I analyze oil and gas companies like Exxon Mobil and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here ...

Group 1 - The article discusses the analysis of oil and gas companies, focusing on identifying undervalued firms within the sector [1] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the importance of patience and experience in investing [2] - The investing group, Oil & Gas Value Research, seeks out under-followed oil companies and midstream firms that present attractive investment opportunities [2] Group 2 - The article mentions that the investing group includes an active chat room for discussions among oil and gas investors, facilitating the sharing of recent information and ideas [2]

Market Performance - S&P 500 increased by 0.3% while Nasdaq decreased by 0.2% this week[1] - Small-cap stocks led the decline with Russell 2000 value down by 1.0% and Russell 2000 growth down by 3.1%[1] - Key sectors showing gains include telecommunications (+9.0%) and technology hardware (+4.6%) while software and services fell by 6.9%[1] Fund Flows - Estimated fund flow for S&P 500 components was -$84.1 million this week, a significant drop from +$5.6 million last week[2] - Major inflows were seen in technology hardware (+$40.3 million) and media and entertainment (+$39.5 million) while software and services experienced outflows of -$106.0 million[2] Earnings Forecast - S&P 500's forward 12-month EPS expectation increased by 0.8% this week, up from 0.2% last week[3] - Notable upward revisions were in technology hardware (+5.6%) and automotive (+3.2%) sectors, while energy saw a downward revision of -2.7%[3] Risk Factors - Economic fundamentals, international political uncertainties, U.S. fiscal policy, and Federal Reserve monetary policy present significant risks[3]

Market Performance - S&P 500 increased by 0.3% while Nasdaq decreased by 0.2% this week[1] - Small-cap stocks led the decline with Russell 2000 value down by 1.0% and Russell 2000 growth down by 3.1%[1] - 13 sectors saw gains, while 10 sectors experienced losses, with telecommunications leading at +9.0%[1] Fund Flows - Estimated fund flow for S&P 500 components was -$84.1 million this week, down from +$5.6 million last week[2] - Major inflows were seen in technology hardware (+$40.3 million) and media & entertainment (+$39.5 million)[2] - Significant outflows occurred in software & services (-$106.0 million) and healthcare equipment & services (-$57.7 million)[2] Earnings Forecast - S&P 500's forward 12-month EPS expectation increased by 0.8% this week, up from 0.2% last week[3] - 21 sectors had upward revisions, with technology hardware & equipment seeing the largest increase at +5.6%[3] - Energy sector saw a downward revision of -2.7%[3] Risks - Economic fundamentals, international political situations, U.S. fiscal policies, and Federal Reserve monetary policies present uncertainties[3]

Core Insights - Exxon Mobil Corporation (NYSE:XOM) is recognized as one of the 12 best long-term stocks to buy [1] Group 1: Valuation and Market Position - BofA raised Exxon's price target to $135 from $129 while maintaining a Neutral rating, indicating a focus on relative valuation among US and European integrated oil companies [2] - BofA prefers Buy-rated TotalEnergies and Chevron over Neutral-rated Exxon and Shell, and Underperform-rated BP, based on relative valuations within the supermajors [2] Group 2: Strategic Partnerships - Exxon Mobil and China's BYD have signed a long-term strategic Memorandum of Understanding to expand their partnership in hybrid vehicle technology, focusing on customized product R&D and new materials [3] - The collaboration follows the launch of a specialized engine oil for BYD's plug-in electric vehicles, indicating a commitment to innovation in the automotive sector [3] Group 3: Company Overview - Exxon Mobil is one of the largest integrated energy companies globally, involved in oil and natural gas exploration, production, refining, and manufacturing of fuels, petrochemicals, lubricants, and advanced plastics [4] - The company is also investing in lower-emission initiatives, including carbon capture and lithium production, reflecting a focus on sustainability [4]

Russia’s second-largest oil producer Lukoil reached a tentative agreement on Thursday to sell the majority of its international assets to U.S. private equity firm Carlyle Group, as Western sanctions continue to push Russian energy companies to sell off their assets abroad.Sanctions Pressure Drives Asset SalesThe companies did not disclose the value of the potential deal, which includes Lukoil’s oil and gas fields from Iraq to Mexico, thousands of petrol stations in 20 countries, and refineries in Bulgaria a ...

