SHEL

Shell (SHEL) has been added to the Zacks Rank #1 (Strong Buy) list as of October 7, 2026. Seven analysts revised earnings estimates higher in the last 60 days, with consensus estimates increasing to $11.86 per share.

The company is expected to see 88.3% earnings growth and 39.4% revenue growth for the current fiscal year, with an average earnings surprise of 10.3%. SHEL has outperformed the S&P 500 over the past four weeks, rising 10.7% compared to the index's 1.2% decline.

Shell (SHEL) is highlighted as a strong momentum pick with a Zacks Rank #1 (Strong Buy) rating and Momentum Style Score of B. The stock has significantly outperformed its industry and the broader market, rising 6.47% weekly, 12.38% monthly, 21.36% quarterly, and 43.94% annually. Recent earnings estimate revisions have been positive, with 7 upward revisions in the past two months, boosting the consensus estimate from $10.36 to $11.62.

Shell stock declined 1.73% on October 19, 2026, underperforming the broader market despite a 12.82% monthly gain. The company is set to report earnings on October 29 with projected EPS of $3.25 (up 74.73% YoY) and revenue of $95.17 billion (up 35.16% YoY). Shell holds a Zacks Rank #1 (Strong Buy) rating with a Forward P/E of 9.18, though it trades at a premium to its industry average.

Shell announced the sale of its entire stake in Shell Nigeria Gas Group to Vaaris Energy as part of its portfolio simplification strategy. The company will maintain focus on higher-return deepwater oil and integrated gas businesses. Shell also secured a 30% stake in Canada's Bay du Nord offshore project with a final investment decision targeted for 2027.

Shell (SHEL) closed at $102.99, up 1.38%, outperforming the S&P 500. The company is expected to report earnings on October 29, 2026, with predicted EPS of $3.25 (74.73% growth) and revenue of $92.71 billion (31.67% growth). Shell holds a Zacks Rank #1 (Strong Buy) rating with consensus EPS estimates rising 6.18% over the last 30 days.

The article highlights two oil and energy stocks with positive Earnings Surprise Prediction (ESP) figures that are expected to beat analyst earnings estimates. Nextpower (NXT) has a +3.23% ESP with a Hold rating, while Shell (SHEL) has a +17.69% ESP with a Strong Buy rating. Both stocks are positioned to potentially surprise positively in their upcoming earnings reports.

Zacks recommends Shell (SHEL) as a top growth stock, citing strong earnings growth projections of 78.3%, efficient asset utilization with a 0.8 S/TA ratio, and positive earnings estimate revisions. The company received a Zacks Rank #1 (Strong Buy) and Growth Score of B, positioning it as a potential outperformer for growth investors.

Shell (SHEL) is identified as an attractive value investment opportunity, earning a Zacks Rank #1 (Strong Buy) rating and an 'A' Value grade. The stock shows favorable valuation metrics including a P/B ratio of 1.14 (below industry average of 2.02), P/S ratio of 0.9, and P/CF ratio of 5.43 (below industry average of 7.35), suggesting it is undervalued relative to its earnings outlook.

The article explains the Zacks Rank, a proprietary stock-rating model that uses earnings estimate revisions to help investors build winning portfolios. The system evaluates stocks based on four factors: Agreement, Magnitude, Upside, and Surprise, ranking them into five categories from Strong Buy to Strong Sell.

Historical data shows Zacks Rank #1 portfolios have beaten the market in 26 of the last 32 years with average annual returns of +23.86%. Shell (SHEL) is highlighted as a recent Strong Buy addition with positive earnings revisions and strong market momentum.

Zacks highlights three Rank #1 stocks with strong income potential: Plains Group Holdings (PAGP) with a 6.4% dividend yield and 148.3% earnings estimate increase; Millicom International Cellular (TIGO) with a 3.3% dividend yield and 35.4% earnings estimate increase; and Shell plc (SHEL) with a 3.2% dividend yield and 8.5% earnings estimate increase.

Shell (SHEL) gained 1.14% to $97.62, outperforming the S&P 500's 0.58% gain. The company is expected to report earnings of $2.98 per share with 60.22% year-over-year growth and revenue of $92.42 billion, up 31.26%. Shell holds a Zacks Rank #3 (Hold) with a Forward P/E of 8.59, trading at a slight premium to its industry average.

Shell (SHEL) is highlighted as a stock to watch with a #3 (Hold) Zacks Rank and an A VGM Score. The oil supermajor has shown strong momentum with shares up 3.8% over the past four weeks, supported by seven analyst earnings estimate revisions higher in the last 60 days. The Zacks Consensus Estimate increased to $11.23 per share with an average earnings surprise of +10.3%.

Shell plc, a major oil supermajor, receives a #3 (Hold) rating on the Zacks Rank with a VGM Score of A. The company has attractive valuation metrics including a forward P/E ratio of 8.65 and has seen seven analysts revise earnings estimates upward in the last 60 days, with the consensus estimate increasing to $11.13 per share for fiscal 2026.

Shell plc announced the purchase of 1,150,000 shares on the London Stock Exchange at an average price of £39.2435 per share and 550,000 shares on Euronext Amsterdam at an average price of €47.0001 per share on October 20, 2026. These purchases are part of Shell's existing share buyback programme announced on July 30, 2026, with Goldman Sachs International managing trading decisions independently.

Petrobras announced cost and volume balancing agreements with Shell, TotalEnergies, and Petrogal for the BM-S-11A consortium in Brazil's Santos Basin. The company will receive approximately $859 million from its partners, with settlement expected by November 2026, following ANP-approved ownership revisions for the Berbigao and Sururu reservoirs.

EQT Corporation announced a 3% increase in its quarterly dividend to 17 cents per share, raising its annualized payout to 68 cents. The dividend is payable December 1, 2026. The increase reflects EQT's commitment to gradual shareholder payouts, supported by strong cash generation of $330 million in Q2 2026 and declining net debt of $5.5 billion.

BP projects third-quarter 2026 net debt of $13.5-$14.5 billion, down sharply from $22.3 billion in Q2, driven by a $9-$10 billion reduction in combined liabilities. The company expects stronger refining margins to add $1.9-$2.1 billion to products segment performance, while gas realizations are forecast to improve by $100-$300 million. However, lower oil prices averaging $96.99/barrel compared to $103.85 in Q2 are expected to weigh on upstream results by $200-$400 million, and the company anticipates post-tax impairment charges of $3-$4.5 billion related to transition businesses.

Major U.S. oil producers Chevron, Shell, and BP are resuming offshore operations in the Gulf following Hurricane Isaias. The companies had shut in 1.3 million barrels per day (63% of regional production) before the storm. All three reported no significant damage to key facilities and are redeploying workers to restore full production, easing supply concerns for the U.S. energy market.

Venture Global is expanding its LNG production capacity to 85 MTPA by 2029 through CP2 and Plaquemines projects, driven by rising global demand from data centers and power generation. The company raised its 2026 adjusted EBITDA guidance to $8.7-$9.1 billion, supported by tighter LNG supply conditions and resilient demand despite geopolitical challenges.

Kinder Morgan (KMI) has resumed natural gas deliveries to Mexico through its Tennessee Gas Pipeline following infrastructure repairs. The company lifted its force majeure declaration after resolving operational issues affecting cross-border shipments. Mexico's heavy reliance on U.S. natural gas imports for electricity generation and industrial use supports steady demand for KMI's transportation services.