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XOXOM

Exxon Mobil Corporation

$XOM·$575B·Oil & Gas Integrated·Energy
$145.95+1.0%YTD+21.5%1Y+30.0%
Mentions · last 7 days
2026-07-09: 420 posts2026-07-10: 1,203 posts2026-07-11: 154 posts2026-07-12: 290 posts2026-07-13: 566 posts2026-07-14: 378 posts2026-07-15: 358 posts3,393-0%
Price updated 7h ago·X counts updated 1d ago
XOXOM
$XOMExxon Mobil Corporation
$145.95+1.00%3.4k posts-0%
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 2026-07-15

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

The steadiest US oil major heading into a July 31 print that has to prove upstream volumes are actually turning.

ExxonMobil is the largest US integrated oil-and-gas company — upstream production, refining, chemicals, and a small trading arm — with a fortress balance sheet that keeps buybacks running through cycle troughs. The tape is now waiting on July 31 earnings to reveal whether the upstream story has actually turned.

What's in play:

  • Revenue barely grew after four down quarters: Q1 revenue at $83B was +2.6% year-over-year, breaking a three-quarter streak of low-single-digit declines — the mix is finally lapping easier comps, but this is stabilization, not acceleration.
  • The margin picture is mixed on price alone: gross margin at 25% and operating margin at 9% both trail Exxon's mid-cycle averages, so the current 25x trailing PE requires oil prices to hold near $80 to justify sustained buybacks at current pace.
  • Iran/Hormuz risk is the tactical trade: XOM ran 5% pre-market on Iran-ceasefire-ended headlines, and options flow has $145 calls doubling — but this is short-cover flow, not durable positioning. It gives the stock a positive skew into the print but doesn't change the fundamentals.

July 31 is the whole trade — a beat on upstream production (specifically Guyana and Permian volumes) combined with holding buyback pace would extend the run toward $155-160, while a soft upstream number combined with any refining-margin miss would let the mixed sentiment on X ("positioning is defensive/tactical") play out into a real pullback.

What to watch: July 31 earnings: Guyana and Permian production volumes, refining margins vs Q1, and pace of the buyback program. A refining miss plus soft upstream volumes turns the tactical positioning into a real pullback.

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

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

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  • 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
+30.5%YTD
+36.9%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
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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.

ExxonMobil Is Poised for a Major Transformation by 2040fool.com·2d agoExxonMobil vs. Phillips 66: Which Energy Stock Should You Pick?zacks.com·2d agoIf You’d Invested $10,000 In Exxon Mobil When The Iran Conflict Started, Here’s How Much You’d Have Now247wallst.com·2d agoOil Crosses $80 Again: Can ExxonMobil's Upstream Business Thrive?zacks.com·3d ago5 Stocks Poised to Benefit the Most When US Gas Prices Soar247wallst.com·3d ago

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