Over a week ago
Earnings
"The first quarter…
"The first quarter saw all aspects of the business running well as we continued to deliver on our strategic, financial, and operational plans," said Ryan Lance, chairman and chief executive officer. "We efficiently and safely delivered on our capital scope, enhanced our balance sheet strength and closed strategic transactions that further optimize our diverse, low-cost of supply portfolio. We also increased our targeted 2022 returns to shareholders by an additional 25%, to a new total of $10 billion, as we continue to execute on all elements of our Triple Mandate." Production for the first quarter of 2022 was 1,747 thousand barrels of oil equivalent per day (MBOED), an increase of 220 MBOED from the same period a year ago. After adjusting for closed acquisitions and dispositions, the conversion of previously acquired Concho contracted volumes from a two-stream to a three-stream basis, and 2021 Winter Storm Uri impacts, first-quarter 2022 production decreased by 36 MBOED or 2% from the same period a year ago. This decrease was primarily due to downtime and seasonality impacts as new production from the Lower 48 and other development programs more than offset decline."
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03/09/22 Sen. Warren working on windfall profits tax for Big Oil 02/17/22 ConocoPhillips completes purchase of additional 10% shareholding in APLNG 02/03/22 ConocoPhillips FY22 production view 1.75 MMBOED-1.79 MMBOED 01/25/22 Chesapeake names Josh Viets as COO 04/25/22 Raymond James ConocoPhillips price target raised to $160 from $120 at Raymond James 04/25/22 Susquehanna ConocoPhillips price target raised to $129 from $108 at Susquehanna 04/21/22 Truist ConocoPhillips price target raised to $130 from $115 at Truist 04/18/22 Scotiabank ConocoPhillips upgraded to Outperform from Sector Perform at Scotiabank 02/03/22 ConocoPhillips reports 4Q EPS $2.27, consensus $2.18 05/05/22 OPEC+ likely to agree to modest production increase for June, CNBC reports 03/31/22 OPEC+ to boost output by 432,000 bpd from May 1, CNBC reports 03/09/22 UAE to encourage OPEC to raise oil production, FT reports 03/04/22 Biden administration mulls ban on U.S. imports of Russian crude, Bloomberg says 04/18/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/09/22 What You Missed On Wall Street On Wednesday 03/04/22 What You Missed On Wall Street On Friday 02/11/22 Wall Street in Fives - Must Read Lists for Friday 01/28/22 Unusual call flow in option market yesterday 01/27/22 Million dollar put block crossed in ConocoPhillips 01/06/22 ConocoPhillips call volume above normal and directionally bullish 11/29/21 Unusual call flow in option market yesterday
Periodicals
OPEC+ ministers are…
OPEC+ ministers are likely to agree to raise production targets by 432,000 barrels per day for June when they meet on Thursday afternoon, sticking to an existing strategy of modestly raising output targets, CNBC's Sam Meredith reports. Publicly traded companies in the space include BP (BP), Chevron (CVX), ConocoPhillips (COP), Exxon Mobil (XOM), Shell (SHEL) and TotalEnergies (TTE). Reference Link
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05/03/22 Exxon Mobil to sell Romanian affiliate to Romgaz for more than $1B 05/02/22 TechnipFMC receives notice to proceed for Yellowtail development 04/29/22 Exxon Mobil reports Q1 free cash flow 10.84B 04/29/22 Exxon Mobil CEO sees 'positive momentum for the second quarter' 04/27/22 TotalEnergies to book $4.1B impairment in Q1 for Arctic LNG 2 project 03/31/22 Sempra Energy, TotalEnergies announce two MOU for new projects 03/22/22 TotalEnergies to stop purchasing oil and petroleum products from Russia 05/05/22 Shell announces 25c per share interim dividend in Q1 05/05/22 Shell commences second tranche of $8.5B share buyback program 04/20/22 Ion Geophysical awarded five year contract with Brunei Shell Petroleum 04/07/22 Shell sees $4B-$5B charge in Q1 for Russia activities 05/03/22 Talos Energy, Chevron, Carbonvert announce MOU for expanded JV 05/01/22 Fly Intel: Top five weekend stock stories 04/29/22 Chevron sees FY22 CapEx more than 50% higher than FY21 04/29/22 Chevron reports Q1 cash flow from operations $8.1B, free cash flow $6.1B 03/09/22 Sen. Warren working on windfall profits tax for Big Oil 02/17/22 ConocoPhillips completes purchase of additional 10% shareholding in APLNG 02/03/22 ConocoPhillips FY22 production view 1.75 MMBOED-1.79 MMBOED 01/25/22 Chesapeake names Josh Viets as COO 05/03/22 BP announces further $2.5B share buyback 05/02/22 Great Lakes Dredge awarded subsea rock installation work for Empire Wind I, II 04/18/22 Tritium announces contract with BP for supply of chargers 03/29/22 Kirby announces offshore wind partnership with Maersk 04/19/22 JPMorgan BP price target raised to 500 GBp from 480 GBp at JPMorgan 03/23/22 Deutsche Bank BP price target lowered to 450 GBp from 455 GBp at Deutsche Bank 03/22/22 Morgan Stanley BP upgraded to Overweight from Equal Weight at Morgan Stanley 03/10/22 JPMorgan BP price target lowered to 480 GBp from 500 GBp at JPMorgan 05/02/22 Truist Chevron price target lowered to $181 from $186 at Truist 05/02/22 Credit Suisse Chevron price target raised to $190 from $180 at Credit Suisse 04/21/22 Truist Chevron price target raised to $186 from $160 at Truist 04/21/22 RBC Capital Chevron downgraded to Sector Perform from Outperform at RBC Capital 04/25/22 Raymond James ConocoPhillips price target raised to $160 from $120 at Raymond James 04/25/22 Susquehanna ConocoPhillips price target raised to $129 from $108 at Susquehanna 04/21/22 Truist ConocoPhillips price target raised to $130 from $115 at Truist 04/18/22 Scotiabank ConocoPhillips upgraded to Outperform from Sector Perform at Scotiabank 05/02/22 Cowen Exxon Mobil price target raised to $90 from $77 at Cowen 05/02/22 Credit Suisse Exxon Mobil price target raised to $102 from $95 at Credit Suisse 04/21/22 Truist Exxon Mobil price target raised to $84 from $75 at Truist 04/19/22 JPMorgan Shell price target raised to 2,850 GBp from 2,700 GBp at JPMorgan 03/30/22 JPMorgan Shell price target raised to 2,700 GBp from 2,600 GBp at JPMorgan 03/30/22 JPMorgan Shell price target raised to 2,700 GBp from 2,600 GBp at JPMorgan 03/23/22 Deutsche Bank Shell price target raised to 2,551 GBp from 2,038 GBp at Deutsche Bank 04/29/22 UBS TotalEnergies price target raised to EUR 59 from EUR 57 at UBS 04/21/22 HSBC TotalEnergies upgraded to Buy from Hold at HSBC 04/19/22 JPMorgan TotalEnergies price target lowered to EUR 56 from EUR 58 at JPMorgan 04/07/22 Piper Sandler TotalEnergies downgraded to Neutral from Overweight at Piper Sandler 04/29/22 Exxon Mobil reports Q1 adjusted EPS $2.07, consensus $2.12 02/01/22 Exxon Mobil reports Q4 ex-items EPS $2.05, consensus $1.93 05/05/22 Shell reports Q1 adjusted EPS $1.20 vs. 42c last year 04/29/22 Chevron reports Q1 adjusted EPS $3.36, consensus $3.27 04/28/22 Notable companies reporting before tomorrow's open 01/28/22 Chevron reports Q4 adjusted EPS $2.56, consensus $3.13 02/03/22 ConocoPhillips reports 4Q EPS $2.27, consensus $2.18 05/03/22 BP reports Q1 EPS $1.92, consensus $1.35 02/08/22 BP reports Q4 EPS $1.23, consensus $1.17 04/21/22 Exxon mulls complete withdrawal from Russia by June 24, Reuters reports 04/21/22 TotalEnergies announces withdrawal from two blocks near Crete, ANA-MPA reports 03/24/22 Exxon mulls expanding gas-to-bitcoin pilot to four countries, Bloomberg says 