Occidental Petroleum Corp (OXY) Q4 2025 Earnings May Miss Estimates, Analyst Maintains Underweight Rating
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: Benzinga
- Earnings Downgrade: Occidental Petroleum is expected to report Q4 2025 earnings of 16 cents per share, significantly below the consensus estimate of 37 cents, indicating pressure on profitability due to softer commodity prices.
- Cash Flow Forecast: The analyst estimates cash flow per share for 2026 at $2.31, which is 9% lower than the current consensus of $2.56, reflecting challenges in the company's capital allocation strategy.
- Capital Expenditure Plans: Total production is projected at 1,471 MBoe/d with a capital expenditure of $6.45 billion in 2026, slightly above the consensus of 1,463 MBoe/d and $6.52 billion, indicating efforts to maintain production levels.
- Stock Price Movement: As of Wednesday, Occidental Petroleum shares rose by 3.22% to $43.60, reflecting cautious optimism in the market regarding the company's future performance.
Analyst Views on OXY
Wall Street analysts forecast OXY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OXY is 47.27 USD with a low forecast of 38.00 USD and a high forecast of 64.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
4 Buy
9 Hold
3 Sell
Hold
Current: 44.550
Low
38.00
Averages
47.27
High
64.00
Current: 44.550
Low
38.00
Averages
47.27
High
64.00
About OXY
Occidental Petroleum Corporation is an international energy company with assets primarily in the United States, the Middle East and North Africa. The Company is an oil and gas producer in the United States, including a producer in the Permian and DJ basins, and the offshore Gulf of Mexico. It operates through three segments: oil and gas, chemical and midstream and marketing. The oil and gas segment explores for, develops, and produces oil (which includes condensate), natural gas liquids (NGL) and natural gas. The chemical segment primarily manufactures and markets basic chemicals and vinyls. The midstream and marketing segment purchases, markets, gathers, processes, transports, and stores oil (which includes condensate), NGL, natural gas, carbon dioxide (CO2) and power. The midstream and marketing segment provides flow assurance and maximizes the value of its oil and gas. It also optimizes its transportation and storage capacity and invests in entities that conduct similar activities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
