BP

Baker Hughes BKR is set to report third-quarter 2026 results on Oct 27, after market close. In the last reported quarter, its earnings of 64 cents per share beat the Zacks Consensus Estimate of 51 cents, driven by strong Oilfield Services & Equipment execution, firm Industrial & Energy Technology profitability and record order momentum. The oilfield services player's earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 17.4%. This is depicted in the graph below: Baker Hughes Company price-eps-surprise | Baker Hughes Company Quote The Zacks Consensus Estimate for third-quarter earnings per share of 64 cents has been revised upward over the past 30 days. The estimated figure indicates a 5.9% decline from the prior-year reported number. The Zacks Consensus Estimate for revenues of $7.78 billion implies an 11% improvement from the year-ago recorded figure. According to data from the U.S. Energy Information Administration, average Cushing, OK, WTI spot prices stood at $80.46, $83.90 and $97.31 per barrel in July, August and September 2026, respectively, significantly higher than $68.39, $64.86 and $63.96 per barrel in the corresponding months of 2025. The substantial year-over-year increase in crude prices, primarily driven by geopolitical tensions surrounding the Iran war, likely created a favorable business environment for Baker Hughes. Stronger commodity prices may have supported upstream spending and demand for oilfield services, potentially benefiting the company's third-quarter earnings and cash flows. However, the positive impact of elevated oil prices may have been partly offset by disruptions stemming from the Middle East conflict. Project delays, supply-chain challenges and higher operating costs could have affected BKR's operations and weighed on quarterly profitability. Our proven model does not conclusively predict an earnings beat for BKR this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is the case here, as you will see below. Earnings ESP: BKR has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Zacks Rank: BKR currently sports a Zacks Rank #1. Here are some energy stocks that you may want to consider, as these have the right combination of elements to post an earnings beat this reporting cycle. ExxonMobil Holdings Corporation XOM has an Earnings ESP of +5.37% and currently sports a Zacks Rank #1. You can see the complete list of today's Zacks #1 Rank stocks here. XOM is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for XOM's earnings is pegged at $3.96 per share, indicating a 110.6% improvement from the prior-year reported figure. EOG Resources EOG has an Earnings ESP of +2.43% and carries a Zacks Rank #2 at present. EOG is scheduled to release third-quarter 2026 earnings on Nov. 5. The Zacks Consensus Estimate for EOG's earnings is pegged at $4.44 per share, suggesting a 63.4% improvement from the prior-year reported figure. BP plc BP has an Earnings ESP of +7.13% and a Zacks Rank #1. BP is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for BP's earnings is pegged at $2.66 per share, suggesting a 212.9% increase from the prior-year reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Baker Hughes Company (BKR) : Free Stock Analysis Report BP p.l.c. (BP) : Free Stock Analysis Report ExxonMobil Holdings Corporation (XOM) : Free Stock Analysis Report EOG Resources, Inc. (EOG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

EQT Corporation EQT is set to release third-quarter 2026 results on Oct. 27, after market close. The Zacks Consensus Estimate for earnings is pegged at 38 cents per share on revenues of $1.75 billion. Let us delve into the factors that may have influenced the pure-play Appalachian natural gas producer's performance in the third quarter. Before that, it is worth taking a look at EQT's prior-quarter performance. In the last reported quarter, EQT's earnings missed the Zacks Consensus Estimate due to lower realized natural gas-equivalent prices despite an increase in sales volume. The company beat on earnings in three of the trailing four quarters, while missing the same once, delivering an average surprise of 8.4%. This is depicted in the graph below: EQT Corporation price-eps-surprise | EQT Corporation Quote The Zacks Consensus Estimate for EQT's third-quarter earnings has seen one upward and five downward revisions over the past 60 days. The estimated figure of 38 cents represents a 26.9% year-over-year decline. Meanwhile, the Zacks Consensus Estimate for revenues suggests a 0.1% decrease from the prior-year quarter's level. According to the U.S. Energy Information Administration, the Henry Hub natural gas spot price (in dollars per million Btu) for July, August and September of 2026 was $2.89, $2.78 and $2.95, respectively, marking a decline from $3.20, $2.91 and $2.97 reported a year ago. The significant year-over-year decrease in natural gas prices in the September-end quarter of 2026 is likely to have hurt EQT's earnings. Our proven model does not conclusively predict an earnings beat for EQT this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is not the case here. The natural gas producer has an Earnings ESP of -0.08% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before earnings reported with our Earnings ESP Filter. Here are some energy firms that you may want to consider, as these have the right combination of elements to post an earnings beat this reporting cycle. ExxonMobil Holdings Corporation XOM has an Earnings ESP of +5.18% and a Zacks Rank #1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. XOM is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for XOM's earnings is pegged at $3.93 per share, indicating a 109% improvement