03/29/22 Shell files appeal against Dutch court ruling on emissions, Reuters reports 05/01/22 Buffett reveals big investments at Berkshire meeting, Reuters reports 04/21/22 Some U.S. oilfield firms join push for Venezuela resumption, Reuters says 03/23/22 Chevron wants to pump oil in Venezuela amid fall in Russian exports, WSJ says 03/02/22 OPEC+ agrees to modest supply increase for April, Bloomberg reports 03/31/22 OPEC+ to boost output by 432,000 bpd from May 1, CNBC reports 03/09/22 BP's Rosneft stake exit eased by CEO's previous reservations, Reuters says 03/09/22 UAE to encourage OPEC to raise oil production, FT reports 03/04/22 Biden administration mulls ban on U.S. imports of Russian crude, Bloomberg says 04/29/22 Fly Intel: Pre-market Movers 04/21/22 What You Missed On Wall Street On Thursday 04/21/22 What You Missed On Wall Street This Morning 03/08/22 What You Missed On Wall Street This Morning 04/07/22 What You Missed On Wall Street On Thursday 04/07/22 What You Missed On Wall Street This Morning 03/08/22 What You Missed On Wall Street On Tuesday 05/02/22 What You Missed On Wall Street On Monday 05/02/22 What You Missed On Wall Street This Morning 04/29/22 What You Missed On Wall Street On Friday 04/29/22 What You Missed On Wall Street This Morning 04/18/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/09/22 What You Missed On Wall Street On Wednesday 03/04/22 What You Missed On Wall Street On Friday 02/11/22 Wall Street in Fives - Must Read Lists for Friday 05/03/22 What You Missed On Wall Street On Tuesday 05/03/22 What You Missed On Wall Street This Morning 05/03/22 Fly Intel: Pre-market Movers 03/23/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/24/22 Notable open interest changes for March 24th 03/09/22 Notable open interest changes for March 9th 03/04/22 Exxon Mobil call volume above normal and directionally bullish 03/01/22 Exxon Mobil call volume above normal and directionally bullish 03/07/22 Shell PLC (ADR) call volume above normal and directionally bullish 03/02/22 Unusually active option classes on open March 2nd 02/28/22 Unusually active option classes on open February 28th 02/25/22 Shell PLC (ADR) call volume above normal and directionally bullish 03/15/22 Unusually active option classes on open March 15th 03/10/22 Chevron call volume above normal and directionally bullish 03/09/22 Unusually active option classes on open March 9th 01/28/22 Unusually active option classes on open January 28th 01/28/22 Unusual call flow in option market yesterday 01/27/22 Million dollar put block crossed in ConocoPhillips 01/06/22 ConocoPhillips call volume above normal and directionally bullish 11/29/21 Unusual call flow in option market yesterday 05/03/22 Unusually active option classes on open May 3rd 04/25/22 BP call volume above normal and directionally bullish 04/08/22 Unusually active option classes on open April 8th 03/23/22 BP call volume above normal and directionally bullish
Recommendations
Raymond James analyst…
Raymond James analyst John Freeman raised the firm's price target on ConocoPhillips to $160 from $120 and keeps a Strong Buy rating on the shares. ConocoPhillips' A-rated debt and diverse asset base continue to place the operator in a league of its own, Freeman tells investors in a research note. Shareholder returns remain a company priority, while full exposure to strip pricing should continue to drive free cash flow, the analyst adds.
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03/09/22 Sen. Warren working on windfall profits tax for Big Oil 02/17/22 ConocoPhillips completes purchase of additional 10% shareholding in APLNG 02/03/22 ConocoPhillips FY22 production view 1.75 MMBOED-1.79 MMBOED 01/25/22 Chesapeake names Josh Viets as COO 04/25/22 Susquehanna ConocoPhillips price target raised to $129 from $108 at Susquehanna 04/21/22 Truist ConocoPhillips price target raised to $130 from $115 at Truist 04/18/22 Scotiabank ConocoPhillips upgraded to Outperform from Sector Perform at Scotiabank 03/31/22 Mizuho ConocoPhillips price target raised to $150 from $115 at Mizuho 02/03/22 ConocoPhillips reports 4Q EPS $2.27, consensus $2.18 11/02/21 ConocoPhillips reports Q3 EPS $1.77, consensus $1.50 03/31/22 OPEC+ to boost output by 432,000 bpd from May 1, CNBC reports 03/09/22 UAE to encourage OPEC to raise oil production, FT reports 03/04/22 Biden administration mulls ban on U.S. imports of Russian crude, Bloomberg says 03/02/22 OPEC+ agrees to modest supply increase for April, Bloomberg reports 04/18/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/09/22 What You Missed On Wall Street On Wednesday 03/04/22 What You Missed On Wall Street On Friday 02/11/22 Wall Street in Fives - Must Read Lists for Friday 01/28/22 Unusual call flow in option market yesterday 01/27/22 Million dollar put block crossed in ConocoPhillips 01/06/22 ConocoPhillips call volume above normal and directionally bullish 11/29/21 Unusual call flow in option market yesterday
Recommendations
Susquehanna analyst Biju…
Susquehanna analyst Biju Perincheril raised the firm's price target on ConocoPhillips to $129 from $108 and keeps a Positive rating on the shares. The analyst raised his oil and gas price target assumptions and said his Conoco target increase is based on roughly 5.8x his 2023 earnings, debt-adjusted cash flow (DACF) at his $80.00 WTI/$4.25 HH price deck, plus forecasted dividends over the next two years.
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03/09/22 Sen. Warren working on windfall profits tax for Big Oil 02/17/22 ConocoPhillips completes purchase of additional 10% shareholding in APLNG 02/03/22 ConocoPhillips FY22 production view 1.75 MMBOED-1.79 MMBOED 01/25/22 Chesapeake names Josh Viets as COO 04/21/22 Truist ConocoPhillips price target raised to $130 from $115 at Truist 04/18/22 Scotiabank ConocoPhillips upgraded to Outperform from Sector Perform at Scotiabank 03/31/22 Mizuho ConocoPhillips price target raised to $150 from $115 at Mizuho 03/18/22 Barclays ConocoPhillips price target raised to $131 from $93 at Barclays 02/03/22 ConocoPhillips reports 4Q EPS $2.27, consensus $2.18 11/02/21 ConocoPhillips reports Q3 EPS $1.77, consensus $1.50 03/31/22 OPEC+ to boost output by 432,000 bpd from May 1, CNBC reports 03/09/22 UAE to encourage OPEC to raise oil production, FT reports 03/04/22 Biden administration mulls ban on U.S. imports of Russian crude, Bloomberg says 03/02/22 OPEC+ agrees to modest supply increase for April, Bloomberg reports 04/18/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/09/22 What You Missed On Wall Street On Wednesday 03/04/22 What You Missed On Wall Street On Friday 02/11/22 Wall Street in Fives - Must Read Lists for Friday 01/28/22 Unusual call flow in option market yesterday 01/27/22 Million dollar put block crossed in ConocoPhillips 01/06/22 ConocoPhillips call volume above normal and directionally bullish 11/29/21 Unusual call flow in option market yesterday
Recommendations
Truist analyst Neal…
Truist analyst Neal Dingmann raised the firm's price target on ConocoPhillips to $130 from $115 and keeps a Buy rating on the shares as part of a broader research note on Exploration and Production names going into Q1 reporting season. Most companies in the group continue to focus on efficiencies and costs in order to take advantage of continued strong commodity prices generating notable shareholder returns, with virtually no plans to increase activity, the analyst tells investors in a research note.
