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Accelerated Decarbonization Will Undermine Oil Revenues And Gas Cash Flows

Published
14 Mar 25
Updated
17 Sep 25
AnalystConsensusTarget's Fair Value
NOK 250.44
2.8% undervalued intrinsic discount
17 Sep
NOK 243.40
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1Y
-10.4%
7D
-2.2%

Author's Valuation

NOK 250.442.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on17 Sep 25
Fair value Decreased 2.99%

The consensus price target for Equinor has been revised down to NOK250.44 as analysts express concern over weaker commodity prices, disappointing near-term earnings, limited growth prospects, and declining cash returns, with prior bullish views turning more cautious amid deteriorating market conditions. Analyst Commentary Bearish analysts cite expectations of lower commodity prices and disappointing near-term earnings, particularly in oil & gas and low carbon segments.

Shared on02 Sep 25
Fair value Decreased 1.01%

Equinor’s consensus price target was revised downward to NOK257.48 amid analyst concerns over weaker commodity prices, constrained growth, rising gearing, and increased valuation risks. Analyst Commentary Bearish analysts point to expectations of lower commodity prices and disappointing earnings for Equinor over the next few years.

Shared on01 May 25
Fair value Decreased 12%

Shared on24 Apr 25
Fair value Decreased 1.27%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.1% to 0.0%.

Shared on17 Apr 25
Fair value Increased 11%

AnalystConsensusTarget has decreased revenue growth from -1.1% to -1.3%.

Shared on09 Apr 25
Fair value Increased 2.64%