Key Takeaways Occidental Petroleum edges Devon as oil spikes, aided by no hedging and stronger stock gains.OXY estimates jumped 77.89% for 2026 and 25.56% for 2027; sale proceeds used to cut debt.Devon Energy shows higher ROE, lower debt and cheaper valuation, but hedging limits upside.The companies operating in the Zacks Oil-Energy sector remain a key driver of the global economy, providing essential energy for transportation, manufacturing, electricity generation and other industries. Its operations span ...

3 Oil Stocks Set to Deliver 50%+ Returns in 2026 - 24/7 Wall St. S&P 5006,591.80 +0.71% Dow Jones46,276.50 +0.94% Nasdaq 10024,225.40 +0.84% Russell 20002,495.08 +1.81% FTSE 1009,957.40 +1.14% Nikkei 22553,283.00 +3.79% Investing 3 Oil Stocks Set to Deliver 50%+ Returns in 2026 By Omor Ibne EhsanPublished Mar 23, 5:09PM EDT Quick Read These oil stocks are well-positioned to keep rallying as energy prices soar worldwide. Uncertainty over when the Strait of Hormuz will reopen is keeping oil prices elevated an ...

The main U.S. indexes were on track to open higher on Monday after President Donald Trump said he would order the military to postpone strikes against Iranian power plants and energy infrastructure following “productive conversations” with Tehran.Iran’s Fars News Agency, however, disputed Trump’s statement, citing a source who said there had been no direct communication with the United States, nor via intermediaries. Israel’s military said it was conducting strikes on Iran.Still, global markets staged a sh ...

Group 1 - Occidental Petroleum Corp (NYSE:OXY) ranks 7 among the best stocks to buy according to Warren Buffett, with Berkshire Hathaway owning about 29% of the company and having acquired its chemicals business for $9.7 billion, indicating strong confidence in OXY [1] - The company is transitioning from a traditional oil producer to a leader in carbon removal, with its Direct Air Capture (DAC) facility, STRATOS, set to begin operations this year [1] - Occidental has established high-margin carbon removal credit agreements with major firms such as Microsoft and BlackRock, allowing it to produce net-zero oil with higher profit margins and lower decline rates compared to competitors, providing a unique hedge against the global energy transition [1]

A month has gone by since the last earnings report for Occidental Petroleum (OXY) . Shares have added about 15.6% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Occidental due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.Occidental Q4 E ...

Gold slides on bets for higher interest rates for longer amid raging Iran war Stocks end lower in choppy session after Netanyahu says Iran can't enrich uranium Ed Yardeni sees risk to his bullish gold target as prices lag expectations Oil reverses course, but Brent still hovering near highest level since July 2022 5 Stocks That Could Soar Amid Rising Geopolitical Tensions By Tafara Tsoka Stock Markets Published 03/20/2026, 03:11 AM 5 Stocks That Could Soar Amid Rising Geopolitical Tensions View all comments ...

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Airline and Travel Companies - Shares of airlines and travel companies rebounded, with Delta rising more than 6%, Norwegian Cruise Line Holdings climbing over 2%, and Expedia Group jumping more than 4% [1][10][11] - American Airlines Group gained 3.5% after raising its revenue guidance for the current quarter, while United Airlines rose 3.2% [11] Oil Prices and Economic Impact - Concerns over prolonged supply disruptions due to the closure of the Strait of Hormuz have kept crude prices near $100 a barrel [2][11] - The Federal Reserve is expected to keep borrowing costs unchanged, with rate futures suggesting a potential 25-basis-point cut toward the end of the year, down from around two before the conflict [4][11] Market Performance - The S&P 500 climbed 0.25% to end at 6,716.09 points, with eight of the eleven sector indexes rising, led by energy, which was up 1.02% [7][11] - The S&P 500 financials sector index rebounded 0.5%, with asset managers Blackstone, Apollo Global, and KKR seeing gains of 4.6%, 5.3%, and 3.3% respectively [6][11] Trading Volume and Stock Movements - Trading volume on U.S. exchanges was light, with 16.9 billion shares traded compared to an average of 19.8 billion shares over the previous 20 sessions [8][11] - Energy companies Occidental and ConocoPhillips rose about 1% each, tracking higher crude prices [8][11] - Eli Lilly fell nearly 6% after being downgraded by HSBC from "hold" to "reduce" [9][11]

Core Insights - The energy sector is benefiting significantly from rising oil prices due to the war in Iran, with upstream companies seeing the most direct impact on their revenues [1][2]. Group 1: Industry Overview - The energy sector is experiencing a surge, particularly in upstream oil and gas companies that focus on exploration and production (E&P) [2]. - Oil prices exceeding $100 per barrel have led to substantial gains for many energy companies, although these gains are not uniformly distributed across the sector [2]. Group 2: Key Companies - Devon Energy Corp. is highlighted as one of the top companies positioned to benefit from rising oil prices [4]. - Ovintiv Inc. is also noted for its strong performance, with shares up over 40% year-to-date, supported by technical indicators such as a Golden Cross and a strong MACD trend [4]. - Occidental Petroleum Corp. (OXY) is trading at 29 times forward earnings and 2.7 times sales, indicating strong upward momentum as oil prices rise [4]. - Expand Energy Corp. shows signs of a bullish trend with a MACD crossover and an RSI above 50, suggesting potential for further gains [5]. - ConocoPhillips has demonstrated a strong uptrend with a bullish MACD crossover and a Golden Cross formation, indicating continued momentum as long as oil prices remain near $100 per barrel [6].

Market Overview - The S&P 500 is up nearly 1% in early trading, driven by strong performances from energy stocks like Exxon Mobil and Occidental Petroleum, which saw price target increases from analysts [1][8] - Brent crude oil prices have climbed above $103, influenced by geopolitical tensions and supply disruptions in the Middle East, particularly affecting the Strait of Hormuz [2][7] Energy Sector - Exxon Mobil's stock surged past $157 following price target increases from Barclays and Piper Sandler, reflecting expectations of higher earnings due to sustained oil prices [1][8] - Occidental Petroleum reached a one-year high of $59.15, also benefiting from analyst upgrades [1][8] - The energy sector is experiencing significant gains due to the supply shock, while airlines like Delta Air Lines are facing margin pressures from rising jet fuel costs, despite raising their first-quarter revenue outlook [1][8] Earnings Expectations - Wall Street analysts have raised earnings forecasts for 2026 and 2027, with S&P 500 aggregate forward earnings reaching a record $328.80 per share, compressing the forward price-to-earnings ratio to around 20, down from 22 in late January [9] - This positive earnings outlook is contributing to the resilience of the broader market, even amidst rising macroeconomic risks [2][9] Market Sentiment - The VIX, a measure of market volatility, is currently at 27.19, indicating elevated uncertainty, although it remains below the panic levels seen in April 2025 [10] - Small-cap stocks, represented by the Russell 2000, are lagging behind larger companies, reflecting the impact of higher energy costs and borrowing rates on domestically focused firms [11]