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03/09/22 Sen. Warren working on windfall profits tax for Big Oil 02/17/22 ConocoPhillips completes purchase of additional 10% shareholding in APLNG 02/03/22 ConocoPhillips FY22 production view 1.75 MMBOED-1.79 MMBOED 01/25/22 Chesapeake names Josh Viets as COO 04/18/22 Scotiabank ConocoPhillips upgraded to Outperform from Sector Perform at Scotiabank 03/31/22 Mizuho ConocoPhillips price target raised to $150 from $115 at Mizuho 03/18/22 Barclays ConocoPhillips price target raised to $131 from $93 at Barclays 03/08/22 BofA ConocoPhillips downgraded to Neutral from Buy at BofA 02/03/22 ConocoPhillips reports 4Q EPS $2.27, consensus $2.18 11/02/21 ConocoPhillips reports Q3 EPS $1.77, consensus $1.50 03/31/22 OPEC+ to boost output by 432,000 bpd from May 1, CNBC reports 03/09/22 UAE to encourage OPEC to raise oil production, FT reports 03/04/22 Biden administration mulls ban on U.S. imports of Russian crude, Bloomberg says 03/02/22 OPEC+ agrees to modest supply increase for April, Bloomberg reports 04/18/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/09/22 What You Missed On Wall Street On Wednesday 03/04/22 What You Missed On Wall Street On Friday 02/11/22 Wall Street in Fives - Must Read Lists for Friday 01/28/22 Unusual call flow in option market yesterday 01/27/22 Million dollar put block crossed in ConocoPhillips 01/06/22 ConocoPhillips call volume above normal and directionally bullish 11/29/21 Unusual call flow in option market yesterday
Over a month ago
On The Fly
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02/11/22 Nevada State Bank to acquire three Northern Nevada branches from City National 01/28/22 Zions Bancorp board approves Q1 share repurchase of up to $50M 10/22/21 Zions Bancorp board authorizes share repurchase for Q4 of up to $325M 04/04/22 Wendy's approves increase of $150M in share repurchase authorization 03/30/22 Meta says Wendy's launching virtual space in Horizon Worlds on April 2 03/20/22 Fly Intel: Top five weekend stock stories 03/01/22 Wendy's approves new $100M share repurchase plan 03/29/22 United Airlines Ventures, Oxy Low Carbon Ventures partner with Cemvita Factory 03/15/22 American Airlines CEO says he's buying other airline stocks 03/15/22 United Airlines continues to expect positive adjusted pre-tax income in Q2 03/15/22 United Airlines sees 2022 capacity down high single digits vs. 2019 04/12/22 Tyler Technologies extends payment solutions contract with Texas 04/06/22 Tyler Technologies selected by state of Mississippi for NLS solution 03/29/22 Tyler Technologies announces extension of contract in Mississippi 03/17/22 Tyler says six Kansas state courts 'gone live' with Enterprise Supervision pilot 03/25/22 AOTI secures major expansion funding from SWK Holdings 01/05/22 SWK Holdings committee unable to reach pact on Carlson Capital proposal 01/04/22 SWK Holdings provides $10M to support MolecuLight expansion 12/09/21 SWK Holdings' Enteris BioPharma receives $5M milestone payment from Cara Therapeutics 04/14/22 Worldwide semiconductor revenue grew 26% in 2021, Gartner says 04/14/22 Borqs Technologies successfully purchased 5G license with Qualcomm 04/14/22 Stellantis, Qualcomm collaborate to power vehicle platforms with Snapdragon 04/04/22 Qualcomm CEO: The Arriver acquisition is a very important milestone for us 03/03/22 Pioneer Natural CEO sells over 22,000 common shares 02/24/22 Pioneer Natural denounces Russia's 'unprovoked invasion' of Ukraine 02/16/22 Pioneer Natural sees FY22 capital budget $3.3B-$3.6B 02/16/22 Pioneer Natural sees Q1 oil production 348-363 MBOPD 04/07/22 H.B. Fuller board authorizes $300M share repurchase plan 04/07/22 H.B. Fuller raises quarterly dividend 13% to 19c per share 02/23/22 H.B. Fuller names Celeste Mastin COO 01/27/22 H.B. Fuller finalizes its purchase of UK-based Apollo for $211M, sees accretion 02/23/22 EverQuote announces $15M private placement investment by chairman 12/07/21 EverQuote CEO buys $130.7K in common stock 03/16/22 Core Labs announces launch of Carbon Capture and Sequestration Consortium 02/24/22 EOG Resources sees 2022 expenditures of $4.3B-$4.7B 02/24/22 EOG Resources declares $1.00 per share special dividend 11/04/21 EOG Resources updates share repurchase authorization to $5B 04/13/22 Delta Air Lines 'confident' in outlook for meaningful FY profit in 2022 04/13/22 Delta Air Lines to remain 'nimble' on capacity for 2H given macro uncertainty 04/13/22 Delta Air Lines has hired 4,000 new staffing members this year, says CEO 04/13/22 Delta urging U.S. government to lift predeparture testing requirements, says CEO 03/09/22 Sen. Warren working on windfall profits tax for Big Oil 02/17/22 ConocoPhillips completes purchase of additional 10% shareholding in APLNG 02/03/22 ConocoPhillips FY22 production view 1.75 MMBOED-1.79 MMBOED 01/25/22 Chesapeake names Josh Viets as COO 04/11/22 Moody's downgrades Biogen to Baa2 with negative outlook 04/07/22 CMS releases policy for coverage of Biogen's Aduhelm for treating Alzheimer's 04/04/22 Biogen presents data at AAN highlighting 'real-world evidence' from MS portfolio 03/30/22 Biogen submits final protocol for ADUHELM Phase 4 ENVISION trial to FDA 01/13/22 Aspen Aerogels CFO John Fairbanks to retire, Ricardo Rodriguez to succeed 01/11/22 Aptiv to acquire Wind River from TPG Capital for $4.3B in cash 04/08/22 Arthur J. Gallagher acquires Churchills International Consulting, no terms 04/04/22 Arthur J. Gallagher acquires Claims Settlement Agencies Ltd, no terms disclosed 03/24/22 Arthur J. Gallagher acquires PCI Compensation Consulting 03/23/22 Arthur J. Gallagher acquires Commercial Insurance Underwriters 04/18/22 Wells Fargo Wells Fargo upgrades Biogen to Overweight, raises price target to $265 04/18/22 Wells Fargo Biogen upgraded to Overweight from Equal Weight at Wells Fargo 04/12/22 Barclays Biogen price target lowered to $219 from $235 at Barclays 04/08/22 William Blair CMS decision to substantially limit Biogen opportunity, says William Blair 04/18/22 UBS Delta Air Lines upgraded to Buy at UBS on better than expected Q2 TRASM 04/18/22 UBS Delta Air Lines upgraded to Buy from Neutral at UBS 04/14/22 BofA Delta Air Lines price target raised to $50 from $47 at BofA 04/14/22 Morgan Stanley Delta Air Lines price target raised to $65 from $60 at Morgan Stanley 04/18/22 Baird Baird upgrades two regional banks to Neutral on 'tougher' short case 04/18/22 Baird Comerica upgraded to Neutral from Underperform at Baird 04/12/22 B. Riley Comerica price target lowered to $95 from $100 at B. Riley 04/01/22 JPMorgan Comerica upgraded to Overweight on tailwind from hikes at JPMorgan 04/18/22 Baird Zions Bancorp upgraded to Neutral from Underperform at Baird 04/12/22 B. Riley Zions Bancorp price target lowered to $70 from $77 at B. Riley 03/17/22 B. Riley Zions Bancorp downgraded to Neutral on valuation at B. Riley 04/18/22 Deutsche Bank H.B. Fuller upgraded on 'significant valuation upside' at Deutsche Bank 04/18/22 Deutsche Bank H.B. Fuller upgraded to Buy from Hold at Deutsche Bank 04/14/22 Baird H.B. Fuller upgraded to Outperform at Baird after underperformance 04/14/22 Baird H.B. Fuller upgraded to Outperform from Neutral at Baird 04/18/22 Scotiabank ConocoPhillips upgraded to Outperform from Sector Perform at Scotiabank 03/31/22 Mizuho ConocoPhillips price target raised to $150 from $115 at