Chevron And Exxon Top Earnings But Only One Supermajor Saw Profit Growth | Investor's Business DailyBREAKING: [Stocks Test Key Levels; U.S. Government Enters Shutdown]---Chevron (CVX) and Exxon Mobil (XOM) both reported fourth-quarter earnings and revenue before Friday's stock market open. Exxon Mobil notched its first quarterly profit increase in more than a year and entered Friday's stock market trading around record highs. Exxon Mobil reported Friday that Q4 EPS increased 2.4% to $1.71, while revenue dec ...

Core Viewpoint - Exxon Mobil reported fourth-quarter earnings and revenue that surpassed Wall Street expectations, driven by strong operational performance and cash generation [1][2] Financial Performance - The company posted earnings per share of $1.71, exceeding the consensus estimate of $1.68 [1] - Revenue for the quarter was $82.31 billion, a decline from the previous year but above analyst forecasts of $81.04 billion [1] Operational Strength - CEO Darren Woods stated that ExxonMobil has become fundamentally stronger in recent years, with improved value capture from production [2] - The company generated $12.7 billion in operating cash flow during the quarter [2] - Free cash flow for the quarter totaled $5.6 billion [2] Future Outlook - ExxonMobil is developing scalable growth platforms capable of supporting profitable expansion through 2030 and beyond [2]

Core Insights - Exxon Mobil Corporation (XOM) reported Q4 2025 earnings per share of $1.71, exceeding the Zacks Consensus Estimate of $1.68, and showing an improvement from $1.67 in the same quarter last year [2] - Total quarterly revenues were $82.3 billion, which fell short of the Zacks Consensus Estimate of $83.2 billion and decreased from $83.4 billion year-over-year [2] Operational Performance - Upstream segment earnings (excluding identified items) were $4.41 billion, down from $6.28 billion in the previous year, primarily due to lower crude price realizations and decreased base volumes from divestments [5] - U.S. operations reported a profit of $1.22 billion, down from $1.62 billion in Q4 2024, while non-U.S. operations generated $3.19 billion, compared to $4.67 billion a year ago [6] - Production averaged 4,988 thousand barrels of oil equivalent per day (MBoe/d), an increase from 4,602 MBoe/d a year ago, driven by assets in the Permian and Guyana [6][8] - Liquids production rose to 3,531 thousand barrels per day (MBbls/d) from 3,213 MBbls/d in the prior-year quarter, attributed to higher output from the U.S. and Canada/Other Americas [7] Price Realization - Crude price realization in the U.S. was $58.57 per barrel, down from $67.58 a year ago, while non-U.S. operations saw a decrease to $57.46 per barrel from $67.58 [9] - Natural gas price in the U.S. was $1.75 per thousand cubic feet (Mcf), lower than $2.09 a year ago, and non-U.S. prices fell to $9.60 per Mcf from $10.77 [10] Segment Performance - Energy Products segment recorded a profit of $2,907 million, up from $323 million a year ago, driven by higher refining margins and record North American throughput [11] - Chemical Products segment reported a loss of $11 million, compared to a profit of $215 million in the previous year, affected by weaker margins and higher seasonal spending [12] - Specialty Products segment profit was $682 million, down from $759 million a year ago, impacted by higher seasonal spending but partially offset by improved margins [13] Financials - ExxonMobil generated $13.7 billion in cash flow from operations and asset divestments, with free cash flow of $5.6 billion and capital expenditures of $8.1 billion [14] - Total cash and cash equivalents stood at $10.7 billion, with long-term debt at $34.2 billion [14] Guidance - For 2026, cash capital expenditures are projected between $27 billion and $29 billion, with plans to repurchase $20 billion in shares under reasonable market conditions [15] - Expected Permian Basin production is projected to average 1.8 million barrels of oil equivalent per day (Moebd), contributing to total upstream production of 4.9 Moebd in 2026 [15]

A multimillion-barrel oil glut weighed on results at industry giants Exxon Mobil (XOM) and Chevron (CVX) in 2025, with both companies reporting annual profit declines but talking up diversification efforts as the US AI build-out and potential regime change in Venezuela opened opportunities for the global energy sector. Exxon reported adjusted annual profits that tallied $30.1 billion, down from $33.5 billion a year ago, while Chevron reported an adjusted profit of $13.5 billion, down from $18.3 billion ...