ConocoPhillips

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +75

ConocoPhillips (COP) Q2 2026

AI-generated analysis

ConocoPhillips reported a robust second-quarter 2026 performance, significantly beating analyst expectations with adjusted earnings per share of $3.24 compared to the consensus of $2.96. Revenue surged 37.1% year over year to reach $19.16 billion, driven primarily by a substantial increase in realized oil prices. The...

Bullish Signals

  • Adjusted EPS of $3.24 beat consensus by 9.46%.
  • Revenue surged 37.1% year over year to $19.16 billion.
  • Realized price jumped 36% to $62.33 per BOE.
  • Doubled quarterly buybacks to $2.0 billion for shareholder returns.
  • Organic Lower 48 growth of 720 MBOED offset declines.
  • Iraq JV acquisition expands strategic international footprint.
  • On track for $7 billion free cash flow by 2029.
  • Record Permian production highlights operational excellence.

Bearish Signals

  • Total production declined to 2,248 MBOED due to Qatar disruptions.
  • Surmont royalties drove modest year-over-year production volume decline.
  • Guidance assumes stable operations despite regional disruptions.
2
Bullish +75

ConocoPhillips stock: Profit surge supports higher dividend

Dividend Earnings report AI-generated analysis

ConocoPhillips reported a significant surge in third-quarter earnings, driven by higher realized oil prices that offset a decline in production volumes. The company's net income jumped to $4.0 billion, or $3.34 per share, compared to $1.7 billion last year, while adjusted earnings reached $3.9 billion....

Bullish Signals

  • Q3 net income surged to $4.0 billion.
  • Quarterly dividend increased 11% to $0.93.
  • Realized prices rose 32% to $61.40/bbl.
  • Q4 production forecasted between 2.32-2.36M boe/d.
  • Full-year capex and cost guidance unchanged.
3
Bullish +75

ConocoPhillips stock reports a Q2 earnings beat

Earnings report AI-generated analysis

ConocoPhillips reported a strong second-quarter performance for 2026, beating analyst expectations on both earnings per share and revenue. The company posted Q2 EPS of USD 3.24, significantly surpassing the consensus estimate of USD 2.90. Revenue reached USD 19.52 billion, representing a substantial 32.4% year-over-year increase...

Bullish Signals

  • Q2 EPS beat at USD 3.24 vs USD 2.90 consensus.
  • Revenue surged 32.4% YoY to USD 19.52 billion.
  • Quarterly EPS jumped USD 1.82 from prior year.
  • Analysts rate Moderate Buy with USD 140.29 target.
  • Quarterly dividend stands at USD 0.84 per share.
4
Slightly Bullish +25

Fact Check: Markwayne Mullin bought Chevron, Raytheon stock days before Maduro capture

AI-generated analysis

A fact-check article published on March 24, 2026, examined claims that then-U.S. Senator Markwayne Mullin purchased shares in major corporations days before U.S. military action against Venezuela. The investigation confirmed that Mullin, a Republican from Oklahoma and President Donald Trump's nominee for Secretary of the...

Bullish Signals

  • Chevron, ConocoPhillips, RTX (formerly Raytheon), and Caterpillar stocks rose after the U.S. strike on Venezuela, indicating strong market performance and positive investor sentiment.
  • ConocoPhillips was awaiting a $9 billion payment from Venezuela following an international arbitration ruling, representing significant potential upside and cash compensation for the company.
  • Caterpillar shares rallied as investors bet on substantial reconstruction opportunities in Latin America following the regime change.
  • The companies involved stand to benefit significantly from U.S. operational control over the country, offering favorable strategic advantages in the region.
  • Markwayne Mullin has a history of investing in these sectors, with prior purchases dating back to Sept. 13, 2023, demonstrating consistent interest and confidence in their long-term potential.

Bearish Signals

  • Senator Mullin bought energy stocks days before a Venezuelan military strike.
  • Purchases ranged $15k-$50k per company while on the Armed Forces Committee.
  • Stocks stood to gain billions from the upcoming regime change operation.
  • Mullin declared trades 18 days later during his DHS confirmation.
  • Rumors spread across social media, amplifying ethical violation concerns.
5
Bullish +72

ConocoPhillips stock steadies near recent highs as investors eye earnings and geothermal push

AI-generated analysis

ConocoPhillips stock is trading near recent highs around USD 131.82 on the New York Stock Exchange as of September 19, 2026, reflecting a strong year-to-date rally that has gained approximately 40.8 percent from its January 1 opening price of USD 93.60. The company's market capitalization...