from the prior-year reported figure. EOG Resources EOG has an Earnings ESP of +1.93% and a Zacks Rank #2 at present. EOG is scheduled to release third-quarter 2026 earnings on Nov. 5. The Zacks Consensus Estimate for EOG's earnings is pegged at $4.39 per share, suggesting a 62% improvement from the prior-year reported figure. BP plc BP has an Earnings ESP of +5.44% and a Zacks Rank #1 at present. BP is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for BP's earnings is pegged at $2.43 per share, suggesting a 185.9% increase from the prior-year reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report EQT Corporation (EQT) : Free Stock Analysis Report BP p.l.c. (BP) : Free Stock Analysis Report ExxonMobil Holdings Corporation (XOM) : Free Stock Analysis Report EOG Resources, Inc. (EOG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Eni SpA E is set to report third-quarter 2026 results on Oct. 23, after the closing bell. In the last reported quarter, its earnings of $1.76 per share missed the Zacks Consensus Estimate of $1.90 due to higher commodity realizations, production growth and stronger segment profitability. The integrated energy player's earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average negative surprise being 0.22%. This is depicted in the graph below: The Zacks Consensus Estimate for third-quarter earnings per share of $1.92 hasn't seen any revisions over the past seven days. The estimated figure indicates a 113.3% improvement from the prior-year reported number. The Zacks Consensus Estimate for revenues of $22.7 billion implies a 5.3% decrease from the year-ago recorded figure. Eni SpA price-eps-surprise | Eni SpA Quote To understand how oil prices behaved in the September quarter, let's analyze the commodity prices from the data provided by the U.S. Energy Information Administration ("EIA"). The average Europe Brent spot prices for July, August and September of this year were $83.76 per barrel, $91.08 per barrel and $114.16 per barrel, respectively, per EIA data. Commodity prices were $71.04 per barrel, $67.87 per barrel and $67.99 per barrel in the prior-year respective quarters, according to the EIA. A constructive oil-price backdrop, driven by the Middle East conflicts, aided the upstream businesses in the September quarter. This, in turn, is expected to have backed Eni's exploration and production operations. Our proven model doesn't indicate an earnings beat for E this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings beat. That isn't the case here, as you will see below. Earnings ESP: E has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Zacks Rank: E currently carries a Zacks Rank #2. Here are some stocks that you may want to consider, as these have the right combination of elements to post an earnings beat this reporting cycle. ExxonMobil Holdings Corporation XOM has an Earnings ESP of +6.68% and currently sports a Zacks Rank #1. You can see the complete list of today's Zacks #1 Rank stocks here. XOM is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for XOM's earnings is pegged at $3.92 per share, indicating a 108.5% improvement from the prior-year reported figure. EOG Resources EOG has an Earnings ESP of +1.93% and carries a Zacks Rank #2 at present. EOG is scheduled to release third-quarter 2026 earnings on Nov. 5. The Zacks Consensus Estimate for EOG's earnings is pegged at $4.39 per share, suggesting a 62% improvement from the prior-year reported figure. BP plc BP has an Earnings ESP of +4.33% and a Zacks Rank #1. BP is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for BP's earnings is pegged at $2.30 per share, suggesting a 171% increase from the prior-year reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Eni SpA (E) : Free Stock Analysis Report BP p.l.c. (BP) : Free Stock Analysis Report ExxonMobil Holdings Corporation (XOM) : Free Stock Analysis Report EOG Resources, Inc. (EOG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Halliburton Company HAL reported third-quarter 2026 adjusted earnings of 60 cents per share, surpassing both the Zacks Consensus Estimate and the year-ago adjusted earnings of 58 cents. The improvement was supported by stronger drilling activity and international operations. Revenues of $5.7 billion rose 1.8% year over year and surpassed the Zacks Consensus Estimate by 2%. The top-line improvement was driven by Drilling and Evaluation growth, while lower North American stimulation activity remained a headwind. The Completion and Production segment generated revenues of $3.1 billion, down 4.2% from $3.2 billion in the year-ago quarter. The decline reflected reduced stimulation activity in the Western Hemisphere, partially offset by increased activity across multiple service lines in the Middle East. The segment recorded operating income of $457 million, declining 11.1% from $514 million a year earlier. Its operating margin contracted to 14.8% from 15.9%. The Drilling and Evaluation segment reported revenues of $2.6 billion, increasing 10% from $2.4 billion in the prior-year period. Operating income climbed 12.4% to $391 million from $348 million. Improved activity in the Middle East and Latin America, along with increased drilling-related services in the Western Hemisphere, supported performance. Halliburton Company price-consensus-eps-surprise-chart | Halliburton Company Quote North American revenues declined 8.6% year over year to $2.2 billion from $2.4 billion. The region also witnessed a 5.1% sequential decline, primarily due to reduced pressure pumping services in U.S. land operations. International revenues increased to $3.5 billion from $3.2 billion in the year-ago period. Latin American revenues climbed 12.7% to $1.1 billion, while Europe/Africa/CIS revenues surged 22.7% to just over $1 billion. Middle East/Asia revenues edged down 0.5% year over year to $1.4 billion but registered 8.2% sequential growth, benefiting from increased activity in Saudi Arabia and Kuwait. Beyond quarterly activity trends, Halliburton's contract awards from BP plc BP offshore Brazil and Eni S.p.A. E in the Eastern Mediterranean highlight its continued participation in international deepwater developments. Halliburton recorded operating income of $624 million compared with $356 million in the year-ago quarter. The reported operating margin expanded to 10.9% from 6.4%. However, adjusted operating income declined to $731 million from $748 million a year earlier. The adjusted operating margin contracted to 12.8% from 13.4% but improved from 12% in the preceding quarter. HAL recognized $107 million in pretax impairments and other charges, including severance costs associated with global workforce rationalization and inventory-related write-downs, partially offset by investment-related gains. Adjusted EBITDA totaled $1 billion, slightly below the prior-year figure of $1.01 billion. The adjusted EBITDA margin declined to 17.5% from 18%. Halliburton incurred capital expenditures of $266 million in the third quarter compared with $261 million a year earlier. Depreciation, depletion and amortization expenses totaled $296 million, up from $285 million. As of Sept. 30, 2026, this Zacks Rank #4 (Sell) company held $1.84 billion in cash and equivalents and $7.1 billion in long-term debt. Total shareholders' equity stood at $11.16 billion. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Cash flow from operating activities totaled $368 million, generating free cash flow of $156 million. HAL repurchased approximately $250 million of common stock and paid dividends of 17 cents per share during the quarter. Halliburton expects mid-single-digit revenue growth in 2027, with operating margins reaching approximately 15%, representing an improvement of about 200 basis points. Management's preliminary outlook assumes a flat North American market and does not depend on a recovery in regional hydraulic fracturing activity. Halliburton expects efforts to restore production, rebuild inventories and strengthen energy security to support multiyear demand growth for oilfield services. International opportunities, including deepwater developments involving BP and Eni, complement the company's focus on operational efficiency and margin improvement. Halliburton secured an integrated contract from BP for the first appraisal campaign in Brazil's deepwater Bumerangue field. The agreement covers drilling and reservoir evaluation services, incorporating LOGIX automation and remote operations to improve execution efficiency and reduce operational complexity. Separately, Eni awarded Halliburton an integrated well construction and completions contract for the Cronos ultra-deepwater development offshore Cyprus. The company also successfully deployed LOGIX automation on an Eni exploration well offshore Indonesia, demonstrating its drilling technology capabilities in complex offshore environments. Additionally, Halliburton signed a multi-year digital transformation agreement with Pampa Energía in Argentina and secured a research and development agreement with Kuwait Oil Company, expanding its technology-focused initiatives across international markets. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Halliburton Company (HAL) : Free Stock Analysis Report BP p.l.c. (BP) : Free Stock Analysis Report Eni SpA (E) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Comcast CMCSA is scheduled to report its third-quarter 2026 results on Oct. 22. The Zacks Consensus Estimate for third-quarter earnings is pegged at 98 cents per share, down by a penny over the past 30 days. The figure indicates a 12.5% decrease from the year-ago quarter's reported figure. The consensus mark for revenues is pegged at $29.35 billion, indicating a 5.92% decrease from the year-ago quarter's reported figure. CMCSA's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 7.32%. Let us see how things are shaping up for the upcoming announcement. Comcast Corporation price-eps-surprise | Comcast Corporation Quote The quarter is likely to have reflected a business in transition, with connectivity pressure and softer theme park demand weighing on gains in streaming and film. Comparisons are expected to have been clouded by the May 31 sale of Sky's German operations and the planned tax-free spin-off of NBCUniversal and Sky, announced on June 29. Connectivity & Platforms is expected to have remained the key drag. In the second quarter, domestic broadband revenues fell 5.5% as Comcast held rates steady and migrated customers to lower price points, while Residential EBITDA margin contracted 160 basis points to 37.7%. Management guided for only modest improvement from the third quarter as free wireless lines converted to paying relationships, implying broadband revenues likely stayed under pressure. Wireless momentum, after a record 448,000 line additions, is expected to have continued, though free-line promotions are likely to have diluted revenue per line. Business Services, which grew revenues 3.7% last quarter, is expected to have offered support, aided by network expansions such as multi-gigabit availability in Beaufort and Edisto, SC, in September. In Media, Peacock is likely to have benefited from price increases of $1-$3 per month across plans, effective Aug. 18 for new subscribers, alongside the August beta launch of a membership rewards program. However, Peacock's maiden $189 million second-quarter profit was aided by