Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids; markets and transports oil and gas; produces gas-to-liquids fuels and other products; and operates upstream and midstream infrastructure necessary to deliver gas to market. The company also markets and trades natural gas, liquefied natural gas (LNG), crude oil, electricity, carbon-emission rights; and markets and sells LNG as a fuel for heavy-duty vehicles. In addition, it trades in and refines crude oil and other feed stocks, such as low-carbon fuels, lubricants, bitumen, sulphur, gasoline, diesel, aviation fuel, and marine fuel; produces and sells petrochemicals for industrial use; and manages oil sands activities. Further, the company produces base chemicals comprising ethylene, propylene, and aromatics, as well as intermediate chemicals, such as styrene monomer, propylene oxide, solvents, detergent alcohols, ethylene oxide, and ethylene glycol. Additionally, it generates electricity through wind and solar resources; produces and sells hydrogen; and provides electric vehicle charging services. The company was formerly known as Royal Dutch Shell plc and changed its name to Shell plc in January 2022. Shell plc was founded in 1907 and is headquartered in London, the United Kingdom.

Shell выглядит как качественный крупный энергетический бизнес, но без признаков сильного ускорения, которое обычно оправдывает более агрессивную переоценку. По мультипликаторам компания заметно дешевле отрасли: P/E, P/S, P/B и P/FCF находятся ниже медианы, что указывает на потенциальную недооценку и поддерживает инвестиционный кейс. При этом сама динамика оценочных коэффициентов за последние кварталы в целом стабильна, а не улучшается резко, поэтому рынок, вероятно, уже учитывает часть фундаментальной силы. Рентабельность остаётся умеренной: ROE, ROA, ROI и доходность на материальный капитал ниже отраслевых ориентиров, а маржи прибыли, операционная и валовая, также существенно слабее медианы сектора. Это важный сдерживающий фактор, потому что для нефтегазовой компании именно устойчивость маржи и возврат на капитал определяют качество прибыли в цикле. С другой стороны, долговая нагрузка выглядит комфортно: debt/equity ниже отрасли, current ratio выше медианы, а quick ratio близок к нейтральному уровню, что снижает риск финансового давления. Абсолютные показатели прибыли и выручки остаются очень крупными, а net income, operating income и EBITDA подтверждают масштаб бизнеса и способность генерировать денежный поток. Однако по динамике видно, что активы, денежные остатки и собственный капитал постепенно снижаются, что говорит о более осторожной траектории баланса и ограничивает аргумент в пользу повышения оценки. Дивидендная доходность выглядит скромной и не даёт сильного дополнительного импульса для переоценки, особенно на фоне более привлекательных доходностей у части энергетических peers. В сумме фундаментал скорее поддерживает текущий прогноз, чем требует его повышения: компания выглядит недорогой и финансово устойчивой, но качество рентабельности и тренды по балансу не настолько сильны, чтобы оправдать заметный апсайд в оценке. Для инвестора это история про крупный, относительно дешёвый и дисциплинированный бизнес с умеренным потенциалом переоценки, а не про быстрорастущий актив.

Shell PLC

Сильный индекс, незначительно упал. Быки в растерянности.

Strong index, slightly down. The bulls are confused.

Сильный индекс, значительно упал. Рынок не поддерживает быков.

Strong index, significantly down. The market does not support the bulls.

Средний индекс, значительно упал. Отток средств из лонгов резко увеличился и находится на высоком уровне.

Medium index, significantly down. The outflow of funds from longs has increased sharply and is at a high level.

Shell выглядит недорогой по мультипликаторам и устойчивой по балансу, но слабые маржи и ROE/ROA ограничивают потенциал более сильной переоценки.

