ConocoPhillips (COP) ended the recent trading session at $92.98, demonstrating a +2.18% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a gain of 0.06% for the day. On the other hand, the Dow registered a gain of 0.41%, and the technology-centric Nasdaq decreased by 0.39%. Shares of the energy company witnessed a loss of 0.77% over the previous month, beating the performance of the Oils-Energy sector with its loss of 3.71%, and underperforming the S&P 500's ga ...

For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Antero Midstream Corporation (AM) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Oils-Energy peers, we might be able to answer that question.Antero Midstream Corporation is a member of our Oils-Energy group, which includes 241 different companies and currently sits at #15 in the Zacks Sector Rank. The Zack ...

Core Viewpoint - National Fuel Gas (NFG) is experiencing a positive momentum in its stock price, driven by strong earnings and revenue growth expectations, as well as its strategic role in natural gas transportation for new energy projects [1][3][5]. Group 1: Stock Performance - NFG shares increased by 5.7% to close at $88.82, with notable trading volume compared to typical sessions [1]. - Over the past four weeks, the stock has gained 0.4% [1]. Group 2: Business Opportunities - NFG will be a key transporter of natural gas for the new Shippingport Power Station, which is expected to consume up to 800 million cubic feet per day (MMcf/d) [2]. - The company plans to utilize its interstate pipeline network to ensure reliable deliveries of natural gas from the Appalachian Basin to the facility, which will enhance its transportation revenues and pipeline utilization [2]. Group 3: Financial Expectations - NFG is projected to report quarterly earnings of $1.46 per share, reflecting a year-over-year increase of 47.5% [3]. - Expected revenues for the upcoming quarter are $617.15 million, up 47.8% from the same quarter last year [3]. - The consensus EPS estimate has been revised 1.1% higher over the last 30 days, indicating a positive trend that may lead to price appreciation [5]. Group 4: Industry Context - NFG operates within the Zacks Oil and Gas - Integrated - United States industry, where it competes with companies like Tidewater (TDW) [5]. - Tidewater's stock closed 3.4% lower in the last trading session, contrasting with NFG's performance [5].

In the latest close session, ConocoPhillips (COP) was down 1.51% at $94.17. This change lagged the S&P 500's daily gain of 0.14%. Elsewhere, the Dow gained 0.2%, while the tech-heavy Nasdaq added 0.27%. The energy company's stock has dropped by 1.39% in the past month, falling short of the Oils-Energy sector's gain of 2.89% and the S&P 500's gain of 3.97%.The investment community will be paying close attention to the earnings performance of ConocoPhillips in its upcoming release. The company is slated to re ...

Core Viewpoint - Occidental Petroleum Corporation (OXY) is experiencing a bullish trend as it trades above its 50-day simple moving average (SMA), driven by its focus on the Permian Basin and contributions from inorganic assets [1][3]. Performance Summary - OXY has rallied 22.2% in the past three months, outperforming the Zacks Oil and Gas – Integrated-United States industry and the S&P 500 Composite [6][8]. - The company has cut $6.8 billion in debt over the past 10 months, which has boosted income despite falling earnings estimates [8][12]. Key Drivers - Strategic acquisitions, including Anadarko Petroleum in 2019 and CrownRock L.P. in 2024, have significantly enhanced production volumes and top-line performance [10]. - International assets, such as Qatar's Dolphin gas project and Oman's Mukhaizna oilfields, are expected to contribute 226-236 thousand barrels of oil equivalents per day in 2025 [11]. - OXY's low-cost operations in the Permian Basin and systematic capital investment are expected to enhance well productivity and reduce lifting costs [12][13]. Financial Metrics - The Zacks Consensus Estimate for OXY's 2025 and 2026 earnings per share has decreased by 4.64% and 11.03%, respectively, in the past 60 days [15]. - OXY's return on equity (ROE) stands at 16.6%, slightly below the industry average of 16.89% [21]. - The current trailing 12-month Enterprise Value/Earnings before Interest Tax Depreciation and Amortization (EV/EBITDA TTM) for OXY is 5.35X, compared to the industry average of 4.97X, indicating that OXY's shares are trading at a premium [25]. Conclusion - OXY's focus on debt reduction and strong domestic and international operations, along with benefits from recent acquisitions, are expected to support overall performance despite challenges from volatile commodity prices and declining earnings estimates [27].

Company Performance - Occidental Petroleum (OXY) closed at $46.31, with a daily increase of 1%, outperforming the S&P 500's decline of 0.33% [1] - Over the past month, shares have appreciated by 2.44%, underperforming the Oils-Energy sector's gain of 4.04% and the S&P 500's gain of 4.07% [1] Upcoming Financial Results - Occidental Petroleum is set to announce its earnings on August 6, 2025, with projected earnings of $0.33 per share, reflecting a year-over-year decline of 67.96% [2] - The consensus estimate for revenue is $6.43 billion, indicating a 6.46% decline compared to the same quarter last year [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates forecast earnings of $2.26 per share and revenue of $26.55 billion, representing declines of 34.68% and 1.22% respectively compared to the previous year [3] Analyst Estimates and Stock Performance - Recent changes to analyst estimates for Occidental Petroleum may indicate shifts in near-term business trends, with positive alterations suggesting analyst optimism [3] - The Zacks Rank system, which assesses estimate changes, currently ranks Occidental Petroleum at 3 (Hold) [5] Valuation Metrics - Occidental Petroleum has a Forward P/E ratio of 20.33, which is a premium compared to the industry average Forward P/E of 17.45 [6] - The Oil and Gas - Integrated - United States industry is currently ranked 207 in the Zacks Industry Rank, placing it in the bottom 17% of over 250 industries [6]

