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Energy Stocks

All articles tagged with #energy stocks

Oil Giants on Watch: Strait of Hormuz Turbulence Put Major Energy Stocks in Focus
business28 days ago

Oil Giants on Watch: Strait of Hormuz Turbulence Put Major Energy Stocks in Focus

Seeking Alpha analysts flag Shell (SHEL), TotalEnergies (TTE), BP (BP), ConocoPhillips (COP), and ExxonMobil (XOM) as having the strongest exposure to a Strait of Hormuz closure, driven by LNG and Persian Gulf oil exports; a Ras Laffan LNG facility shutdown could impact earnings for COP, XOM, SHEL, and TTE, though near‑term effects are likely modest given scale and diversification; upstream-focused companies such as COP, Occidental (OXY), EOG Resources (EOG), Devon Energy (DVN), and APA (APA) may see more earnings volatility from Gulf-region disruptions.

Oil Rally Pushes SLB and TRGP Into Wall Street Spotlight
market-news1 month ago

Oil Rally Pushes SLB and TRGP Into Wall Street Spotlight

Oil prices jumped above $116 a barrel (WTI) and about $117 (Brent) as Middle East tensions raised supply concerns, putting Schlumberger (SLB) and Targa Resources (TRGP) back in focus. SLB beat Q4 2025 estimates with $0.78 earnings per share on $9.75 billion in revenue; Goldman Sachs analyst Neil Mehta reiterated a Buy with a $60 target, and TipRanks shows a Strong Buy with roughly 15–16% upside. TRGP posted about $4.1 billion in revenue and $2.53 per share for Q4, with Morgan Stanley and RBC lifting targets (to $298 and $260, respectively); it also carries a Strong Buy from TipRanks with a modest upside of around 4–5%.

Big Oil Rally Fueled by Gulf Tensions
business1 month ago

Big Oil Rally Fueled by Gulf Tensions

Exxon Mobil, Chevron and other energy stocks rose as crude prices surged on escalating U.S., Israel and Iran tensions; analysts say off-region energy names could outperform as a hedge if the Persian Gulf is disrupted, with bellwethers like XOM and CVX likely to lead the rally until the situation clarifies and Hormuz-related risk remains in play.

Oil Breaks $70 Amid U.S.-Iran Tensions, Eyes on OPEC+ and Vienna Talks
business1 month ago

Oil Breaks $70 Amid U.S.-Iran Tensions, Eyes on OPEC+ and Vienna Talks

Oil prices jumped above $70 after failed U.S.-Iran talks, with Brent around $72.54 and WTI about $66.89. Energy shares rose as markets weigh potential military action against possible production shifts by OPEC+. Oman said progress in mediation and technical discussions are slated for Vienna next week, as traders also monitor an upcoming OPEC+ meeting that could signal production changes amid broader geopolitical risk.

Greenland Tariffs Trigger Oil-Price Volatility and Energy Stocks
market-news2 months ago

Greenland Tariffs Trigger Oil-Price Volatility and Energy Stocks

Oil prices swung between gains and losses on Jan. 19 as the U.S.-Europe standoff over Greenland raised tariff fears, with Brent around $64.21 and WTI near $59.63 a barrel at midday; while Iran supply risks eased after no U.S. military action, the volatility continued to impact energy stocks CVX, OXY, and XOM, with Chevron (CVX) showing a Strong Buy consensus and upside potential.

Exxon and Chevron Q3 Earnings Decline Amidst Low Oil Prices
business5 months ago

Exxon and Chevron Q3 Earnings Decline Amidst Low Oil Prices

Chevron and Exxon Mobil, two major U.S. oil companies, reported continued quarterly profit declines, though Chevron's earnings surpassed expectations while Exxon Mobil's fell short. The overall trend shows a slowdown in profit declines compared to previous quarters, amid fluctuating oil prices and geopolitical factors. Other energy companies like Shell and Total Energies reported mixed results, with some initiating share buybacks. U.S. oil prices remain volatile, influenced by global trade tensions and sanctions.

Top Stocks to Address Rising Electricity Costs
business5 months ago

Top Stocks to Address Rising Electricity Costs

U.S. electricity prices have surged by 43% since 2019 due to factors like AI-driven data centers, reshoring manufacturing, and increased renewable energy, prompting calls for investment in firm power sources such as nuclear and natural gas. Key stocks in the sector, including GE Vernova, Centrus Energy, Oklo, and BWX Technologies, have seen significant gains, with a focus on stabilizing and modernizing the grid to reduce costs and support economic growth.

GE Vernova Surges on Strong Q2 Earnings and Raised Forecasts
business8 months ago

GE Vernova Surges on Strong Q2 Earnings and Raised Forecasts

GE Vernova's stock hit a record high after beating Q2 earnings estimates and raising its outlook, contributing to a rally in energy stocks. The company reported strong revenue growth, increased orders, and optimistic future projections, driven by demand in power and electrification sectors. Other energy stocks like Talen Energy, Oklo, and Liberty Energy also advanced amid positive market sentiment for energy and power solutions.