Key Points
C3.ai offers a suite of 40 ready-made applications to accelerate the adoption of artificial intelligence (AI) for enterprises.
A major disruption to the company's management team last year continues to impact sales.
C3.ai stock looks cheap at face value, but the company's shrinking revenue could lead to more downside for investors.
Artificial intelligence (AI) has already created trillions of dollars worth of value for investors, but not every stock in this space has been a winner. C3.ai (NYSE: AI), for instance, is down 21% so far in 2026, as investors digest the company's declining revenues and ballooning losses.
Last September, C3.ai founder Thomas Siebel stepped down from his role as chief executive officer (CEO) to deal with health issues. He played a pivotal role in attracting new customers and maintaining relationships with existing ones, so his departure led to a sharp decline in the company's sales.
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However, Siebel returned to the CEO role on May 8 and is laser-focused on getting C3.ai back on track, so should investors buy the stock while it's still trading in the red for 2026, or is more downside ahead?
Helping enterprises unlock the power of AI
Developing AI software from scratch requires billions of dollars' worth of data center infrastructure, and a significant amount of technical expertise. The average business simply doesn't have those resources, so many of them choose to work with third-parties like C3.ai instead.
C3.ai offers a portfolio of 40 ready-made AI applications that can be customized to suit the needs of enterprises in a variety of industries, accelerating their adoption of this revolutionary technology. As an example, oil and gas giant Shell uses C3.ai's apps to monitor thousands of items of equipment so it can conduct preventative maintenance and even predict failures, which minimizes downtime.
Retailers can also use apps like C3.ai Inventory Optimization, which analyzes variations in customer demand to ensure they are ordering precisely enough products, which limits waste. Banks and financial institutions can use the C3.ai Anti-Money Laundering app to identify suspicious transactions with greater accuracy than human-led processes.
Enterprises can access C3.ai's suite of apps through all major cloud providers, including Amazon Web Services, Microsoft Azure, and Alphabet's Google Cloud. This allows them to seamlessly integrate AI into their existing digital environments, and it means they can tap into the data center computing capacity on offer from their cloud provider to scale their usage as necessary.
C3.ai expects sales to continue declining
C3.ai generated $250.3 million in revenue during fiscal 2026 (ended April 30), which was a whopping 35% decline from the prior year. Stephen Ehikian, who served as CEO in Siebel's absence, initiated a complete restructure of the company to limit the damage from the sharp decline in sales.
Unfortunately, his efforts couldn't prevent a $470.4 million loss at the bottom line in fiscal 2026, which was 63% higher than the company's loss in fiscal 2025. With just $575.4 million in cash, equivalents, and marketable securities on hand at the end of the fiscal year, C3.ai simply can't afford another blowout loss in fiscal 2027, so it slashed roughly 35% of its workforce.
While this will reduce costs and stop some of the bleeding, it will also have negative implications for the company's ability to grow. As a result, management is forecasting revenue of between $210 million and $240 million in fiscal 2027, which would be a year-over-year decline even at the high end of the range.
C3.ai stock looks cheap, but that doesn't mean it's a buy
C3.ai stock currently trades at a price-to-sales (P/S) ratio of 6.1, which is below its five-year average of 10.5, so it looks like a good value from that perspective. But because the company's revenue is forecast to shrink in fiscal 2027, its forward P/S ratio is 6.9, so the stock actually looks more expensive when looking into the future.
This is precisely why most investors won't buy into a shrinking business -- it can actually get more expensive over time even if its stock price is falling. It's too early to say whether Siebel can turn C3.ai around over the long term, but all we know for sure is that investors will have to endure at least one more year of declining sales, which makes this a very tough investment.
In summary, a beaten-down stock isn't always a cheap stock. C3.ai will have to prove it can return to growth in a sustainable way before I would consider buying its stock.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

C3.ai Stock Is Down 21% in 2026. Should You Buy the Dip, or Run for the Hills?

(RTTNews) - Shell plc (SHEL), the British petroleum company, Friday announced that it is pausing its $3 billion share repurchase program from and including, June 12, until including the market close of July 14.
The suspension comes after ARC Resources Ltd. published its shareholder circular and due to related securities law requirements, that apply to Shell.
Further, the petroleum company will update if the suspension extends beyond the dates set out.
In pre-market activity, SHEL shares were trading at $85.06, down 0.91% on the New York Stock Exchange.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Shell Pauses $3 Bln Share Buyback Program

Shell plc SHEL has reportedly taken a significant step in re-establishing its presence in Venezuela by signing five agreements with the Venezuelan government to advance strategic oil and gas projects. The agreements mark a new phase in the relationship between the energy giant and the South American nation, highlighting the company’s growing role in Venezuela’s efforts to revitalize its energy sector and attract foreign investment.
The latest deals build on preliminary agreements signed earlier in the year and reinforce Shell’s position as one of the first major international energy companies to capitalize on the country’s renewed investment opportunities.
Loran Gas Field Takes Center Stage
At the heart of the agreements is Shell’s participation in the Loran offshore gas field, a massive reservoir estimated to hold approximately 7 trillion cubic feet (Tcf) of natural gas. The field extends across maritime boundaries shared by Venezuela and Trinidad and Tobago, making it one of the region’s most strategically important gas developments.
Venezuelan officials described the agreement as a historic milestone, as it advances the first phase of the Loran field’s development plan. The project is expected to play a critical role in unlocking Venezuela’s vast offshore gas resources and strengthening regional energy cooperation.
Supporting Venezuela’s Gas Export Ambitions
The Loran project, alongside the 4.2-Tcf Dragon gas field in which Shell is also involved, is expected to pave the way for Venezuela’s entry into offshore gas exports. Initial supplies are expected to be transported to Trinidad and Tobago, where the gas can be processed into liquefied natural gas (LNG) for international markets.
This development could create a new revenue stream for Venezuela while helping monetize the country’s substantial untapped gas reserves. For Shell, the projects offer access to significant long-term gas resources in a region with growing export potential.
Broader Energy Cooperation Beyond Gas
The agreements extend beyond offshore gas development. Shell and Venezuela also reached a technical alliance aimed at expanding production from oilfields in Monagas North. Another pact focuses on procuring equipment and parts designed to reduce gas flaring, supporting operational efficiency and environmental performance.
Additionally, increased oil production linked to Shell’s activities is expected to improve the availability of diluents used in producing Venezuela’s flagship Merey crude blend and supplying domestic refineries.
Broader Industry Implications
The agreements come amid broader geopolitical and economic shifts, including efforts to revitalize Venezuela’s energy sector. They are among the first major expansion deals following reforms aimed at attracting international capital.
At the same time, BP p.l.c. BP is also expected to participate in the Loran gas field and the adjacent Cocuina-Manakin offshore gas project under separate agreements signed with the Venezuelan government in April. BP already has exposure to the region through its Manakin-Cocuina exploration and production license, awarded in 2024. However, U.S. approvals were revoked, prompting BP to lobby for reinstatement.
Chevron Corporation’s CVX joint ventures with PDVSA are already producing approximately 260,000 barrels per day — about a quarter of Venezuela’s total output. In April, CVX also signed an asset swap agreement with PDVSA, expected to support a potential 50% increase in production over the next two years within its existing footprint.The restructuring also positions Chevron to compete more effectively as Venezuela opens its energy sector to increased foreign investment following regulatory reforms.
A Strategic Win for Shell
The latest agreements elevate Shell, currently carrying a Zacks Rank #3 (Hold), to one of the most important partners of Venezuela’s state-owned energy company, PDVSA. Having previously scaled back operations and closed offices in the country, Shell is now emerging as a key participant in some of Venezuela’s most significant energy projects.
With the Loran and Dragon developments moving forward, the company is positioning itself to benefit from future gas exports while strengthening its presence in a resource-rich region undergoing a gradual energy-sector revival. The agreements underscore Shell’s commitment to pursuing attractive growth opportunities and expanding its role in the evolving global energy landscape.
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Shell's Venezuela Return Gains Momentum With Loran Gas Deal

