Update shared on 19 Nov 2025
Fair value Increased 1.16%Analysts have raised their price target for Eni from $16.12 to $16.31, citing improved revenue growth expectations and a modest increase in profit margins.
What's in the News
- Eni raised its oil and gas production guidance for 2025 to a range of 1.71 million to 1.72 million barrels of oil equivalent per day. The company expects fourth quarter production to be around 1.8 million boe/d (Corporate Guidance: New/Confirmed).
- The company announced third quarter hydrocarbon production of 1,756,000 boe/d, up from 1,661,000 boe/d a year earlier. However, nine-month production slightly declined compared to the previous year (Announcement of Operating Results).
- Eni completed a significant share buyback program, acquiring more than 68 million shares for a total of €980 million since May 2025 (Buyback Tranche Update).
- A final investment decision was reached for the Coral North FLNG development offshore Mozambique, which will boost Mozambique's LNG production and strengthen Eni's presence in global energy markets. The project is scheduled for completion in 2028 (Strategic Alliances).
- Eni and Commonwealth Fusion Systems signed a power offtake agreement worth over $1 billion for power from a planned fusion power plant in Virginia, further solidifying their strategic partnership in fusion technology (Client Announcements).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from €16.12 to €16.31 per share.
- Discount Rate has fallen significantly, moving from 10.39% to 9.55%.
- Revenue Growth expectations have improved modestly, up from 0.93% to 0.95% year over year.
- Net Profit Margin is essentially unchanged, increasing marginally from 5.91% to 5.93%.
- Future P/E has climbed from 10.74x to 11.70x, indicating slightly higher future earnings multiples.
Disclaimer
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