10月19日 - ** 埃克森美孚 XOM.N 周五表示 (link)，第三季度炼油利润率的上升可能使下游利润环比增加45亿美元
** 27家券商中有10家对XOM给出“买入”或更高评级，17家给出“持有”评级；目标价中位数为180美元——数据由LSEG汇总
炼油利润率将推动盈利增长
** 摩根大通（“增持”评级）目标价从166美元上调至186美元；预计能源产品利润率环境将显著改善，本季度特种产品表现强劲，将抵消上游业务液态产品价格下跌的影响
** 预计管理层在财报电话会议上对2027年的展望将持谨慎态度，特别是在资本配置和股东回报方面
** 瑞银（UBS）（“买入”评级）预计美国能源产品业务第三季度将创下盈利纪录，XOM墨西哥湾沿岸的炼油业务将受益于强劲的运营和利润率环境
** 派杰（Piper Sandler）（“中性”评级）维持目标价185美元，认为尽管液态产品实现价格走低、圭亚那权益问题以及化工利润率疲软，但更强劲的炼油利润率应能支撑第三季度业绩
** 杰富瑞（Jefferies）（“买入”评级）将目标价从200美元上调至206美元
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