Key Points
Oil prices have spiked this year due to the war with Iran.
While oil prices could fall when the Strait of Hormuz reopens, Shell's CEP believes that rising demand should push them higher over the next five to 10 years.
Oil companies that invest in oil exploration now should benefit from rising demand and prices.
Oil prices have surged this year amid the conflict with Iran. Brent oil, the global benchmark price, has risen more than 50%, jumping from around $60 a barrel to more than $90. On a positive note, Brent is currently well below its peak of nearly $120 a barrel, reached in the early days of the war. Crude has cooled off amid hopes that the U.S. and Iran will reach a peace deal that includes reopening the Strait of Hormuz.
Many people outside the oil industry believe oil prices will decline rapidly once the Strait reopens and remain low in the coming years. However, the CEO of global oil giant Shell (NYSE:SHEL) has a different view. He expects oil prices to continue rising long after the war ends. Here’s why and what that means for oil stocks.
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Image source: Getty Images.
Upside pressure over the longer term
Shell’s CEO, Wael Sawan, believes oil and gas prices will keep rising well after the current Middle East conflict ends. That’s largely due to the expectation that global oil demand will continue to grow. As a result, oil companies will need to continue developing new supplies to offset production declines and depletions in legacy oil fields.
That poses a problem. Sawan told attendees at the Wall Street Journal Leadership Institute CEO Summit that while the oil industry can currently meet global demand (once the Strait reopens), it will be more challenging going forward. That’s because “all the easy oil and gas has been found.” As a result, oil companies will need to pursue resources that are currently uneconomic to explore and develop. Prices will need to rise to make it profitable to tap into the resources the economy will need in the future. That drives his view that “prices are going to move up, [which is] the story of five to 10 years [ahead].”
The importance of exploration
Shell is already investing money to help support future demand growth. The company aims to add 1 million barrels of oil equivalent (BOE) per day to its output by 2030 through the commissioning of new projects. Additionally, it’s looking at future opportunities to expand its output. For example, the company acquired acreage in Angola and South Africa to explore for new resources. It’s also evaluating opportunities in Kuwait and Venezuela. These investments will enable Shell to meet future global supply needs and capitalize on rising prices.
Most other major oil companies are also investing to find and develop future supply. For example, last August, ExxonMobil (NYSE:XOM) acquired a large block offshore Trinidad and Tobago (UD1). It’s next to the company’s Stabroek block in Guyana, where it made 30 discoveries totaling 11 billion BOE. ExxonMobil recently sold a 10% interest in UD1 to Occidental Petroleum (NYSE:OXY), which will now help fund its portion of the exploration and development costs. Exxon initially plans to invest $42 million in seismic testing and exploration wells, which could pave the way for nearly $22 billion in future investment to develop the field. UD1 could be a major growth driver for these oil companies, enabling them to capitalize on rising demand and prices.
Meanwhile, Occidental, along with partners Chevron and Woodside Energy, recently made an oil discovery at their Bandit prospect in the Gulf of Mexico (also known as the Gulf of America in the U.S.). Bandit is near another Occidental-operated facility, which it could tie into in support of its future development. Occidental also signed a 15-year extension of an agreement in Oman last year to tap a potential resource of more than 800 million barrels. These moves will further enhance Occidental’s ability to capitalize on the growth ahead in the oil industry.
Oil could be much higher in the future
Oil prices could fall in the near term once the Strait of Hormuz reopens. However, Shell’s CEO sees them rising over the longer term, due to growing demand. That bodes well for oil companies actively exploring for new resources, as it will give them the fuel to grow production and capitalize on higher future prices. This outlook makes oil stocks look like a compelling long-term investment.
Should you buy stock in Shell Plc right now?
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Matt DiLallo has positions in Chevron. The Motley Fool has positions in and recommends Chevron. The Motley Fool recommends Occidental Petroleum. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Shell’s CEO Warns That Oil Prices Will Continue Rising Long After the War Ends. Here’s What That Means for Oil Stocks.