Mizuho 03/18/22 Barclays ConocoPhillips price target raised to $131 from $93 at Barclays 03/08/22 BofA ConocoPhillips downgraded to Neutral from Buy at BofA 04/18/22 Scotiabank Pioneer Natural downgraded to Sector Perform from Outperform at Scotiabank 04/07/22 Piper Sandler Pioneer Natural price target raised to $322 from $274 at Piper Sandler 03/31/22 Mizuho Pioneer Natural price target raised to $343 from $266 at Mizuho 04/13/22 Barclays EOG Resources price target raised to $143 from $139 at Barclays 04/07/22 Piper Sandler EOG Resources price target raised to $152 from $140 at Piper Sandler 04/06/22 Truist EOG Resources price target raised to $150 from $135 at Truist 04/18/22 Mizuho Qualcomm price target lowered to $185 from $210 at Mizuho 04/18/22 SMBC Nikko Qualcomm downgraded to Neutral from Outperform at SMBC Nikko 04/14/22 Credit Suisse TSMC results may give 'tactical reprieve' to U.S. Semis, says Credit Suisse 04/05/22 JPMorgan Qualcomm price target lowered to $205 from $240 at JPMorgan 04/18/22 BMO Capital Wendy's downgraded to Market Perform from Outperform at BMO Capital 04/14/22 Morgan Stanley Wendy's price target lowered to $25 from $26 at Morgan Stanley 04/12/22 Citi Wendy's initiated with a Neutral at Citi 03/23/22 Tigress Financial Tigress Financial reiterates Buy on Wendy's, raises price target to $29 04/18/22 UBS UBS cuts United Airlines to Neutral, sees less compelling upside after 30% gain 04/18/22 UBS United Airlines downgraded to Neutral from Buy at UBS 04/07/22 Barclays United Airlines price target lowered to $50 from $52 at Barclays 03/18/22 Exane BNP Paribas United Airlines upgraded to Neutral from Underperform at Exane BNP Paribas 04/18/22 Piper Sandler Aptiv downgraded to Underweight from Neutral at Piper Sandler 04/12/22 Wells Fargo Wells Fargo upgrades Aptiv to Equal Weight, raises price target to $112 04/12/22 Wells Fargo Aptiv upgraded to Equal Weight from Underweight at Wells Fargo 04/11/22 Exane BNP Paribas Aptiv initiated with an Outperform at Exane BNP Paribas 04/18/22 B. Riley B. Riley starts EverQuote with Buy, sees favorable entry point 04/18/22 B. Riley EverQuote initiated with a Buy at B. Riley 02/17/22 Raymond James EverQuote price target lowered to $19 from $26 at Raymond James 12/15/21 JPMorgan EverQuote downgraded to Underweight from Neutral at JPMorgan 04/18/22 Loop Capital Loop Capital starts Tyler Technologies at Buy, sees 'significant' demand drivers 04/18/22 Loop Capital Tyler Technologies initiated with a Buy at Loop Capital 03/14/22 Barclays Tyler Technologies initiated with an Equal Weight at Barclays 02/09/22 Truist Tyler Technologies initiated with a Buy at Truist 04/18/22 UBS Arthur J. Gallagher initiated with a Neutral at UBS 04/12/22 Wells Fargo Arthur J. Gallagher price target raised to $209 from $193 at Wells Fargo 04/06/22 Truist Arthur J. Gallagher price target raised to $205 from $200 at Truist 01/28/22 RBC Capital Arthur J. Gallagher price target lowered to $160 from $170 at RBC Capital 04/18/22 Lake Street SWK Holdings initiated with a Buy at Lake Street 04/18/22 Raymond James Gossamer Bio initiated with an Outperform at Raymond James 04/18/22 Raymond James Gossamer Bio initiated with an Outperform at Raymond James 04/06/22 UBS Gossamer Bio initiated with a Buy at UBS 01/10/22 SMBC Nikko Gossamer Bio upgraded to Outperform from Neutral at SMBC Nikko 01/24/22 Zions Bancorp reports Q4 EPS $1.34, consensus $1.31 10/18/21 Zions Bancorp reports Q3 EPS $1.45, consensus $1.34 04/04/22 Wendy's lowers FY22 adjusted EPS view to 82c-86c, consensus 90c 03/01/22 Wendy's sees FY22 adjusted EPS 87c-91c, consensus 89c 03/01/22 Wendy's reports Q4 adjusted EPS 16c, consensus 15c 02/28/22 Notable companies reporting before tomorrow's open 03/15/22 United Airlines sees Q1 capacity down approximately 19% 01/19/22 United Airlines sees FY22 capacity down vs 2019 01/19/22 United Airlines reports Q4 capacity down 23% vs 4Q19 01/19/22 United Airlines reports Q4 adjusted EPS ($1.60), consensus ($2.08) 02/16/22 Tyler Technologies sees FY22 adjusted EPS $7.41-$7.58, consensus $8.12 02/16/22 Tyler Technologies reports Q4 adjusted EPS $1.75, consensus $1.74 10/27/21 Tyler raises FY21 adjusted EPS view to $6.94-$7.02 from $6.70-$6.80 10/27/21 Tyler Technologies reports Q3 adjusted EPS $2.01, consensus $1.76 03/28/22 SWK Holdings reports Q4 GAAP EPS 49c vs. 36c a year ago 11/12/21 SWK Holdings reports Q3 GAAP EPS 17c, consensus 47c 02/02/22 Qualcomm sees Q2 adjusted EPS $2.80-$3.00, consensus $2.49 02/02/22 Qualcomm sees Q2 adjusted EPS $2.80-$3.00, consensus $2.49 02/02/22 Qualcomm reports Q1 adjusted EPS $3.23, consensus $3.01 02/02/22 Notable companies reporting after market close 02/16/22 Pioneer Natural reports Q4 adjusted EPS $4.58, consensus $4.08 11/03/21 Pioneer Natural reports Q3 adjusted EPS $4.13, consensus $3.89 03/03/22 Gossamer Bio reports Q4 EPS (74c), consensus (74c) 11/08/21 Gossamer Bio reports Q3 EPS (80c), consensus (78c) 03/23/22 H.B. Fuller raises FY22 adjusted EPS view to $4.10-$4.35, consensus $4.16 03/23/22 H.B. Fuller reports Q1 adjusted EPS 80c, consensus 73c 01/19/22 H.B. Fuller sees FY22 adjusted EPS $4.00-$4.25, consensus $4.18 01/19/22 H.B. Fuller reports Q4 adjusted EPS $1.09, consensus $1.08 02/16/22 EverQuote reports Q4 EPS (29c), consensus (30c) 11/01/21 EverQuote cuts FY21 revenue view to $410M-$415M from $440M-$446M 11/01/21 EverQuote sees Q4 revenue $93.5M-$98.5M, consensus $123.63M 11/01/21 EverQuote reports Q3 EPS (18c), consensus (16c) 02/24/22 EOG Resources reports Q4 adjusted EPS $3.09, consensus $3.19 11/04/21 EOG Resources reports Q3 adjusted EPS $2.16, consensus $2.04 04/13/22 Delta Air Lines sees Q2 revenue 93%-97%, consensus $11.54B 04/13/22 Delta Air Lines reports Q1 adjusted EPS ($1.23), consensus ($1.27) 04/12/22 Notable companies reporting before tomorrow's open 02/03/22 ConocoPhillips reports 4Q EPS $2.27, consensus $2.18 11/02/21 ConocoPhillips reports Q3 EPS $1.77, consensus $1.50 01/19/22 Comerica reports Q4 EPS $1.66, consensus $1.58 10/20/21 Comerica reports Q3 EPS $1.90, consensus $1.64 02/03/22 Biogen sees FY22 adjusted EPS $14.25-$16.00, consensus $18.85 02/03/22 Biogen reports Q4 adjusted EPS $3.39, consensus $3.38 02/02/22 Notable companies reporting before tomorrow's open 02/03/22 Aptiv sees FY22 adjusted EPS $3.90-$4.80, consensus $4.56 02/03/22 Aptiv reports Q4 adjusted EPS 56c, consensus 55c 11/04/21 Aptiv backs FY21 revenue view $15.1B-$15.5B, consensus $15.31B 11/04/21 Aptiv reports Q3 ex-items EPS 38c, consensus 37c 01/27/22 Arthur J. Gallagher reports Q4 EPS 98c, consensus 94c 10/28/21 Arthur J. Gallagher reports Q3 adjusted EPS $1.33, consensus $1.21
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Scotiabank analyst Paul…
Scotiabank analyst Paul Cheng upgraded ConocoPhillips (COP) to Outperform from Sector Perform with a price target of $115, up from $110, and recommends a pair trade idea of being long ConocoPhillips and short Pioneer Natural (PXD) and EOG Resources (EOG). ConocoPhillips has delivered consistent operational performance and is fully committed to the new "Shale 3.0" cash return and moderate growth model, but the stock's 39% advance in Q1 trailed the large cap E&P group average of 46%, Cheng tells investors. He thinks current consensus for Q1 results are "too conservative" and provide potential for upside when the company reports earnings, Cheng added.