Group 1 - Hess Corporation shares increased by 4.8% to $150.23, with a higher-than-average trading volume, reflecting a 4.9% gain over the past four weeks [1] - The company has significant stakes in oil discoveries offshore Guyana and is a key partner in the ExxonMobil-led consortium in the Stabroek Block, enhancing its long-term production visibility and cash flow potential [2] - The upcoming quarterly earnings are expected to be $1.28 per share, a decrease of 51.2% year-over-year, with revenues projected at $2.67 billion, down 18.1% from the previous year [3] Group 2 - The consensus EPS estimate for Hess has been revised marginally higher in the last 30 days, indicating a potential for price appreciation [4] - Hess currently holds a Zacks Rank of 3 (Hold) within the Oil and Gas - Integrated - United States industry [5] - Calumet, Inc., another company in the same industry, has a consensus EPS estimate of -$0.42, reflecting a 12.5% year-over-year change, and also holds a Zacks Rank of 3 (Hold) [6]

Core Viewpoint - Occidental Petroleum is facing a challenging earnings outlook with anticipated declines in both earnings per share (EPS) and revenue compared to the previous year [2][3]. Group 1: Recent Performance - Occidental Petroleum's stock closed at $43.35, reflecting a -1.03% change from the previous day, underperforming the S&P 500's loss of 0.79% [1]. - Over the past month, the company's shares gained 2.96%, which is lower than the Oils-Energy sector's gain of 6.03% and the S&P 500's gain of 5.22% [1]. Group 2: Upcoming Earnings - The company's earnings report is scheduled for August 6, 2025, with an expected EPS of $0.36, indicating a significant decline of 65.05% year-over-year [2]. - Quarterly revenue is projected to be $6.45 billion, down 6.28% from the same period last year [2]. Group 3: Full-Year Estimates - For the full year, the Zacks Consensus Estimates predict earnings of $2.3 per share and revenue of $26.54 billion, representing year-over-year declines of -33.53% and -1.27%, respectively [3]. Group 4: Analyst Forecasts - Recent revisions to analyst forecasts for Occidental Petroleum are crucial as they reflect changing business trends, with positive changes indicating analyst optimism [4]. Group 5: Zacks Rank and Valuation - The Zacks Rank system currently rates Occidental Petroleum as 3 (Hold), with a recent upward shift of 3.94% in the EPS estimate [6]. - The company is trading at a Forward P/E ratio of 19.08, which is higher than the industry average Forward P/E of 16.33 [7].

Core Viewpoint - Occidental Petroleum Corporation (OXY) has seen an 18.8% increase in share price over the last two months, outperforming the Zacks Oil and Gas-Integrated-United States industry's growth of 12.2% [1][8]. Group 1: Performance and Market Position - Occidental's share price increase of 18.8% surpasses other industry operators such as ConocoPhillips (COP) and Hess Corporation (HES), which gained 9.6% and 9.8%, respectively [2]. - The company is currently trading above its 50-day simple moving average (SMA), indicating a bullish trend [5]. - Occidental's operational performance is bolstered by its strategic acquisition of CrownRock assets, which has enhanced production and reduced operating costs [10][8]. Group 2: Production and Financial Strategy - Occidental aims to strengthen its balance sheet by reducing short-term debt by $4.5 billion in 2024 and further decreasing outstanding debt by mid-2027 through free cash flow and divestment of non-core assets [11]. - The company projects total production in 2025 to be between 1,390 and 1,440 thousand barrels of oil equivalent per day (Mboe/d), with the Permian Basin contributing approximately 760–786 Mboe/d [12]. - To support growth, Occidental plans to invest between $3.5 billion and $3.7 billion in the Permian Basin in 2025, with a target of drilling 515 to 565 wells by year-end [13]. Group 3: Earnings and Valuation - Occidental has consistently surpassed earnings estimates in the last four quarters, with an average earnings surprise of 24.34% [16]. - However, the Zacks Consensus Estimate for Occidental's earnings per share for 2025 and 2026 has decreased by 26.09% and 27.17%, respectively, over the past 60 days [19]. - The company's shares are currently trading at a premium, with a trailing 12-month Enterprise Value/Earnings before Interest Tax Depreciation and Amortization (EV/EBITDA TTM) of 5.11X compared to the industry average of 4.85X [21]. Group 4: Return on Equity - Occidental's return on equity (ROE) stands at 16.6%, which is slightly below the industry average of 16.89% [25]. Group 5: Summary and Outlook - Despite facing challenges from volatile commodity prices and declining earnings estimates, Occidental's strong domestic operations and strategic acquisitions are expected to support its performance [27].

A month has gone by since the last earnings report for Occidental Petroleum (OXY) . Shares have added about 0.9% in that time frame, underperforming the S&P 500.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 the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?I ...