PAMP: Softer Revenue And Margin Outlook Will Limit Future Upside

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

19 Jan 25

Updated

14 Dec 25

Views

81

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

31.0%

7D

1.1%

Loading

1Y

31.0%

7D

1.1%

You can edit this narrative until Dec 15 8:10 AM. Then, changes will post as Updates.

Author's Valuation

AR$5.02k9.0% overvalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

PAMP: Future Returns Will Reflect Power Reforms And Gas Integration Benefits

Analysts have raised their price target on Pampa Energía from $92 to $113 per share, citing expectations for significant benefits from changes in the power generation business and improved monetization and integration of the company's gas upstream operations. Analyst Commentary Recent research updates highlight a more constructive stance on Pampa Energía, with higher price targets reflecting improved visibility on earnings growth and cash flow generation from both power and gas operations.

Shared on 28 Nov 25

PAMP: Future Performance Will Reflect Gains From Power-Gas Business Integration

Analysts have raised their price target for Pampa Energía from $92 to $113, citing anticipated gains from improvements in its power generation and gas upstream integration businesses. Analyst Commentary Recent analyst upgrades reflect a shift in sentiment around Pampa Energía, with expectations that operational improvements and business integration will support ongoing growth and value creation.

Shared on 14 Nov 25

Fair value Increased 23%

PAMP: Future Earnings Will Depend On Power-Gas Integration Execution Success

Analysts have raised their price target for Pampa Energía from $92 to $113. They cite expected benefits from improvements in the company’s power generation and gas monetization businesses.

Shared on 31 Oct 25

Fair value Decreased 1.37%

Narrative Update: Analyst Price Target Change for Pampa Energía Analysts have lowered their price target for Pampa Energía from $4,139.83 to $4,083.17, reflecting cautious sentiment in light of slightly softer revenue growth and profit margin forecasts. Valuation Changes Fair Value: Decreased slightly from ARS 4,139.83 to ARS 4,083.17.

Shared on 17 Oct 25

Narrative Update on Pampa Energía Analysts have maintained their price target for Pampa Energía at $4,139.83, citing steady forecasts for revenue growth and profit margins. They also noted only a slight rise in future price-to-earnings expectations.

Shared on 03 Oct 25

Analysts have slightly raised their price target for Pampa Energía to $4,139.83. They cite modest improvements in revenue growth forecasts, even though there is a minor decline in projected profit margins.

Shared on 26 Mar 25

Fair value Increased 95k%

Shared on 19 Mar 25

Fair value Decreased 100%

AnalystConsensusTarget has increased revenue growth from 12.9% to 18.4% and decreased future PE multiple from 20.1x to 16.9x.

Shared on 12 Mar 25

AnalystConsensusTarget Fair Value

AR$5.02k

9.0% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

10.89%

Electric Utilities revenue growth rate

0.16%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

24.22%

Calculation

US$660.70m

Earnings '28

x

13.09x

PE Ratio '28

=

US$8.65b

Market Cap '28

US$8.65b

Market Cap '28

/

1.30b

No. shares '28

=

US$6.67

Share Price '28

US$6.67 Share Price '28

Discounted to 2025 @ 24.22% p.a.

=

US$3.48

Fair Value '25

US$3.48 Fair Value '25

Converted to ARS @ 1.4407k USD/ARS Exchange Rate

=

AR$5.01k

Fair Value '25