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03/03/22 Pioneer Natural CEO sells over 22,000 common shares 02/24/22 Pioneer Natural denounces Russia's 'unprovoked invasion' of Ukraine 02/16/22 Pioneer Natural sees FY22 capital budget $3.3B-$3.6B 02/16/22 Pioneer Natural sees Q1 oil production 348-363 MBOPD 03/16/22 Core Labs announces launch of Carbon Capture and Sequestration Consortium 02/24/22 EOG Resources sees 2022 expenditures of $4.3B-$4.7B 02/24/22 EOG Resources declares $1.00 per share special dividend 11/04/21 EOG Resources updates share repurchase authorization to $5B $101.37 / +1.055 (+1.05%)
03/09/22 Sen. Warren working on windfall profits tax for Big Oil 02/17/22 ConocoPhillips completes purchase of additional 10% shareholding in APLNG 02/03/22 ConocoPhillips FY22 production view 1.75 MMBOED-1.79 MMBOED 01/25/22 Chesapeake names Josh Viets as COO $101.37 / +1.055 (+1.05%)
03/31/22 Mizuho ConocoPhillips price target raised to $150 from $115 at Mizuho 03/18/22 Barclays ConocoPhillips price target raised to $131 from $93 at Barclays 03/08/22 BofA ConocoPhillips downgraded to Neutral from Buy at BofA 03/07/22 RBC Capital ConocoPhillips price target raised to $120 from $110 at RBC Capital 04/07/22 Piper Sandler Pioneer Natural price target raised to $322 from $274 at Piper Sandler 03/31/22 Mizuho Pioneer Natural price target raised to $343 from $266 at Mizuho 03/18/22 Barclays Pioneer Natural price target raised to $295 from $236 at Barclays 02/23/22 Piper Sandler Pioneer Natural price target raised to $274 from $256 at Piper Sandler 04/13/22 Barclays EOG Resources price target raised to $143 from $139 at Barclays 04/07/22 Piper Sandler EOG Resources price target raised to $152 from $140 at Piper Sandler 04/06/22 Truist EOG Resources price target raised to $150 from $135 at Truist 03/31/22 Mizuho EOG Resources price target raised to $172 from $124 at Mizuho 02/16/22 Pioneer Natural reports Q4 adjusted EPS $4.58, consensus $4.08 11/03/21 Pioneer Natural reports Q3 adjusted EPS $4.13, consensus $3.89 02/24/22 EOG Resources reports Q4 adjusted EPS $3.09, consensus $3.19 11/04/21 EOG Resources reports Q3 adjusted EPS $2.16, consensus $2.04 $101.37 / +1.055 (+1.05%)
02/03/22 ConocoPhillips reports 4Q EPS $2.27, consensus $2.18 11/02/21 ConocoPhillips reports Q3 EPS $1.77, consensus $1.50
Periodicals
OPEC+ has agreed to raise…
OPEC+ has agreed to raise its output targets by 432,000 barrels per day from May 1, CNBC's Sam Meredith reports. The alliance is continuing the gradual restoration of output halted during the pandemic, the report notes. Publicly traded companies in the space include BP (BP), Chevron (CVX), ConocoPhillips (COP), Exxon Mobil (XOM), Shell (SHEL) and TotalEnergies (TTE). Reference Link
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03/28/22 Murphy Oil concludes drilling at Cutthroat-1 exploration well offshore Brazil 03/24/22 KBR, Exxon Mobil Catalysts and Licensing to collaborate on PDH technology 03/22/22 Exxon Mobil lead director Ken Frazier to retire, Jay Hooley to succeed 03/22/22 Exxon Mobil appoints Dan Ammann President of Low Carbon Solutions 03/31/22 Sempra Energy, TotalEnergies announce two MOU for new projects 03/22/22 TotalEnergies to stop purchasing oil and petroleum products from Russia 03/02/22 TotalEnergies announces Castle Wind joint venture for offshore wind project 03/08/22 Shell announces intent to withdraw from Russian oil, gas 03/01/22 Shell CFO Jessica Uhl to step down, Sinead Gorman to succeed 03/20/22 Fly Intel: Top five weekend stock stories 03/16/22 Core Labs announces launch of Carbon Capture and Sequestration Consortium 03/01/22 Chevron confirms targets to lower carbon intensity of its operations 02/17/22 ConocoPhillips completes purchase of additional 10% shareholding in APLNG 02/03/22 ConocoPhillips FY22 production view 1.75 MMBOED-1.79 MMBOED 01/25/22 Chesapeake names Josh Viets as COO 03/29/22 Kirby announces offshore wind partnership with Maersk 03/29/22 BP, Uber announce global delivery partnership 03/11/22 Eni, BP finalize agreement to create new independent JV in Angola 03/09/22 Sen. Warren working on windfall profits tax for Big Oil 03/23/22 Deutsche Bank BP price target lowered to 450 GBp from 455 GBp at Deutsche Bank 03/22/22 Morgan Stanley BP upgraded to Overweight from Equal Weight at Morgan Stanley 03/10/22 JPMorgan BP price target lowered to 480 GBp from 500 GBp at JPMorgan 03/08/22 BofA BP upgraded to Neutral from Underperform at BofA 03/14/22 Morgan Stanley Chevron downgraded to Equal Weight at Morgan Stanley after outperformance 03/14/22 Morgan Stanley Chevron downgraded to Equal Weight from Overweight at Morgan Stanley 03/11/22 JPMorgan Chevron downgraded to Underweight from Neutral at JPMorgan 03/09/22 Barclays Chevron price target raised to $183 from $148 at Barclays 03/31/22 Mizuho ConocoPhillips price target raised to $150 from $115 at Mizuho 03/18/22 Barclays ConocoPhillips price target raised to $131 from $93 at Barclays 03/08/22 BofA ConocoPhillips downgraded to Neutral from Buy at BofA 03/07/22 RBC Capital ConocoPhillips price target raised to $120 from $110 at RBC Capital 03/09/22 Barclays Exxon Mobil price target raised to $98 from $91 at Barclays 03/08/22 Credit Suisse Imperial Oil price target raised to $56 from $51 at Credit Suisse 03/30/22 JPMorgan Shell price target raised to 2,700 GBp from 2,600 GBp at JPMorgan 03/30/22 JPMorgan Shell price target raised to 2,700 GBp from 2,600 GBp at JPMorgan 03/23/22 Deutsche Bank Shell price target raised to 2,551 GBp from 2,038 GBp at Deutsche Bank 03/23/22 Morgan Stanley Shell price target raised to 2,570 GBp from 2,440 GBp at Morgan Stanley 03/23/22 Morgan Stanley TotalEnergies price target lowered to EUR 56 from EUR 59 at Morgan Stanley 03/23/22 Deutsche Bank TotalEnergies downgraded to Hold from Buy at Deutsche Bank 03/21/22 HSBC TotalEnergies downgraded to Hold from Buy at HSBC 03/10/22 JPMorgan TotalEnergies price target lowered to EUR 58 from EUR 60 at JPMorgan 02/01/22 Exxon Mobil reports Q4 ex-items EPS $2.05, consensus $1.93 01/31/22 Notable companies reporting before tomorrow's open 10/29/21 Exxon Mobil reports Q3 ex-items EPS $1.58, consensus $1.56 01/28/22 Chevron reports Q4 adjusted EPS $2.56, consensus $3.13 10/29/21 Chevron reports Q3 total revenues and other income $44.7B, consensus $40.52B 10/29/21 Chevron reports Q3 adjusted EPS $2.96, consensus $2.21 10/28/21 Notable companies reporting before tomorrow's open 02/03/22 ConocoPhillips reports 4Q EPS $2.27, consensus $2.18 11/02/21 ConocoPhillips reports Q3 EPS $1.77, consensus $1.50 02/08/22 BP reports Q4 EPS $1.23, consensus $1.17 11/02/21 BP reports Q3 EPS (76c) vs. (13c) last year 03/24/22 Exxon mulls expanding gas-to-bitcoin pilot to four countries, Bloomberg says 03/29/22 Shell files appeal against Dutch court ruling on emissions, Reuters reports 03/23/22 