ExxonMobil (XOM)
NYSEEnergyOil & Gas IntegratedSnapshot 2026-10-29
$187.25+2.16%
Close 2026-10-30 · 1-day change
NYSEEnergyOil & Gas IntegratedSnapshot 2026-10-29
Research Workspace
Put XOM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Energy is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look high — the market is pricing in about 36% growth a year, above the roughly 11% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskXOM rests on advantaged production growth from Guyana, Permian assets, and project start-ups. Revenue grew 2% year over year in Q1 FY2026, while Q2 earnings missed. The latest non-GAAP EPS was $3.52, below consensus, a 7.1% miss. XOM trades at 22× P/E versus a 22× peer median; expectations price in more growth than we forecast. Our model puts the next-quarter miss probability near 18%. Peer multiples imply a price about 36% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. XOM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 26 analysts currently covering XOM (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for XOM in the last 4 months.
Continue this research
Compare XOM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| XOM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Energy (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put XOM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Repurchase $20B of shares in 2026
Reported $20B buyback plan and dividend increase support shareholder returns, though the buyback is for 2027.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $187.25
The last 12 months of price, then the range of analyst 12-month targets from today’s $187.25.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Repurchase $20B of shares in 2026
Reported $20B 2027 buybacks support shareholder returns, but do not confirm the 2026 target.
Beating quarterly estimates supports earnings resilience, though results may reflect volatile commodity prices.
Reported profit surge supports earnings strength, though war-driven gains may prove temporary.
Maintain disciplined capital allocation with $27-$29B capex guidance for 2026
CEO-reported cumulative capex signals investment scale but does not clarify 2026 guidance discipline.
Advances: Advance growth through advantaged volume and project start-ups
Improved refining margins lift earnings, supporting operating performance.
Advances: Advance growth through advantaged volume and project start-ups
Record refining results and an earnings beat reinforce strong operating performance.
Advances: Advance growth through advantaged volume and project start-ups
Profit beat on refining strength supports earnings, with exposure likely cyclical.
