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2021-10-13

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Goldman Taps Exxon, Occidental, Hess as Energy Winners

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That said, we view long-term oil demand risks as overstated,” he wrote.</p>\n<p>Exxon stock on Tuesday traded at $61.24, down 0.5%; Occidental stock at $33.01, down 1.1%; and Hess stock at $90.29, up 0.2% at last check.</p>\n<p>As for Exxon, “We believe the differentiated asset base, combined with our constructive oil view, will drive positive earnings revisions, as seen in the Q3 pre-announcement,” Mehta said. He has a $68 price target.</p>\n<p>Considering Occidental, “the quality of the underlying assets at OXY is underappreciated,” Mehta said. “We view Permian Resources, Chemicals, Low Carbon Ventures and the Middle East as strong businesses that have been masked by consolidated leverage.” He has a $40 price target.</p>\n<p>Finally for Hess, Goldman forecasts cash flow growing from $10 per share in 2021, to $22 in 2026 and $30 in 2030. 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That said, we view long-term oil demand risks as overstated,” he wrote.\nExxon stock on Tuesday traded at $61.24, down 0.5%; Occidental stock at $33.01, down 1.1%; and Hess stock at $90.29, up 0.2% at last check.\nAs for Exxon, “We believe the differentiated asset base, combined with our constructive oil view, will drive positive earnings revisions, as seen in the Q3 pre-announcement,” Mehta said. He has a $68 price target.\nConsidering Occidental, “the quality of the underlying assets at OXY is underappreciated,” Mehta said. “We view Permian Resources, Chemicals, Low Carbon Ventures and the Middle East as strong businesses that have been masked by consolidated leverage.” He has a $40 price target.\nFinally for Hess, Goldman forecasts cash flow growing from $10 per share in 2021, to $22 in 2026 and $30 in 2030. 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