Analysts expect ConocoPhillips to report Q1 2026 revenue of $18.42 billion and EPS of $1.60, with the current stock price of $134.20 trading at a discount to the average analyst price target of $152.15.
Investors are primarily focused on total production volumes, specifically tracking the company’s execution within the Permian Basin and performance in the North Sea.
The company remains a leader in capital discipline, with shareholders looking for confirmation of the full-year $9 billion capital return target. Additionally, commentary regarding global LNG demand and realized pricing for domestic gas will be critical as the company integrates its recent asset acquisitions.