Bullish Signals

  • Stock rallied 40.8% YTD, trading near highs.
  • Expected higher profit/revenue in upcoming quarter.
  • Strong operating leverage supports cash flow growth.
  • Investing $135M in Mazama Energy geothermal tech.
6
Bullish +75

Here's What to Expect From ConocoPhillips's Next Earnings Report

AI-generated analysis

Houston, Texas-based ConocoPhillips (COP), an independent exploration and production company, is set to release its Q1 2026 earnings report on Thursday, April 30, before the market opens. With a market cap of $152.6 billion, analysts anticipate diluted EPS of $1.63 for the quarter, which represents...

Bullish Signals

  • Analysts project ConocoPhillips EPS to reach $7.09 in fiscal 2026, up 15% from fiscal 2025.
  • EPS is expected to rise another 6% year over year to $7.51 in fiscal 2027.
  • Stock has surged 38% over 52 weeks, outperforming S&P 500's 24% gain.
  • Piper Sandler raised price target from $111 to $154, indicating 26% upside potential.
  • WTI price forecast increased by $5 amid supply concerns and war impacts.
  • Bank of America analyst raised price recommendation to $120 and lifted Brent forecast to $77.50 for 2026.
  • Barclays analyst raised price objective to $128, noting underestimated cash flow benefits from oil spike.
  • Company listed among best large cap energy stocks and top safe dividend picks for 2026.
  • Target output of 2.23-2.26 million barrels per day expected in 2026.

Bearish Signals

  • EPS drops 22% year-over-year to $1.63 in Q1 2026.
  • Company missed last four quarters of earnings estimates.
  • Q4 2025 revenue declined significantly from prior year.
  • Bank of America analyst maintains 'Underperform' rating amid Strait of Hormuz tensions.
  • Oil price spike volatility concerns noted by Barclays analyst.
  • Analyst advises 'Moderate Sell' despite recent upgrades and coverage.
  • Geopolitical instability expected to impact earnings and cash flow in 2026.
7
Bullish +65

ConocoPhillips (COP) (Q3 2026) Earnings Call Highlights: $4 Billion ...

Dividend Earnings report Production update AI-generated analysis

ConocoPhillips (COP) reported strong Q3 2026 results, producing 2.302 million barrels of oil equivalent per day and generating $7.2 billion in cash from operations. The company delivered approximately $4 billion in free cash flow and returned $3.4 billion to shareholders through $2.4 billion in share...

Bullish Signals

  • Generated $7.2B operating cash and $4B free cash in Q3 2026.
  • Returned $3.4B to shareholders via buybacks and a 11% dividend increase.
  • Holds $10.4B cash with an improved net debt to CFO ratio of 0.5x.
  • Projects peer-leading $7B free cash flow by 2029, doubling 2025 levels.
  • Completes a $5 billion divestment program, optimizing its asset portfolio.

Bearish Signals

  • Qatar production below pre-conflict levels impacts Q4 guidance.
  • Venezuela $12B claims unresolved with no recovery path.
  • Inflationary pressures affect costs despite expected efficiency offsets.
  • Norway asset sale uncertainty hinders portfolio optimization.
  • Execution risks threaten low single-digit production growth.
8
Bullish +65

ConocoPhillips Just Raised Its Dividend 11%. Is the Stock a Buy?

Dividend AI-generated analysis

ConocoPhillips (COP) announced an 11% increase in its quarterly ordinary dividend to $0.93 per share, raising the annual payout to approximately $4.00 from $3.36. The company disclosed this change in a third-quarter release filed with the SEC on November 5, 2026, noting that premarket trading...

Bullish Signals

  • Dividend increased 11% to $0.93/share, annual payout ~$4.00.

Bearish Signals

  • Production fell 97 MBOED in Q3.
  • No shareholder-return framework set for 2027.
  • Dividend cut below $0.93 invalidates bullish view.
9
Bullish +75

Here's How Much a $1000 Investment in ConocoPhillips Made 10 Years Ago Would Be Worth Today

Dividend Financial outlook Share buyback AI-generated analysis

ConocoPhillips (COP), a Houston-based global exploration and production company, maintains a strong operational footprint across 15 countries with significant assets in North America, Asia, Australia, and Europe. The company holds approximately 7.8 billion barrels of oil equivalent in proved reserves as of the end of...

Bullish Signals

  • Reserves: 7.8B BOE; Replacement ratio: 244%.
10
Bullish +75

Susquehanna raises target for ConocoPhillips stock to USD 175.00

Analyst upgrade AI-generated analysis

Susquehanna Financial Group raised its price target for ConocoPhillips (COP) from USD 161.00 to USD 175.00 in a report published on October 23, 2026. The analyst firm maintained a positive view and noted that the new target reflects a wider numerical range compared to the...

