애널리스트악재
엑슨모빌, 애널리스트들 투자의견 하향
여러 애널리스트의 투자의견 하향이 단기 실적 압박을 시사한다
첫날 +0.7%
기업호재
유가 $90 이상, 엑슨모빌 상류 부문 성장 지지
WTI $90/bbl 이상, 저비용 퍼미안 생산과 가이아나 발견이 상류 부문에 유리
첫날 -0.7% · 현재까지 +1.6%
이전 이벤트 24건›
기업호재🔥진행 중
엑슨모빌 졸리엣 정유공장 완전 재가동, 디젤 공급 회복영어 원문
Refinery resumes 275k b/d processing, easing diesel supply crunch
첫날 +2.6% · 5일 후 -6.3%
›전개 과정 4회
- 2026-09-15 Unexpected shutdown of large refinery may pressure fuel markets, impact to be assessed
- 2026-09-17 Company discloses flood impact on 275k bpd refinery, adding to prior outage
- 2026-09-19 Key Midwest refinery outage impacts diesel supply and market sentiment
- 2026-09-28 Refinery resumes 275k b/d processing, easing diesel supply crunch
8-K 공시
8-K: 기타 주요 사항
첫날 +1.2% · 현재까지 +0.8%
기업
ExxonMobil in Talks to Return to Venezuela Oil Field, Political Risks and Rewards Loom영어 원문
Assets seized twice before; high potential rewards but significant political risk as talks progress
첫날 +0.0% · 5일 후 -0.7%
›전개 과정 3회
- 2026-09-17 Per WSJ, Exxon may sign an MOU with PDVSA this month covering fields with billions of barrels, nearly 20 years after exit.
- 2026-09-17 Multiple outlets confirm talks advancing on heavy oil projects, potentially reshaping LatAm upstream footprint
- 2026-09-21 Assets seized twice before; high potential rewards but significant political risk as talks progress
M&A·자금조달
ExxonMobil Subsidiary Completes $2.1B Debt Tender Offer영어 원문
Subsidiary completes cash tender for Pioneer notes, showing capital management progress
첫날 +0.7% · 5일 후 +5.4%
›전개 과정 2회
- 2026-09-08 Pioneer subsidiary offers cash for 2030/2031 notes, managing debt
- 2026-09-15 Subsidiary completes cash tender for Pioneer notes, showing capital management progress
기업호재
New Oil Discovery in Angola Block 15 Strengthens Upstream Portfolio영어 원문
Vicango East-01 well hits hydrocarbons, extending exploration success and supporting production replacement
첫날 +0.6% · 5일 후 -1.2%
기업
ExxonMobil preps East Texas refineries for tropical storm영어 원문
High winds and flood risk prompt precautionary measures
첫날 +2.7% · 5일 후 -0.2%
8-K 공시
8-K: 기타 주요 사항
첫날 +2.7% · 5일 후 -0.2%
기타악재
US-Iran ceasefire progress and Hormuz passage seen weakening XOM oil premium영어 원문
De-escalation could reduce oil-risk premium, pressuring XOM shares
첫날 -1.1% · 5일 후 +3.7%
기업악재
ExxonMobil Halts Guyana Operations After Fire on Floating Vessel영어 원문
Fire forces suspension at Guyana offshore facility; potential short-term output impact, extent unclear.
첫날 -0.6% · 5일 후 -1.9%
실적호재
XOM PT Raised to $176 by Analysts After Strong Q2영어 원문
Firm cites 42% YoY revenue growth and FCF surge, flags $133-155 accumulation zone
첫날 -1.5% · 5일 후 +5.4%
›전개 과정 3회
- 2026-08-05 Upstream profits near $14B; cost cuts and advantaged asset growth improve profitability
- 2026-08-10 Post-earnings disclosure highlights cash return coverage
- 2026-08-18 Firm cites 42% YoY revenue growth and FCF surge, flags $133-155 accumulation zone
규제호재
After Trump's Criticism, Iran Tensions Fuel Oil Price Expectations for XOM영어 원문
Strait of Hormuz nearly shut, oil stocks benefit but crude barely moving
첫날 -0.7% · 5일 후 +3.8%
›전개 과정 3회
- 2026-08-04 President Trump reiterates oil firms should cut retail prices, citing excessive profits during Iran conflict
- 2026-08-04 President urges oil firms to pass savings to consumers amid Iran conflict-driven high fuel costs
- 2026-08-17 Strait of Hormuz nearly shut, oil stocks benefit but crude barely moving
기업악재
Trump blasts Exxon and Chevron over $26.5 billion in Q2 profit영어 원문
The president urged the oil majors to give back some gains to consumers as Iran-related oil disruption keeps pump prices elevated.
