

Agrees with X sentimentThe bullish $100-Brent / dividend read is grounded. The one put-holder voice is just portfolio hedging, not a counter-thesis. The crowd read lines up with capital-return math.

What to watch: Oct 30 Q3 earnings — upstream realized price, downstream margin, buyback pacing, and FY27 capex guide. Reaffirmed buyback plus Permian strength is the trigger; soft downstream is the first real warning.

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

event ahead 30dcapital return

Read the AI verdict on $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)
  • 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.

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 — Oil above $100/bbl sustains integrated-major free-cash-flow discipline.

What this means for $XOM

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

Industry benchmark

9-name peer basket
+61.8%YTD
+75.3%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$3.56-1.1%
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 $3.80

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$405.8B$360.9B – $444.1B$11.61$10.45 – $12.4510
FY27$384.5B$354.7B – $433.8B$10.77$9.10 – $12.7711
FY28$391.8B$384.4B – $399.3B$10.36$8.36 – $12.4110
FY29$354.0B$310.3B – $403.4B$11.42$9.58 – $13.485
FY30$359.3B$314.9B – $409.3B$11.88$9.98 – $14.045

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.0.9×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.94%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.+7.0%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.+15.3%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.β0.175-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.

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-KAcquisition completedJul 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.

+ 42 other (23 S-8 POSs · 5 proxys · 3 13Gs · 3 10-Qs) in window

Recent news

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

The Big 3: MRK, GILD, XOMyoutube.com·17h agoGasoline Alone Drove More Than Half of September’s Inflation Jump247wallst.com·18h agoExxon's Q3 Preview: New All-Time Highs Incomingseekingalpha.com·19h agoExxon's Dividend Stays Safe Even if Oil Crashes to $79 a Barrel247wallst.com·20h agoExxon Mobil Holdings (XOM) Rises As Market Takes a Dip: Key Factszacks.com·1d 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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