Shell plc SHEL and the Republic of Kazakhstan have entered a partnership to create a cutting-edge geoscience information platform, according to upstreamonline. This initiative is designed to consolidate and reinterpret decades of geological and geophysical data, positioning Kazakhstan as a prime destination for exploration investment in the Central Asian hydrocarbon sector.
Strategic Cooperation for Hydrocarbon Exploration
The Kazakhstan Ministry of Energy, in collaboration with the National Geological Service, announced the signing of a memorandum of cooperation with Shell, which is a British multinational integrated oil and gas company.
The agreement aims to establish a digital platform capable of managing, processing, and analyzing extensive geological datasets accumulated during the Soviet era and over the 35 years following Kazakh independence. By leveraging Shell’s advanced analytics tools, the platform will enable a more accurate identification of potential oil and gas reservoirs.
Harnessing Historical & Modern Data
Kazakhstan has amassed an enormous volume of geological and geophysical data, yet much of it has remained underutilized. The new digital geoscience system will integrate historical datasets with modern exploration insights, allowing for sophisticated reinterpretation of subsurface structures. This approach mirrors successful models implemented by Norway, the U.K., Australia and Brazil, where national geoscience platforms have significantly enhanced exploration efficiency and attracted private sector investment in mature hydrocarbon basins.
Capacity Building & Knowledge Transfer
A core element of the partnership is capacity building for Kazakh professionals. Local geoscientists will receive training in digital data management, interpretation techniques and advanced subsurface analysis, ensuring the sustainable development of expertise within Kazakhstan’s energy sector. By equipping domestic talent with global-standard tools, the initiative fosters long-term self-reliance in hydrocarbon exploration while enhancing operational efficiency.
Unlocking Untapped Exploration Potential
Despite efforts over the past five years to auction small, mid-size and large exploration blocks, Kazakhstan has seen limited uptake from domestic investors. Interest has predominantly focused on smaller acreages or rehabilitating legacy oilfields.
The collaboration with Shell introduces international expertise, advanced technological frameworks and a systematic approach to data analysis, positioning Kazakhstan to unlock previously unidentified hydrocarbon reserves in both mature and frontier basins.
Enhancing Subsurface Understanding With Advanced Technology
The proposed platform leverages Shell’s global subsurface knowledge, offering analytical capabilities that go beyond traditional exploration methods. By digitizing and integrating historical hydrocarbon datasets, the system will allow for enhanced predictive modeling, improved drilling accuracy and a deeper understanding of geological formations. These tools are expected to accelerate exploration decisions, reduce operational risks and attract private and international investment to Kazakhstan’s energy sector.
Long-Term Strategic Commitment
Shell’s involvement follows recent developments in the Karachaganak oilfield arbitration case, highlighting the supermajor’s continued interest in Kazakhstan’s hydrocarbon sector despite interim investment pauses. Senior vice president of Shell Kazakhstan, Suzanne Coogan, emphasized that the memorandum demonstrates Shell’s long-term commitment, stating that advanced technologies and international expertise will be crucial in unlocking additional resource potential.
Implications for National Energy Security
Kazakhstan currently relies heavily on three major oil fields — Tengiz, Kashagan and Karachaganak — for more than 70% of its production, all of which are operated by Western majors. The development of a geoscience information platform represents a strategic step toward diversifying exploration targets and reducing the dependency on existing mega-fields. By integrating historical and modern datasets, the country can systematically evaluate undiscovered reserves, enhancing energy security and economic resilience.
Global Benchmarking & Investment Attraction
Countries with integrated digital geoscience platforms have consistently attracted higher levels of investment in hydrocarbon exploration. Kazakhstan’s adoption of a similar framework is expected to position it as a regional leader in exploration technology adoption, facilitating data-driven decision-making for investors and increasing the economic viability of new projects.
Conclusion: Transformative Era for Kazakh Hydrocarbon Exploration
The partnership between Shell and Kazakhstan signals a transformative era for the country’s hydrocarbon sector. By combining historical insights, cutting-edge digital tools and international expertise, Kazakhstan is set to enhance exploration efficiency, attract global investment and unlock untapped oil and gas reserves. This initiative not only strengthens the country’s geoscience capabilities but also positions Kazakhstan as a competitive destination for hydrocarbon exploration in Central Asia.
SHEL's Zacks Rank & Key Picks
Currently, SHEL has a Zacks Rank #3 (Hold),
Investors interested in the energy sector might look at some better-ranked stocks like Imperial Oil IMO, Murphy USA MUSA and Marathon Petroleum MPC, sporting a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Imperial Oil is valued at $59.26 billion. It is a major Canadian petroleum company involved in crude oil production, refining and fuel distribution, with operations concentrated in Canada. A majority-owned subsidiary of ExxonMobil, Imperial Oil benefits from advanced technology and expertise while maintaining a strong presence in Canada's energy sector.
Murphy USA is valued at $10.09 billion. Murphy USA is one of the largest independent gasoline and convenience store retailers in the United States, operating a network of stores primarily located near Walmart locations. The company focuses on offering low-cost fuel and everyday convenience products, supported by a strong loyalty program and disciplined capital-allocation strategy.
Marathon Petroleum is valued at $77.7 billion. It is one of the largest downstream energy companies in the United States, operating extensive refining, transportation and fuel marketing networks. Through its refining assets and retail fuel brands, Marathon Petroleum supplies gasoline, diesel and other petroleum products to consumers and businesses nationwide.
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Shell Teams Up With Kazakhstan to Advance Geoscience Platform

