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Opinions Mike S. Newton, CIM FCSI
Exxon MobilXOMHOLDJun 04, 2015
Stock price when the opinion was issued
As of Aug 28, 2026. Market Open.
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He doesn't expect the US-Iran war to end anytime soon. Oil will go higher.
(Analysts’ price target is $166.35)
Lyle SteinLast quarter was basically in line with (slightly below by a penny or so) expectations. Hard to move the needle when you're the largest O&G company in the world. Most of these big guys are struggling with reserve lives of ~9 years. Having to go further afield for assets. Well run.
Refining margins have been very high. A more defensive play, as other names have more torque/upside.
Trades at 15x PE, pays nearly a 3% dividend yield, is 15% off its peak and well look today's oil and natural gas prices in Asia and Europe. Exxon will be making money for a while.
Jim LebenthalIs up 38% in one year, and 25% annualized over 5 years. Because of the Iran war, war is no longer oversupplied. He will ride this higher, then trim.
Jim LebenthalHas more going for it than just the price of oil. Lots of internal catalysts. Pretty compelling organic growth prospects, especially Guyana production.
Brian Madden
He's been a consistent bull on this one for all of 2025. Neither the upside nor the downside of Venezuela has anything to do with that. He's bullish about the O&G industry over the next 5 years generally. Best deployer of capital among the global large caps. Really, really likes it. Would absolutely invest at current levels.
Expects an all-time high soon. China is stimulating its economy and the American one seems to be doing fine. Oil prices, now low, should go higher.
Jim LebenthalIs a super-integrated, major oil name and pays a good dividend. Are buying back shares. Given the poor performance of the oil price this year, the price will probably rise meaningfully in 2026, lifting oil stocks with it.
Jim LebenthalIs top of class in energy. Nobody knows where energy prices will go, but if they go down, XOM can produce results and pay dividends and buy shares back. Problem is, nobody cares about the energy sector.
Jim Lebenthal
He owned the energy space and got stopped out of every single position except for this one. He thinks oil goes lower, down to the $45-$50 area. Something tells him they don’t believe in this recent rally because they have not done a single deal. Thinks they are waiting for the 3rd shoe to drop, and then we might see them active. Had a great discovery off the coast of South America. They are the best in this tough industry.