the FIFA World Cup, which added $440 million of incremental Media revenues, and the event's July conclusion is likely to have tempered growth. Studios is expected to have been a bright spot. Universal became the first studio to cross $4 billion in 2026 global box office by August, powered by The Odyssey, Christopher Nolan's biggest opening ever, and Minions & Monsters, which debuted at No. 1. Higher marketing and production costs are likely to have partly offset these gains. Theme Parks is likely to have stayed soft, as Orlando attendance weakened in June and remained pressured into the third quarter, while Osaka faced travel headwinds. Universal Kids Resort, opened July 1 in Frisco, TX, is expected to have added revenues but also start-up costs. Capital expenditures are expected to have stayed elevated after rising 8.3% to $2.9 billion last quarter, with Connectivity & Platforms spending up 19.9%, pressuring free cash flow. The buyback pause announced on June 29 is likely to have limited earnings support. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. Comcast currently has an Earnings ESP of -0.09% and a Zacks Rank #5 (Strong Sell). You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Here are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle. PEOPLES BANCORP PEBO has an Earnings ESP of +1.09% and sports a Zacks Rank #1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. PEOPLES BANCORP shares have gained 22.3% year to date. PEOPLES BANCORP is scheduled to report its third-quarter 2026 results on Oct. 20. ATI INC ATI has an Earnings ESP of +1.09% and sports a Zacks Rank #1. ASE Technology shares have surged 61.7% year to date. ATI INC is set to report its third-quarter 2026 results on Oct. 29. BP BP has an Earnings ESP of +7.29% and flaunts a Zacks Rank #1 at present. BP shares have gained 44.6% in the year-to-date period. BP is set to report third-quarter 2026 results on Oct. 30. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Comcast Corporation (CMCSA) : Free Stock Analysis Report BP p.l.c. (BP) : Free Stock Analysis Report ATI Inc. (ATI) : Free Stock Analysis Report Peoples Bancorp Inc. (PEBO) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

SLB SLB is set to report third-quarter 2026 results on Oct. 23, before the opening bell. In the last reported quarter, its earnings of 55 cents per share beat the Zacks Consensus Estimate of 51 cents, driven by growth in Digital and Production Systems, along with broad-based gains outside the Middle East. The oilfield service player's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 4.94%. This is depicted in the graph below: SLB Limited price-eps-surprise | SLB Limited Quote The Zacks Consensus Estimate for third-quarter earnings per share of 62 cents hasn't seen any revisions over the past seven days. The estimated figure indicates a 10.1% decline from the prior-year reported number. The Zacks Consensus Estimate for revenues of $9.3 billion implies a 4.04% increase from the year-ago recorded figure. To have an idea of how oil prices behaved in the September quarter, let's analyze the commodity prices from the data provided by the U.S. Energy Information Administration ("EIA"). The average Cushing, OK, WTI spot prices for July, August and September of this year were $80.46, $83.90 and $97.31 per barrel, respectively, per EIA data. Commodity prices were $68.39, $64.86 and $63.96 per barrel, respectively, in prior-year, respective quarters, according to the EIA. A constructive oil-price backdrop, driven by the Middle East conflicts, aided the exploration and production businesses in the September quarter of this year. This, in turn, is expected to have backed demand for SLB's oilfield services. Our proven model doesn't indicate an earnings beat for SLB this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings beat. That isn't the case here, as you will see below. Earnings ESP: SLB currently has an Earnings ESP of -1.45%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Zacks Rank: SLB currently carries a Zacks Rank #3 at present. Here are some stocks that you may want to consider, as these have the right combination of elements to post an earnings beat this reporting cycle. Baker Hughes Company BKR has an Earnings ESP of +1.15% and currently sports a Zacks Rank #1. You can see the complete list of today's Zacks #1 Rank stocks here. Baker Hughes is scheduled to release third-quarter 2026 earnings on Oct. 27. The Zacks Consensus Estimate for BKR's earnings is pegged at 65 cents per share, indicating a 4.4% decline from the prior-year reported figure. EOG Resources EOG has an Earnings ESP of +0.59% and flaunts a Zacks Rank #1 at present. EOG is scheduled to release third-quarter 2026 earnings on Nov. 5. The Zacks Consensus Estimate for EOG's earnings is pegged at $4.39 per share, suggesting a 62% improvement from the prior-year reported figure. BP plc BP has an Earnings ESP of +7.29% and a Zacks Rank #1. BP is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for BP's earnings is pegged at $2.09 per share, suggesting a 146% increase from the prior-year reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SLB Limited (SLB) : Free Stock Analysis Report BP p.l.c. (BP) : Free Stock Analysis Report EOG Resources, Inc. (EOG) : Free Stock Analysis Report Baker Hughes Company (BKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Kinder Morgan Inc. KMI is set to report third-quarter 2026 results on Oct. 21, after market close. In the last reported quarter, the company's adjusted earnings of 37 cents per share topped the Zacks Consensus Estimate of 31 cents, benefiting from broad-based segment growth, led by higher natural gas transportation and