Bullish Signals

  • Susquehanna raised price target to $175 citing strong earnings.
  • Q2 revenue surged 32.4% YoY to $19.52B, beating estimates.
  • Q2 EPS reached $3.24, surpassing analyst expectations by $0.34.
  • Q1 adjusted EPS of $1.89 beat the $1.69 consensus.
11
Bullish +65

ConocoPhillips stock holds at EUR 110.97 after Q2 earnings beat

Analyst upgrade Earnings report AI-generated analysis

ConocoPhillips reported strong second-quarter 2026 financial results, delivering adjusted earnings per share of USD 3.24, which exceeded the consensus estimate by 9.5 percent. The company's revenue reached USD 19.52 billion, surpassing market expectations by 11.3 percent. This performance was primarily driven by a significant increase...

Bullish Signals

  • EPS beat by 9.5% at USD 3.24 per share.
  • Revenue surged 11.3% to USD 19.52 billion.
  • Secured 12 million metric tons LNG expansion starting 2027.
  • Peak capital spending passed for improved efficiency.
  • UBS upgraded price target to USD 153.00.

Bearish Signals

  • Lower 48 gas prices hit -USD 1.44/mcf, offsetting Q2 growth.
  • Rising oil vs falling gas exposes commodity price volatility risk.
12
Bullish +75

2 Energy Stocks to Own for Decades and 1 That Underwhelm

AI-generated analysis

An investment analysis highlights ConocoPhillips (NYSE:COP) as a top energy stock to own, contrasting it with peers like Kosmos Energy and Texas Pacific Land. The article argues that COP is an elite company capable of generating sustainable market-beating returns due to its massive scale, operational...

Bullish Signals

  • Revenue base of $60.5 billion ensures operational stability.
  • 8% annual revenue growth over last ten years.
  • Free cash flow machine with strong financial flexibility.
  • Forward P/E of 12x suggests reasonable valuation.
  • Major assets like Prudhoe Bay ensure production stability.
13
Bullish +65

Top 3 stocks that could rally if oil settles above $100

AI-generated analysis

The article identifies three major oil stocksβ€”ConocoPhillips (COP), ExxonMobil (XOM), and Occidental Petroleum (OXY)β€”as potential rally candidates if crude oil prices settle above $100 per barrel. It argues that sustained high prices would act as a cash-generation windfall for these upstream producers, particularly those with...

Bullish Signals

  • ConocoPhillips average supply costs $30s per barrel across core positions.
  • ExxonMobil returned over $37 billion to shareholders in 2025.
  • Occidental earnings sensitivity provides potent upside above current prices.

Bearish Signals

  • Oil below $100 wipes out ConocoPhillips incremental cash flow.
  • Demand shock or recession could crush ExxonMobil earnings.
  • High feedstock costs squeeze ExxonMobil downstream refining margins.
  • Occidental focuses on debt service if oil stays under $70.
14
Neutral 0

ConocoPhillips (COP) Reports Q1 Earnings: What Key Metrics Have to Say

AI-generated analysis

ConocoPhillips (COP) reported Q1 2026 results with revenue of $16.05 billion, marking a 6.1% year-over-year decline but beating the Zacks Consensus Estimate of $14.81 billion by +8.41%. Earnings per share came in at $1.89 against an expected $1.73, representing a +9.46% surprise. Production metrics largely...

Bullish Signals

  • Revenue beat estimates by $16.05B vs $14.81B.
  • EPS surprise hit $1.89 vs $1.73 consensus.
  • NGL production exceeded 415 million barrels per day.
  • Total output reached 2,096 million barrels equivalent daily.
  • Cruade price surpassed estimates at $73.47 per barrel.
  • Bitumen production hit 118 million barrels per day.
  • Holds Zacks Rank #1 Strong Buy status.
  • Included in elite list of likely early pops.
  • Rank #1 stocks beat market 2X with +23.9% gain.

Bearish Signals

  • Revenue declined 6.1% year-over-year missing operational estimates.
  • EPS of $1.89 fell from prior year's $2.09.
  • Total production of 2,096 bbls missed analyst expectations.
  • Equity in earnings dropped sharply by 37%.
  • Stock returned -1.3% while S&P 500 gained +8.2%.
15
Bullish +75

Why ConocoPhillips Stock Rocketed More Than 16% in March

AI-generated analysis

Shares of ConocoPhillips (NYSE: COP) surged 16.3% in March, significantly outperforming the S&P 500, which declined by 5%. This rally was primarily driven by a dramatic increase in crude oil prices, with Brent oil skyrocketing 43% to nearly $104 per barrel and WTI surging 51%,...

