Why energy stocks still look so cheap, even after their big rally this month

Energy stocks are having a big month as oil prices surge on Iran war fears — but it's not solely the conflict in the Middle East that makes the sector appear attractive.

Market Watch • Jul 21, 2026

Artisan Value Fund Q2 2026 Portfolio Update

US equities advanced during Q2, supported by another quarter of better-than-expected corporate earnings and continued enthusiasm for companies benefiting from artificial intelligence-related investment. Our bottom five contributors to return in Q2 were Accenture, CME Group, Salesforce, Boston Scientific and EOG Resources. Our top five contributors to return in Q2 were Texas Instruments, Lam Research, NXP Semiconductors, Elevance Health and Alphabet.

Seeking Alpha • Jul 21, 2026

Oakmark Fund Q2 2026 Portfolio Activity

We believe the airline industry will emerge from the recent fuel price shock with improved profitability and see Delta as especially well positioned. We were pleased to initiate a position with Booking Holdings shares near a ten-year trough valuation and at a meaningful discount to our estimate of intrinsic value. With the stock at less than 6x our estimate of 2027 distributable cash flow, we were pleased to initiate a position in Equitable Holdings at a meaningful discount to intrinsic value.

Seeking Alpha • Jul 15, 2026

Earnings season plays: Profit expectations are growing for these stocks while their valuations get cheaper

Investors can find opportunities in stocks where declining share prices are pushing valuations below their historical average.

CNBC • Jul 14, 2026

EOG Resources: A Premium Oil Producer Trading At A Discount (Rating Upgrade)

EOG Resources is upgraded to buy, as the current valuation offers a solid margin of safety amid strong financial health and operational excellence. EOG delivered robust Q1 results, with revenue up 22%, well cost reductions, and $1.49B in free cash flow, supporting solid dividends and buybacks. Despite macro risks and commodity price volatility, EOG's balance sheet strength, disciplined capital allocation, and accretive M&A potential position it for resilience.

Seeking Alpha • Jul 8, 2026

Top 50 High-Quality Dividend Growth Stocks For July 2026

I track a curated universe of 50 high-quality dividend growth stocks to identify opportune entry points based on valuation and future return potential. Year-to-date through June, the investable universe returned 8.69%, trailing SPY (10.10%) and SCHD (17.50%), but several individual stocks outperformed significantly. Currently, 39 out of 50 stocks offer a forward return estimate of at least 10%, with 22 appearing potentially undervalued by my free cash flow model.

Seeking Alpha • Jul 8, 2026

Will EOG Resources (EOG) Beat Estimates Again in Its Next Earnings Report?

EOG Resources (EOG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks Investment Research • Jul 6, 2026

EOG Resources Schedules Conference Call and Webcast of Second Quarter 2026 Results for August 5, 2026

HOUSTON, June 23, 2026 /PRNewswire/ -- EOG Resources, Inc. (EOG) will host a conference call and webcast to discuss second quarter 2026 results on Wednesday, August 5, 2026, at 9 a.m. Central time (10 a.m.

PRNewsWire • Jun 23, 2026

EOG Resources, Inc. (EOG) Presents at J.P. Morgan Energy, Power & Renewables Conference 2026 Transcript

EOG Resources, Inc. (EOG) Presents at J.P. Morgan Energy, Power & Renewables Conference 2026 Transcript

Seeking Alpha • Jun 23, 2026

Wall Street loves growth stocks — but these 10 ‘losers' are primed to win

Elon Musk's $1 trillion SpaceX prediction is probably wrong. Contrarian investors are buying these out-of-favor value plays instead.

Market Watch • Jun 22, 2026