gathering volumes. The company's earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters while meeting the same once, delivering an average surprise of 12.77%. This is depicted in the graph below: Kinder Morgan, Inc. price-eps-surprise | Kinder Morgan, Inc. Quote The Zacks Consensus Estimate for third-quarter earnings per share of 33 cents has witnessed one downward revision and no upward revisions in the past seven days. The estimated figure reflects a 13.8% jump from the prior-year reported figure. The consensus estimate for revenues of $4.38 billion implies a 5.7% increase from the year-ago recorded figure. Kinder Morgan is a leading midstream energy player in North America, with an extensive natural gas pipeline network comprising around 58,600 miles of transmission and 6,800 miles of gathering pipelines. The company transports nearly 40% of the natural gas produced in the United States. Due to the contractual nature of its business, with minimal exposure to commodity pricing volatility, KMI is likely to have generated stable earnings and cash flows in the third quarter. The majority of its cash flows are anchored by fee-based contracts or take-or-pay agreements. The pipeline company is expected to have benefited from sustained natural gas demand driven by higher LNG exports, industrial demand and electricity generation needs. For the third quarter, natural gas gathering volumes are expected to average 4,649 British thermal units per day (BBtu/d) from 4,380 BBtu/d in the prior-year quarter, according to the Zacks Consensus Estimate. These factors are anticipated to have driven demand and pricing dynamics, aiding Kinder Morgan's quarterly performance. Our proven model indicates an earnings beat for KMI this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is not the case here, as you will see below. Earnings ESP: KMI has an Earnings ESP of +1.52%. You can uncover the best stocks before they are reported with our Earnings ESP Filter. Zacks Rank: Kinder Morgan currently carries a Zacks Rank #3. Here are some stocks that you may want to consider, as these have the right combination of elements to post an earnings beat this reporting cycle. Baker Hughes Company BKR has an Earnings ESP of +1.15% and currently sports a Zacks Rank #1. You can see the complete list of today's Zacks #1 Rank stocks here. Baker Hughes is scheduled to release third-quarter 2026 earnings on Oct. 27. The Zacks Consensus Estimate for BKR's earnings is pegged at 65 cents per share, indicating a 4.4% decline from the prior-year reported figure. EOG Resources EOG has an Earnings ESP of +0.59% and carries a Zacks Rank #3 at present. EOG is scheduled to release third-quarter 2026 earnings on Nov. 5. The Zacks Consensus Estimate for EOG's earnings is pegged at $4.39 per share, suggesting a 62% improvement from the prior-year reported figure. BP plc BP has an Earnings ESP of +7.29% and a Zacks Rank #1. BP is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for BP's earnings is pegged at $2.09 per share, suggesting a 145.9% increase from the prior-year reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Kinder Morgan, Inc. (KMI) : Free Stock Analysis Report BP p.l.c. (BP) : Free Stock Analysis Report EOG Resources, Inc. (EOG) : Free Stock Analysis Report Baker Hughes Company (BKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

U.S. equity markets have recorded solid gains so far in 2026, demonstrating resilience despite elevated Treasury yields, volatile oil prices, persistent inflation, tariff-related uncertainties and stretched technology stock valuations. The Federal Reserve's interest rate hike and the possibility of further monetary tightening have raised concerns about tighter financial conditions. Against this backdrop, as third-quarter earnings start, investors are likely to shift their attention toward corporate earnings performance, guidance and management commentary on strategies to navigate the evolving macroeconomic and policy environment. Therefore, the traditional approach to stock selection remains a good idea. Sales growth offers a more reliable basis for evaluating stocks than earnings-focused metrics. In this regard, stocks like Chipotle Mexican Grill, Inc. CMG, BP p.l.c. BP and Intuitive Surgical Inc. ISRG are worth betting on. Sales growth is a key indicator of a company's business performance, reflecting customer demand and its ability to market products or services effectively. Consistent sales growth may signal favorable industry trends, expanding market share, strong pricing power, successful product launches or penetration into new markets and customer segments. Higher revenues can also improve operating efficiency by spreading fixed costs over a larger sales base, thereby supporting margin expansion and profitability. However, sales growth needs to be assessed in the context of industry trends, competitive positioning, pricing dynamics, customer composition and overall economic conditions. The sustainability of growth is equally important, as recurring revenues, repeat business, volume-driven expansion and steady demand generally provide a stronger foundation than short-term gains. Companies delivering consistent and sustainable revenue growth are typically better equipped to maintain healthy cash flows, fund future investments, strengthen their competitive positions and generate long-term shareholder value. To shortlist stocks with impressive sales growth and a high cash balance, we have selected 5-Year Historical Sales Growth (%) greater than X-Industry and Cash Flow of more than $500 million as our main screening parameters. But sales growth and cash strength are not the absolute criteria for selecting