In the latest trading session, Shell (SHEL) closed at $85.40, marking a -1.53% move from the previous day. The stock outperformed the S&P 500, which registered a daily loss of 2.65%. On the other hand, the Dow registered a loss of 1.35%, and the technology-centric Nasdaq decreased by 4.18%.
The oil and gas company's stock has climbed by 2.96% in the past month, exceeding the Oils-Energy sector's loss of 3.06% and lagging the S&P 500's gain of 5.47%.
Investors will be eagerly watching for the performance of Shell in its upcoming earnings disclosure. The company is expected to report EPS of $2.91, up 104.93% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $104.4 billion, up 57.13% from the prior-year quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $10.28 per share and revenue of $392.21 billion. These totals would mark changes of +63.17% and +43.29%, respectively, from last year.
Investors should also pay attention to any latest changes in analyst estimates for Shell. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 3.16% higher. Shell is currently a Zacks Rank #3 (Hold).
In terms of valuation, Shell is presently being traded at a Forward P/E ratio of 8.44. This represents a premium compared to its industry average Forward P/E of 8.23.
It is also worth noting that SHEL currently has a PEG ratio of 0.46. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. By the end of yesterday's trading, the Oil and Gas - Integrated - International industry had an average PEG ratio of 0.58.
The Oil and Gas - Integrated - International industry is part of the Oils-Energy sector. Currently, this industry holds a Zacks Industry Rank of 26, positioning it in the top 11% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
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Shell (SHEL) Stock Moves -1.53%: What You Should Know

Over the past month, shares of Chevron Corporation CVX have outpaced both its sub-industry and the broader energy sector. The stock gained 1.7%, outperforming the sub-industry’s 0.8% gain, while the energy sector declined 0.5% during the same period.
Image Source: Zacks Investment Research
While market concerns over oil demand, fluctuating crude prices and shifting geopolitical developments have weighed on investor sentiment, Chevron continues to stand out as one of the world's strongest integrated energy giants. The company's industry-leading shareholder returns, high-quality asset portfolio, strong balance sheet, operational resilience and positive earnings estimates provide a solid foundation for sustainable growth. Moreover, ongoing volatility in global energy markets, leading to high oil prices, has created an opportunity for investors to acquire shares of a high-quality energy leader that has low breakevens. For those seeking a combination of stability, income generation and long-term upside potential, Chevron's current strength could represent an appealing entry point into a company well-positioned to benefit from future energy demand and production growth. For investors seeking energy exposure in 2026, CVX is increasingly difficult to ignore.
Industry-Leading Shareholder Returns and Financial Discipline
Chevron maintains an exceptional commitment to shareholder returns, backed by a disciplined financial framework. The company has increased its dividend for 39 consecutive years, demonstrating resilience across multiple commodity downturns when several competitors reduced payouts. Management remains focused on four clear priorities: growing the dividend, investing capital efficiently, maintaining a strong balance sheet and repurchasing shares through the cycle. Chevron expects free cash flow to continue growing at a double-digit rate under conservative oil price assumptions, providing ample support for future dividend growth and buybacks. The company's dividend yield of 3.8% is particularly attractive, demonstrating strength against peers like Shell plc SHEL and Exxon Mobil Corporation XOM, which offer a lower yield comparatively. CVX also repurchased shares even during periods of market stress, highlighting management's confidence in the business. This long-standing capital allocation discipline makes the company attractive for investors seeking a combination of income, stability and long-term value creation.
CVX’s Attractive Dividend Yield
Image Source: Zacks Investment Research
High-Quality Asset Portfolio Driving Visible Growth Through 2030
Chevron possesses one of the industry's most diversified and resilient asset portfolios, providing strong visibility into future earnings and production growth. The company reported robust operational momentum across key assets, including U.S. production exceeding 2 million barrels of oil equivalent per day, Tengiz production above 1 million barrels per day, and LNG facilities operating at full capacity. Management reiterated expectations for 7%-10% production growth in 2026 while targeting more than 10% growth in adjusted free cash flow and earnings per share through 2030. Importantly, these targets are supported by assets already producing today rather than relying on speculative future projects. This combination of operational scale, resource depth and visible growth creates a compelling long-term investment case.
Image Source: Chevron Corporation
Strong Balance Sheet and Operational Resilience in an Uncertain Energy Market
Chevron's financial strength and geographic diversification position it exceptionally well to navigate global energy market disruptions. Despite heightened geopolitical tensions in 2026, the company continued generating strong cash flow, maintained its capital spending plans and reaffirmed long-term growth targets. Less than 5% of Chevron's portfolio is directly exposed to the Middle East, limiting operational risks from regional instability. At the same time, higher oil prices and tightening global energy supplies could provide meaningful upside to earnings and cash flows. Management continues to emphasize capital efficiency, cost reductions and balance sheet strength rather than chasing short-term growth opportunities. Chevron is also on track to achieve $3-$4 billion in structural cost reductions by year-end, which should further improve profitability. For investors seeking exposure to global energy markets without excessive operational risk, the company's resilient business model, conservative management approach and strong financial position make it a compelling investment choice.
A Positive 2026 Earnings Estimate
The Zacks Consensus Estimate for CVX’s 2026 earnings is pegged at $15.74 per share, indicating 115.9% year-over-year growth. The positive earnings estimate outlook makes the stock attractive for investors.
In comparison to Chevron, the Zacks Consensus Estimate of its peer companies — namely Shell and Exxon Mobil — indicates 63.2% and 66.8% growth, respectively.
Image Source: Zacks Investment Research
Final Verdict
Chevron presents a compelling long-term investment case as the company combines industry-leading shareholder returns, including 39 consecutive years of dividend growth and a strong 3.8% dividend yield, with a disciplined capital allocation strategy. Its high-quality asset base — spanning the Permian Basin, Tengiz, and world-class LNG operations — supports visible production, earnings and free cash flow growth through 2030. Chevron’s strong balance sheet, low-cost operations and limited exposure to geopolitical risk, in contrast to peers — Shell and Exxon Mobil — enhance its resilience in volatile energy markets. Additionally, management’s focus on cost reductions and operational efficiency, coupled with expectations for triple-digit earnings growth in 2026, strengthens the investment outlook. Overall, Chevron, currently sporting a Zacks Rank #1 (Strong Buy), offers an attractive mix of income, stability and long-term growth potential, making it a strong investment candidate for patient investors.
You can see the complete list of today’s Zacks #1 Rank stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

CVX Stock Outpaces Industry in a Month: Should Investors Stay Bullish?

