What changed
$XOM — BUY 📊 | 6 MONTHS THESIS
🎯 Q1 2026 | Rev $85.1B | EPS $1.16 vs $1.01 🟢
💡 Consensus appears to expect a sharp decline in oil prices and eroding earnings, reflected in a 0th percentile cross-sectional quant rank. We think resilient demand, disciplined capex, and XOM's integrated model will sustain above-consensus EPS, forcing a modest multiple re-rating in the near term.
📉 Reward/risk: 2.24:1
🏢 Business Quality: 7/10
📊 Valuation: cheap on forward P/E (~4.9x vs. 5-year median ~10x); likely cheap on EV/EBITDA (not directly quantified, but implied by low P/E and moderate...
🔮 Catalyst: Q2 FY2026 earnings release
💰 Entry: $136.9, stop $123, target $168
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/XOM0624