stocks. Hence, we have added other factors to arrive at a winning strategy. P/S Ratio less than X-Industry: This metric determines the value placed on each dollar of a company's revenue. The lower the ratio, the better it is for picking a stock since the investor is paying less for each unit of sales. % Change F1 Sales Estimate Revisions (four weeks) greater than X-Industry: Estimate revisions, better than the industry, are often seen to trigger an increase in stock price. Operating Margin (average last five years) greater than 5%: The operating margin measures how much every dollar of a company's sales translates into profits. A high ratio indicates that the company has good cost control and sales are increasing faster than costs — an optimal situation. Return on Equity (ROE) greater than 5%: This metric will ensure that sales growth is translated into profits and the company is not hoarding cash. A high ROE means that the company is spending wisely and is, in all likelihood, profitable. Zacks Rank less than or equal to 2: Zacks Rank #1 (Strong Buy) or 2 (Buy) stocks are known to outperform, irrespective of the market environment. You can see the complete list of today's Zacks #1 Rank stocks here. Based in Newport Beach, CA, Chipotle operates quick-casual Mexican restaurants. As of June 30, 2026, CMG had more than 4,200 restaurants across the United States, Canada, the United Kingdom, France, Germany and the Middle East. CMG expected sales growth rate for 2026 is 9%. Chipotle carries a Zacks Rank #2 at present.  Based in London, BP operates globally in the oil and gas business. The company's reportable segments are Oil Production & Operations, Gas & Low Carbon Energy and Customers & Products.  Its expected sales growth rate for 2026 is 28.9%. BP currently sports a Zacks Rank #1. Headquartered in Sunnyvale, CA, Intuitive Surgical designs, manufactures and markets the da Vinci surgical system, Ion endoluminal system and related instruments and accessories. ISRG operates through three segments: Instruments and Accessories, Systems and Services. ISRG's sales are expected to rise 16.7% in 2026. Intuitive Surgical carries a Zacks Rank #2 at present. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BP p.l.c. (BP) : Free Stock Analysis Report Chipotle Mexican Grill, Inc. (CMG) : Free Stock Analysis Report Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Investing.com -- UBS rates five of the eight European energy stocks it covers as "buy" in a recent Q3 earnings preview. Before you buy NVIDIA: our AI model's stock picks are beating the market by 120%+. See the list now » The broker says oil, gas and refining margins have all trended above consensus, and its Q3 net income estimates are 12% above consensus on average. It raised its Brent forecast to $100/bl for Q4 and made no rating changes. BP UBS lifts its price target to 700p from 675p on a higher price deck, against a 558p share price. It forecasts Q3 adjusted net income of $5.70 billion, 6% above consensus on a lower tax rate, and cash flow ex-working capital of $10.87 billion, 10% above. UBS has net debt down $4.5 billion on BP's definition. BP is named as a key refining beneficiary and has a 2026E organic FCF yield of 18.6%. It reports on 30 October. Not finding the right stocks? Our AI's list of investor-grade stock picks for October just dropped » TotalEnergies The price target rises to €89 from €88, against a €74.5 share price. UBS expects Q3 adjusted net income of $8.63 billion, 16% above consensus, helped by the downstream and likely gas trading support. Its cash flow ex-working capital estimate of $12.36 billion is 25% above consensus, the widest gap in the group. UBS does not expect buybacks to change so soon after the CMD. Results are due 29 October. Eni UBS raises its target to €30 from €28, citing the higher price deck and more volume from Venezuela, against a €24.2 share price. Its Q3 net income of €2.42 billion is essentially in line with consensus (-2%), though its 2026E EPS is 26% above consensus. UBS assumes buybacks rise to €3.8 billion alongside a special dividend of about €1 billion, and forecasts net debt down €2 billion. Eni reports on 23 October. Galp The €25 target is unchanged, as UBS had already embedded refining upside in its sum-of-the-parts valuation. The share price is €21.7. UBS forecasts Q3 net income of €654 million, 22% above consensus, and cash flow of €956 million, 14% above, with production slightly higher on the Bacalhau ramp-up. It expects net debt to rise on the onshore wind acquisition, and investors await the Moeve merger before factoring in distributions. Galp is a named refining beneficiary and reports on 26 October. OMV UBS lifts its target to €77 from €68, a 13% increase, against a €70.5 share price. It expects Q3 net income of €1.07 billion, 3% above consensus, with higher prices and refining margins partly offset by lower chemical margins. Cash flow is 5% above consensus. Low river water levels support inland refining margin premiums, and UBS expects initial remarks from incoming CEO Emma Delaney. OMV reports on 29 October. Original Article UBS flags five energy stocks to "buy" as refining margins jump 83% in a quarter U.S. stock futures slip as oil prices surge nearly 5%, bond rout powers on Haemonetics stock surges 17% on CSL Plasma supply deal update

