Earnings call transcripts hint that "XOM stock forecast 2025" may include greater capital return commitments. Analysts model annual dividend distributions exceeding $16 billion if crude benchmarks hold. The bank also identified AI as a ‘most attractive’ thematic investing opportunity. It shares that “The shift in computing infrastructure, from central processing units to accelerated computing units (GPUs), and in applications, from retrieval-based to generative-based architectures, has far-reaching implications for AI in terms of its generalizability (the ability to make predictions based on past observations) and effectiveness.” As for the potential catalysts, UBS adds that “The next catalysts we see include potential export controls imposed by the US on China in October and 3Q24 results, where we expect further positive revisions to AI infrastructure capex and more data points on AI adoption across industries.” To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Market consensus for "XOM stock forecast 2025" points to moderate upside, driven by global energy demand recovery and ongoing cost efficiencies. Price targets hover around $132, with EPS growth projected at 5–7% assuming stable geopolitical conditions.