Shell plc SHEL has taken a significant step forward in the development of LNG Canada's proposed Phase Two expansion, signaling continued confidence in the long-term outlook for global liquefied natural gas demand. According to upstreamonline, the company, through the LNG Canada joint venture, has issued a limited notice to proceed to its lead contractors, allowing preliminary work to begin ahead of a potential final investment decision expected later in 2026.
This move represents an important milestone for one of North America's most prominent LNG export projects. Located in Kitimat, British Columbia, LNG Canada has already established itself as a strategic gateway connecting Canada's vast natural gas resources to international markets. With Phase One successfully reaching first LNG production and delivering its inaugural cargo in 2025, attention has increasingly shifted toward the project's next stage of growth.
LNG Canada Targets Significant Production Growth
The proposed Phase Two expansion would double LNG Canada's production capacity from 14 million tons to 28 million tons per annum. Such an increase would strengthen Canada's position in the global LNG sector at a time when energy-importing nations continue seeking reliable and diversified sources of natural gas.
The limited notice to proceed enables early planning activities that will help prepare the project for a future investment decision. These activities typically include engineering preparation, procurement planning, workforce mobilization strategies and project scheduling. By initiating these processes early, LNG Canada aims to maintain momentum while evaluating the commercial and market conditions necessary to support full project approval.
The decision to advance preliminary work reflects growing confidence among project partners regarding the long-term role of LNG in the global energy landscape. Demand growth across Asia and other international markets continues to support investment in large-scale export infrastructure capable of delivering stable supplies over multiple decades.
Fluor and JGC Continue Their Role in Project Development
The engineering and construction partnership between Fluor Corporation and JGC Corporation remains central to LNG Canada's expansion plans. The joint venture previously delivered key engineering, procurement, fabrication management, construction and commissioning services during Phase One.
Their successful execution of the initial development phase has provided LNG Canada with an experienced team already familiar with the project's technical requirements, operating environment and logistical complexities. The continuity offered by retaining the same lead contractors is expected to support efficiency and reduce project execution risks as planning progresses.
According to Fluor, the notice allows the joint venture to begin essential activities that will support LNG Canada's evaluation process leading up to a final investment decision. This early engagement shows the project's commitment to maintaining readiness should approval be granted.
Shell Strengthens Access to Canadian Natural Gas Resources
The expansion strategy is supported by Shell's broader efforts to increase its exposure to Canadian natural gas assets. A major development occurred with the company's acquisition of Arc Resources AETUF, a transaction valued at approximately $16.4 billion.
The acquisition enhances Shell's access to natural gas reserves within the Montney formation, one of Canada's most productive and strategically important resource plays. Industry observers have highlighted the deal as a significant step toward securing long-term feed gas supplies for LNG Canada.
Access to reliable upstream resources is a critical component of any LNG export project. By strengthening its position within the Montney region, Shell is improving supply security while creating additional flexibility to support production growth. The acquisition also reinforces the integration between resource development and LNG export operations, providing greater control across the value chain.
Coastal GasLink Expansion Supports Growth
A successful expansion of LNG Canada will require corresponding enhancements to supporting infrastructure, particularly the Coastal GasLink pipeline system. The pipeline serves as the crucial transportation link connecting natural gas production areas in Western Canada with the LNG export terminal in British Columbia.
Recognizing the importance of this infrastructure, Shell recently awarded a front-end engineering and design contract related to the proposed next phase of Coastal GasLink development. The work will evaluate the requirements necessary to transport increased volumes of natural gas to support additional LNG production capacity.
Pipeline expansion is expected to play a key role in ensuring operational reliability and maintaining the efficiency of LNG Canada's integrated supply chain. The combination of upstream resource access, transportation infrastructure and export capacity forms the foundation of the project's long-term growth strategy.
Strong Partnership Structure Supports LNG Canada's Ambitions
LNG Canada benefits from the backing of several major international energy companies. Shell holds a 40% interest in the venture, making it the largest shareholder. The remaining ownership is divided among Petronas, PetroChina, Mitsubishi Corporation and KOGAS.
This diverse ownership structure provides access to global expertise, financial strength and extensive LNG marketing networks. The participation of major Asian energy companies is particularly important, as it strengthens connections with some of the world's largest LNG-consuming markets.
The consortium model has helped LNG Canada attract investment while ensuring broad commercial support across multiple regions. As global competition for LNG supply intensifies, the project's strong partnership base remains a significant competitive advantage.
Global LNG Demand Continues to Drive Investment
The rationale behind LNG Canada's expansion is closely tied to long-term expectations for global natural gas demand. Many countries continue investing in LNG import infrastructure as they seek to diversify energy supplies and improve energy security.
Natural gas remains an important component of the global energy mix due to its ability to provide reliable power generation while producing lower carbon emissions than coal. As economies continue to expand and energy demand increases, LNG is expected to play a growing role in balancing affordability, reliability and sustainability objectives.
Canada's geographic location provides LNG Canada with an additional advantage. Shorter shipping routes to major Asian markets can improve competitiveness and reduce transportation costs compared with some alternative export regions.
Looking Ahead to a Final Investment Decision
Although LNG Canada's partners have not yet made a final investment decision on Phase Two, recent developments indicate meaningful progress toward that objective. Early contractor engagement, strengthened upstream resource access and ongoing infrastructure planning collectively demonstrate the project's commitment to expansion.
If approved, Phase Two would represent one of the most significant energy investments in Canada and further establish LNG Canada as a major supplier within the international LNG market. The project would create substantial economic benefits while enhancing Canada's role as a reliable global energy exporter.
As planning activities continue throughout 2026, industry participants will closely monitor developments surrounding LNG Canada's next phase. The outcome could have lasting implications for Canada's energy sector, global LNG supply dynamics and the growth trajectory of Shell's international gas portfolio.
SHEL's Zacks Rank & Key Picks
Currently, SHEL and AETUF both have a Zacks Rank #3 (Hold).
Investors interested in the energy sector might look at some better-ranked stocks like Chevron CVX and Marathon Petroleum MPC, sporting a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Chevron is valued at $363.39 billion. It is one of the world's largest integrated energy companies, engaged in oil and natural gas exploration, production, refining and marketing across multiple continents. Chevron is also investing in lower-carbon technologies, including renewable fuels, hydrogen and carbon capture, to support the global energy transition.
Marathon Petroleum is valued at $72.63 billion. It is one of the largest downstream energy companies in the United States, operating extensive refining, transportation and fuel marketing networks. Through its refining assets and retail fuel brands, Marathon Petroleum supplies gasoline, diesel and other petroleum products to consumers and businesses nationwide.
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Shell-Led LNG Canada Gets Preliminary Nod for Phase Two Expansion

