Group 1 - Shell plc (NYSE:SHEL) is perceived as an average oil company, which has led to concerns about its long-term performance, as it has been "stuck in the mud" for over a decade [1] - The company is involved in extracting and processing oil and natural gas, producing fuels, lubricants, and chemicals, while also managing electric vehicle charging and generating power from renewable sources [2] - Piper Sandler raised the price target for Shell's stock to $92 from $90, maintaining an Overweight rating, indicating a positive outlook despite the overall sector's bearish crude expectations [2][3] Group 2 - The 2026 outlook for the oil sector is expected to be similar to the previous year, with bearish crude expectations potentially limiting market outperformance, although the refining side is anticipated to perform better [3] - There is a belief that certain AI stocks may offer greater upside potential compared to Shell, suggesting a shift in investment focus towards technology rather than traditional oil companies [4]
Jim Cramer Says “Shell Is Just an Okay Oil Company and Nothing More”