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NESTE logo

Neste Oyj Stock Price

HLSE:NESTE Community·€25.0b Market Cap
  • 5 Narratives written by author
  • 4 Comments on narratives written by author
  • 136 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

NESTE Share Price Performance

€32.56
16.67 (104.84%)
​
€32.07
Fair Value
€32.56
16.67 (104.84%)
1.5% overvalued intrinsic discount
€32.07
Fair Value
Price €32.56
AnalystConsensusTarget €32.07
PittTheYounger €48.68
Investorman €19.41
Fri, 7 Aug 26
Fair Value€32.07
Share Pricen/a

NESTE Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value €32.07 1.5% overvalued intrinsic discount

Renewable Fuel Mandates And Capacity Expansion Will Support A Stable Long Term Outlook

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
PI
PittTheYounger
PittTheYounger's
Fair Value
·
Fair Value €48.68 33.1% undervalued intrinsic discount

Long-overlooked renewable fuels champion starts to get attention it deserves

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
IN
Investorman's
Fair Value
·
Fair Value €19.41 67.7% overvalued intrinsic discount

What is the fair value of Neste

5users have liked this narrative
4users have commented on this narrative
19users have followed this narrative
NESTE logo
Neste Oyj

Long-overlooked renewable fuels champion starts to get attention it deserves

A former oil refiner, Neste turns waste oils and animal fats into cleaner fuels, and a new wave of energy-supply fears is pushing governments to look for alternatives. With a new mega-plant in Singapore, it may be well placed to benefit as airlines and countries scramble for more reliable fuel sources.Read more

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PI
PittTheYounger
Emerging Author
€48.68
33.1% undervalued intrinsic discount
PittTheYounger's
Fair Value
Revenue
5% p.a.
Profit Margin
8%
Future PE
25x
Price in 2029
€62.18
View
NESTE logo
Neste Oyj

What is the fair value of Neste

Neste sits at the crossroads of shrinking demand for traditional fuels and fast-growing demand for cleaner alternatives like renewable diesel and greener jet fuel. But shifting rules in key markets like the U.S. could either turbocharge that growth or slow it down, making the path ahead less straightforward than it looks.Read more

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IN
€19.41
67.7% overvalued intrinsic discount
Investorman's
Fair Value
Revenue
15% p.a.
Profit Margin
3%
Future PE
19x
Price in 2027
€24.11
View
NESTE logo
Neste Oyj

Renewable Fuel Mandates And SAF Momentum Will Support A Stronger Long Term Outlook

Neste could get a longer runway as more countries require cleaner fuels and airlines ramp up use of lower-emissions jet fuel, expanding demand for its renewable diesel and aviation products. But the story hinges on new plant upgrades arriving on time and on access to key waste-based raw materials that can swing costs and pricing.Read more

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AN
AnalystHighTarget
€38
14.3% undervalued intrinsic discount
AnalystHighTarget's
Fair Value
Revenue
11.13% p.a.
Profit Margin
7.49%
Future PE
16.44x
Price in 2029
€45.38
View
NESTE logo
Neste Oyj

Renewable Fuel Mandates And Capacity Expansion Will Support A Stable Long Term Outlook

Government rules are pushing airlines and fuel suppliers toward cleaner fuels, and Neste is positioned to benefit as demand grows for renewable diesel and sustainable aviation fuel. With new production coming online and a company-wide push to cut costs, the key question is whether policy support and expansion plans can translate into steadier profits—or disappoint if the rules or projects change.Read more

View narrative
AN
AnalystConsensusTarget
€32.07
1.5% overvalued intrinsic discount
AnalystConsensusTarget's
Fair Value
Revenue
5.97% p.a.
Profit Margin
7.36%
Future PE
16.27x
Price in 2029
€38.3
View
NESTE logo
Neste Oyj

Slower Renewable Mandates And Costly Refinery Delays Will Pressure Long Term Outlook

Neste’s growth story leans heavily on government rules pushing renewable diesel and cleaner jet fuel, but those rules may move slower than expected while cheaper imports and rising feedstock costs squeeze profits. Add the risk of costly project delays and maintenance shutdowns, and the long-term outlook could look very different from what the market is currently counting on.Read more

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AN
AnalystLowTarget
€21.62
50.6% overvalued intrinsic discount
AnalystLowTarget's
Fair Value
Revenue
3.33% p.a.
Profit Margin
6.45%
Future PE
14.5x
Price in 2029
€25.71
View

Trending Discussion

No trending discussion available.

Recently Updated Narratives

PI
PittTheYounger
NESTE logo

Long-overlooked renewable fuels champion starts to get attention it deserves

Fair Value: €48.68 33.1% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
IN
NESTE logo

What is the fair value of Neste

Fair Value: €19.41 67.7% overvalued intrinsic discount
19 fair values setusers have set this as their fair value
4 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
NESTE logo

NESTE: Renewables Expansion And Index Inclusion Will Support Stronger Medium Term Returns

Fair Value: €38 14.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet and slightly overvalued.

1 Risk
2 Rewards
View Full Analysis

Neste Oyj Key Details

€20.6b

Revenue

€16.5b

Cost of Revenue

€4.1b

Gross Profit

€2.6b

Other Expenses

€1.5b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 29, 2026
1.98
20.01%
7.36%
44.1%
View Full Analysis

About NESTE

Founded
1948
Employees
5178
CEO
Heikki Malinen
WebsiteView website
www.neste.com

Neste Oyj, together with its subsidiaries, provides renewable diesel and sustainable aviation fuel in Finland, other Nordic countries, Baltic Rim, other European countries, the United States, and internationally. The company operates through Renewable Products, Oil Products, Marketing & Services segments. It produces, markets, and sells renewable diesel, sustainable aviation fuel, and related solutions. The company also provides various oil products, including diesel, gasoline, aviation and marine fuels, light and heavy fuel oils, gasoline components, and special fuels, such as small-engine gasoline, solvents, and liquid gases for retailers and distributors, oil majors and trading companies, and companies marketing lubricants and solvents. In addition, the company markets and sells lower emission fuels, oil products, and associated digital solutions to consumers, transport service providers, aviation, shipping, industrial and agricultural, and municipalities and heating fuel customers and fuel distributors; and markets transport fuels and electric vehicle charging services. The company was formerly known as Neste Oil Oyj and changed its name to Neste Oyj in June 2015. Neste Oyj was founded in 1948 and is headquartered in Espoo, Finland.

Recent NESTE News & Updates

User avatar
Narrative Update • Aug 21

NESTE: Renewables Expansion And Index Inclusion Will Support Stronger Medium Term Returns

Analysts have lifted the fair value estimate for Neste Oyj from €26.00 to €38.00, citing a series of higher Street price targets alongside updated assumptions that include a slightly higher discount rate, more moderate revenue growth, stronger projected profit margins and a higher future P/E multiple. Analyst Commentary on Neste Oyj Recent research on Neste Oyj points to a more constructive tone from several bullish analysts, even where official stock ratings remain cautious.
User avatar
New Narrative • Aug 21

Long-overlooked renewable fuels champion starts to get attention it deserves

As a former fossil fuels refinery operator, Neste knows how to crack crude to get the fuels the global economy needs. By adapting this expertise to renewable fuels from cooking oils, animal fat etc., the Fins got a headstart in delivering these energy inputs of the future.

Recent updates

No updates

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