Oil prices have jumped on worries about conflict in the Middle East and possible disruption to US production. Higher crude benchmarks can quickly feed into profits for large United Kingdom focused oil and gas producers, which is why investors are paying close attention. This article walks through 3 stocks from our global energy screener that could benefit from this backdrop and explains what to watch in each case. The three stocks discussed below are only a sample of what rises to the top of our Oil and Gas investing idea, with the broader screen surfacing 13 more producers and infrastructure players with equally compelling narratives that are not covered here. To identify and analyze the highest conviction opportunities in this space, go straight to the Oil and Gas screener. Seplat Energy is a Nigeria based upstream producer that anchors this Oil and Gas screen through its crude output and linked gas processing, giving investors pure exposure to producing fields, gathering infrastructure and a growing role in domestic gas supply. Seplat Energy generates most of its top line from crude, with about US$2.8b from oil and US$127 million from natural gas liquids alongside US$192 million from gas, and the stock carries a market value of about £4.7b. "Substantial ramp-up in gas production due to the imminent commissioning of the ANOH gas plant and Sapele Gas Integrated Project will allow Seplat to capture rising demand for domestic gas as a cleaner energy source in Nigeria, supporting long-term revenue growth and improved net margins." The real swing factor is how one emerging pressure on future earnings plays out against that expanding footprint in Nigeria's energy mix. That pressure point is exactly where the opportunity lives, and the full narrative for Seplat Energy explains how Seplat Energy could turn it into accelerating cash generation and pricing power. Shell is one of the largest integrated oil and gas players globally, with upstream production, liquefied natural gas and a vast fuels and lubricants retail network anchoring its role in this Oil and Gas screen. Shell generates sizeable revenue from core oil linked activities, including about US$134.6b from Marketing and US$131.8b from Chemicals and Products, alongside US$49b from Integrated Gas and US$44.2b from Upstream, and carries a market value of roughly £208.9b. For an investor focused on traditional energy supply, Shell brings scale, diversification across the value chain and a visible shift toward lower carbon solutions that still tie back to its oil and gas backbone. "Shell's renewable energy management agreement with Google in the UK is concrete evidence of this strategy." What happens to Shell's earnings power hinges on how one unresolved tension between its hydrocarbon engine and fast growing cleaner energy services is resolved. How that balance between hydrocarbons and cleaner energy services evolves is exactly what the full narrative for Shell unpacks, highlighting where Shell could see earnings power accelerate or stall next. BP is a global integrated energy group where crude oil production, refining sites and a sizeable fuels trading arm keep it firmly anchored to the Oil and Gas theme. At the same time, management is building out gas, retail and low carbon activities around that core. BP p.l.c. runs a broad energy portfolio, with about US$175.3b from Customers & Products and US$25.7b from Oil Production & Operations highlighting its oil linked activities, alongside US$41.5b from Gas & Low Carbon Energy. The stock carries a market value of roughly £86.8b. For investors tracking large producers, BP offers scale across upstream, refining and trading that directly ties into crude pricing, refinery margins and product demand. This is why its latest efficiency drive and capital reset draw so much attention within this Oil and Gas screen. "An accelerated and data-driven structural cost reduction program, enhanced by the use of AI, digitization, and supply chain optimization, is expected to materially improve BP's operating margins and free cash flow, positioning the company to benefit from technological advancements that reward scaled, efficient industry players." What happens to BP's earnings quality now hinges on how one emerging pressure on future cash flow intersects with this tighter, oil focused portfolio. That cash flow question is exactly what the full narrative for BP unpacks, revealing where BP could see efficiency gains accelerate or hidden risks drag on returns. Fresh stock ideas can move fast once momentum hits, and the cleanest entry points often vanish before the crowd catches on. While it matters, act now. - Spot cash generative miners before sentiment turns as you scan the 36 elite gold producer stocks that have been filtered for scale, quality and production resilience. - Track the next wave of automation leaders as they emerge by reviewing the curated 88 robotics and automation stocks list before valuations start flying. - Position ahead of infrastructure upgrades by checking the hand picked 43 power grid technology and infrastructure stocks that could benefit if spending shifts toward grid reliability and efficiency. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