Chevron wants to pump oil in Venezuela amid fall in Russian exports, WSJ says 03/21/22 Chevron removes union workers from CA refinery before strike, Reuters says 03/20/22 Chevron union workers prepare for strike on Monday, Reuters says 03/19/22 Chevron, Verizon among dividend stocks to choose for retirement, Barron's says 02/11/22 ConocoPhillips mulls $1B Permian Basin asset sale, Bloomberg reports 03/09/22 BP's Rosneft stake exit eased by CEO's previous reservations, Reuters says 03/09/22 UAE to encourage OPEC to raise oil production, FT reports 03/04/22 Biden administration mulls ban on U.S. imports of Russian crude, Bloomberg says 03/02/22 OPEC+ agrees to modest supply increase for April, Bloomberg reports 03/24/22 What You Missed On Wall Street On Thursday 02/24/22 What You Missed On Wall Street On Thursday 03/08/22 What You Missed On Wall Street On Tuesday 03/08/22 What You Missed On Wall Street This Morning 03/08/22 Fly Intel: Pre-market Movers 03/21/22 What You Missed On Wall Street On Monday 03/21/22 What You Missed On Wall Street This Morning 03/14/22 Fly Intel: Pre-market Movers 03/11/22 What You Missed On Wall Street On Friday 02/11/22 Wall Street in Fives - Must Read Lists for Friday 11/26/21 Wall Street in Fives - Must Read Lists for Friday 03/23/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 03/09/22 What You Missed On Wall Street On Wednesday 03/04/22 What You Missed On Wall Street On Friday 03/02/22 What You Missed On Wall Street On Wednesday 03/24/22 Notable open interest changes for March 24th 03/09/22 Notable open interest changes for March 9th 03/04/22 Exxon Mobil call volume above normal and directionally bullish 03/01/22 Exxon Mobil call volume above normal and directionally bullish 11/03/21 Unusually active option classes on open November 3rd 03/07/22 Shell PLC (ADR) call volume above normal and directionally bullish 03/02/22 Unusually active option classes on open March 2nd 02/28/22 Unusually active option classes on open February 28th 02/25/22 Shell PLC (ADR) call volume above normal and directionally bullish 03/15/22 Unusually active option classes on open March 15th 03/10/22 Chevron call volume above normal and directionally bullish 03/09/22 Unusually active option classes on open March 9th 01/28/22 Unusually active option classes on open January 28th 01/28/22 Unusual call flow in option market yesterday 01/27/22 Million dollar put block crossed in ConocoPhillips 01/06/22 ConocoPhillips call volume above normal and directionally bullish 11/29/21 Unusual call flow in option market yesterday 03/23/22 BP call volume above normal and directionally bullish 03/08/22 BP call volume above normal and directionally bullish 03/07/22 BP call volume above normal and directionally bullish 03/04/22 BP call volume above normal and directionally bullish
Recommendations
Mizuho analyst Vincent…
Mizuho analyst Vincent Lovaglio raised the firm's price target on ConocoPhillips to $150 from $115 and keeps a Buy rating on the shares. The analyst increased his long-term oil price forecast to $70 per barrel $61, with his 2022-25 estimates up $16 per barrel on average. This is driven by an increase in estimated U.S. unconventional oil volume growth and the resulting expected increase in capital intensity. The increase in the price deck lifts his price targets 35% for exploration and production companies, with targets on the oil E&Ps now implying 41% upside. Lovaglio remains positive on the E&Ps and energy broadly relative to the market.
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03/09/22 Sen. Warren working on windfall profits tax for Big Oil 02/17/22 ConocoPhillips completes purchase of additional 10% shareholding in APLNG 02/03/22 ConocoPhillips FY22 production view 1.75 MMBOED-1.79 MMBOED 01/25/22 Chesapeake names Josh Viets as COO 03/18/22 Barclays ConocoPhillips price target raised to $131 from $93 at Barclays 03/08/22 BofA ConocoPhillips downgraded to Neutral from Buy at BofA 03/07/22 RBC Capital ConocoPhillips price target raised to $120 from $110 at RBC Capital 02/11/22 Mizuho ConocoPhillips price target raised to $115 from $98 at Mizuho 02/03/22 ConocoPhillips reports 4Q EPS $2.27, consensus $2.18 11/02/21 ConocoPhillips reports Q3 EPS $1.77, consensus $1.50 03/09/22 UAE to encourage OPEC to raise oil production, FT reports 03/04/22 Biden administration mulls ban on U.S. imports of Russian crude, Bloomberg says 03/02/22 OPEC+ agrees to modest supply increase for April, Bloomberg reports 02/11/22 ConocoPhillips mulls $1B Permian Basin asset sale, Bloomberg reports 03/09/22 What You Missed On Wall Street On Wednesday 03/04/22 What You Missed On Wall Street On Friday 02/11/22 Wall Street in Fives - Must Read Lists for Friday 11/26/21 Wall Street in Fives - Must Read Lists for Friday 01/28/22 Unusual call flow in option market yesterday 01/27/22 Million dollar put block crossed in ConocoPhillips 01/06/22 ConocoPhillips call volume above normal and directionally bullish 11/29/21 Unusual call flow in option market yesterday
Conference/Events
22nd Annual Energy…
22nd Annual Energy Conference to be held in Las Vegas on March 21-23.Webcast Link
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03/01/22 SunPower, Landsea Homes sign multi-year exclusive agreement 02/16/22 Maxeon Solar announces new supply agreement with SunPower 02/10/22 TotalEnergies to purchase SunPower CIS business for $250M 02/07/22 Aemetis selects, signs definitive agreements with SunPower, Schneider Electric 03/11/22 PG&E, Ford collaborate on bidirectional EV charging technology in homes 02/17/22 Sunrun sees continued strong growth in 2022, 'gain significant market share' 02/02/22 Ford, Sunrun partner to advance home enrgy storage with F-150 Lightning truck 01/04/22 Sunrun appoints Manjula Talreja to board of directors 02/28/22 Phillips 66 adds 2050 target to greenhouse gas emissions reduction plans 02/07/22 Phillips 66, H2 Energy Europe to develop hydrogen refueling network in Europe 02/03/22 Phillips 66 EVP Herman sells 8,169 common shares 01/19/22 Phillips 66, Novonix sign lithium-ion battery development agreement $130.52 / +0.305 (+0.23%)