첫날 -0.7% · 5일 후 +3.8%
애널리스트
Freedom Broker: 투자의견 상향 → Hold
첫날 -0.7% · 5일 후 +3.8%
실적악재
Exxon Mobil posts $3.52 EPS on $116.0 billion revenue, slightly below forecasts영어 원문
Adj EPS $3.52 missed est. $3.54-3.68, but revenue $116.02B beat, production hit 20-yr high, FCF $17.2B.
첫날 -1.0% · 5일 후 -1.5%
기업악재
XOM Earnings Week Looms; Oil Drop on US-Iran Pause Sends Stock -3% Premarket영어 원문
Q2 earnings of $14.525B up sharply QoQ but miss estimates; Guyana venture recouped initial costs
첫날 -1.1% · 5일 후 +0.6%
›전개 과정 3회
- 2026-07-28 US-Iran pause on attacks eased supply fears, oil fell, XOM -3% premarket; earnings due Friday
- 2026-07-29 BofA downgrades XOM to Neutral; Goldman upgrades peer CIB as Q2 report nears
- 2026-07-31 Q2 earnings of $14.525B up sharply QoQ but miss estimates; Guyana venture recouped initial costs
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -1.0% · 5일 후 -1.5%
실적
실적 발표
첫날 -1.0% · 5일 후 -1.5%
기업호재
Middle East Escalation Lifts Oil, XOM Up 3.3%영어 원문
Geopolitical tensions spike crude futures ~7%, directly boosting energy stocks.
첫날 +2.4% · 5일 후 -3.3%
애널리스트악재
B of A Securities: 투자의견 하향 → Neutral
첫날 -1.1% · 5일 후 +0.6%
실적호재
XOM Reports Next Week, Earnings Expected to Grow영어 원문
At least three independent sources confirm XOM earnings Friday, reinforcing prior event
첫날 -1.4% · 5일 후 +0.2%
›전개 과정 3회
- 2026-07-25 Multiple sources confirm XOM reports next week, market watches earnings
- 2026-07-25 Benzinga and multiple X authors flag XOM as a key report next week, matching existing event with no new facts.
- 2026-07-27 At least three independent sources confirm XOM earnings Friday, reinforcing prior event
기타호재
XOM Rises 2.26% to $151.71 in Recent Session영어 원문
Multiple sources confirm price move, but no new fundamental facts; market update only.
첫날 +1.8% · 5일 후 +1.5%
기타악재
Rep. Himes Discloses Sale of XOM Shares영어 원문
Political trade disclosure, small amounts, public info, draws attention.
첫날 +2.3% · 5일 후 +0.9%
기타악재
OPEC Cuts 2026 Demand Forecast; Trump Reinstates Hormuz Blockade, Oil Jumps영어 원문
OPEC trims 2026 demand view again but lifts 2027; WTI above $80 supports XOM upstream
첫날 +0.4% · 5일 후 +4.6%
›전개 과정 2회
- 2026-07-14 OPEC trims 2026 demand growth again but raises 2027 outlook; US reinstates Strait of Hormuz blockade, pushing oil above $79, impacting oil stocks.
- 2026-07-14 OPEC trims 2026 demand view again but lifts 2027; WTI above $80 supports XOM upstream
애널리스트호재
B of A Securities: 투자의견 상향 → Buy
첫날 +0.7% · 5일 후 -3.5%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
