UBS Bullish on Exxon Mobil's Long-Term Energy Investment Potential

UBS restated its Buy rating for Exxon Mobil Corporation, with a $143 price target, citing long-term energy investment potential. The analyst predicts rising energy demand, driven by developing nations, and estimates US tight oil output to peak around 2030. Exxon Mobil engages in the production, trade, and sale of crude oil, natural gas, and petroleum products.

UBS has restated its Buy rating for Exxon Mobil Corporation (XOM), raising the price target to $143. The Swiss bank's analyst, who covers the Energy sector, predicts rising energy demand, particularly from developing nations, and estimates that US tight oil output will peak around 2030. This outlook underscores Exxon Mobil's strategic position in the global energy market, where it engages in the production, trade, and sale of crude oil, natural gas, and petroleum products.

Exxon Mobil's shares closed at $114.21 on September 12, 2025, following TD Cowen's reiteration of a Buy rating with a price target of $128.00. The company's latest earnings report for the quarter ending June 30, 2025, showed a quarterly revenue of $79.48 billion and a net profit of $7.08 billion. While these figures represent a decline from the previous year's revenue of $89.99 billion and net profit of $9.24 billion, they reflect the company's ongoing efforts to adapt to changing market conditions.

Corporate insider sentiment on Exxon Mobil's stock has been negative, with a notable increase in insider selling activities during the past quarter. For instance, Darrin L Talley, the VP – Corp Strategic Planning of XOM, sold 2,158.00 shares for a total of $238,351.10 in August 2025. This trend suggests a cautious outlook among insiders.

Additionally, Exxon Mobil is exploring opportunities in South Africa, which it considers a prime destination for liquefied natural gas (LNG). The company's vice president of LNG market development and origination, Shahrukh Mirza, noted that South Africa will require between six and seven gigawatts of new gas-fired power capacity as it transitions from coal to cleaner energy sources. Exxon Mobil's affiliates have signed a memorandum of understanding with Dutch energy company Royal Vopak to assess the commercial and technical viability of an LNG regasification terminal in the country.

UBS's bullish stance on Exxon Mobil is supported by the analyst consensus, which currently stands at Moderate Buy with a price target consensus of $125.65. J.P. Morgan also maintained a Buy rating on the stock with a $124.00 price target, further reinforcing the positive outlook on the company's stock.