02/10/22 Piper Sandler declares special dividend of $4.50 p/s boosts quarterly to 60c 11/19/21 Piper Sandler board authorizes share repurchase up to $150M 10/29/21 Piper Sandler declares $3.00 per share special cash dividend 10/14/21 Piper Sandler to acquire research firm Cornerstone Macro, terms undisclosed 02/23/22 Sunnova Energy increasing 2022 customer additions guidance by 2,000 customers 02/01/22 Sunnova Energy, Generac announce expansion of strategic partnership 11/10/21 Sunnova Energy, Brinks Home enters exclusive partnership on home solutions 10/27/21 Sunnova sees FY22 adjusted EBITDA $117M-$137M 03/13/22 Fly Intel: Top five weekend stock stories 02/04/22 NOV Inc. falls -7.4% 11/18/21 NOV Inc. reinstates regular quarterly cash dividend of 5c per share 09/27/21 NOV Inc. announces retirement of Chief Accounting Officer 03/22/22 Itron, Duke Energy Florida collaborate to deploy DER Optimizer solution 03/15/22 Itron announces new contract with CUD to deploy Temetra 03/03/22 Itron announces collaboration with Utilismart 01/12/22 Itron signs contract to deploy Temetra HFC Now trades under DINO 03/14/22 HollyFrontier, Holly Energy Partners establish HF Sinclair Corporation 11/15/21 HollyFrontier chairman Myers buys 20,000 common shares 11/10/21 HollyFrontier names Tim Go president, COO 03/18/22 Halliburton suspends future business in Russia, winds down remaining operations 03/08/22 Halliburton awarded contract by Petrobel 03/01/22 Halliburton opens first oilfield specialty chemical facility in Saudi Arabai 01/24/22 Halliburton sees boosting dividend 'responsibly' over time 03/07/22 Chart receives additional limited notice to proceed for Cheniere project 03/01/22 Chart Industries receives FNTP for Venture Global's Plaquemines project 02/01/22 Ballard Power, Chart successfully test fuel cell powered by liquid hydrogen 02/01/22 Chart, Ballard successfully test a fuel cell powered by liquid hydrogen 03/15/22 FTC Solar says long-term market outlook remains strong 02/07/22 FTC Solar awarded contract by APA Group 02/22/22 Diamondback CEO Travis Stice assumes chairman role, Daniel Wesson named COO 01/24/22 BANGL JV adds Rattler Midstream as strategic partner 12/29/21 Viper Energy shortens period of special allocations to Diamondback 12/09/21 Diamondback Energy EVP Pantermuehl sells 10,000 common shares $189.12 / +3.605 (+1.94%)
03/21/22 Enphase Energy expands solar energy deployments in Spain 03/15/22 Enphase Energy acquires SolarLeadFactory 03/10/22 Enphase Energy expands battery storage in Wisconsin 03/07/22 Enphase Energy expands battery storage in Belgium 02/15/22 Devon declares $1.00 per share fixed-plus-variable dividend, ups fixed dividend 02/15/22 Devon Energy sees FY22 production 570,000-600,000 mboepd 02/15/22 Devon Energy sees Q1 production 560,000-580,000 boepd 02/14/22 Cooperman's Omega added Mirion, Discovery and Gan in Q4 03/07/22 Delek US to purchase $64M of its shares from Icahn Group 02/14/22 Icahn boosts Xerox, cuts Delek in Q4 12/22/21 Delek US announces partial sale program of Delek Logistics Partners units 12/15/21 Delek US, Delek Logistics announce 2022 capital spending budget $250M-$260M 03/22/22 Darling Ingredients CEO sells 50K shares of common stock 03/21/22 Darling announces selection by Chick-fil-A for cooking oil conversion project 01/12/22 Darling Ingredients' Rousselot brand partners with TIBI 12/28/21 Darling Ingredients to acquire Valley Proteins for $1.1B in cash 03/09/22 Sen. Warren working on windfall profits tax for Big Oil 02/17/22 ConocoPhillips completes purchase of additional 10% shareholding in APLNG 02/03/22 ConocoPhillips FY22 production view 1.75 MMBOED-1.79 MMBOED 01/25/22 Chesapeake names Josh Viets as COO 03/22/22 Baker Hughes collaborates with C3.ai, Accenture and Microsoft on IAM solutions 03/19/22 Baker Hughes suspends new investments for Russia operations 03/18/22 Baker Hughes reports U.S. rig count flat at 663 rigs 03/18/22 Baker Hughes reports U.S. rig count flat at 663 rigs 03/04/22 Array Technologies receives Nasdaq notification over delayed report 02/04/22 Biden extends tariffs on imported solar equipment another four years 12/20/21 Array Technologies appoints Thierry Marin-Martinod as CTO 11/26/21 USITC says tariffs on imported solar equipment continues to be necessary 03/14/22 APA Corp. closes two transactions, receives $1B of proceeds 03/14/22 APA Corp. commences cash tender offer for up to $500M of notes 03/09/22 Kinetik Holdings announces pricing of upsized secondary offering 03/07/22 APA Corp., LongPath Technologies expand methane emissions monitoring pact 03/10/22 Piper Sandler APA Corp. price target raised to $42 from $33 at Piper Sandler 02/24/22 Susquehanna APA Corp. price target lowered to $42 from $43 at Susquehanna 02/23/22 MKM Partners APA Corp. price target raised to $44 from $38 at MKM Partners 01/26/22 Mizuho APA Corp. price target raised to $38 from $33 at Mizuho 01/31/22 Goldman Sachs Array Technologies price target lowered to $20 from $24 at Goldman Sachs 01/24/22 Truist Array Technologies price target lowered to $14 from $27 at Truist 01/20/22 JPMorgan Array Technologies price target lowered to $32 from $38 at JPMorgan 01/18/22 Guggenheim Array Technologies resumed with a Neutral at Guggenheim 03/22/22 Goldman Sachs Baker Hughes downgraded to Buy from Conviction Buy at Goldman Sachs 03/18/22 UBS Baker Hughes price target raised to $43 from $28 at UBS 01/25/22 Barclays Baker Hughes price target raised to $31 from $30 at Barclays 01/21/22 Cowen Baker Hughes price target raised to $35 from $33 at Cowen 03/18/22 Barclays ConocoPhillips price target raised to $131 from $93 at Barclays 03/08/22 BofA ConocoPhillips downgraded to Neutral from Buy at BofA 03/07/22 RBC Capital ConocoPhillips price target raised to $120 from $110 at RBC Capital 02/11/22 Mizuho ConocoPhillips price target raised to $115 from $98 at Mizuho 03/14/22 Credit Suisse Darling Ingredients price target raised to $115 from $100 at Credit Suisse 01/25/22 Piper Sandler Darling Ingredients price target lowered to $97 from $107 at Piper Sandler 12/30/21 Credit Suisse Credit Suisse says Valley Proteins deal good for Darling Ingredients 12/17/21 Kansas City Capital Darling Ingredients upgraded to Outperform from Perform at Kansas City Capital 03/08/22 BofA Delek US upgraded to Neutral from Underperform at BofA 01/25/22 Piper Sandler Delek US price target lowered to $25 from $28 at Piper Sandler 01/12/22 Morgan Stanley Delek US price target lowered to $19 from $23 at Morgan Stanley 12/28/21 Cowen Delek US price target lowered to $19 from $20 at Cowen 03/18/22 Barclays Devon Energy price target raised to $73 from $51 at Barclays 03/02/22 Benchmark Benchmark downgrades trio of energy producers to Hold on valuation 03/02/22 Benchmark Devon Energy downgraded to Hold from Buy at Benchmark 02/23/22 Piper Sandler Devon Energy price target raised to $67 from $62 at Piper Sandler $189.12 / +3.605 (+1.94%)
