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ConocoPhillips assumed with a Neutral at JPMorgan
The Fly

ConocoPhillips assumed with a Neutral at JPMorgan

JPMorgan assumed coverage of ConocoPhillips with a Neutral rating and $129 price target down from $139. The firm sees a “number of cross currents” in energy fundamentals, with the U.S. election, Iran-Israel conflict, and a potentially contentious OPEC+ meeting serving as “near-term wild cards each with binary outcomes for the stocks.” The analyst views ConocoPhillips as a core exploration and production holding given its portfolio strength, inventory durability, and shareholder friendly cash return framework. However, it starts with a Neutral rating largely on the uncertain outlook for oil.

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