U.S. stocks enter the final quarter with a mildly bullish setup, helped by favorable seasonality, resilient corporate earnings and continued enthusiasm around artificial intelligence spending. The S&P 500 remains close to record territory, and expectations for solid profit growth could keep investor sentiment constructive. Still, the path higher may not be smooth. Elevated Treasury yields are pressuring valuations and raising borrowing costs, while investors are also watching Federal Reserve policy and geopolitical developments. Even so, recent market action suggests that equities are holding up well despite these headwinds. With the S&P 500 still within reach of 8,000 by year-end 2026, the broader tone remains cautiously positive. In this environment, focusing on stocks already outperforming the market through relative price strength can be a sensible strategy for investors seeking areas where momentum remains firm. At this stage, investors would be wise to consider companies such as PBF Energy PBF, BP plc BP, Delek US Holdings DK, Cenovus Energy CVE and Cracker Barrel Old Country Store CBRL. Earnings growth and valuation multiples are indeed important for investors to determine a stock's ability to offer considerable returns. However, these are also essential for determining whether a stock's price performance is better than its peers or the industry average. If a stock's performance is lacking that of the broader groups, despite impressive earnings growth or valuation multiples, then something must be wrong. It's always advisable to stay away from these stocks and bet on those that are outperforming their respective industry or benchmark. This is because betting on a winner always proves to be lucrative. Then again, it is imperative that you determine whether or not an investment has relevant upside potential when considering stocks with significant relative price strength. Stocks delivering better than the S&P 500 for 1 to 3 months, at least, and having solid fundamentals, indicate room for growth and are the best way to go about this strategy. Finally, it is crucial to find out whether analysts are optimistic about the upcoming earnings of these companies. In order to do this, we have added positive estimate revisions for the current quarter's (Q1) earnings to our screen. When a stock undergoes an upward revision, it leads to additional price gains. Relative % Price change – 12 weeks greater than 0 Relative % Price change – 4 weeks greater than 0 Relative % Price change – 1 week greater than 0 (We have considered those stocks that have been outperforming the S&P 500 over the last 12 weeks, four weeks and one week.) % Change (Q1) Est. over 4 Weeks greater than 0: Positive current-quarter estimate revisions over the last four weeks. Zacks Rank equal to 1: Only Zacks Rank #1 (Strong Buy) stocks — that have returned more than 26% annually over the last 26 years and surpassed the S&P 500 in 23 of the last 26 years — can get through. You can see the complete list of today's Zacks #1 Rank stocks here. Current Price greater than or equal to $5 and Average 20-day Volume greater than or equal to 50,000: A minimum price of $5 is a good standard to screen low-priced stocks, while a high trading volume would imply adequate liquidity. VGM Score less than or equal to B: Our research shows that stocks with a VGM Score of A or B, when combined with a Zacks Rank #1 or 2 (Buy), offer the best upside potential. Here are five of the 10 stocks that made it through the screen: PBF Energy: PBF Energy is a leading independent refiner of crude oil based in Parsippany, NJ. The company's expected EPS growth rate for three to five years is currently 55.2%, which compares favorably with the industry's growth rate of 32.7%. PBF Energy has a VGM Score of A. Over the past 60 days, the Zacks Consensus Estimate for PBF Energy's 2026 earnings has moved up 44.5%. The Zacks Consensus Estimate for 2026 earnings indicates 648.7% growth. PBF shares have gained 173.3% in a year. BP: It is an integrated oil and gas company with upstream, downstream and trading operations. Its portfolio spans global production, refining, customer businesses and low-carbon activities, supported by strong technical and commercial capabilities. The Zacks Consensus Estimate for BP's 2026 earnings indicates 152.8% growth. BP has a VGM Score of A. BP beat the Zacks Consensus Estimate for earnings in each of the last four quarters. It has a trailing four-quarter earnings surprise of roughly 17.9%, on average. BP shares have gained 31.4% in a year. Delek US Holdings: Brentwood, TN-based Delek US Holdings is an independent refiner, transporter and marketer of petroleum products. The Zacks Consensus Estimate for 2026 earnings of DK indicates 143.3% growth. The company has a VGM Score of A. DK has a trailing four-quarter earnings surprise of roughly 243%, on average. Over the past 60 days, the Zacks Consensus Estimate for the downstream operator's 2026 earnings has moved up from $8.32 per share to $16.06. Delek's shares have gone up 130.2% in a year. Cenovus Energy: It is an integrated energy company with oil sands, conventional and offshore production, supported by refining assets in Canada and the United States. Its diversified operations combine long-life resources, downstream capacity and growth investments. CVE has a market capitalization of $59 billion. It has a VGM Score of A. Notably, over the past 60 days, the Zacks Consensus Estimate for Cenovus Energy's 2026 earnings has gone up 11.6%. The Zacks Consensus Estimate for 2026 earnings of CVE indicates 131.8% growth. Cenovus Energy shares have gained 88.9% in a year. Cracker Barrel Old Country Store: It owns and operates full-service restaurants that combine a restaurant and a retail store in the same unit. Cracker Barrel's expected EPS growth rate for three to five years is currently 27%, which compares favorably with the industry's growth rate of 14.7%. CBRL has a VGM Score of A. Over the past 60 days, the Zacks Consensus Estimate for Cracker Barrel's fiscal 2027 earnings has moved up 21.9%. The Zacks Consensus Estimate for fiscal 2027 earnings indicates 81.3% growth. CBRL shares have gained 17% in a year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BP p.l.c. (BP) : Free Stock Analysis Report Cracker Barrel Old Country Store, Inc. (CBRL) : Free Stock Analysis Report Delek US Holdings, Inc. (DK) : Free Stock Analysis Report Cenovus Energy Inc (CVE) : Free Stock Analysis Report PBF Energy Inc. (PBF) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research