Exxon Mobil is expected to report Q1 2026 revenue of $82.82 billion and EPS of $1.21, with the stock currently trading at $150.56 against a consensus price target of $166.14.
Investors are primarily focused on the production ramp-up in Guyana's Stabroek block, which recently reached a significant milestone of 900,000 barrels of oil per day.
The company continues to benefit from the successful integration of Pioneer Natural Resources, which has propelled Permian Basin output to record levels. Analysts will also be scrutinizing downstream margins as the firm navigates a normalizing refining environment following a period of heightened geopolitical volatility.