03/14/22 Piper Sandler Enphase Energy price target raised to $237 from $227 at Piper Sandler 02/09/22 Craig-Hallum Craig-Hallum upgrades Enphase Energy to Buy with $241 price target 02/09/22 B. Riley Enphase Energy price target raised to $155 from $150 at B. Riley 02/09/22 Susquehanna Enphase Energy price target raised to $250 from $225 at Susquehanna 03/18/22 Barclays Diamondback Energy price target raised to $162 from $127 at Barclays 03/10/22 Piper Sandler Diamondback Energy price target raised to $163 from $142 at Piper Sandler 03/08/22 Scotiabank Diamondback Energy upgraded to Outperform from Sector Perform at Scotiabank 03/08/22 BofA Diamondback Energy downgraded to Neutral from Buy at BofA 03/16/22 BofA BofA edges up FTC Solar price target to $5, still sees downside risk 01/24/22 Roth Capital FTC Solar downgraded to Neutral from Buy at Roth Capital 01/24/22 Roth Capital FTC Solar downgraded to Neutral from Buy at Roth Capital 01/20/22 Credit Suisse FTC Solar price target lowered to $10 from $18 at Credit Suisse 03/11/22 BofA BofA shakes up oilfield services ratings with two upgrades, three downgrades 03/11/22 BofA Chart Industries upgraded to Buy from Neutral at BofA 03/01/22 Barclays Chart Industries price target lowered to $189 from $212 at Barclays 02/28/22 Wells Fargo Chart Industries price target lowered to $166 from $210 at Wells Fargo 01/25/22 RBC Capital Halliburton price target raised to $34 from $32 at RBC Capital 01/25/22 BMO Capital Halliburton price target raised to $32 from $29 at BMO Capital 01/25/22 Susquehanna Halliburton price target raised to $33 from $32 at Susquehanna 01/25/22 Citi Halliburton price target raised to $33 from $30 at Citi HFC Now trades under DINO 03/15/22 Credit Suisse HollyFrontier price target raised to $50 from $44 at Credit Suisse 03/08/22 BofA HollyFrontier upgraded to Buy from Neutral at BofA 02/24/22 Barclays HollyFrontier price target lowered to $32 from $37 at Barclays 02/24/22 Wells Fargo Wells Fargo upgrades HollyFrontier to Overweight, raises price target to $41 01/20/22 JPMorgan Itron price target lowered to $85 from $98 at JPMorgan 12/29/21 Raymond James Itron named 'contrarian, beaten-down' clean tech idea at Raymond James 12/20/21 Fly Intel: Top five analyst downgrades 12/20/21 Argus Itron downgraded to Hold from Buy at Argus 03/14/22 Citi NOV Inc. downgraded to Neutral from Buy at Citi 03/11/22 BofA NOV Inc. downgraded to Underperform from Buy at BofA 02/23/22 Goldman Sachs NOV Inc. downgraded to Sell from Neutral at Goldman Sachs 03/14/22 Piper Sandler Sunnova Energy price target lowered to $36 from $45 at Piper Sandler 03/10/22 Raymond James Sunnova Energy removed from Analyst Current Favorites List at Raymond James 02/28/22 Baird Sunnova Energy price target lowered to $46 from $56 at Baird 02/08/22 B. Riley Sunnova Energy price target lowered to $28 from $54 at B. Riley $130.52 / +0.305 (+0.23%)
02/11/22 Northland Piper Sandler price target lowered to $175 from $185 at Northland 01/11/22 Goldman Sachs Perella Weinberg Partners, Piper Sandler among top IB picks at Goldman 12/21/21 Northland Piper Sandler price target raised to $185 from $175 at Northland 12/02/21 Fly Intel: Top five analyst initiations 02/01/22 RBC Capital Phillips 66 price target raised to $101 from $97 at RBC Capital 01/31/22 Raymond James Phillips 66 price target raised to $104 from $100 at Raymond James 01/25/22 Piper Sandler Phillips 66 price target raised to $107 from $87 at Piper Sandler 01/12/22 Morgan Stanley Phillips 66 price target raised to $100 from $95 at Morgan Stanley 03/14/22 Piper Sandler Sunrun price target lowered to $41 from $57 at Piper Sandler 02/18/22 BMO Capital Sunrun price target lowered to $42 from $57 at BMO Capital 02/18/22 Morgan Stanley Morgan Stanley 'encouraged' by Sunrun's 2022 outlook and margin trajectory 02/18/22 Wolfe Research Sunrun price target lowered to $43 from $50 at Wolfe Research 03/14/22 Piper Sandler SunPower price target raised to $20 from $19 at Piper Sandler 02/17/22 Baird SunPower price target lowered to $20 from $34 at Baird 02/15/22 UBS SunPower upgraded to Neutral from Sell at UBS 01/31/22 Goldman Sachs SunPower price target lowered to $17 from $24 at Goldman Sachs 02/16/22 SunPower sees net income of $85M-$105M in 2022 on GAAP basis 02/16/22 SunPower reports Q4 adjusted EPS (7c), consensus 4c 02/16/22 Notable companies reporting after market close 01/20/22 SunPower sees Q4 adjusted EBITDA at low end of prior guidance rance 02/17/22 Sunrun reports Q4 EPS (19c), consensus (2c) 02/17/22 Notable companies reporting after market close 11/04/21 Sunrun reports Q3 EPS 11c, consensus 1c 11/04/21 Notable companies reporting after market close 01/28/22 Phillips 66 reports Q4 adjusted EPS $2.94, consensus $1.95 10/29/21 Phillips 66 reports Q3 adjusted EPS $3.18, consensus $1.95 $130.52 / +0.305 (+0.23%)
02/10/22 Piper Sandler reports Q4 EPS $7.84, consensus $5.23 10/29/21 Piper Sandler reports Q3 adjusted EPS $4.55, consensus $3.77 02/23/22 Sunnova Energy reports Q4 EPS (13c), consensus (26c) 10/27/21 Sunnova reports Q3 EPS (25c), consensus (13c) 02/03/22 NOV Inc. reports Q4 EPS (10c), consensus (4c) 10/26/21 NOV reports Q3 EPS (18c), consensus (9c) 02/28/22 Itron sees FY22 EPS $1.25-$1.75, consensus $2.12 02/28/22 Itron reports Q4 EPS 75c, consensus 19c 11/04/21 Itron reports Q3 EPS 21c, consensus 18c HFC Now trades under DINO 02/23/22 HollyFrontier reports Q4 adjusted EPS (11c), consensus (8c) 11/03/21 HollyFrontier reports Q3 adjusted EPS $1.28, consensus 77c 01/24/22 Halliburton reports Q4 adjusted EPS 36c, consensus 34c 10/19/21 Halliburton reports Q3 adjusted EPS 28c, consensus 27c 02/24/22 Chart Industries backs FY22 adjusted EPS view $5.25-$6.50, consensus $5.31 02/24/22 Chart Industries reports Q4 adjusted EPS 73c, consensus 69c 10/21/21 Chart Industries sees FY22 adjusted EPS $5.25-$6.50, consensus $5.65 10/21/21 Chart Industries sees FY21 adjusted EPS $2.75-$3.10, consensus $3.78 03/15/22 FTC Solar reports Q4 non-GAAP EPS (66c), consensus (13c) 03/02/22 FTC Solar reaffirms 2022 revenue view $415M-$460M, consensus $434.39M 01/18/22 FTC Solar sees FY22 revenue $415M-$460M, consensus $537.04M 11/10/21 FTC Solar sees Q4 revenue $70M-$80M, consensus $129M 02/22/22 Diamondback Energy reports Q4 EPS $3.63, consensus $3.39 $189.12 / +3.605 (+1.94%)
02/08/22 Enphase Energy sees Q1 revenue $420M-$440M, consensus $409.03M 02/08/22 Enphase Energy reports Q4 EPS 73c, consensus 58c 02/08/22 Notable companies reporting after market close 10/26/21 Enphase Energy sees Q4 revenue $390M-$410M, consensus $370.79M 02/15/22 Devon Energy reports Q4 adjusted EPS $1.39, consensus $1.24 11/02/21 Devon Energy reports Q3 EPS $1.24, consensus 93c 02/23/22 Delek US reports Q4 adjusted EPS (61c), consensus (74c) 11/04/21 Delek US reports Q3 adjusted EPS 13c, consensus (35c) 02/28/22 Darling Ingredients reports Q4 EPS 94c, consensus 88c 02/28/22 Notable companies reporting after market close 11/09/21 Notable companies reporting after market close 11/09/21 Darling Ingredients reports Q3 adjusted EBITDA $230M 02/03/22 ConocoPhillips reports 4Q EPS $2.27, consensus $2.18 11/02/21 ConocoPhillips reports Q3 EPS $1.77, consensus $1.50 01/20/22 Baker Hughes reports Q4 EPS 25c, consensus 28c 10/20/21 Baker Hughes reports Q3 EPS 16c, consensus 21c 11/11/21 Array Technologies reports Q3 adjusted EPS (7c), consensus (5c) 11/11/21 Notable companies reporting after market close 02/22/22 APA Corp. reports Q4 adjusted EPS $1.29, consensus $1.57 11/03/21 APA Corp. reports Q3 adjusted EPS 98c, consensus 92c
