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Marathon Petroleum (MPC) Beats Forecasts in Q4 Results

The share price of Marathon Petroleum Corporation (NYSE:MPC) surged by 15.46% between February 2 and February 9, 2026, putting it among the Energy Stocks that Gained the Most This Week.

Marathon Petroleum Corporation (NYSE:MPC) is a leading integrated downstream energy company that operates the largest refining system in the United States.

Marathon Petroleum Corporation (NYSE:MPC) jumped after reporting strong results for Q4 2025 on February 3, with the company’s adjusted earnings of $4.07 per share comfortably beating forecasts by $1.36, as refining margins surged in the latter part of 2025. Similarly, Marathon’s revenue of $33.42 billion for the quarter also topped estimates by almost $3 billion.

Marathon posted a refining margin of $18.65 per barrel for Q4, up more than 44% YoY, boosting its refining and marketing earnings to about $2 billion, compared to $559 million a year earlier. The company operated its refineries at approximately 95% during the quarter, with total throughput of just over 3 million barrels per day. Its 606,000 bbl/day Garyville refinery in Louisiana and 253,000 bbl/day Robinson refinery in Illinois both set monthly crude throughput records during the quarter. The refiner also announced new projects to optimize its Gulf Coast refineries and revealed that it acquired two cargoes of Venezuelan crude oil at the end of January, with expectations that its refineries will process more heavy grades.

Marathon Petroleum Corporation (NYSE:MPC) received another boost on February 4 when TD Cowen analyst Jason Gabelman raised the firm’s price target on the stock from $183 to $198 while maintaining a ‘Buy’ rating. Similarly, analysts at Citi, UBS, and Wells Fargo raised their price targets on MPC following the company’s impressive Q4 performance.

While we acknowledge the potential of MPC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MPC and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 13 Best Dividend Kings to Buy in 2026 and 14 Best Mid Cap Dividend Aristocrat Stocks to Buy Now

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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