Q1 Earnings Guidance: Social media discussions spotlight ExxonMobil's anticipated $2.9 billion upstream earnings lift from elevated oil prices, offsetting a projected $3.3 billion to $5.3 billion downstream shortfall. Analysts foresee Q1 profits dipping to $5 billion amid operational hurdles. Users debate the balance between these pressures and record production levels.
Record U.S. Oil Exports: Buzz surrounds U.S. crude export highs, with ExxonMobil viewed as a prime profiteer despite a recent hedge-related profit warning. Posters counter fears by emphasizing the firm's robust cash flow from black gold turned refined products. Charts showing bullish patterns for energy giants add to the optimism.
Global Expansion Plans: Nigeria's deepwater projects, valued at $10 billion and targeting 250,000 bpd growth, draw praise for long-term upside. Collaborations with regulators underscore investment stability. Sentiment captures a sector poised for gains amid supply tightness.
Note: This discussion summary was generated from an AI condensation of post data.
ExxonMobil Insider Trading Activity
ExxonMobil insiders have traded $XOM stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $XOM stock by insiders over the last 6 months:
- DARRIN L TALLEY (VP - Corp Strategic Planning) has made 0 purchases and 7 sales selling 17,460 shares for an estimated $2,395,656.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ExxonMobil Revenue
ExxonMobil had revenues of $80B in Q4 2025. This is a decrease of -1.26% from the same period in the prior year.
You can track XOM financials on Quiver Quantitative's XOM stock page.
ExxonMobil Congressional Stock Trading
Members of Congress have traded $XOM stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $XOM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $100,000 on 02/10 and 1 sale worth up to $100,000 on 01/09.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 2 purchases worth up to $30,000 on 02/04, 02/02 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 01/08.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ExxonMobil Hedge Fund Activity
We have seen 2,077 institutional investors add shares of ExxonMobil stock to their portfolio, and 1,804 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 38,130,356 shares (-70.4%) from their portfolio in Q4 2025, for an estimated $4,588,607,041
- NORGES BANK added 6,185,309 shares (+10.8%) to their portfolio in Q4 2025, for an estimated $744,340,085
- JPMORGAN CHASE & CO removed 4,661,338 shares (-6.2%) from their portfolio in Q4 2025, for an estimated $560,945,414
- FMR LLC added 4,365,511 shares (+3.4%) to their portfolio in Q4 2025, for an estimated $525,345,593
- PACER ADVISORS, INC. removed 4,344,733 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $522,845,169
- BARCLAYS PLC removed 4,037,620 shares (-37.7%) from their portfolio in Q4 2025, for an estimated $485,887,190
- LAZARD ASSET MANAGEMENT LLC removed 3,677,926 shares (-63.3%) from their portfolio in Q4 2025, for an estimated $442,601,614
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ExxonMobil Analyst Ratings
Wall Street analysts have issued reports on $XOM in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 02/02/2026
- Barclays issued a "Overweight" rating on 01/21/2026
- Freedom Capital Markets issued a "Sell" rating on 01/06/2026
- Jefferies issued a "Buy" rating on 12/10/2025
- UBS issued a "Buy" rating on 12/01/2025
- Piper Sandler issued a "Overweight" rating on 11/10/2025
- Scotiabank issued a "Sector Outperform" rating on 11/03/2025
To track analyst ratings and price targets for ExxonMobil, check out Quiver Quantitative's $XOM forecast page.
ExxonMobil Price Targets
Multiple analysts have issued price targets for $XOM recently. We have seen 17 analysts offer price targets for $XOM in the last 6 months, with a median target of $163.0.
Here are some recent targets:
- Jason Gabelman from TD Cowen set a target price of $172.0 on 04/10/2026
- Ryan Todd from Piper Sandler set a target price of $182.0 on 04/09/2026
- Arun Jayaram from JP Morgan set a target price of $170.0 on 04/09/2026
- Sam Margolin from Wells Fargo set a target price of $185.0 on 04/09/2026
- Lloyd Byrne from Jefferies set a target price of $184.0 on 04/09/2026
- Biraj Borkhataria from RBC Capital set a target price of $180.0 on 04/09/2026
- Doug Leggate from Wolfe Research set a target price of $153.0 on 04/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