Key Points
The geopolitical conflict unfolding in the Middle East has disrupted the global energy market.
Shell and BP both have exposure to the region.
BP is more highly leveraged and has been dealing with leadership issues.
Shell (NYSE: SHEL) and BP (NYSE: BP) are two of the world's largest integrated energy companies. They have globally diversified portfolios, and their businesses span the entire energy value chain. Diversification is a good thing, but right now there's a complication because of the geopolitical conflict in the Middle East.
On the positive side, the Middle East conflict has driven up oil prices. On the negative side, the industry's operations in the region have been disrupted. Both Shell and BP have operations in the region. How should investors think about these two stocks in light of the ongoing conflict?
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The best play is to play it safe
If you are worried about the conflict in the Middle East, you can avoid it almost entirely if you buy a company that has no exposure to the region. For example, Devon Energy (NYSE: DVN) is a U.S.-based oil producer. Its production isn't affected by the conflict, but it still benefits from high oil prices.
Or you could sidestep oil prices altogether with a fee-based midstream business, like Enterprise Products Partners (NYSE: EPD). Enterprise gets paid based on the volume moving through its energy infrastructure system, with volumes hitting record levels in the first quarter of 2026.
That said, integrated energy companies like BP and Shell are an attractive way to gain broad exposure to the global energy market. That remains true despite the disruptions in the Middle East. For long-term investors, integrated energy companies are a good investment choice in the energy sector. And Shell and BP offer attractive dividend yields of 3.4% and 4.6%, respectively.
What about the conflict in the Middle East?
Both companies will be impacted by the Middle East conflict. Roughly 22% of BP's production is in the region, according to Reuters research. Shell, by contrast, generates around 20% of its production from the region. Some of Shell's assets have sustained damage during the conflict.
Exposure, however, is just one way to look at the issue. A better question might be which of these European energy giants can withstand the adversity they may face due to the conflict. The answer there is almost certainly Shell, which has a much stronger balance sheet. BP's debt-to-equity ratio is a worryingly high 1.3x, well above its peers'. Shell's ratio is a far more reasonable 0.4x.
It seems as if the market isn't recognizing this fact, however, because BP's stock is up 22% so far in 2026, as of this writing, while Shell's stock has risen 15%. Recent corporate changes at BP, meanwhile, raise another concern. The company has had three CEOs in as many years and has just pushed its Chairman out due to governance concerns. In other words, the highly leveraged company is taking on a material geopolitical event while its leadership is in flux. That's not ideal.
BP will survive, but Shell is probably preferable
BP will easily survive the conflict in the Middle East, and so will Shell. If you think short-term, BP appears less affected right now, highlighting the damage to Shell's investments in the region. That could make BP a better option. However, rapid management changes and high leverage are issues that shouldn't be ignored.
Shell's financial strength, meanwhile, means it should be able to both weather the conflict and what lies beyond it in relative stride. That could actually make it a better option today, given that its stock hasn't risen as much as BP's. The seven percentage point advantage BP has doesn't look huge, but it is a 45% performance difference. That gap could easily close if Shell's stock advances or BP's stock declines.
That said, if you are looking to limit your exposure to the geopolitical conflict in the Middle East, the best bet could actually be a U.S. driller like Devon or a midstream operator like Enterprise. Neither one has exposure to the Middle East, and Enterprise's business isn't driven by energy prices.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Shell vs. BP: Better Oil Stock for the Iran War?

