More Gas Per Barrel of Oil: A Growth Lever for Permian Operators
WTI above $95 per barrel is boosting Permian oil and associated gas, acting as a tailwind for FANG, XOM and CVX.
FANG - Diamondback Energy, Inc.
WTI above $95 per barrel is boosting Permian oil and associated gas, acting as a tailwind for FANG, XOM and CVX.
Global oil reserves are being used to offset supply shortages caused by the Middle East conflict. These U.S. "middlemen" continue to transport, store, and process oil like nothing has changed.
WTI above $100 keeps Permian names FANG, XOM and CVX in focus as EIA sees higher basin output, and producers tout efficiency gains.
Middle East tensions are stoking volatility; a low-beta screen spotlights Liquidia, Exxon Mobil, Valero Energy and Diamondback Energy.
CVE is positioned to benefit from strong crude prices as elevated WTI and Brent levels support upstream earnings growth.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Shares of Occidental Petroleum (NYSE:OXY | OXY Price Prediction) are up 45% year to date (YTD) heading into Tuesday's open, an impressive performer among large U.S.
Diamond Hill's long positions in software businesses, including Microsoft , Salesforce and Adobe, were among the most notable detractors in the quarter. Exploration and production companies Chevron and Diamondback Energy saw shares rise as the sharp increase in oil prices drove a broad rally across US-based oil producers. Diamond Hill initiated a position in Gartner as concerns around slowing revenue growth and potential disruption from AI created an opportunity to invest at an attractive valuation.
Glen Smith, CIO, GDS Wealth Management lays out the five stocks he believes are best positioned for the next leg of the rally. 00:00:00 - Intro 00:00:09 - Pick 1: The Nuclear AI Play 00:01:53 - Pick 2: High-Yield Oil Upside 00:03:52 - Pick 3: Overlooked AI Hardware 00:05:33 - Pick 4: Under-the-Radar Semi Breakout 00:07:53 - Pick 5: Blue-Chip King of Financials 00:09:42 One Name To Own Through Year-End 00:10:10 Pick He'd Cut From the List 00:10:46 Is This Market Heading Higher From Here?
While the top- and bottom-line numbers for Diamondback (FANG) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Riley Exploration Permian's Q1 beat, surging output and free cash flow spotlight a discounted growth-and-dividend story despite Permian gas constraints.
Shell and other energy companies are warning about the impact of the Middle East conflict. High oil prices and fuel shortages are good news for these three companies.
On May 11, 2026, Diamondback Energy Inc (FANG) shares rose 4.0% today, bringing the current price to $196.15. The stock has fluctuated within a 52-week range of
U.S. producer Diamondback Energy bought options to sell the price difference between U.S. West Texas Intermediate crude and globally traded Brent crude at around minus $42 a barrel in coming months, according to the company's quarterly filing, a bet that could pay off if the United States banned oil exports.
FANG beats Q1 earnings estimates as production surges, prompting higher 2026 output guidance and a 5% dividend hike.
Low beta screen highlights LQDA, CBOE, VLO and FANG as Middle East tensions keep U.S. stocks volatile, and investors favor steadier movers.
Here is how Diamondback Energy (FANG) and Nabors Industries (NBR) have performed compared to their sector so far this year.
Oil companies are responding differently to the surge in crude prices.
Diamondback Energy (FANG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
FDS and peers lift dividends as volatile markets and inflation fears push investors toward steady income plays backed by solid fundamentals.