Exxon Mobil Stock: 27 Analysts Reveal the Bearish Target Price that Could Crush Shares
Exxon Mobil Corporation’s Struggling Stock Performance
With a market cap of $494.3 billion, Exxon Mobil Corporation (XOM) is a global energy company involved in the exploration, production, and sale of crude oil, natural gas, and petrochemical products across various segments, including Upstream, Energy Products, Chemical Products, and Specialty Products. The company is also actively pursuing lower-emission technologies such as carbon capture, hydrogen, and lithium development.
The shares of XOM, based in Spring, Texas, have underperformed the broader market over the past 52 weeks. During this period, XOM stock has declined 3.3%, while the broader S&P 500 Index ($SPX) has seen a 18.3% increase. Moreover, shares of Exxon Mobil are up 6.9% on a YTD basis compared to SPX’s 17.2% gain.
An in-depth examination reveals that XOM’s performance is not an isolated incident within the energy sector. The oil and natural gas company has lagged behind the Energy Select Sector SPDR Fund’s (XLE) 2.1% drop over the past 52 weeks, indicating a broader market trend.
Despite reporting earnings per share (EPS) of $1.64 that surpassed expectations for Q2 2025, shares of XOM fell 1.8% the following day. Revenue of $81.5 billion came in below projections, reflecting weaker oil prices and lower earnings from oil and gas production, which decreased to $5.4 billion. The fact that records quarterly production of 4.6 million boepd was achieved highlights margin pressure despite increased output.
Analysts predict a decline in XOM’s EPS for fiscal year ending December 2025, anticipating an 12.8% drop from last year’s figure to $6.79. However, the company’s history of consistently beating earnings consensus estimates suggests that investors’ expectations may be overly pessimistic. Despite these predictions, Exxon Mobil’s ability to exceed earnings projections in four consecutive quarters provides a favorable outlook.
The opinions and ratings offered by industry experts offer further insight into the stock’s potential performance. The consensus rating among 27 analysts covering XOM is a "Moderate Buy." This sentiment arises from the distribution of views: 15 analysts have assigned a "Strong Buy" rating, one analyst has given an "Outperform" rating with no price target mentioned, and other ratings are more cautious or negative.
On October 9th, Scotiabank increased Exxon Mobil’s price target to $128 with an "Outperform" rating. In comparison with current market prices, this adjustment indicates the potential for growth in stock value up to a certain threshold. The Street-high price target of $156 suggests that investors anticipate even more substantial gains.
It is essential to note that any statements regarding investment advice or positions are solely for informational purposes and should not be considered actual recommendations or endorsements.