Wall Street has maintained its northbound journey in 2026 after witnessing three consecutive years of astonishing growth. However, U.S. stock markets suffered recently due to rising yields on government bonds and regularly fluctuating crude oil prices due to geopolitical conflicts in the Middle East.
At this stage, it should be prudent to invest in stocks of high dividend-paying corporate bigwigs. Here, we have selected five crude oil manufacturing behemoths with a Zacks top rank. These firms have a strong financial position, robust business model and globally acclaimed brand value. Further, their regular dividend payment will act as an income stream during market fluctuations.
The companies are: Chevron Corp. CVX, Exxon Mobil Corp. XOM, BP plc BP, Shell plc SHEL and Canadian Natural Resources Ltd. CNQ. Each of our picks currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The chart below shows the price performance of our five picks year to date.
Image Source: Zacks Investment Research
Chevron Corp.
Chevron has emerged as a strong beneficiary of higher oil prices, supported by its upstream leverage and expanding production base following the Hess acquisition. The deal adds high-quality assets in Guyana, the Bakken and the Gulf of America, strengthening long-term output and free cash flow growth. Management reaffirmed production growth guidance of 7-10% while maintaining disciplined capital spending, highlighting operational efficiency and financial strength.
CVX also benefits from its integrated refining system, growing LNG exposure through long-term contracts, and strong production momentum at Tengizchevroil. In addition, CVX’s partnership initiatives tied to AI-driven power demand create new long-term growth opportunities.
Chevron has an expected revenue and earnings growth rate of 16.2% and more than 100%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 2% over the last seven days. It has a current dividend yield of 3.72%.
Exxon Mobil Corp.
Exxon Mobil has been benefiting from higher upstream production and improved crude price realizations. XOM is strengthening its long-term growth outlook through higher production, LNG expansion, low-carbon projects, and strong shareholder returns.
In the Permian Basin, lightweight proppant technology is improving drilling efficiency and recovery, supporting XOM’s production growth from 1.7 MMboe/d in Q1 2026 to more than 2.5 MMboe/d beyond 2030.
In Guyana, production exceeded 900,000 Bbl/d. Golden Pass LNG Train 1 boosted LNG export capacity by roughly 5%, with full expansion expected to increase U.S. LNG exports by about 15%. XOM is also advancing hydrogen, ammonia, and plastic recycling projects.
Exxon Mobil has an expected revenue and earnings growth rate of 15.8% and 64.4%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 12.3% over the last 30 days. It has a current dividend yield of 2.66%.
BP plc
BP is focused on cost efficiencies and portfolio simplification to strengthen profitability and resilience. The sale of the Gelsenkirchen refinery and a 65% stake in Castrol to Stonepeak supports its $9 billion to $10 billion divestment target, improving cash flow and balance sheet strength. BP also aims to cut costs by $6.5 billion to $7.5 billion by 2027.
Strong refining performance, with over 96% availability and throughput above 1.5 Mmbbl/d, drove Q1 2026 earnings and cash flow. BP has achieved notable exploration discoveries, including a gas and condensate find at the Denise W-1 well offshore Egypt, while advancing partnerships and project development through new agreements and investment decisions. This enhances BP’s production outlook and long-term growth potential.
BP has an expected revenue and earnings growth rate of 19.5% and 76.4%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 16.5% over the last 30 days. It has a current dividend yield of 4.46%.
Shell plc
Shell benefits from its integrated energy model, where strength in LNG, trading, refining and downstream operations helped offset commodity volatility and geopolitical disruptions. SHEL continues to expand its LNG leadership, positioning it to benefit from long-term global gas demand growth.
SHEL also strengthened its production outlook with Montney assets while maintaining balance sheet flexibility. Operational execution remained solid, supported by high refining utilization, record Brazil output and ongoing cost reductions. Rising dividends and aggressive share buybacks also reflect SHEL’s confidence in future cash flows.
Shell has an expected revenue and earnings growth rate of 43.3% and 63.2%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 13.5% over the last 30 days. It has a current dividend yield of 3.65%.
Canadian Natural Resources Ltd.
Canadian Natural Resources benefits from a diversified portfolio spanning oil sands mining, thermal in-situ production, conventional oil, liquids-rich natural gas and offshore assets, helping stabilize earnings across commodity cycles.
CNQ reported record first-quarter production of 1.6 million BOE/d while maintaining disciplined spending and operational efficiency. CNQ’s oil sands operations continue generating industry-leading margins due to lower operating costs and premium synthetic crude pricing.
CNQ also supports shareholder-friendly dividend growth, buybacks and debt reduction. Free cash flow, balance sheet strength and expansion opportunities across key projects further support future growth.
Canadian Natural Resources has an expected revenue and earnings growth rate of 18.9% and 65.8%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 49.3% over the last 30 days. It has a current dividend yield of 3.77%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	12.16 14.77
Price/Sales	0.74 1.48
P/B	1.16 1.53
P/FCF	6.84 10.45

Indicator	TTM Median
ROE	9.72 15.20
ROA	4.55 6.69
ROI	7.11 9.04
Net Worth	219.37 1.82
Quick Ratio	1.12 1.07
Current Ratio	1.41 1.27

Indicator	TTM Median
Net Profit Margin	5.97 14.29
Operating Margin	11.71 20.93
Gross Margin	26.30 48.18
Return on tangible equity	11.29 17.48

Indicator	TTM Median
Revenue	75.06B 220.00M
Gross Profit	19.55B —
EBITDA	16.19B —

Shell PLC

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