Bullish Signals

  • ConocoPhillips shares surged 16.3% in March, beating S&P 500 decline.
  • Brent oil rose 43% to $104/barrel; WTI up 51%; both up >70% Q1.
  • Company generated $7.3 billion free cash flow last year with $1B expected this year.
  • Each $1 Brent rise adds $65M-$75M cash flow; each $1 WTI rise adds $140M-$150M.
  • Free cash flow set to double by 2029 at $70/barrel oil via cost savings.
  • Oil prices above $110/barrel with potential to reach $150 if no ceasefire deal.
  • Stock up 40% year-to-date yet rated buy despite recent surge for long-term growth.
  • Motley Fool recommends ConocoPhillips as part of its investment community for investors.

Bearish Signals

  • Oil prices surge solely from Iran war disrupting markets, not fundamentals.
  • Iran attacks damaged two LNG trains, knocking 17% of Qatar's production offline.
  • ConocoPhillips partners with QatarEnergy on three projects facing potential delays.
  • War disrupts current exports and could delay two projects expected by 2028.
  • Stock Advisor omitted ConocoPhillips despite identifying it for monster returns.
  • Stock surged 40% this year, leaving limited upside compared to others.
16
Bullish +65

ConocoPhillips stock heads into November 5 earnings report

Earnings report Leadership change AI-generated analysis

ConocoPhillips is preparing to release its third-quarter earnings report before the US market opens on November 5, 2026. This event marks the first quarterly update under the leadership of new CEO Andy O'Brien, who assumed the role on September 1, while Ryan Lance transitioned to...

Bullish Signals

  • Q3 revenue expected at $18.2B, up 17.5% YoY.
  • Q2 earnings reached $3.9B, showing strong performance.
  • Share repurchases doubled to $3.0B for distributions.
  • Beat estimates in 3 of last 4 quarters.
  • Acquired 42% stake in northern Iraq joint venture.

Bearish Signals

  • Earnings critical for verifying cash returns from high commodity prices.
  • Investors watch if new management sustains growth post-Sept transition.
17
Bullish +55

ETFs Are Buying ConocoPhillips (COP) on Thursday

Dividend AI-generated analysis

ConocoPhillips (COP) ended a two-day streak of net selling by attracting $23.2 million in ETF inflows on Thursday, with 34 funds adding shares while 17 trimmed positions. The largest contributor was the Energy Select Sector SPDR (XLE), which added $18.7 million worth of shares, reversing...

Bullish Signals

  • Net ETF inflows reached $23.2 million on Thursday.

Bearish Signals

  • GuruFocus detected 6 warning signs for ConocoPhillips.
  • Stock at $154.03 trades above GF Value of $129.11.
18
Bullish +65

Truist lifted target to USD 136 for ConocoPhillips stock

Analyst upgrade AI-generated analysis

ConocoPhillips reported second-quarter adjusted earnings per share of USD 3.24, surpassing the consensus forecast of USD 2.85. This strong financial performance coincided with a significant increase in production to 2.248 million barrels of oil equivalent per day and generated free cash flow of USD 4.20...

Bullish Signals

  • Beat Q2 EPS expectations at USD 3.24 vs USD 2.85 forecast.

Bearish Signals

  • Evaluating unsolicited offer to sell Norway business and Teesside terminal.
  • Truist maintains Hold rating; valuation not seen as strong buy.
19
Bullish +65

Truist raises target for ConocoPhillips stock to USD 136.00

Analyst upgrade AI-generated analysis

Truist Securities raised its price target for ConocoPhillips from USD 130.00 to USD 136.00 on October 7, 2026, while maintaining a Hold rating. This analyst action follows the company's strong second-quarter performance, where revenue surged 32.40% year over year to reach USD 19.52 billion, driven...

Bullish Signals

  • Truist raised price target to USD 136.00.
  • Q2 revenue surged 32.40% to USD 19.52 billion.
  • Secured 20-year LNG deal for 1.00 million tonnes/year.
20
Bullish +65

ConocoPhillips stock gains as November 5 earnings date nears

Earnings report AI-generated analysis

ConocoPhillips reported strong second-quarter 2026 financial results, posting earnings per share (EPS) of USD 3.24 against a consensus estimate of USD 2.90. The company's revenue for the quarter reached USD 19.52 billion, representing a significant 32.4 percent increase compared to the prior-year quarter. These figures...

Bullish Signals

  • EPS beat Q2 2026 estimates at USD 3.24.
  • Revenue surged 32.4% to USD 19.52 billion.
  • Stock rose 1.53% on October 5, 2026.
  • Analysts rate Moderate Buy with USD 141.24 target.

Bearish Signals

  • Two analysts hold sell ratings on the stock.
  • Analyst price targets range widely from $102 to $189.